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June 2021
March 2021
February 2021
January 2021
- Wall Street is Poised for Disruption, Part One January 30, 2021
- Northwest Biotherapeutics and the Robinhood Trading Phenomenon (NWBO), Buy, $1.59)
- Cryoport (CYRX, Buy, $72.30) Kymriah Sales are Strong and Equity Offering Was Well Received
- Cryoport: Comments on Just Completed Equity Offering and Surprising 15% Surge in Stock Price (CYRX, Buy, $73.75)
- Cytokinetics: Approval of Merck’s Heart Failure Drug Vericiguat Increases My Confidence for Approval of Omecamtiv
- Cytokinetics: A Deep Dive into the Potential for Omecamtiv (CYTK, Buy, $19.86)
- Antares: Encouraging Revenue Guidance (ATRS, Buy, $4.00)
November 2020
- Cryoport; How Airlines Might Need Cryoport Dewars for Shipping of COVID-19 Vaccines (CYRX, Buy, $46.43)
- Cryoport: Potential Commercial Benefits from COVID-19 Vaccines (CYRX, Buy, $46.43)
- Cytokinetics: Is Omecamtiv Mecarbil Approvable? Yes! (CYTK, Buy, $15.59)
- Cryoport: Comments on the Sharp Recent Price Swings (CRYX, $51.86, Buy)
- Cryoport: We Are Just in the First Inning (CYRX, Buy, $50.27)
- Northwest Biotherapeutics: Waiting for Top Line Data on DCVax-L (NWBO, $1.25 Buy)
- Cytokinetics: There Still May Be Hope for Omecamtiv Mecarbil (CYTK, Buy, $16.54)
October 2020
September 2020
August 2020
- Cryoport: My Take on the Recent Acquisitions and Strong Move in the Stock (CYRX, Buy, $55.50)
- Cryoport: The Acquisition of CRYOPDP Looks to Be a Major Coup (CYRX, $36.51, Buy)
- Cryoport Has Staggering Growth Potential but Is the Stock Overpriced (CYRX, $33.51, Buy)
- Why Bother with Antares? (ATRS, Buy, $2.86)
- Mesoblast, Athersys, Cryoport, ARDS and COVID-19.
- Northwest Biotherapeutics: (NWBO, Buy, $0.35) Management Issues Guidance That DCVax-L Phase 3 Trial Results Will Be Released Sometime After Labor Day
June 2020
May 2020
- RNA Interference is in its Infancy, But Promises to Generate Innumerable Blockbuster Drugs in Coming Decades
- Monoclonal Antibodies: The Driving Force Behind Today’s Biopharma Industry
- Northwest Biotherapeutics (NWBO, Buy, $0.26) Detailed Results for the Phase 3, DCVax-L Trial in ndGBM Are Imminent
- Cryoport: (CYRX, $20.10, Buy) Announcement of Potential Convertible Offering Pressures the Stock
- Antares (ATRS, Buy, $2.72) Effect of Covid-19 Appears Modest So Far On Company and Xyosted in Particular
- Recombinant DNA: The Foundation Upon which the Biotechnology industry was Founded
- Cryoport (CYRX, $23.71, Buy) : Great Potential for Substantial increases in Commercial Sales in the 2020 to 2024 Timeframe
- Announcing A Strategic Change in Coverage Approach at SmithOnStocks
March 2020
January 2020
December 2019
November 2019
- Cryoport: A Model Projecting How Commercially Approved Products Supported by Cryoport Will Drive Growth Through 2024 (CYRX, Buy, $15.12)
- Antares Pharma: Highlights from Presentation at Jefferies Healthcare Conference: (ATRS, Buy, $4.79)
- Northwest Biotherapeutics: Company is Closing in on Unblinding of the Phase 3 Trial of DCVax-L in GBM That Could Lead to a Cascade of Important Follow-On Events (NWBO, Buy, $0.22)
- Antares Pharmaceuticals: Projecting Very Strong Growth in Xyosted Sales for 2020, 2021 and 2022 (ATRS, Buy, $3.89)
- Portola: Detailed Spreadsheet Projecting Sales and Earnings Through 4Q, 2021 (PTLA, Buy, $28.00)
- Antares Pharma: Quick Take on Implication of 3Q Results for Future Growth (ATRS, Buy, $3.70)
October 2019
- AMAG Pharmaceuticals: AdCom Votes 9 to 7 to Remove Makena from the Market, but I Don’t Think It Will Happen: AMAG (AMAG, $9.80), Antares Pharma (ATRS, $3.40, Buy)
- AMAG Pharmaceuticals (AMAG, $12.20); Antares (ATRS, Buy, $3.59) What Will FDA AdCom Recommend on Makena in the Aftermath of Failed Prolong Trial?
