Archive for February, 2015
Catalysts for 2015 During the conference call on February 12, 2015 discussing 4Q, 2014 results Cytokinetics discussed key catalysts for 2015 which are as follows: A phase 3 trial of tirasemtiv in patients with ALS will start in 2Q, 2015 Cytokinetics expects enrollment of patients in the expansion phase of COSMIC-HF to conclude in this […]
Investment Thesis I have been speaking with ophthalmologists, investors and Alimera (ALIM) management about the upcoming Iluvien launch. As I write this, the sales team is in meetings preparatory to an imminent roll out. I think that it is fair to say that most new product launches have proven disappointing in recent years and this […]
Some Observations on Northwest Biotherapeutics (NWBO), Neuralstem (CUR), Cytokinetics (CYTK) and Immuno-Cellular (IMUC) from Their Presentations at BIO CEO.
The BIO CEO Conference is being held in New York at the Waldorf Astoria on February 9 and 10 with a broad agenda of companies. You can go the websites of each company to hear their presentations. This note gives some highlights from the first day. Northwest Biotherapeutics; A paper discussing results from the phase […]
The Potentially Key Role of Northwest Biotherapeutics in the Emerging Immuno-Oncology Landscape (NWBO, Buy, $6.19)
Investment Overview Linda Powers was invited to the 7th Annual Phacilitate Immunotherapy Forum in Washington D.C. to speak on the potential role of personalized immunotherapy drugs in the treatment of cancer. She was prominently featured in the agenda as a speaker in which she explained Northwest’s business strategy and as a participant on a panel […]
Introduction A number of subscribers have suggested that I write more on recent news events that relate to companies that I follow. This note is in response to these requests giving my take on some recent news releases. I would appreciate your feedback on whether this is of any value to you. I am considering […]