Archive for December, 2018
Portola Pharmaceuticals: 2019 Is All About the Sales Trajectory of AndexXa (PTLA, $15.46, Buy)
The launch of AndexXa is still in an early stage and there is considerable uncertainty about the sales trajectory in 2019 and beyond. This report focuses on issues that largely will determine sales
Comment on the Sharp Correction in Small Biopharma Stocks
Let me say a word about the stock market and the small biopharma stocks that I am recommending. The second half of 2018 and December in particular have been terrible for the market as a whole and horrendous for small biophama stocks. Many of my recommendations are down sharply from recent prices and sometimes from […]
Northwest Biotherapeutics: Non-Dilutive Financing Provides Major Boost to Investment Outlook (NWBO, $0.25, Buy)
Key Points: Monetization of a UK manufacturing facility has brought in roughly $46 million of non-dilutive cash. I estimate that payment of debt obligations over the next two years will require about $10 million leaving $36 million to fund operations. At the recent quarterly burn rate of $5 million, NWBO can fund operations through mid-2020. […]
Cryoport Raises a $25 Million Warchest for Acquisitions (CYRX, $9.45, Buy)
Cryoport raises $25 million warchest for acquisiitons
Northwest Biotherapeutics: Blinded Data from DCVax®-L Phase 3 Trial is Extremely Encouraging, But We Still Need to See Unblinded Data (NWBO, Buy, $0.29)
Overview This report starts with a summary of the key aspects of my investment thinking on Northwest,updated for the just reported refresh on blinded data from the DCVax®-L phase 3 trial in newly diagnosed glioblastoma multiforme (GBM). This is followed by further discussion on why I believe the blinded data strongly hints at a medically […]