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Expert Financial Analysis and Reporting

Archive for September, 2012

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 candidate, APF530, for the prevention of acute and delayed onset chemotherapy-induced nausea and vomiting (CINV). A.P. Pharma expects to be notified that the FDA has accepted the refiling and has established a Prescription Drug […]

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 offering of up to $25 million and listing of the common stock on the NASDAQ Capital Market. The reverse stock split will increase the price of the stock from the pre-split price of $0.30 per […]

Northwest Biotherapeutics and ImmunoCellular Therapeutics Can Both Be Winners with their Cancer Vaccines (NWBOD, $5.50)

Investment Perspective I think that some investors are incorrectly viewing the investment outlook for Northwest Biotherapeutics and ImmunoCellular Technologies (IMUC.OB). Both companies are developing dendritic cell vaccines for glioblastoma multiforme, the deadliest form of primary brain cancer; NWBOD’s product is called DCVax-L and IMUC’s is ICT-107. Some investors have portrayed this as a winner take […]

Recently Added Board Member Brings Great Expertise to the Potential Launch of APF530 (APPA, $0.64)

Investment Thesis and Price Target I initiated coverage of A.P. Pharma (APPA.OB) with a buy at $0.42 per share on April 25, 2012. I am reiterating a buy at the current level of $0.64 per share. For more details on the fundamental outlook for A.P. Pharma please refer to my initiation report called Unusual Potential […]

Confidence for Success of Ofirmev Launch is Bolstered by Very Strong August Results; Buy is Reiterated (CADX; $4.07)

Ofirmev Sales Are on a Strong Growth Track Cadence just reported a strong increase in sequential vial sales of Ofirmev; they grew 16% sequentially in August from July. There are currently two major issues controlling Cadence’s stock price: the progress of the Ofirmev launch and generic challenge to Ofirmev. I wrote at length about these […]

Hitting Major Milestones is Driving InSite’s Price (INSV.OB, $0.40)

Investment Summary InSite Vision (INSV.OB) has an aggressive and capable management team that continues to impressively execute on its game plan, expand the business model and maximize outcomes for shareholders. I wrote a detailed report on the company on June 19, 2012, in which I estimated a price target range of $1.70 to $2.50 by2018. […]

Antares’ Pipeline is Bursting with New Products; Vibex MTX is the Star (ATRS)

Investment Opinion I am reiterating my Buy recommendation on Antares which was initiated on December 6, 2011 at a price of $2.77. My price target for 2015 is $11 per share. Reaction to Recent Price Weakness Antares (ATRS) has fallen 27% from its closing price of $5.30 on July 16, to a recent closing price […]