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Expert Financial Analysis and Reporting

Archive for June, 2014

Cubist Pharmaceuticals: An Overview Based on a Recent Company Presentation (CBST, No Opinion)

Introduction I recently was invited to attend a broker sponsored conference for biotechnology companies. Altogether, there were 116 companies presenting at the conference and I attended 29 individual company presentations. I regularly attend conferences like this to screen for potential new companies to cover and to get updates on companies that I already have done […]

Cytokinetics: Tirasemtiv May Still Be Successfully Developed in ALS (CYTK, Buy, $4.77)

I think that there is a strong possibility that Cytokinetics (to the surprise of Wall Street) could announce sometime in coming months that it will undertake a phase 3 registrational trial for tirasemtiv in ALS. After tirasemtiv failed to reach the primary endpoint of ALSFRS-r in the phase 2 BENEFIT-ALS trial, the stock crashed and […]

Antares: More On Paul Wotton’s Departures as CEO (ATRS, Buy, $2.77)

This is a follow-up on Paul Wotton’s decision to leave his position as CEO of Antares (ATRS) to become CEO of Advanced Cell Technology (ACTC). In an 8-K filing, Antares said that Mr. Wotton’s resignation was not because of any disagreement with Antares on any matter relating to operations, policies or practices. I have heard […]

Antares: Thoughts on the Resignation of the CEO (ATRS, $2.76, Buy)

The resignation of Paul Wotton as CEO of Antares came as a surprise to me and I think most other investors. He has left to become chief executive officer of a development stage biotechnology company and has also resigned from the Board of Directors. There must have been some foreknowledge of and planning for his […]

Neuralstem: Phase 1b Results for NSI-189 are Very Encouraging but It Is Early Days (CUR, Buy, $4.38, For paid subscribers)

Investment Thesis on Neuralstem I continue with my long standing buy on Neuralstem that is almost entirely based on the potential for its neural stem cell product NSI-566 in the treatment of ALS. Recently, encouraging phase 1b results have been reported for the small molecule drug NSI-189 in the treatment of major depressive disorder. These […]

Northwest Biotherapeutics: Sixteenth Feuerstein Attack on the Company (NWBO, Buy, $8.11)

Adam Feuerstein has just  launched its 16th negative blog on Northwest Biotherapeutics since the beginning of March and this has caused the stock to decline about $0.88 in early trading. The link to his blog is  and the title of the blog is “Prestigious Cancer Hospital Rebukes Northwest Bio for ‘Inappropriate’ Data Disclosures” Here […]

Neuralstem: Encouraging Phase 1b Data on NSI-189 (CUR, Buy, $4.35, Free content)

On June 17 at the American Society of Clinical Psychopharmacology Neuralstem reported phase 1b data for its small molecule drug NSI-189 in a randomized double blind trial in depression. This involved 6 patients on placebo and 6 patients on each of three different dosing regimens for a total of 24 patients. The study ran for […]

Derma Sciences: Highlights of the June 17th Analysts’ Meeting (DSCI, Buy, $11.07, Free content)

Price Target Thinking In my initiation report of January 31, 2014, I argued for a 2018 price target of $20 to $27 under the assumption that DSC-127, their new drug for wound healing, fails in phase 3 and development is abandoned. In this event, the valuation of the Company would be based on its attractive […]

Cytokinetics: I Think That the Company May Decide to Do A Phase 3 Trial with Tirasemtiv (CYTK, $4.70, Buy, For Subscribers Only)

Overview on Clinical Status of Tirasemtiv I believe that Cytokinetics (CYTK) will decide to move tirasemtiv into phase 3 registration trials and that this decision will likely be announced later this year or early next. After listening to the conference call on April 30 that discussed the disappointing results in BENEFIT-ALS, it was my feeling […]

Northwest Biotherapeutics: The Perfect Storm May Be Brewing for Short Sellers (NWBO, $7.66, Buy, Free Content)

I wrote on June 12th  that NWBO stockholders may be seeing a changing in the tide of investor opinion. The release of an update on interim data on the phase 1 trial of DCVax Direct has had a major impact as the stock has increased 20% in the week since that release. Today, the Company […]