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Expert Financial Analysis and Reporting

Archive for March, 2014

Linda Powers, CEO of Northwest Biotherapeutics, Attacks and Debunks the Weak Bear Case in a Presentation on March 27

Overview Northwest Biotherapeutics CEO Linda Powers made a presentation yesterday in which she addressed the bear case that has resulted in significant pressure on the stock in the last two weeks in particular and for the last two years in general. In my opinion, she effectively debunked a weak bear argument, but you be the […]

My Investment Thinking on Biotechnology Stocks in the Aftermath of the Recent Correction

Introduction The biotechnology stocks have gone through a correction over the last few days that has shaken investor confidence. Traders are saying that the party that these stocks have enjoyed over the last two years is over and it is time to take profits and move on. In this note, I address this concern against […]

Antares (ATRS, Buy, $4.00) Why I Think That the Otrexup Launch Will Be A Success (Paid Subscribers Only)

Recent Price Behavior Antares’ (ATRS) price has drifted down since the approval of Otrexup for the treatment of rheumatoid arthritis and psoriasis on October 14, 2013. Antares launched Otrexup on January 15, 2014 for the treatment of rheumatoid arthritis and on March 3, 2014, its partner LEO launched Otrexup for psoriasis. Last October, the price […]

Agenus (AGEN, Buy, $3.73) Thoughts on the Stock and Company in the Aftermath of Trial Failure of MAGE-A3 Cancer Vaccine

Agenus (AGEN) and GlaxoSmithKline (GSK) announced that the MAGRIT phase 3 study of GSK’s MAGE-A3 cancer vaccine in non-small cell lung failed to hit the primary endpoint of progression free survival and the secondary endpoint of overall survival. This cancer vaccine contained Agenus’ QS-21 Stimulon adjuvant. After the failure of the MAGE-A3 in melanoma last […]

Neuralstem (CUR, Buy, $4.48) Publishing of Phase 1 Results in Annals of Neurology Causes Price Surge (Paid Subscribers Only)

Introduction The final results of the phase 1 trial of Neuralstem’s (CUR) NSI-566 spinal cord stem cells in the treatment of amyotrophic lateral sclerosis (ALS or Lou Gehrig’s disease) were just published in the peer-reviewed journal, Annals of Neurology. The market has responded very positively to the data with the stock up about 15% to $4.48. […]

Some Thoughts on Short Selling of Biotechnology Stocks (Paid Subscribers)

I am a fundamentalist and am long term oriented. However, there is a darker side to the market that requires skills that I do not possess. This is the world of short term trading and short selling. When I first started my career as an analyst, short selling was not much of an issue. However […]

Chimerix is A Company Focused on Infectious Viral Diseases that Has Investment Characteristics Similar to Trius (CMRX, Neutral, $25.48) (Subscribers Only)

Report In Brief This report is an in-depth analysis of Chimerix (CMRX). I like the fundamental outlook of this company very much, but I am starting coverage with a Neutral rating. The company came public in April 2013 at a price of $14.00 and was trading at about $20.00 when I began my research. At […]

Northwest Biotherapeutics (NWBO, Buy, $7.90): DCVax-L Is Approved in Germany under Hospital Exemption Early Access Program

Introduction Please read this report very carefully. This is the first time that any systemic drug has been approved under the new (two years old) German hospital exemption early access program and there is more that we don’t know about this program than we know.   What Is Hospital Exemption Early Access? The Paul Ehrlich […]

Northwest Biotherapeutics (NWBO, $6.06, Buy): Comments on First Interim Look at DCVax-L Trial and Recent Weakness in the Stock

Reason for Stock Weakness The stock of Northwest Biotherapeutics (NWBO) has been under pressure that appears largely to have been caused by two recent, scathing articles in The written by Adam Feuerstein. F-stein has been recommending shorting the stock for over a year and had previously written two other articles that also caused stock […]

Current Recommended Stocks and an Analysis of Past Recommendations, March 5, 2014)

Current Recommended Stocks I only started offering research on my website on a subscription basis in early December, 2013 so that there is still a lot of shakedown going on for the content on the site. One of the issues that has been pointed out to me is that there is so much information on […]