- Cryoport: Stock Has Been Attacked by Short Sellers (CYRX, $14.57, Buy)
- Aimmune Therapeutics: (AIMT, $23.63) Palforzia for Peanut Allergy Desensitization Has the Potential to Be a Blockbuster
- Antares: Impressive Xyosted Prescription Trends Continue (ATRS, Buy, $3.30)
September 2019
August 2019
- Antares: Update on Sales Projections for Xyosted (ATRS, $3.30, Buy)
- Cytokinetics: Current Investment Thesis Is All About Omecamtiv Mecarbil (CYTK. $13.26, Buy)
- Cryoport: Quick Take on 2Q Results (CYRX, $20.18, Buy)
- Portola: Andexxa Looks to be a Blockbuster (PTLA, $30.00, Buy)
- Antares: Highlights from 2Q, 2019 Conference Call (ATRS, $3.29, Buy)
- New Approach to SmithOnStocks Reports Starts with Aimmune Therapeutics (AIMT, $18.73)
- Cryoport; Sales of CAR-T Products Yescarta and Kymriah are In-line with My Projections (CYRX, Buy, $20.67)
July 2019
June 2019
May 2019
- Part 7: Illegal Naked Shorting: DTCC Continuous Net Settlement and Stock Borrowing Programs Have Loopholes That Facilitate Illegal Naked Shorting
- Part 6 Illegal Naked Shorting: The SEC’s Regulation SHO is Intended to Prevent Illegal Naked Shorting, But is Ineffective
- Cryoport: Details of My Model for Sales for 2018 to 2024 (CYRX, Buy, $16.88)
- Antares: Tracking Report on Xyosted Prescriptions (ATRS, Buy, $2.88)
- Portola: Andexxa Sales in 1Q, 2019 Were Encouraging and Yet the Stock HasTraded Down (PTLA, Buy, $30.16)
- Cytokinetics: Based on Data from Fortitude ALS Trial, Cytokinetics and Astellas Indicate They Will Undertake Phase 3 Trial of Reldesemtiv in ALS (CYTK, Buy, $9.30)
April 2019
March 2019
- Part 1 in a Series of Reports on Blatant, Widespread Stock Manipulation that is Enabled by Illegal, Naked Shorting
- Today’s Price Action in Cytokinetics (CYTK) and Cryoport (CYRX)
- Portola: Detailed Update on Exciting 2019 Outlook (PTLA, Buy, $33.35)
- Antares (ATRS, Buy, $3.51); AMAG Pharmaceuticals (AMAG, $11.73) First Thoughts about How the PROLONG Study Could Affect Makena Usage
- Cryoport: Great Buying Opportunity (CYRX. Buy, $10.44)
- Cytokinetics: A Focus on 2019 Stock Price Catalysts (CYTK, Buy, $5.82)
February 2019
January 2019
- Agenus: New Blockchain Financing Instrument Could Cause a Paradigm Shift in Financing Small Biotechnology Firms (AGEN, Buy, $3.37)
- Bristol-Myers Squibb: A Highly Innovative Company Priced Like a Value Stock (BMY, Buy, $48.99)
- Portola: Tidbits from Presentation at JP Morgan Healthcare Conference (PTLA, Buy, $21.96)
- Cryoport: The Bristol-Myers Acquisition of Celgene is a Validation of my Investment Thesis for Cryoport (CYRX, Buy, $9.05)
- Bristol-Myers-Squibb: Negative Market Reaction to Celgene Acquisition is a Buying Opportunity (BMY, Buy, $45.17)
- Portola: Approval of Gen 2 Manufacturing Process for AndexXa is a Significant Positive (PTLA, Buy, $18.75)
December 2018
November 2018
October 2018
September 2018
August 2018
July 2018
June 2018
May 2018
- Northwest Biotherapeutics: Blinded Data from Phase 3 Trial Strongly Suggests that DCVax-L is a Major Advance in the Treatment of Newly Diagnosed Glioblastoma Multiforme; It Looks Like NWBO Has Hit a Therapeutic and Commercial Home Run (NWBO, Buy, $0.25)
- Cytokinetics: Update on Extensive Clinical Trials Being Conducted (CYTK, Buy, $9.45)
- Cryoport: Updated Sales and Earnings Model (CYRX, Buy, $9.69)
- Antares: Recent Launch of Makena Subcu Auto Injector and Probable Launches of Xyosted and AB Rated Generic to EpiPen Could Make for an Outstanding Price Performance in 2018 (ATRS, Buy, $2.36)
- AMAG: It Is Early Days, but the Launch of the Subcutaneous Dosage Form of Makena Seems to be Going Very Well (AMAG, Buy, $21.17)
- Portola: Approval of AndexXa is a Major Positive (PTLA, Buy, $41.19)
April 2018
March 2018
- Cryoport: Gilead Update on Yescarta Strongly Supports My View That Cryoport has Explosive Sales Growth; An Important Upward Inflection is Approaching (CYRX, $8.75, Buy)
