Neuralstem: Update on Phase I Trial of Neural Stem Cells in ALS is Encouraging (CUR, $1.45)Purpose of Report SmithOnStocks Opines on Stocks May 19, EditionOne Approach for Investing in Emerging Biotechnology Stocks Antares: Reiteration of My Buy Recommendation (ATRS, $4.00)Investment Thesis Neuralstem: Update on ALS Trial Could be a Catalyst for the Stock (CUR, $1.30)Key Investment Summary Trius Therapeutics: Newly Allowed Patent Provides Important New Dimension to Investment OutlookInvestment Thesis SmithOnStocks Opines on Recent Biotech EventsIntroduction ImmunoCellular Therapeutics: Marching Toward Top Line Data for ICT-107 in 4Q, 2013 (IMUC, $2.42)Introduction InSite Vision: An Over-looked Company with Two Interesting Drug Candidates and a Big Upcoming Catalyst (INSV.OB, $0.31)Results of the Important DOUBle Trial Are Imminent Transcept: Throwing in the Towel on IntermezzoIntermezzo was launched by Transcept’s marketing partner Purdue in April 2012. I believed then and now that it is a… Cadence Pharmaceuticals: Ofirmev Launch is Strong; Resolution of Patent Issues Could Be Soon (CADX, $6.86)Investment Thesis A.P. Pharma: Management Change is a Positive for the Stock (APPA.OB, $0.39)Introduction Discovery Laboratories: Still Another Delay in the Surfaxin Launch (DSCO, $2.00)Overview Cytokinetics: Key Issues for Beginning Phase III for Omecamtiv Mecarbil in Congestive Heart Failure (CYTK, $1.15)Overview and Investment Importance Trius: Clinical Trials Show Important Differentiation of Tedizolid from Zyvox (TSRX, $6.48)Investment Summary and Opinion Besivance Royalty Deal Extends InSite’s Cash Runway (INSV.OB, $0.31)InSite Vision(INSV.OB) announced that it agreed to sell its royalty stream on future sales of Besivance, a product that is… A.P. Pharma Receives Complete Response Letter on APF530 (APPA.OB, $0.34)Overview Investment Implications of the Acquisition of MAP Pharmaceuticals by AllerganAllergan to Acquire MAP Pharmaceuticals Cadence: Management Guides to a Near Doubling of Ofirmev Sales in 2013My confidence in my long standing Buy recommendation on Cadence (CADX) has been strengthened by its pre-announcement that 4Q, 2012… InSite Vision: Upcoming Results on the DOUBle Trial May Not Be as Binary as I Have Been ThinkingI met with the CEO, Tim Ruane, and CFO, Lou Drapeau, of InSite Vision (INSV.OB) in early January during my… Trius: Why Last Friday’s Equity Offering is good for the Stock (TSRX, $4.90)Investment Opinion Discovery Laboratories Announces Changing of the Guard (DSCO, $2.21)New Board and New CEO Transcept: Direct to Consumer Advertising Campaign Could be the Tipping Point for IntermezzoInvestment Overview The launch of Intermezzo began on April 4, 2012 and so far, it has been disappointing for investors. Purdue… My Buy Rating on Cadence Pharmaceticals is Bolstered by Ofirmev Patent Settlement with PerrigoInvestment Conclusion Initiation of Coverage on NovaBay with a BuyIntroduction I have just written a new report on NovaBay (NBY) called NovaBay’s Robust Clinical Pipeline Approaches Critical Clinical Trial Results… Settlement Between Pfizer and Teva on Generic Zyvox is a Significant Positive for Trius TherapeuticsThe Issue Northwest Biotherapeutics Stock Surges 94% on Perfect Storm Created by Short Squeeze and New Buying Interest (NWBOD, $10.75)Investment Summary Thoughts on Northwest Biotherapeutics’ Reverse Stock SplitNorthwest Biotherapeutics (NWBO.OB) announced a 1 for 16 reverse stock split. This is a first step in a planned public… Discovery Laboratories: The Street Is Getting on Board With MeMy Recent History on Discovery Laboratories On February 22, 2012, I initiated coverage of Discover Laboratories with a Buy and at… Manish Singh Resigns as CEO of ImmunoCellular Therapeutics: Implications for Northwest Biotherapeutics and ImmunoCellularImmunoCellular (IMUC.OB) has issued a press release stating that Manish Singh has resigned as CEO. He will be succeeded in… Johnson & Johnson: A Core Holding for the Long Haul
