Agenus: New Blockchain Financing Instrument Could Cause a Paradigm Shift in Financing Small Biotechnology Firms (AGEN, Buy, $3.37)
Key Agenus is the first biotechnology company to Northwest Biotherapeutics and Agenus: What Are The Implications for These Companies in the Aftermath of Two Recent Cancer Vaccine Trial Failures? (NWBO, $0.38, Buy) (AGEN, $3.99, Buy)Two Recent Cancer Vaccine Trial Failures Spurred this Report On February 22, 2017, Argos reported that the Data Monitoring Committee for… SmithOnStocks Top Stock Picks for 2017, January 3, 2017Purpose of this Report I last summarized my stock recommendations in a September 12, 2016 report. There has been little change… Immuno-Oncology is Probably The Most Explosive Commercial Opportunity in All of BioPharma; My Investment Picks are Bristol-Myers Squibb (BMY, Buy, $57.14) and Agenus (AGEN, Buy, $4.28))Background Information on Checkpoint Modulation Let me provide background information that shapes my views on immuno-oncology before I get into my… Agenus: Update on Drug Development Programs (AGEN; Buy, $5.65)Investment Thesis This report focuses on product development efforts discussed in Agenus’ 2Q, 2016 conference call. My most likely investment scenario… Agenus: Its Market Leading Position in Immuno-Oncology Makes it A Compelling Investment Story (AGEN, Buy, $3.69)Investment Thesis in Brief I continue to recommend Agenus for its impressive technology platforms in immuno-oncology. It is difficult to assign… Agenus (AGEN: Buy, $6.61) Royalty Deal for QS-21 Adjuvant Use in Two Glaxo VaccinesTerms of the Royalty Deal Agenus announced on September 9th that it had signed a royalty transaction with Oberlan Capital from… Comments on Agenus, ImmunoCellular, Discovery Laboratories, Neuralstem, Kite and JunoSmithOnStocks Mailbox My mailbox comments are brief notes on stocks… Agenus: Its R&D Day Presentation Puts a Focus on the Great Promise of Cancer Vaccines and Checkpoint Modulators (AGEN, Buy, $6.73)Overview of Report I found the Agenus R&D day to be extremely interesting as it showcased the impressive immunotherapy technology base… Comments on Agenus and AntaresSmithOnStocks Mailbox My mailbox comments are brief articles on stocks in which I am involved. These can come from… Comments on Agenus, Neuralstem and CelldexSmithOnStocks Mailbox Comments on Antares, Agenus, Cytokinetics, Discovery Laboratories and ZS PharmaSmithOnStocks Mailbox SmithOnStocks Mailbox, January 31 Edition: My Take on News Events Relating to Companies I FollowIntroduction A number of subscribers have suggested that I write more on recent news events that relate to companies that I… Immuno-Oncology Promises to be the Next “Big Thing” In BiotechnologyImmuno-Oncology Promises to be the Next “Big Thing” In Biotechnology Immuno-oncology has been the hottest area in biotechnology… Agenus: The Collaboration with Incyte is Transformative and Creates Great Shareholder Value (AGEN, Buy, $4.99)
Incyte’s expertise in clinical development and commercialization of cancer drugs is a perfect complement to Agenus’ product development capabilities for… Agenus: Encouraging Data on Prophage, But What is the Path Forward (AGEN, Buy, $3.28)Introduction On July 1, Agenus announced results from a non-randomized, phase 2 study of its therapeutic cancer vaccine Prophage in newly… Thoughts on the Market Correction in Biotechnology StocksThis Has Been a Tough Correction The recent sharp market correction and rotation out of growth stocks like biotechnology and technology… Agenus (AGEN, Buy, $3.73) Thoughts on the Stock and Company in the Aftermath of Trial Failure of MAGE-A3 Cancer VaccineAgenus (AGEN) and GlaxoSmithKline (GSK) announced that the MAGRIT phase 3 study of GSK’s MAGE-A3 cancer vaccine in non-small cell… SmithOnStocks Mailbox February 25, 2014I have found that there are some very smart people out there who have interesting questions and perspectives concerning my… Agenus: There Has Been a Positive,Transformational Change in the Investment Thesis (AGEN, $3.67)This note is based on a presentation that was made by Bob Stein at the BIOCEO conference: he is the… The BIO CEO Conference: Highlights from the Meeting and New Investment Perspectives (Subscribers Only)Back From BIO CEO Conference I have returned from spending two days at the BIO CEO conference at the Waldorf Astoria… SmithOnStocks Mailbox January 28, 2014In my writing, I have found that there are some very smart people out there who have interesting questions and… Agenus: Key Opinion Leader Support Builds for Prophage (AGEN, $3.27)Can Cancer Vaccines Work? The issue of whether cancer vaccines are viable therapeutic candidates has been hotly debated by investors. A… Agenus: Encouraging Phase II Results for Prophage in Recurrent Glioblastoma (AGEN, $3.00)Purpose of This Report Agenus issued a press release on December 16, 2013 in regard to the final results of a… Agenus and Glaxo: Sizing Up the Potential for the RTS,S Malaria Vaccine (AGEN, $2.94)Putting Malaria Vaccine Results in Perspective for Agenus Agenus: Rebuttal To Attack By Adam Feuerstein on the Company (AGEN, Buy, $2.85)Report Overview Agenus: Thoughts on Phase II Results for Prophage in Glioblastoma (AGEN, $2.91)Reason for This Report Agenus: Assessing Stock Prospects in the Aftermath of MAGE A-3 Cancer Vaccine Missing Primary Endpoint in Melanoma (AGEN, $2.81)Investment Thesis Agenus: Upcoming Clinical Trial Results for the MAGE A-3 Cancer Vaccine Will Have a Major Impact on the Stock (AGEN, $3.42)Investment Overview Agenus: Key Clinical Events are Imminent (AGEN, $3.91)Key Value Drivers for Agenus Through 2015 Thoughts on the Growing Crisis of Bacterial Resistance to AntibioticsInvestment Overview |