- Antares: FDA Comments from Type A Meeting Are a Best Case Outcome for Xyosted (ATRS, $2.13, Buy)
- Portola: Why I Think that AndexXa is Likely to be Approved (PTLA, Buy, $36.44)
- Cryoport: Continuing to Pound the Table on this Unique Growth Story (CYRX, Buy $9.17)
- Antares: Things Are Looking Up (ATRS, Buy, $2.22)
- Portola: Uncertainty on AndexXa Approval Leads to 30% Decline in Stock Price (PTLA, Buy, $31.16)
February 2018
January 2018
December 2017
November 2017
October 2017
September 2017
- Repligen: More Detailed Analysis on GE Decision to Manufacture Protein A
- Update on Currently Recommended Stocks of SmithOnStocks.com
- Portola: Reiterating Buy and Refuting Recent Negative Blog by Adam F-stein (PTLA, Buy, $54.12)
- Northwest Biotherapeutics: Thoughts on Why the Phase 3 Trial of DCVax-L is Ongoing (NWBO, BUY, $0.17)
- Northwest Biotherapeutics, Bristol-Myers Squibb: Success for the Yervoy-Opdivo Combination in CHECKMATE-214 Trial Obviously is a Major Positive for BMY, but also has Important Implications for NWBO (NWBO, Buy, $0.19) (BMY, $60.80, Buy)
- Portola: September 4 Conference Call Provides Update on Potential Launch Date for Bevyxxa and Announces Price (PTLA, Buy, $57.29)
August 2017
- Northwest Biotehrpeutics: How Does DCVax-L Clinical Data Compare to the CAR-T Therapy Axi-Cel? (NWBO, $0.18, Buy)
- Antares Pharma: This Small, Emerging Biotechnology Company Is Poised for Explosive Growth Based on Five Major New Product Introductions by 2020 (ATRS, Buy, $3.02
- Alimera Sciences: Company Achieves Breakeven Pretax Cash Flow in 2Q, 2017 Despite Slow Unit Demand for Iluvien (ALIM, Buy, $1.50)
- Cryoport: As Its Clients Transition from Clinical Development to Commercial, Growth Could Be Explosive (CYRX, $6.89, Buy)
- Portola Pharmaceuticals: AndexXa BLA Resubmitted; Reiterating Buy (PTLA, $61.41, Buy)
- Cytokinetics: Reiteration of My Long Standing Buy Recommendation Based on an Extraordinary Pipeline (CYTK, $12.90, Buy)
July 2017
- Cryoport: Upping 2020 Price Target from $14.50 to $20.00 (CYRX, Buy, $6.89)
- My Approach to Investing in CAR-T Drug Development: Cryoport (CYRX, Buy, $5.67)); Kite (KITE, Neutral, $104.34); Juno (JUNO, Neutral, $27.87), Novartis, (NVS, No opinion, $84.85)
- Cryoport: Thoughts About FDA AdCom Meeting on Novartis’s CAR-T Drug Tisagenlecleucel (CYRX, Buy, $4.86)
- Northwest Biotherapeutics: Why I Believe That the Phase 3 Trial of DCVax-L in Newly Diagnosed Glioblastoma Patients Has a Very Good Chance for Success (NWBO, Buy, $0.17)
June 2017
- Windtree Therapeutics: Phase 2b Trial Fails Although There Was An Encouraging Signal of Activity (WINT, Take tax loss, $0.34)
- Portola Pharmaceuticals: Betrixaban Approval Triggers Big Stock Move-Now What Do We Do? (PTLA, Buy, $55.42)
- Repligen: Market Likes Spectrum Acquisition and So Do I (RGEN, Buy, $43.20)
- Portola: Reiterating Buy Prior to June 24th PDUFA Date for Betrixaban (PTLA, Buy, $39.35)
- Alimera Sciences: Iluvien Sales Seem to Have Caught Traction; It Is Time to Buy! (ALIM, Buy, $1.35)
- Windtree Therapeutics: Discussion of Licensing Deal with Lee’s Pharmaceutical and Two Imminent Key Clinical Events (WINT, Buy, $0.90)
- Novartis Releases Three Month Interim Data for JULIET Trial of CTL-019 in r/r DLBCL
- FDA Announces July 12 AdCom Meeting for CTL-019: Thoughts on How This Might Affect Investor Perceptions of Kite (KITE, Neutral, $80.25) and Cryoport (CYRX, Buy, $3.89)
- Northwest Biotheraputics to Make Presentation at ASCO Today Monday June 5, 2017
- Key Investment Considerations Relating to Much Anticipated CAR-T Product Launches By Kite and Novartis Later This Year
May 2017
April 2017
- Thoughts on the Probable Launches of the First CAR-T Drugs; Cryoport is a Novel Way to Invest In This: Cryoport (CYRX, Buy, $2.36) and Kite (KITE, Neutral, $83.37)
- Cytokinetics: Comments on the Upside Move Today (CYTK, Buy, $12.90)