I have just written a report on JNJ in which I reiterated my Buy recommendation. I don’t see a vibrant… Cadence Pharmaceuticals Ofirmev Has Gained Traction Producing Upside Surprise in 2Q, 2012I reiterate my Buy recommendation on Cadence. The Ofirmev launch has now gained traction as just reported 2Q, 2012 revenues… Spectrum Pharmaceuticals: Fusilev Has Explosive Month in JuneIn my recent article Spectrum Pharmaceuticals: The Bull and the Bear Case, I wrote about the tug of war between… Northwest Biotherapeutics’ DC Vax Cancer Vaccine May Be a Game Changer In Cancer
I am starting my coverage of Northwest Biotherapeutics (NWBO.OB) with a Buy. I became interested in this small bulletin board… Spectrum Pharmaceuticals: The Bear and Bull CaseAt the request of some subscribers to my website, I have been asked to take a look at the bull… Issuance of Complete Response Letter for Eliquis Doesn’t Alter My Buy on Bristol-Myers SquibbInvestment Opinion I believe that the issuance of a Complete Response Letter to Bristol-Myers Squibb (BMY) and Pfizer (PFE) for the… InSite Vision: Initiating Coverage on a Promising Company with a Robust Late Stage Product PortfolioI have just published a new report and initiated coverage of InSite Vision (INSV, $0.30) with a Buy. The core… Initiating Coverage of A.P. Pharma with a Buy (APPA, $0.42)I have just published a report initiating coverage on A.P. Pharma (APPA, $0.42) in which I recommend purchase; my 2015… Dendreon Turns Reins Over to New CEOKey Points Dendreon has made a sweeping change in management by bringing in John Johnson, who was serving as a board… New Scientific Abstact Suggests That Median Overall Survival for Provenge is 7.8 Months, Not 4.1 (DNDN, $14.09)Conclusions Johnson & Johnson’s Turnaround Led by New Drug Products is Underway (JNJ, $65.15)
Investment Conclusion Investors’ Concerns About the Intermezzo Launch Weighs on the Stock and Creates a Buying OpportunityInvestment View I believe that Transcept’s (TSPT) Intermezzo is an important new drug for insomnia and will be a commercial success.… Cubist Makes Attractive Bid for AdolorInvestment View of the Proposed Acquisition Cubist announced today that it had signed a definitive agreement to acquire Adolor.
Adolor has been… Contrave Is Given New Life as FDA Reverses its Position on Design of Cardiovacular Outcomes Trial (OREX, $2.45)Investment Opinion Transcept to Resubmit Intermezzo NDA; Hopes for a Class I ReviewResubmission of Intermezzo NDA Transcept Pharmaceuticals in a press release today (September 15) said that it plans to resubmit its NDA… FDA Cardiovascular and Renal Advisory Committee Goes Against FDA View and Recommends Approval of XareltoThe FDA had apparently slammed the door shut on approval of Johnson & Johnson’s Xarelto (rivaroxaban) for stroke prevention in… Hopes for Rivaroxaban Are Dashed (JNJ, $65.00) Dapagliflozin is Voted Down 6 to 9 by Advisory Committee: What’s Next (BMY, $28.77)Overview of Advisory Committee Meeting Santarus 2009 Analyst Day Highlights (SNTS, $1.98)Management was quite optimistic about prospects for 2009 as both Zegerid and Glumetza are doing well. The company is looking… |