Follow Us GraphicFacebook IconTwitter IconLinkedIn Icon
Search Graphic

Expert Financial Analysis and Reporting

Northwest Biotherapeutics: Highlights of the 2014 10-K (NWBO, Buy, $7.81)

Introduction

Northwest Biotherapeutics just issued their 10-K for 2014 and I would urge everyone to read it. The purpose of this…
Read more…

Northwest Biotherapeutics Stock Surges 94% on Perfect Storm Created by Short Squeeze and New Buying Interest (NWBOD, $10.75)

Investment Summary
Northwest Biotherapeutics’ (NWBOD) stock price increased 94% on Friday, September 28 to $10.95 per share and investors are asking…
Read more…

A.P. Pharma: Refiling of NDA for APF530 Could Lead to Stock Price Strength

Catalyst
AP Pharma (APPA.OB) announced that it has resubmitted its New Drug Application (NDA) to the FDA for its lead product…
Read more…

Thoughts on Northwest Biotherapeutics’ Reverse Stock Split

Northwest Biotherapeutics (NWBO.OB) announced a 1 for 16 reverse stock split. This is a first step in a planned public…
Read more…

Discovery Laboratories: The Street Is Getting on Board With Me

My Recent History on Discovery Laboratories

On February 22, 2012, I initiated coverage of Discover Laboratories with a Buy and at…
Read more…

An Update on Trius Therapeutics’ Tedizolid; a Potential Blockbuster for Treating MRSA Infections (TSRX, $5.41)

 

I am reiterating my buy recommendation on Trius Therapeutics (NASDAQ: TSRX). This note is follow-up to a 35 page report…
Read more…

Manish Singh Resigns as CEO of ImmunoCellular Therapeutics: Implications for Northwest Biotherapeutics and ImmunoCellular

ImmunoCellular (IMUC.OB) has issued a press release stating that Manish Singh has resigned as CEO. He will be succeeded in…
Read more…

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…
Read more…

Cadence Pharmaceuticals Ofirmev Has Gained Traction Producing Upside Surprise in 2Q, 2012

I reiterate my Buy recommendation on Cadence. The Ofirmev launch has now gained traction as just reported 2Q, 2012 revenues…
Read more…

Price Drop Following Side Effect Issue with Hepatitis C Pipeline Drug Creates Buying Opportunity

Bristol-Myers disclosed on August 1, 2012 that it has suspended a phase II trial in hepatitis C in which BMS-986094,…
Read more…

Cadence Pharmaceuticals’ Ofirmev Launch is Gaining Traction (CADX, $4.02)

Investment Background
Cadence Pharmaceuticals (CADX) achieved the goal of every emerging bio-pharmaceutical company when it received US approval for its first…
Read more…

Stock Weakness Following Equity Offering Provides A Buying Opportunity in A.P. Pharma (APPA, $0.58)

Investment Thesis

The equity offering by A.P. Pharma of 102 million shares at $0.52 per share has put pressure on the…
Read more…

Amylin Acquisition is a Mild Positive for Bristol-Myers Squibb

I prefer growth through internal product development over growth through acquisition. It is the product pipeline that drives my buy…
Read more…

A.P. Pharma: Ondansetron's Link to QT Interval Prolongation is a Huge Positive for APF530

The FDA issued a safety communication on June 29, 2012 further advising physicians on the link of ondansetron (Zofran) to…
Read more…

Cadence (CADX): Ofirmev Sales Could Surprise on the Upside in Second Quarter and Generic Concerns Appear to be Overblown

Cadence (CADX) has just released estimates from the independent market research firm Wolters, Kluwer on the number of vials that…
Read more…

Trius' (TSRX) Tedizolid Has Blockbuster Potential for MRSA Infections

Trius Therapeutics TSRX) is in late stage clinical development of its new antibiotic, tedizolid, for treatment of MRSA infections that…
Read more…

Discovery Laboratories (DSCO): An Update and Buy Re-iteration

I have just published a new report on Discovery Laboratories; this emerging company has two products approved for U.S. marketing…
Read more…

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…
Read more…

Highlighting A New Report on Dendritic Cell Cancer Vaccines

Northwest Biotherapeutics’ (NWBO) DCVax-L and ImmunoCellular Therapeutics’ ICT-107 are dendritic cell cancer vaccines that are in phase II trials for…
Read more…

Dendreon Turns Reins Over to New CEO

Key Points

Dendreon has made a sweeping change in management by bringing in John Johnson, who was serving as a board…
Read more…

Gilead's Offer for Pharmasset Follows Closely on the Heels of Roche's Bid for Anadys: Could Achillion and Inhibitex Be Next?

Gilead (GILD) is certainly paying up for Pharmasset with its offer to buy the company at $137 per share ($11…
Read more…

Transcept to Resubmit Intermezzo NDA; Hopes for a Class I Review

Resubmission of Intermezzo NDA

Transcept Pharmaceuticals in a press release today (September 15) said that it plans to resubmit its NDA…
Read more…

Bristol-Myers Squibb's Dapagliflozin Voted Down By Advisory Committee; What's Next

Overview of Advisory Committee Meeting

The FDA Endocrinologic and Metabolic Drugs Advisory Committee voted 6-9 against approval of dapagliflozin for the…
Read more…