Expert Financial Analysis and Reporting

Note: Comprehensive reports are now available to paid subscribers and can be found in the Reports section. Investment Background and Thesis This post is the summary of a much more extensive report that is available to paid subscribers. In that report, I discuss rindopepimut and other cancer vaccines for GBM in more detail. In my initial report on […]

Investment Background and Thesis In my initial report on Celldex, I highlighted four interesting products that the Company has in development. Two of these are in randomized phase II or III trials that could be the basis for regulatory filings: rindopepimut for glioblastoma (GBM) and CDX-011 or glembatumab for triple negative GPNMB positive breast cancer. I […]

Key Takeaways From 3Q, 2013 Conference Call The BENEFIT-ALS trial of tirasemtiv has nearly completed enrollment and Cytokinetics (CYTK) believes that topline data will be reported as early as the American Academy of Neurology (AAN) Meeting in Philadelphia in April 2014. The most likely path forward in the event that the data is positive is […]