Archive for February, 2018
Antares Pharma: Makena SC Approval is a Big Positve; There are more Approvals to Come (ATRS, Buy, $2.35)
Investment Thesis Finally, the FDA comes through with the approval for Makena SC. My Buy recommendation on Antares is based on an extensive and promising pipeline which I wrote about in my August 17, 2017 report This Small, Emerging Biotechnology Company Is Poised for Explosive Growth Based on Five Major New Product Introductions by 2020. […]
Northwest Biotherapeutics: How the Right to Try Remarks in President Trump State of the Union Could Favorably Affect Regulatory Action on DCVax-L and DCVax Direct (NWBO, Buy, $0.33)
Introduction This report deals with comments made by President Trump in the State of the Union address in which he indicated that he wants to give terminally ill patients the right to receive experimental drugs, even though they might only be in phase 1 development. This could have positive implications for DCVax-L and DCVax Direct […]
Bristol-Myers Squibb: Why I Believe Its Dominance in Cancer Immunotherapy Promises to Make BMY a Great Long-Term Investment (BMY, $62.70, Buy)
Investment Opinion Conceptual Reason for Recommendation My recommendation of Bristol-Myers Squibb is in contrast to the small, not well-researched biotechnology companies on which I usually focus. BMY is a large, complex and well analyzed multinational company with a broad product portfolio and burgeoning pipeline. It requires as much time to analyze as several small biotechnology […]