Windtree Therapeutics: Phase 2b Trial Fails Although There Was An Encouraging Signal of Activity (WINT, Take tax loss, $0.34)Key Points: The phase 2b trial failed, but there was an encouraging signal of activity. Windtree Therapeutics: Discussion of Licensing Deal with Lee’s Pharmaceutical and Two Imminent Key Clinical Events (WINT, Buy, $0.90)Introduction This report discusses a new licensing deal with Lee’s Pharmaceutical and alerts investors to two upcoming catalysts for the stock.… Windtree Therapeutics: Thinking About the Stock Price After Phase 2b Results for Aerosurf in RDS Are Released In July (WINT, $0.92)Investment Thesis Windtree is facing the ultimate of binary events when it releases topline results in July for its critical phase… 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… Windtree Therapeutics (WINT, Take Tax Loss, $2.50): Critical Aerosurf Phase 2b Trial Completion is Delayed; Can the Company Raise the Capital Needed to Complete the TrialOverview Windtree held a conference call on October 25 to update investors on the status of the phase 2a trial of… Windtree Therapeutics: Key Points from Conference Call on 1Q, 2016 Results (WINT, $2.04)Investment Thesis The current market valuation of Windtree is only $16 million. This seems extremely low for a Company that… Discovery Laboratories: Clinical Trial Data over Next Year Could Validate the Promise of Aerosurf (DSCO, Buy, $1.60)Investment Overview The Stock Market Has Written off Aerosurf The current stock market valuation for Discovery Laboratories of $13 million (8 million… Discovery Laboratories: New CEO and Update on Aerosurf (DSCO, $2.26)Upcoming Key Events There are two very important events in the next year. The first is reporting of results in a… Discovery Laboratories: Results for Aerosurf in Phase 2a Trial are Encouraging; Why Then Did the Stock Crash? (DSCO, Buy, $0.30)Introduction This report discusses the results of Discovery Laboratory’s first in human, phase 2a trial of Aerosurf. In writing this report,… Discovery Laboratories: Update from the 2Q, 2015 Conference Call Provides Timelines for Important Aerosurf Phase 2 Trials (DSCO, Buy, $0.47)Key Points Phase 2 trials are enrolling rapidly. Comments on Agenus, ImmunoCellular, Discovery Laboratories, Neuralstem, Kite and JunoSmithOnStocks Mailbox My mailbox comments are brief notes on stocks… Discovery Laboratories: What I Intend to Do in the Aftermath of a Disastrous Stock Offering (DSCO, Buy, $0.54)Quick Summary Discovery Laboratories: An Analysis of Phase 2a Results for Aerosurf and What to do with the Stock (DSCO, $0.81, for paid subscribers)Glossary of Important Definitions For those of you who are not familiar with terms used in neonatology, I am starting this… Discovery Laboratories: Focus is Totally on Aerosurf Development (DSCO, $1.43, Hold)Investment Thesis During the conference call on March 16, 2015 discussing 4Q, 2014 results, management announced that it had decided to… Discovery Laboratories: Delay in Completion of Aerosurf Phase 2a Trial and Continued Disappointing Sales of Surfaxin Weigh on the Stock (DSCO, $1.53, Hold)
Phase 2a Aerosurf trial completion has been pushed back to 1Q, 2015 from 4Q, 2014. Discovery Laboratories Has Formed an Important Collaboration with Battelle to Develop Aerosurf (DSCO, Buy, $1.69)
This agreement partners Discovery with a world class medical device developer and meaningfully de-risks development of Aerosurf. Discovery Laboratories: My Current Thinking on the Surfaxin Launch and Aerosurf Phase 2 Trials (DSCO, Buy/Hold, $1.62)Investment Thesis At the time of launch of Surfaxin on November 8, 2013 Discovery Laboratory’s (DSCO) stock was selling at $2.00.… Discovery Laboratories: A Look at the Surfaxin Launch and the Phase 2a Trial of Aerosurf (DSCO, Buy, $1.79, free content)Launch of Surfaxin The launch of Surfaxin has begun and initial results were below expectations causing the Company a few months… Discovery Laboratories: An Update on the Surfaxin Launch and the Phase 2 Clinical Trial Program for Aerosurf (DSCO, Buy, $1.72)Introduction and Overview This note updates recent progress of the company along with my detailed investment outlook which I break into… Discovery Laboratories: An Asymmetric Opportunity (DSCO, $2.07)I have just published the first of a series of reports on Discovery Laboratories. Discovery Laboratories (DSCO, $2.07): An Asymmetric Opportunity Discovery Laboratories: Removal of Financing Overhang Is a Catalyst for the Stock (DSCO, $2.17)Investment Thesis Discovery Laboratories: What the Marketing Approval of Surfaxin Could Mean to the Stock (DSCO, $2.72)Surfaxin is Finally Cleared for Commercialization in the US Discovery Laboratories: Still Another Delay in the Surfaxin Launch (DSCO, $2.00)Overview Discovery Laboratories: The Surfaxin Launch and Beyond (DSCO, $2.38)Investment Thesis Discovery Laboratories: Innovative Financing is a Catalyst to Buy the Stock (DSCO, $2.16)Investment Perspective Discovery Laboratories Announces Changing of the Guard (DSCO, $2.21)New Board and New CEO Discovery Laboratories: Disappointment with the Delay in the Surfaxin Launch Has Created a Buying Opportunity (DSCO, $2.24)Introduction 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… Discovery Laboratories: Surfaxin Is Superior to Animal Surfactants (DSCO, $2.74)
Purpose of Report Discovery Laboratories (DSCO): An Update and Buy Re-iterationI have just published a new report on Discovery Laboratories; this emerging company has two products approved for U.S. marketing… Equity Offering Provides Discovery Laboratories Much Needed Financial Strength (DSCO, $2.81)Report Summary Surfaxin Should Be Approved on its March 6th PDUFA Date (DSCO, $2.82)Investment Thesis and Valuation |