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Expert Financial Analysis and Reporting

Archive for May, 2014

Discovery Laboratories: An Update on the Surfaxin Launch and the Phase 2 Clinical Trial Program for Aerosurf (DSCO, Buy, $1.72)

Introduction and Overview This note updates recent progress of the company along with my detailed investment outlook which I break into four different stages of time. The launch of Surfaxin has begun and initial results were below expectations causing the Company to withdraw guidance of $8 to $10 million of sales in 2014. New guidance […]

Northwest Biotherapeutics: Management Discusses Interim Data on Phase 1/2 Trial of DCVax-Direct (NWBO, Buy, $6.00, free content)

Introduction Northwest Biotherapeutics held a conference call on May 27th to discuss interim results of its phase 1/2, first in human, trial of DCVax-Direct. This is a new type of dendritic cell vaccine in which the dendritic cells are injected directly into the tumor mass and pick up cancer antigens that are present in that […]

Northwest Biotherapeutics to Host Conference Call This Afternoon, May 27th (NWBO, Buy, $6.25)

Northwest Biotherapeutics announced today that the Company will host a conference call and webcast  with CEO Linda Powers today, May 27, 2014, at 4:30 p.m. Eastern time to review the early results of the Phase I/II DCVax®-Direct Trial announced this morning and answer questions. Participants must register in order to participate in the conference call.  […]

Northwest Biotherapeutics Releases Promising Early Results in DCVax Direct Phase 1 Trial (NWBO, $6.20, content of this note is not limited to subscribers)

Overview Northwest Biotherapeutics told investors that it would discuss initial results of the phase 1/2 trial of DCVax-Direct in inoperable solid tumors including metastatic colon, pancreatic, sarcoma, melanoma and others prior to ASCO. This morning they issued a press release summarizing early results and I understand that management will host a conference call this afternoon, […]

Antares: Although it is Still Early, I Think That Otrexup Launch is Going Very Well (ATRS, Buy, $2.93, Paid subscribers)

Investment Thesis The broad based business model of Antares results in its receiving revenues from numerous products that are marketed by other companies and it is also developing a deep pipeline of new drugs for its own account and for licensing to other companies. These products make Antares an interesting story in the long term […]

Chimerix: Moving to a Buy (CMRX, $14.22, Paid subscribers)

Investment Thesis I wrote a major report on Chimerix on March 13, 2014. I had been working on the report for some time and it was my intention to recommend the stock. The stock came public on April 12, 2013 at a price of $14 and surged to $19 by the end of that day. […]

Northwest Biotherapeutics: Update On DCVax-Direct Based on ASCO Abstract and Positive, Early Results for First Patient Reported On (NWBO, Buy, and $5.94)

Investment Conclusion The ASCO abstract on DCVax-Direct was released last night. It contains only a description of the drug and the goals of the phase 1/2 trial. This abstract was submitted some months ago and describes the basic structure and goals of the trial. It does not give any specific patient results. This trial is […]

ImmunoCellular Therapeutics: Comments on ASCO Abstract on ICT-107 (IMUC, Trading Buy, $1.20)

Investment Overview The abstract on ICT-107 was released last night and is just a brief summary of the trial results as they were reported in December, 2014; there is no information in the abstract that was not previously known. However, there will be an oral presentation at the Central Nervous System Tumors session on Sunday, […]

ImmunoCellular Has Plans to Move ICT-107 Forward into Phase 3 Trials; Should It? (IMUC, $1.19 Trading Buy, For Paid Subscribers)

Investment Overview ImmunoCellular (IMUC) and its dendritic cell cancer vaccine ICT-107 were written off as failures late last year after the phase 2 trial in newly diagnosed glioblastoma failed to reach statistical significance on the endpoint of overall survival. However, failure in a clinical trial does not always mean that the drug is ineffective. Trial […]

Derma Sciences: An Update and Re-iteration of Buy Recommendation (DSCI, Buy $9.50, For Paid Subscribers)

Investment Perspective in Brief I am re-iterating my Buy recommendation on Derma Sciences (DSCI) as I believe that it presents an unusual and attractive biotechnology investment situation. DSC-127 is in a phase 3 trial for diabetic foot ulcers with topline results expected in early 2016. If successful in this trial I think that its sales […]