- Antares: AMAG Submits Supplemental New Drug Application to FDA for Makena® Auto-Injector for Subcutaneous Use: (Antares (ATRS, Buy, $2.86)
- Cryoport: Initiating Coverage of this Highly Unique Health Care Company with a Buy (CYRX, Buy, $2.25)
- Repligen: A Business Update and Reiteration of Buy (RGEN, Buy, $34.11)
- Cytokinetics: Insights into Corporate Collaborations, Tirasemtiv, CK-107 and Hospitalization Caused by Heart Failure (CYTK, Buy, $11.25)
- Kite Pharma: Novartis and Kite File for Regulatory Approval of Their CAR-T Products; I Do Not Believe That KITE Has a Meaningful First Mover Advantage (KITE, Neutral, $82.19)
March 2017
- Northwest Biotherapeutics: Is There Any Chance for DCVax-L to be Successful in the Phase 3 Trial? (NWBO, Buy, $0.24)
- Antares: Pipeline is Bursting with Late Stage Products (ATRS, $2.77, Buy)
- Cytokinetics: A Look at the Clinical Trial Programs Underway (CYTK, Buy, $13.00)
- Cytokinetics: Estimating a Potential 2025 Price Target of $220 Based Only on the Potential for Tirasemtiv (CYTK, Buy, $13.00) and Ignoring Omecamtiv Mecarbil and CK-107
- Cytokinetics: Estimating a Potential 2025 Price Target of $172 Based Only on the Potential for Omecamtiv Mecarbil and Ignoring Tirasemtiv and CK-107 (CYTK, Buy, $13.00)
- Kite Pharma: Analysis of Six Month Data from ZUMA-1 That Led to 40% Price Increase (KITE, Neutral, $72.53)
February 2017
- Northwest Biotherapeutics and Agenus: What Are The Implications for These Companies in the Aftermath of Two Recent Cancer Vaccine Trial Failures? (NWBO, $0.38, Buy) (AGEN, $3.99, Buy)
- Northwest Biotherapeutics: 8-K Document Released Today Provides New and Very Interesting Data on Patients Treated with DCVax-L. (NWBO, Buy, $0.48)
- Northwest Biotherapeutics: Partial Clinical Hold on Phase 3 Trial of DCVax-L in Newly Diagnosed Glioblastoma is Lifted (NWBO, Buy, $0.45)
- AMAG Pharmaceuticals: Will FDA Approve Makena SC (AMAG, Neutral, $21.75)
- Cytokinetics: Discussion of Financing Deal with Royalty Partners (CYTK, Buy, $11)
January 2017
- AMAG and Antares: Update on the Development of Makena SC (AMAG, Neutral, $24.40) (ATRS, Buy, $2.04)
- Bristol-Myers Squibb: Disappointing Recent Press Release Causes Sharp Drop in Stock Price; I Remain at Buy (BMY, Buy, $49)
- Bristol-Myers Squibb: Implications of Potentially Earlier than Expected Introduction of Keytruda Combined with Chemotherapy in the First Line Lung Cancer Setting (BMY, Buy, $56.31)
- SmithOnStocks Top Stock Picks for 2017, January 3, 2017
December 2016
- Northwest Biotherapeutics: DCVax-L Viewed Through the Eyes of Dr. Linda Liau, Lead Investigator on the Phase 3 Trial of DCVax-L (NWBO, $0.35, Buy)
- Updating My Investment Thinking on Kite (KITE, Neutral, $47.63) and Juno (JUNO, Neutrl, 17.86) in the Aftermath of the ASH Meeting
- Immuno-Oncology is Probably The Most Explosive Commercial Opportunity in All of BioPharma; My Investment Picks are Bristol-Myers Squibb (BMY, Buy, $57.14) and Agenus (AGEN, Buy, $4.28))
- My Current Investment Thinking on Kite (KITE, Neutral, $50.02) and Juno (JUNO, Neutral, $20.14) and the CAR-T Space as a Whole
- Cytokinetics: Results of COSMIC HF Published in The Lancet; Phase 3 GALACTIC HF Trial Has Started (CYTK, Buy, $12.00)
November 2016
October 2016
September 2016
- Kite Pharma: Interpretation of Results from the Interim Look at ZUMA-1 (KITE, Neutral, $60.25)
- Kite Pharma Part 5: Detailed Research That I Have Done In Coming to My Opinion on Kite (KITE, Neutral, $$54.06)
- Antares: Updates on QST and AB Generic to EpiPen; Reiteration of Buy Recommendation (ATRS, Buy, $1.65)
- Kite Pharma Part 4: A Preview of Highly Anticipated Results from Interim Look at ZUMA-1 (KITE, Neutral, $54.95)
- Kite Pharma Part 3: A Detailed Analysis of the Design of the All-Important ZUMA-1 Trial
- Kite Pharma Part 2: An Overview of CAR-T Cell Drug Development Efforts
- Kite Pharma: Part 1- Glossary of Terms and Acronyms
