Archive for January, 2020
Northwest Biotherapeutics: Why I Believe there is a High Probability for Approval of DCVax-L (NWBO, Buy, $0.21)
Investment Overview There are Good Reasons to Believe that Phase 3 Trial of DCVax-L in Newly Diagnosed Glioblastoma Multiforme Will Be Successful and Lead to Approval The phase 3 trial of DCVax-L is nearing unblinding as discussed in my November 21, 2019 report. and investors are awaiting anxiously to see if the trial will be […]
Cryoport: Pre-Announcement of 4Q Sales Negatively Impacted Stock; I Remain Bullish on the Stock (CYRX, Buy, $18.07)
Fourth Quarter Biopharma Results Come Up Short Cryoport pre-announced 4Q, 2019 results on Friday January 10, 2020; audited full year results will be released on March 5, 2020. Management stated that it expects to report 2019 revenues of about $33.9 million (an increase of 73%) and 4Q, 2019 revenues of around $9.2 million (up 61% […]
Portola: My Investment Thinking After the Sharp Price Drop (PTLA, Buy, $14.85)
Full Year Sales of Andexxa were Impressive but there was a Troubling Drop in Sequential Sales in US in 4Q, 2019 Portola held a conference call on January 9, 2020 to pre-announce disappointing 4Q sales for Andexxa in the US. Following its launch in May of 2019, Andexxa recorded US sales of $24 million in […]
Novocure: First Report on this Dynamic Growth Stock with Important Similarities to Northwest Biotherapeutics (NVCR, $78.77)
Investment Overview My reason for first looking at Novocure in depth was that it provided important comparative information versus Northwest Biotherapeutics’ DCVax-L. Those of you who have followed my research know that I believe that there are very good reasons to believe that DCVax-L will be approved in 2020 or 2021 for newly diagnosed glioblastoma. […]