Follow Us GraphicFacebook IconTwitter IconLinkedIn Icon
Search Graphic

Expert Financial Analysis and Reporting

Archive for August, 2015

Review of SmithOnStocks Recommendations; August 17, 2015

Purpose of Report I am leaving on vacation and will be back on August 27, 2015; you won’t hear from me until then. As the second quarter conference calls and accompanying updates are almost behind us, I thought I would provide a quick summary of where I stand on the15 companies I cover. These are […]

Neuralstem: The 2015 Decline in the Stock is in Contrast to Encouraging ALS Data and an Impressive Pipeline (CUR, Buy, $1.38)

Investment Background Neuralstem has been absolutely pummeled this year as the price has declined from a closing of $2.72 on December 31, 2014 to a current price of $1.38. The catalyst for this poor performance was the announcement of topline results for the phase 2 trial of the NSI-566 stem cells in ALS on March […]

Celldex: Meaningful Data on Two Lead Products, Rintega and glembatumumab, is not Likely Before 2017 (CLDX, Hold, $16.99)

Key Points; The big news of the 2Q, 2015 conference call was that the FDA has discouraged Celldex from filing an NDA on Rintega based on results in the phase 2 ReACT trial in recurrent glioblastoma. It was widely expected that they could file for approval in mid to late 2016. This caused a nearly […]

Discovery Laboratories: Update from the 2Q, 2015 Conference Call Provides Timelines for Important Aerosurf Phase 2 Trials (DSCO, Buy, $0.47)

Key Points Phase 2 trials are enrolling rapidly. Topline results from a trial involving babies of 29 to 34 weeks gestational age should be available in 4Q, 2015. There will be 16 babies on Aerosurf plus nCPAP and 16 babies on nCPAP alone. Topline results from a second trial involving babies of 26 to 28 […]

Quick Take on Antares Following 2Q, 2015 Conference Call (ATRS, Buy, $2.10)

Investment Opinion Antares stock has been pummeled by the “so far” disappointing launch of Otrexup and uncertainty as to when or if the AB rated generic to EpiPen will be approved. I think that investors will become more confident in the potential for Otrexup by the end of the year and that there is a […]

Chimerix: An Update (CMRX, $52.83, Neutral)

Company Description Chimerix is focused on the development and commercialization of antiviral drugs. Its lead product brincidofovir is a phospholipid derivative of Gilead’s existing anti-viral agent cidofovir. The differentiating feature is a much improved side effect profile that will allow much greater use of brincidofovir for treating infections caused by double stranded viruses, notably cytomegalovirus, […]