- SmithOnStocks Investment Recommendations Summarized; September 12, 2016
- Northwest Biotherapeutics: My Hypothesis as to Why the Company Has Been Silent on Its Clinical Trial Programs and Why DCVax-L Might Succeed in its Phase 3 Trial (NWBO, Speculative Buy, $0.34)
- Cytokinetics; Amgen and Servier Announce Decision to Move Omecamtiv Mecarbil into Phase 3 (CYTK, Buy, $12.07)
August 2016
- Antares; Are Mylan’s Woes A Potential Positive for AB Rated Generic to EpiPen (ATRS, $1.37, Buy)
- Antares: Comment on Strength in the Stock Price (ATRS, $1.29, Buy)
- Cytokinetics: Tirasemtiv Completes Phase 3 Enrollment (CYTK, Buy, $11.89)
- Celldex: Update Based on 2Q, 2016 Conference Call (CLDX, Neutral, $4.45)
- Repligen: Very Strong Growth in Sales and Earnings Continues (RGEN, 29.37, Buy)
- Alimera: Iluvien Sales are Encouraging but the Company is Financially Stressed (ALIM, $1.79, Neutral)
- Bristol-Myers Squibb: Checkmate-026 Trial Fails to Reach Primary Endpoint (BMY, $62.85); A Buying Opportunity
- Agenus: Update on Drug Development Programs (AGEN; Buy, $5.65)
July 2016
June 2016
- Cytokinetics: Phase 2 Trial of CK-2127107 in COPD Begins (CYTK, $9.37, Buy)
- Antares Pharmaceuticals: Teva Launches AB Generic to Imitrex (ATRS, Buy, $1.06)
- AMAG Pharmaceuticals: Initiation of Research on a Complex but Potentially Very Interesting Investment Situation (AMAG, Neutral, $24)
- Northwest Biotherapeutics: Going Over My Thoughts (NWBO, $0.62)
- Relypsa: Company Releases Veltassa Launch Metrics for May (RLYP, $18.14, Buy)
- Antares Pharmaceuticals: Highlights on Makena from AMAG Pharmaceuticals Analyst Day (ATRS, $1.14, Buy)
May 2016
- Relypsa: FDA Issuance of a CRL for ZS-9 is a Significant Positive (RLYP, Buy, $18.50)
- Relypsa: Comments on Possible Outcomes of ZS-9 PDUFA Date
- Updates on My Investment Opinion for 15 Stocks I Follow Closely
- Caladrius Biosciences: The Business Model is Intriguing, But the Cash Position Is Weak (CLBS, $0.57, No Opinion at this time)
- Relypsa: Analyzing April Results of the Veltassa Launch (RLYP, Buy, $14.00)
- Relypsa: Update Following 1Q, 2016 Conference Call (RLYP, Buy, $14.15)
- Windtree Therapeutics: Key Points from Conference Call on 1Q, 2016 Results (WINT, $2.04)
- Chimerix: Thinking on the Stock in the Aftermath of Results from the AdVise Trial (CMRX, $4.95)
- Northwest Biotherapeutics: The Company Provides an Operations Update (NWBO, $1.23)
- Antares: Presentation Highlights from Deutsche Bank Conference (ATRS, Buy, $0.97)
- Antares: AMAG Issues Guidance on Timing of Subcutaneous Makena (ATRS, Buy, $1/05)
- Agenus: Its Market Leading Position in Immuno-Oncology Makes it A Compelling Investment Story (AGEN, Buy, $3.69)
April 2016
March 2016
- Cytokinetics: Amgen’s R&D Chief Expresses Great Optimism About Omecamtiv Mecarbil for Treating Congestive Heart Failure (CYTK, Buy, $6.53)
- Northwest Biotherapeutics: A Comprehensive Evaluation of Its Lead Product DCVax-L (NWBO, $1.50)
- Relypsa: It Is Early Days in the Launch of Veltassa but the Momentum Seems Quite Strong (RLYP, Buy, $13.46)
- Northwest Biotherapeutics: Why the Failure of Celldex’s Rintega in Newly Diagnosed Glioblastoma Probably Has No Implications for the DCVax-L Trial
- Cytokinetics: Comments on the Patent Situation of Omecamtiv Mecarbil (CYTK, Buy, $6.40)
- Cytokinetics: Extremely Encouraging News from Amgen on Omecamtiv (CYTK, Buy, $6.54)
- Celldex: ACT IV Trial of Rintega in Newly Diagnosed Glioblastoma has Been Terminated (CLDX, Hold, $4.01)
- Antares: Disappointing News on AB Rated Version of EpiPen (ATRS, $0.95)
- Relypsa: An In-depth Analysis of Early Results of the Veltassa Launch (RLYP, Buy, $13.26)
February 2016
January 2016
December 2015
November 2015
- KaloBios: The Fascinating Story of the Takeover of the Company by Martin Shkreli and His Hedge Fund Buddies (KBIO, $18.25, I would not touch this stock)
