Follow Us GraphicFacebook IconTwitter IconLinkedIn Icon
Search Graphic

Expert Financial Analysis and Reporting

Archive for November, 2014

Northwest Biotherapeutics: Putting Recent Clinical Data on DCVax Direct in Perspective (NWBO, Buy, $5.37)

Immuno-oncology is one of the most exciting areas for cancer research and cancer vaccines should be considered as a promising research area within immuno-oncology. Cancer vaccines might have been expected to produce great investor interest, but a long string of clinical trial failures over the last decade has made investors cautious or skeptical. However, evidence […]

Antares: 2015 Could Be the Breakout Year for the Stock (ATRS, $2.24, Buy)

I project 2015 sales of Otrexup at $22 million; if so, it would be generating profit in the latter half of 2015. Antares seems confident that Teva’s generic to EpiPen will be approved in June 2015 and AB rated. On an annualized basis, I see this this generic contributing $25 million pretax by 4Q, 2015. […]

Northwest Biotherapeutics: Capital Raise of $35 Million could be a Positive Catalyst for the Stock (Buy, $5.14)

Neil Woodford, a highly respected UK portfolio manager has just invested $25 million on very favorable terms and the Company has also received $10 million from a mortgage financing. This takes away the concern about financing that has been a lid on the stock. There is now a cash runway to see the Company through […]

Celldex, Moving to A Buy (CLDX, $14.16)

Investment Thesis Celldex held a conference call after the close on Friday, November 14, 2014 to discuss the interim results of the phase 2 trial of rindopepimut in recurrent glioblastoma multiforme (also referred to as GBM). The results were quite positive-much better than I expected- and I believe that they can be the basis for […]

Cytokinetics: An Update on Tirasemtiv and Omecamtiv Mecarbil (CYTK, Buy, $3.67)

Investment Thinking Cytokinetics could announce the decision on whether it will advance tirasemtiv into a pivotal phase 3 trial by the end of 2014. In my opinion, management will only make this decision if the FDA agrees under a Special Protocol Assessment that a new primary endpoint of slow vital capacity, SVC, can be used. […]