Expert Financial Analysis and Reporting

Investment Thesis I have seen seven plus months of data on prescription trends for Xyosted as estimated by the prescription auditing service Symphony. My confidence is strong that Xyosted is experiencing a very solid launch and is on its way to becoming a major success. I have developed a model that uses the Symphony data […]

Investment Thesis is Almost Exclusively Driven by Prospects for Omecamtiv Mecarbil Omecamtiv Mecarbil is a Potential Mega- Blockbuster Omecamtiv mecarbil is one of the most exciting drugs in development in all of biopharma and is the primary driver of my investment thesis on Cytokinetics. If successful in the ongoing, phase 3 GALACTIC-HF trial, I believe […]

Cryoport reported a very strong quarter as sales increased by 83%. The key biopharma segment increased sales by 81%. This was led by a 326% increase in sales stemming from support of the commercial CAR-T products, Kymriah and Yescarta. Some $600,000 of incremental sales were recorded from the acquisition of Cryogene which closed on May […]

Overview The investment story for Portola is virtually 100% based on the sales ramp for Andexxa. Skepticism and/ or uncertainty have been running high because new drug product launches in general are slow and disappointing and this is particularly true for hospital products like Andexxa. I have been taken aback at the poor stock performance. […]

Introduction I have heard encouraging comments on my recently announced approach of doing shorter, less pedantic reports on new companies. This is so much so that I am extending this approach to companies that I have actively covered for some time and in this case Antares Pharma. For a Martian with no knowledge of Antares, […]

My coverage strategy has been to identify stocks that I believed to be buys and initiate coverage with an in-depth report to be followed by updates. This is the classic Wall Street approach that was drilled into my psyche for nearly 35 years. The downside is that it takes a long time to research a […]

Cryoport will report 2Q, 2019 results on August 8, 2019 at 5:00 PM EST. One area of keen interest for investors will be sales relating to the support of the CAR-T products-Gilead’s Yescarta and Novartis’ Kymriah. Gilead has reported that Yescarta sales in 2Q, 2019 were $120 million which compares to my last published estimate […]