Expert Financial Analysis and Reporting

Introduction My approach to my website in the two years I have been publishing is to in-depth research on a limited number of emerging biotechnology companies. To date, I have seldom written on companies on which I have not done a comprehensive analysis. However, I have done work on numerous other companies and sometimes have […]

Ms. Powers will present at 10:30 AM. She will then participate in a discussion panel with representatives from Amgen, Roche Diagnostics, Adaptimmune and Biovest International. Prior to her presentation representatives from Bristol-Myers Squibb, Merck and M.D. Anderson will speak. I don’t know if there will be anything new that will be presented but inclusion of […]

Investment Issues The investment outlook for Alimera (ALIM) is completely dependent on the commercialization of Iluvien, an ophthalmic implant for the treatment of diabetic macular edema (DME); there is no pipeline. Alimera licensed this product from pSivida (PSDV) and is commercializing it on a worldwide basis. The product has been launched in Germany, the UK […]

Immuno-Oncology Promises to be the Next “Big Thing” In Biotechnology Purpose of the Report Immuno-oncology has been the hottest area in biotechnology in 2014 and this promises to continue in 2015 and the coming decade. This report attempts to provide a basic background to give readers a layman’s view of some of the new technologies […]

Investment Overview Antares has hit a somewhat dis-settling stretch as Otrexup prescriptions have recently flattened and the FDA recommended that additional patients be enrolled in the safety evaluation of the QST phase 3 trial. I see these as typical of issues that always arise with biopharma companies and can be reasonably resolved. I remain confident […]

Richard Gar, CEO of Neuralstem (CUR), made a presentation at Biotech Showcase Conference in San Francisco on January 13, 2015. So far, everything seems to be trending positively in the trials. The Company is roughly on schedule with its clinical trials that are currently ongoing in four different disease states. The NSI-566 neural stem cells […]

Antares sent out a press release today about a new development in the Quick Shot Testosterone phase 3 program. The Company said that based on a single reported occurrence of hives in the completed phase 2 study, which the FDA characterized as an apparent allergic reaction. The agency  is recommending that the Company create a larger […]

Overview Linda Powers spoke at the Biotech Showcase Conference in San Francisco on January 12, 2015. My Buy recommendation on Northwest Biotherapeutics is well documented and well known. The purpose of this note is not to document the reasons for my positive recommendation. It is intended as a brief summary of the notes that I took. […]

Incyte’s expertise in clinical development and commercialization of cancer drugs is a perfect complement to Agenus’ product development capabilities for antibodies used for checkpoint modulation. The combined companies present one of the most powerful development efforts in the highly promising field of checkpoint modulation. Agenus is the only pure play in this area, which is […]

Derma Sciences announced preliminary sales results for 2014 of $83.7 million which represents a 5% increase over 2013. This was lower than guidance announced on November 10, 2014 that 2014 sales would approach $85.0 million. It was sharply lower than guidance given on January 16, 2014 that 2014 sales would reach $92.0 million, which would […]