Archive for June, 2018
AMAG Pharmaceuticals: Strong Launch of Subcu Makena and Pending Sale of Cord Blood Registry is Encouraging (AMAG, $23.55, Buy)
Investment Thesis My April 13, 2018 report AMAG: Upgrading to Buy Based on an In-Depth Analysis of the Outlook for Makena Over the 2018 to 2020 Period (AMAG, Buy, $21.10) was based primarily on the belief that Makena sales could dramatically beat Wall Street analysts’ consensus expectations. Please refer to that report for my detailed […]
Northwest Biotherapeutics: There could be Overwhelming Patient Demand for DCVax-L due to the Right to Try law (NWBO, $0.24, Buy)
Investment Thesis in Brief I believe that it is now a matter of when rather than if DCVax-L is approved and becomes an integral part of standard of care (SOC) for newly diagnosed glioblastoma multiforme. I estimate that the worldwide addressable market is $5.5 billion and I would expect DCVax-L to penetrate a very significant […]
Northwest Biotherapeutics; Five Spectacular Patient Outcomes for Patients Treated with DCVax-L as Reported at ASCO (NWBO, $0.28, Buy)
Purpose of Report: At ASCO, Northwest sponsored a meeting attended by investigators in the phase 3 trial and other oncologists not involved in the trial. During the meeting, five patients gave testimonials on the spectacular outcomes that they had achieved due to treatment with DCVax-L. Four of these patients were treated in compassionate use programs […]
Northwest Biotherapeutics: Right to Try Law Potentially Could Lead to Meaningful Revenues Prior to Formal Approval of DCVax-L (NWBO, Buy, $0.30)
Investment Perspective Last week, a manuscript was published in a peer reviewed journal that dealt with blinded results of the phase 3 trial of DCVax-L that is investigating its use in newly diagnosed glioblastoma multiforme, the most deadly form of brain cancer. . The article was co-authored by 69 leading oncologists who participated in the […]