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Expert Financial Analysis and Reporting

Archive for June, 2020

Northwest Biotherapeutics: We Are Just Several Weeks from Release of Topline Data in Phase 3 Trial of DCVax-L in Newly Diagnosed Glioblastoma Multiforme (NWBO, $0.36, Buy)

Investment Overview In the 1Q, 2020; 10-Q regulatory release on June 24, there was a section that went into some detail on the pending release of topline data from the phase 3 trial of DCVax-L in newly diagnosed glioblastoma. It describes how Covid created major problems in compiling data from the phase 3 trial that […]

An Overview of Companies with a Major Presence in CAR-T Research

Investment Opportunity One of the areas that I want to focus my investment research on is CAR-T therapy. I believe that this is one of the most significant opportunities for new drug development over the coming decades and will produce some outstanding investment opportunities. The first two CAR-T drugs, Novartis’ Kymriah and Gilead’s Yescarta, were […]

Looking at Market Capitalizations as an Investment Tool for Biopharma Companies

Purpose of Report This report looks at the market capitalizations of 6 big pharma companies, 14 large biotechs, 24 mid-size commercial stage biotechs and 64 pre-commercial biotechs. It provides a picture of how the market values a broad range of biopharma companies at very different levels of maturity. It gives an insight into how the […]

A New Note on Cytokinetics with a Focus on Omecamtiv

Cytokinetics and its partner Amgen have guided that topline data from the GALACTIC-HF phase 3 trial of omecamtiv in advanced heart failure will be released in 4Q, 2020. The promise of omecamtiv has been the driving force for my long standing buy recommendation of Cytokinetics and is the overwhelming factor driving the current stock price. […]

Cytokinetics (CYTK, Buy, $20.97) Omecamtiv Nears the Finish Line; Topline Data Expected in 4Q, 2020 with Launch Possible in 2021

Overview Cytokinetics was founded 22 years ago and has not deviated from its initial business model that is based on an understanding of muscle activation and inhibition in cardiac and skeletal muscle. Finally, the company may be poised for the commercial introduction of its lead drug, omecamtiv. Even by biotechnology standards, the development of omecamtiv […]

Stem Cell Therapy Has Perhaps the Most Potential of All of the New Technologies in Development by Biopharma

Summary In previous articles, I have written about technologies that have been or promise to be paradigm shifts in drug development: The very earliest drugs used by humans were found in plants. For example, ancient Egyptians chewed on willow bark to relieve pain. It contains a molecule closely related to aspirin. In the late 1800s, […]

Gene Therapy Will Be A Major Driver of Biopharma Growth in Coming Decades

Overview This is the fourth in a series of articles intended to give a layman’s view of the technologies that are the focus of biopharma research and will be driving commercial sales in coming decades. The explosion of scientific discoveries is breathtaking and is growing exponentially. It is far beyond my capability and that of […]