- Discovery Laboratories: Results for Aerosurf in Phase 2a Trial are Encouraging; Why Then Did the Stock Crash? (DSCO, Buy, $0.30)
- Cytokinetics: I Predict Amgen Will Proceed to Phase 3 Trials with Omecamtiv Mecarbil (CYTK, Buy, $10.82)
- ZS Pharma: Astra Zeneca to Acquire ZS Pharma at $90 per Share-DARN (ZSPH, $90)
- Antares: An Update on My Investment Thinking (ATRS, Buy, $1.33)
- Valeant Pharmaceuticals: What A Sordid Story (VRX, $93.77)
October 2015
September 2015
August 2015
- Review of SmithOnStocks Recommendations; August 17, 2015
- Neuralstem: The 2015 Decline in the Stock is in Contrast to Encouraging ALS Data and an Impressive Pipeline (CUR, Buy, $1.38)
- Celldex: Meaningful Data on Two Lead Products, Rintega and glembatumumab, is not Likely Before 2017 (CLDX, Hold, $16.99)
- Discovery Laboratories: Update from the 2Q, 2015 Conference Call Provides Timelines for Important Aerosurf Phase 2 Trials (DSCO, Buy, $0.47)
- Quick Take on Antares Following 2Q, 2015 Conference Call (ATRS, Buy, $2.10)
- Chimerix: An Update (CMRX, $52.83, Neutral)
July 2015
- Cytokinetics: Comments on Sharp Price Decline After 2Q, 2015 Conference Call (CYTK, Buy, $6.28)
- Comments on Agenus, ImmunoCellular, Discovery Laboratories, Neuralstem, Kite and Juno
- Cytokinetics: Phase 3 Trial of Tirasemtiv Has Begun (CYTK, Buy, $7.17)
- Discovery Laboratories: What I Intend to Do in the Aftermath of a Disastrous Stock Offering (DSCO, Buy, $0.54)
- Repligen: Fundamentals Are Exceptional But The Stock Carries A Premium Valuation (RGEN, $39.97, For Paid Subscribers)
- Cytokinetics: Phase 3 Trial for Tirasemtiv About to Begin with Topline Results Possible in 2H, 2016; Successful Outcome Could Make the Stock a Homerun (CYTK, $6.35, Buy, For Paid Subscribers)
June 2015
May 2015
- Comments on Alimera (ALIM, $4.46, Neutral) and pSivida (PSDV, $3.97, Neutral)
- Cytokinetics: Takeaways from Recent R&D Day and Reiteration of Buy (CYTK, $6.14, Buy)
- Agenus: Its R&D Day Presentation Puts a Focus on the Great Promise of Cancer Vaccines and Checkpoint Modulators (AGEN, Buy, $6.73)
- Comments on Agenus and Antares
- Comments on Antares, Kite Pharma and Northwest Biotherapeutics
- Cytokinetics: Update and Reiteration of My Buy Recommendation (CYTK, $5.54, Buy)
- Comments on Agenus, Neuralstem and Celldex
- Northwest Biotherapeutics: FDA Panel Recommendation to Approve Amgen’s Cancer Vaccine is Hugely Significant In Regard to Possible Approval of DCVax-L and DCVax Direct. (NWBO, $7.86, Buy)
April 2015
- CAR-T Companies-Kite (KITE, $55.09) and Juno (JUNO, $47.30): Is The Bloom Coming Off The Rose? Are Investor Expectations Unrealistic?
- Comments on Antares, Agenus, Cytokinetics, Discovery Laboratories and ZS Pharma
- Initiation Report on ZS Pharma (ZSPH, Buy, $40.97, Subscribers only)
- Antares: Teva Offer to Buy Mylan Should Have No Effect on Launch of AB Rated Generic to EpiPen (ATRS, $2.76, Buy)
- Antares: Detailed Sales and Earnings Projections for 2015 and 2016 (ATRS, Buy, $2.77, subscription required)
- Discovery Laboratories: Focus is Totally on Aerosurf Development (DSCO, $1.43, Hold)
- Northwest Biotherapeutics: Comments on Two AACR Posters (NWBO, $8.62, Buy)
- Celldex Pipeline Update and Investment Thesis (CLDX, Moving from Buy to Hold, $28.56)
- Northwest Biotherapeutics: The $40 Million Woodford Financing is A Major Positive (NWBO, Buy, $7.76)
- Northwest Biotherapeutics: Still Another Rebuttal to a Feuerstein Attack Is Called For
March 2015
- Effective Treatment of Hyperkalemia Promises to be a Multi-billion Opportunity
- Northwest Biotherapeutics: Promising New Data Was Just Presented on DCVax-L in Recurrent Glioblastoma Multiforme (NWBO, Buy)
- Northwest Biotherapeutics: Highlights of the 2014 10-K (NWBO, Buy, $7.81)
- Neuralstem: A Closer Look at Encouraging Phase 2 Results for NSI-566 Neural Stem Cells in Treating ALS (CUR, Buy, $2.36)
- Neuralstem: Initial Take on Top Line Results of Phase 2 ALS Trial of NSI-566 Neural Stem Cells (CUR, Buy, $3.08)
