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Expert Financial Analysis and Reporting

Archive for October, 2016

Windtree Therapeutics (WINT, $2.50): Critical Aerosurf Phase 2b Trial Completion is Delayed; Can the Company Raise the Capital Needed to Complete the Trial

Overview Windtree held a conference call on October 25 to update investors on the status of the phase 2a trial of Aerosurf and to discuss a trial that investigated the distribution of Aerosurf in the lungs of non-human primates. Management has consistently underestimated the time that it will take to complete the phase 2a trial. […]

Kite Pharma: Highlights of October 18, 2016 Analysts’ Day- I Remain More Cautious on the Stock than Mainstream Wall Street Analysts (KITE, Avoid, $46.45)

Key Points; The most important data point between now and yearend 2016 is release of data from ZUMA-1 that shows whether the CR rate for KTE-C19 in r/r DLBCL remains unchanged at 33% over time. This is the expectation of key analysts and management. If it comes in meaningfully below that rate, the stock could […]

Northwest Biotherapeutics: Recent Data Update on Phase 1/2 Trial of DCVax Direct is Encouraging (NWBO, Speculative Buy, $0.43)

Key Points: Data for DCVax Direct recently was updated for its phase 1/2 trial in 40 patients having 13 different types of inoperable solid tumors. A scientific paper showed that the top 12 patients (30%) experienced overall survival of 22 months or longer. This was an open label trial without a control group as is […]