Expert Financial Analysis and Reporting

Investment Thesis The equity offering by A.P. Pharma of 102 million shares at $0.52 per share has put pressure on the stock, but it is gradually recovering and the current price of $0.58 presents a buying opportunity in my opinion. I initiated coverage with a buy at $0.42 per share on April 25, 2012. I […]

In my recent article Spectrum Pharmaceuticals: The Bull and the Bear Case, I wrote about the tug of war between bears and bulls on Spectrum Pharmaceuticals. There are several elements to the bear case that has resulted in a short position that amounts to 52% of the float. The centerpiece of the bear argument has […]

  I am starting my coverage of Northwest Biotherapeutics (NWBO.OB) with a Buy. I became interested in this small bulletin board company based on research that I did on Dendreon (DNDN) whose prostate cancer vaccine Provenge is the first approved cancer therapeutic that uses living dendritic cells. I came to believe that this technology had […]

Northwest Biotherapeutics’ DC Vax Cancer Vaccine May Be a Game Changer In Cancer Therapy Report Outline Investment Thesis and Opinion Introduction Phase I Trial Results for DCVax-L were Impressive Manufacturing Process is Superior to that of Provenge Fraunhofer and King’s College Collaborations Put Me over the Top An Asymmetric Investment Opportunity There Are Significant Negatives […]

At the request of some subscribers to my website, I have been asked to take a look at the bull and bear case on Spectrum Pharmaceuticals and try to fairly represent the positives and negatives of each point of view. There is strong bearish sentiment as short interest accounts for 52% of the float. For […]

Reason for Report At the request of some subscribers to my website, I have been asked to take a look at the bull and bear case on Spectrum Pharmaceuticals and try to fairly represent the positives and negatives of each point of view. There is strong bearish sentiment as short interest accounts for 52% of […]

I prefer growth through internal product development over growth through acquisition. It is the product pipeline that drives my buy recommendation on Bristol-Myers Squibb (BMY). The acquisition of Amylin (AMLN) has some tactical appeal as it strengthens BMY’s position in the diabetes market, is only modestly dilutive in the near term and could be quite […]

Investment Opinion I prefer growth through internal product development over growth through acquisition. It is the product pipeline that drives my buy recommendation on Bristol-Myers Squibb (BMY). The acquisition of Amylin (AMLN) has some tactical appeal as it strengthens BMY’s position in the diabetes market, is only modestly dilutive in the near term and could […]

The FDA issued a safety communication on June 29, 2012 further advising physicians on the link of ondansetron (Zofran) to QT interval prolongation; this condition can cause abnormal heart rhythms that  in some cases may be life threatening. This follows a previous communication on the same concern on September 11, 2011. Because AP Pharma’s competitive […]

Investment Thesis The FDA issued a safety communication on June 29, 2012 further advising physicians on the link of ondansetron (Zofran) to QT interval prolongation; this condition can cause abnormal heart rhythms that  in some cases may be life threatening. This follows a previous communication on the same concern on September 11, 2011. Because AP […]