- Cytokinetics: Updates on Tirasemtiv and Omecamtiv (CYTK, Buy, $7.77)
- Neuralstem: When Will We See the Phase 2 Data for NSI-566 in ALS? (CUR, Buy, $3.75)
- Northwest Biotherapeutics: How Much Will It Cost to Manufacture DCVax-L (NWBO, Buy, $7.26)
- ImmunoCellular Therapeutics: Is There an Investment Case to be Made? (IMUC, $0.57)
February 2015
January 2015
- Advaxis: A Look at the Dizzying Trading Activity over the Past Month (ADXS, No opinion, $9.70)
- Northwest Biotherapeutics: Some Thoughts about the Upcoming Presentation by CEO Linda Powers on Monday, January 26th. (NWBO, Buy, $6.28)
- Alimera Sciences: Will The Launch of Iluvien Be Disappointing to Investors? (ALIM, Neutral, $5.53)
- Immuno-Oncology Promises to be the Next “Big Thing” In Biotechnology
- Antares Pharmaceuticals: Highlights of Presentation at JP Morgan Conference (ATRS, $2.36. Buy)
- Notes from Neuralstem Presentation at Biotech Showcase Conference, January 13, 2015 (CUR, Buy, $3.09)
- Delay in Quick Shot Testosterone Clinical Program is Not a Major Setback for the Stock (ATRS, Buy, $2.53)
- Notes from Linda Powers Presentation in San Francisco, January 12, 2015 (NWBO, Buy, $6.00)
- Agenus: The Collaboration with Incyte is Transformative and Creates Great Shareholder Value (AGEN, Buy, $4.99)
- Derma Sciences: Sales Guidance for 2014 is Lowered Again; 2015 Sales Guidance is Given for the First Time (DSCI, Hold, $9.40)
- Repligen: Revenues for 2014 are Above Expectations and Guidance for 2015 is for Strong Growth (RGEN, Hold/ Buy, $23.84)
- Neuralstem: An Update on Potential Catalysts for 2015 (CUR, Buy, 3.38)
- Cytokinetics: Takeaways from January 5, 2014 Conference Call (CYTK, Buy, $7.82)
- Cytokinetics: With the Stock Up 63% in the Last Seven Trading Days, What Do We Do Now? (CYTK, $8.01, Buy)
December 2014
- Cytokinetics (CYTK, Buy $5.52) New Collaboration with Astellas on CK-2127107 Greatly Improves Investment Outlook
- Current Investment Recommendations for Stocks Covered by SmithOnStocks; A Yearend Review
- Neuralstem: Some Encouraging, But Very Early, Information on Chinese Ischemic Stroke Trial Using NSI-566 Stem Cells (CUR, Buy, $2.59)
- Antares: Responding to Two Questions on Teva’s AB Rated Competitor to EpiPen (ATRS, Buy, $2.44)
- Possible Impact of Merck Acqusition of Cubist on the Trius CVR
- Antares: Highlights of CEO’s Presentation at Piper Jaffray Conference (ATRS, Buy, $2.46)
- Discovery Laboratories: Delay in Completion of Aerosurf Phase 2a Trial and Continued Disappointing Sales of Surfaxin Weigh on the Stock (DSCO, $1.53, Hold)
November 2014
October 2014
September 2014
August 2014
- Neuralstem: Previewing Upcoming Important Events and Some Thoughts on the StemCell Patent Infringement Lawsuit (CUR, $3.62 Buy, August 26, 2014)
- Antares Pharmaceuticals: An Update on Key Issues (ATRS, Buy, $2.14)
- Discovery Laboratories: My Current Thinking on the Surfaxin Launch and Aerosurf Phase 2 Trials (DSCO, Buy/Hold, $1.62)
- Northwest Biotherapeutics: Independent Chairman of the DMC Committee for DCVax-L Phase 3 Trial Chastises Adam Feuerstein for Inaccurate Articles (NWBO, Buy, $6.43)
- Derma Sciences: Second Quarter Results Were Disappointing; Going From a Buy to a Hold (DSCI, $9.72)
- Cytokinetics: More Thoughts on the Potential for a Phase 3 Trial of Tirasemtiv in ALS (CYTK, Buy, $4.20)
July 2014
- CREW Alleges That Adam Feuerstein is Involved in Stock Manipulation Scheme in Regard to Northwest Biotherapeutics
- Inovio: Successful Phase 2 Trial in Cervical Dysplasia Provides Proof of Concept for the Technology Base (INO, $12.98, Neutral, Subscribers Only)
- Northwest Biotherapeutics: Market Research Firm Evaluate Pharma Projects 2020 Worldwide Sales of $2.0 billion for DCVax-L (NWBO, Buy, $5.92)
- My Rebuttal to Richard Pearson’s Attack Article on Me Is Now On Seeking Alpha
- Agenus: Encouraging Data on Prophage, But What is the Path Forward (AGEN, Buy, $3.28)
