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Expert Financial Analysis and Reporting

Archive for July, 2015

Cytokinetics: Comments on Sharp Price Decline After 2Q, 2015 Conference Call (CYTK, Buy, $6.28)

Key Points The reasons for my buy recommendation on CYTK as detailed in previous reports remain the same. There was nothing on the 2Q, 2015 call that I had not known for some time. The sharp rise in the stock before and the sharp fall after the 2Q call is consistent with my hypothesis that […]

Comments on Agenus, ImmunoCellular, Discovery Laboratories, Neuralstem, Kite and Juno

SmithOnStocks Mailbox  Comments on Agenus, ImmunoCellular, Discovery Laboratories, Neuralstem, Kite and Juno About the Mailbox: My mailbox comments are brief notes on stocks in which I am involved. They can come from recent events or from subscribers’ questions. Comments are meant to address specific issues about these stocks and are not full and balanced reports. […]

Cytokinetics: Phase 3 Trial of Tirasemtiv Has Begun (CYTK, Buy, $7.17)

Cytokinetics announced on July 14, 2015 the start of the phase 3 trial of tirasemtiv in ALS-VITALITY-ALS (Ventilatory Investigation of Tirasemtiv and Assessment of Longitudinal Indices after Treatment for a Year in ALS). I would expect rapid enrollment in this trial as many of the centers participating in this study also participated in the phase […]

Discovery Laboratories: What I Intend to Do in the Aftermath of a Disastrous Stock Offering (DSCO, Buy, $0.54)

Quick Summary Discovery Laboratories has just completed a stock offering that was done at distressed prices. This was a disaster for existing shareholders as new shareholders participating in this deal now control about 58% of fully diluted shares. The Company now has cash to that could last until 1Q, 2017 which will allow for the […]

Repligen: Fundamentals Are Exceptional But The Stock Carries A Premium Valuation (RGEN, $39.97, For Paid Subscribers)

Investment Thesis When I wrote my first report  on Repligen on December 4, 2012, I concluded that Repligen had one of the best business models that I have seen in the Life Sciences universe and that management was doing an excellent job of execution. This has cetrainly been reflected in the stock price which has risen […]

Cytokinetics: Phase 3 Trial for Tirasemtiv About to Begin with Topline Results Possible in 2H, 2016; Successful Outcome Could Make the Stock a Homerun (CYTK, $6.35, Buy, For Paid Subscribers)

Introduction Management has recently provided details of the upcoming phase 3 trial of tirasemtiv in the treatment of ALS; this trial is named VITALITY- ALS which is short for Ventilator Investigation of Tirasemtiv and Assessment of Longitudinal Indices after Treatment for a Year in ALS This trial will begin any day now and could report […]