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Expert Financial Analysis and Reporting

Archive for October, 2020

Northwest Biotherapeutics: Reason for Yesterday’s Stock Surge (NWBO, Buy, $1.12)

Overview Northwest Biotherapeutics stock was on fire yesterday as the price increased 35% to $1.12. The strength appears to be  attributable to two posts on the investor website iHub. Thoughts on First Post The first post was as follows: “In the EU Clinical Trial register, it shows that the primary endpoint for the DCVax-L trial […]

Cytokinetics: Top Line Results for Omecamtiv in GALACTIC-HF Trial Are Perplexing (CYTK, $15.46)

Cytokinetics reported that the results of GALACTIC-HF show that treatment with omecamtiv mecarbil achieved the primary composite efficacy endpoint and demonstrated a statistically significant effect to reduce cardiovascular (CV) death or heart failure events (heart failure hospitalization and other urgent treatment for heart failure) compared to placebo in patients treated with standard of care (HR: […]

Cytokinetics: Proposed Acquisition Price for MyoKardia Suggests CYTK is Dramatically Undervalued (CYTK, Buy, $27.33)

Bristol-Myers Squibb has announced that it will acquire MyoKardia for $13.1 billion in cash and this has important implications for Cytokinetics. These companies have technologies that activate or inhibit muscle activation. To my knowledge they are the only two companies that have products in clinical development based on this technology. Interestingly, MyoKardia acquired technology from […]

Cryoport Update (CYRX, $42.24, Buy)

Purpose of Note This note comments on two news events for Cryoport. The Company reported that it has completed the acquisitions of CRYOPRD and MVE Biological Systems as of October 1. This was somewhat faster than I expected. The stock  also was impacted by the news that Mesoblast’s Ryoncil had received a Complete Response Letter […]