Expert Financial Analysis and Reporting

Stock Manipulation by Short Sellers is Endemic on Wall Street I am convinced that price manipulation by Wall Street bad actors is endemic in the capital markets and swindles legitimate investors out of billions of dollars each year. This criminal enterprise is particularly directed against the stocks of emerging growth companies that are at the […]

There has been strong price action today in both Cryoport and Cytokinetics so I thought I would make a brief comment on each. At the time of this writing, the intraday price of CYTK is up $1.34 to $9.86 and since March 7, 2019 it is up 64% from $6.02. On March 7, 2019 CYTK […]

Key Conclusion The outlook for Portola’s stock price in 2019 and 2020 will almost certainly driven by the sales progress of Andexxa. At this early stage in the launch, there is considerable uncertainty and guesswork involved in projecting sales. My preliminary estimates are that sales increase from $24 million in 2019 to $120 million in […]

Introduction On Friday, the PROLONG clinical study was released that showed no difference in outcomes between Makena and placebo. This was a major surprise and disappointment and caused a sharp decline in the stock price of AMAG and to a lesser extent Antares. This note goes over my preliminary thinking on the possible outcome of […]

Quick Comment on 4Q, 2018 Sales and Earnings Report Cryoport reported a spectacular 4Q, 2018 quarter last night. Biopharma revenues which are 84% of total revenues increased 94% to $4.9 million which compared to my estimate of $4.3 million. Total revenues increased 72% to $5.7 million as compared to my estimate of $5.2 million. The […]

Investment Thesis Omecamtiv is one of the Most Exciting Drugs in Development in all of Biopharma The primary driver of the investment thesis on Cytokinetics is the potential use of omecamtiv in the treatment of heart failure. I believe that this drug potentially is a major advance in the treatment of this disease which affects […]