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Expert Financial Analysis and Reporting

Archive for March, 2015

Effective Treatment of Hyperkalemia Promises to be a Multi-billion Opportunity

Key Points There are no effective treatment options for long term treatment of hyperkalemia (high potassium levels). My research suggests that the annual addressable market could be in the tens of billions of dollars in the US. Two emerging biotechnology companies have almost simultaneously developed effective drugs for hyperkalemia. Relypsa’s patiromer could be introduced in […]

Northwest Biotherapeutics: Promising New Data Was Just Presented on DCVax-L in Recurrent Glioblastoma Multiforme (NWBO, Buy)

Executive Summary Northwest Biotherapeutics has just presented data on 51 patients whom investigators originally intended to enroll in the ongoing, critically important, 348 patients phase 3 trial of DCVax-L in newly diagnosed glioblastoma multiforme. They became ineligible when their cancer progressed before they could enter the trial. However, they were treated nearly identically to the […]

Northwest Biotherapeutics: Highlights of the 2014 10-K (NWBO, Buy, $7.81)

Introduction Northwest Biotherapeutics just issued their 10-K for 2014 and I would urge everyone to read it. The purpose of this note is to point out what I consider to be interesting pieces of information gleaned from the 10-K. Once a year, each Company publishes a 10-K and I think of the document as a […]

Neuralstem: A Closer Look at Encouraging Phase 2 Results for NSI-566 Neural Stem Cells in Treating ALS (CUR, Buy, $2.36)

Observations about the Phase 2 Trial Results I spent the weekend thinking about the data released in the phase 2 trial and chose the word observation very carefully to describe my current thinking. The full results of the study will be published in a peer reviewed journal and/or presented at a major neurological medical conference. […]

Neuralstem: Initial Take on Top Line Results of Phase 2 ALS Trial of NSI-566 Neural Stem Cells (CUR, Buy, $3.08)

The topline data for the phase 2 trial of NSI-566 stem cells were released today. The initial stock reaction indicates that some investors were disappointed with the results as the stock sold off sharply at the opening. However, I view the results as encouraging and believe that if they are replicated in an upcoming phase […]

Cytokinetics: Updates on Tirasemtiv and Omecamtiv (CYTK, Buy, $7.77)

Investment Overview I have listened to management presentations at recent brokerage conferences and have then followed up with questions. There are two important, potentially stock moving events that I see for 2015. The most important information from a data standpoint will be the phase 2b results of the COSMIC-HF trial of the oral dosage form […]

Neuralstem: When Will We See the Phase 2 Data for NSI-566 in ALS? (CUR, Buy, $3.75)

Management has guided that the phase 2 data on 15 patients treated in the phase 2 trial of NSI-566 neural stem cells in the treatment of ALS will be released in 1Q, 2015, which of course has only three weeks remaining. My guess is that we will see the results on Wednesday March 11. Why? […]

Northwest Biotherapeutics: How Much Will It Cost to Manufacture DCVax-L (NWBO, Buy, $7.26)

There has been a lot of speculation about how much it costs to manufacture one course of individualized therapy of DCVax-L. In its manufacturing process, autologous living cells are removed from the patient’s body, manipulated ex vivo and then injected back into the body. This may take seven to eight days, has a number of […]

ImmunoCellular Therapeutics: Is There an Investment Case to be Made? (IMUC, $0.57)

Investment Background The purpose of this report is to get investors re-engaged with ImmunoCellular Therapeutics (IMUC). On December 11, 2013 the Company announced that ICT-107 did not reach the primary endpoint of median overall survival in a randomized phase 2 trial of 124 patients with newly diagnosed glioblastoma multiforme (ndGBM). The stock plummeted from $2.72 on […]