Archive for December, 2015
Martin Shkreli Arrested; This Could Be A Major Catalyst for Small Biotechnology Stocks
Bloomberg reported that Martin Shkreli was arrested at his home this morning (December 17) on charges of securities fraud; his lawyer was also arrested. I recently wrote that Shkreli and his colleagues appeared to blatantly manipulate the stock price of KaloBios. See my article KaloBios: The Fascinating Story of the Takeover of the Company by Martin […]
Antares: Undeterred by the Poor Stock Performance I Continue to Pound the Table (ATRS. Buy, $1.30)
Upcoming Catalysts This is a detailed note updating my thinking on Antares and discussing how I come up with my 2017 price target range of $3.25 to $10.00; the latter is based on Antares being acquired (probably by Teva). Additionally, I wanted to make you aware of three catalysts that could bolster investors’ confidence. There […]
Derma Sciences: Close to Upgrading (DSCI, $4.54)
Investment Perspective With the failure of its biotechnology drug candidate aclerastide, Derma Sciences is abandoning drug development efforts. The Company has also signaled that it will slowly be phasing out of its Traditional Would Care (TWC) business which is based on commodity products including compression products, adhesive strips, impregnated dressings, wound closure and gauze. It […]
Why Biotechnology Investing is So Difficult: Cytokinetics is a Case Study (free article)
Overview I just finished publishing a detailed article for subscribers to my website detailing my view that Cytokinetics offers asymmetric upside potential. I thought that non-subscribers might be interested in a part of that article that went through the trials and tribulations of my long standing buy (two and one half years) on the stock. It […]
Cytokinetics: An Update on Potential (Highly Probable) Phase 3 Trial of Omecamtiv Mecarbil in Heart Failure (CYTK, Buy, $11.29)
Purpose of this Report I listened carefully to CEO Robert Blum speaking at the Piper Jaffrey conference on December 1. This note is based on his comments on the probable (almost certain) upcoming phase 3 trial of omecamtiv mecarbil. I have built on his remarks to try to put this in an investment perspective. Will […]
Repligen: A Detailed Update; Recent Price Drop Makes Me More Positive (RGEN, Buy, $28.50
Repligen’s Outstanding Business Model Repligen (RGEN) has gone through a metamorphosis that has dramatically changed its business model and investment outlook. For many years, it was a small biotechnology company focused on drug development but it was also quietly building a high quality bioprocessing business that provides consumable products used in the manufacturing of biological […]