Expert Financial Analysis and Reporting

Intermezzo was launched by Transcept’s marketing partner Purdue in April 2012. I believed then and now that it is a highly effective product and fills a unique niche for middle of the night insomnia. Sales in 2012 were disappointing, but Purdue stepped up in major way to relaunch the product late last year with a […]

Intermezzo was launched by Transcept’s marketing partner Purdue in April 2012. I believed then and now that it is a highly effective product and fills a unique niche for middle of the night insomnia. Sales in 2012 were disappointing, but Purdue stepped up in major way to relaunch the product late last year with a […]

Investment Thesis This report is an update based on a number of recent events. I discuss encouraging long term survival results for DC Vax-L that is unprecedented in glioblastoma multiforme. I also go over the phase III trial progress for DC Vax-L and the compassionate use program that will proceed abreast of the phase III […]

Investment Thesis On May 31, 2012, I wrote a blog on Cadence entitled ” Ofirmev Launch has Gained Traction: Reiterate Buy ” when the stock was at $2.72. At that time the stock was still suffering from the widespread investor concern that the Ofirmev launch was a disappointment and that a legal challenge from generic […]

Introduction This report deals with the just announced management change at A.P. Pharma (APPA.OB) and the positive impact that I believe it will have on the stock. It does not get into an in-depth discussion of the fundamentals and financial projections for the Company. For those wanting more background, I would refer you to past […]

Investment Opinion and Thesis I am continuing to recommend purchase of Neuralstem. The Company has completed its first trial in humans, a 15 patient phase I trial in amyotrophic lateral sclerosis or ALS. Results of this trial have indicated that the surgical procedure used to implant the cells and the cells themselves are safe, which […]