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: 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: 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: 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… Comments on Antares, Agenus, Cytokinetics, Discovery Laboratories and ZS PharmaSmithOnStocks Mailbox 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: 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 (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… |