- Antares; My View of How Otrexup and Medac’s New Product Rasuvo May Compete (ATRS, Buy, $2.54)
- Northwest Biotherapeutics (NWBO, Buy $6.75): Responding to Serious Unsubstantiated Allegations by Richard Pearson
June 2014
- Cubist Pharmaceuticals: An Overview Based on a Recent Company Presentation (CBST, No Opinion)
- Cytokinetics: Tirasemtiv May Still Be Successfully Developed in ALS (CYTK, Buy, $4.77)
- Antares: More On Paul Wotton’s Departures as CEO (ATRS, Buy, $2.77)
- Antares: Thoughts on the Resignation of the CEO (ATRS, $2.76, Buy)
- Neuralstem: Phase 1b Results for NSI-189 are Very Encouraging but It Is Early Days (CUR, Buy, $4.38, For paid subscribers)
- Northwest Biotherapeutics: Sixteenth Feuerstein Attack on the Company (NWBO, Buy, $8.11)
- Neuralstem: Encouraging Phase 1b Data on NSI-189 (CUR, Buy, $4.35, Free content)
- Derma Sciences: Highlights of the June 17th Analysts’ Meeting (DSCI, Buy, $11.07, Free content)
- Cytokinetics: I Think That the Company May Decide to Do A Phase 3 Trial with Tirasemtiv (CYTK, $4.70, Buy, For Subscribers Only)
- Northwest Biotherapeutics: The Perfect Storm May Be Brewing for Short Sellers (NWBO, $7.66, Buy, Free Content)
- Northwest Biotherapeutics: The Investment Tide May be Turning Positive (NWBO, Buy, $6.41, free content)
- Discovery Laboratories: A Look at the Surfaxin Launch and the Phase 2a Trial of Aerosurf (DSCO, Buy, $1.79, free content)
- Repligen Makes An Excellent Acquisition (RGEN, Hold/ Buy, $19.04, free content)
- ImmunoCellular; Thoughts on Its Plan to Move ICT-107 Forward into Phase 3 Trials Based on Data Presented at ASCO (IMUC, $1.34, Neutral, Free Content)
May 2014
- Discovery Laboratories: An Update on the Surfaxin Launch and the Phase 2 Clinical Trial Program for Aerosurf (DSCO, Buy, $1.72)
- Northwest Biotherapeutics: Management Discusses Interim Data on Phase 1/2 Trial of DCVax-Direct (NWBO, Buy, $6.00, free content)
- Northwest Biotherapeutics to Host Conference Call This Afternoon, May 27th (NWBO, Buy, $6.25)
- Northwest Biotherapeutics Releases Promising Early Results in DCVax Direct Phase 1 Trial (NWBO, $6.20, content of this note is not limited to subscribers)
- Antares: Although it is Still Early, I Think That Otrexup Launch is Going Very Well (ATRS, Buy, $2.93, Paid subscribers)
- Chimerix: Moving to a Buy (CMRX, $14.22, Paid subscribers)
- Northwest Biotherapeutics: Update On DCVax-Direct Based on ASCO Abstract and Positive, Early Results for First Patient Reported On (NWBO, Buy, and $5.94)
- ImmunoCellular Therapeutics: Comments on ASCO Abstract on ICT-107 (IMUC, Trading Buy, $1.20)
- ImmunoCellular Has Plans to Move ICT-107 Forward into Phase 3 Trials; Should It? (IMUC, $1.19 Trading Buy, For Paid Subscribers)
- Derma Sciences: An Update and Re-iteration of Buy Recommendation (DSCI, Buy $9.50, For Paid Subscribers)
- Neuralstem: An In-Depth Look at NSI-189, A Novel Small Molecule Drug Being Studied in Major Depressive Disorder (CUR, Buy, $3.60, For Paid Subscribers)
April 2014
- Cytokinetics: There Yet May Be a Path Forward to Develop Tirasemtiv in ALS (CYTK, Buy, $4.49, Paid Subscribers)
- Cytokinetics Announces that Tirasemtiv Phase 2b Trial in ALS Failed (CYTK, Buy, $5.01)
- ImmunoCellular Therapeutics Trading Opportunity (IMUC, Not rated, $1.19, Paid Subscribers)
- Thoughts on the Market Correction in Biotechnology Stocks
- Neuralstem: Dr. Eva Feldman’s Latest Presentation on The Use of CUR’s Stem Cells in ALS (CUR, Buy, $4.04)
- Northwest Biotherapeutics: Just Announced Financing Signals High Expectations for Use of DCVax-L under German Hospital Exemption Program (NWBO, $6.75, Paid Subscribers)
- Cytokinetics: The Critical Phase 2b Results for Tirasemtiv Should be Released on April 29th (CYTK, $8.88, Buy, Paid Subscribers Only)
- Repligen Has an Outstanding, Stable Business and Excellent Long Term Growth Potential (RGEN, Hold/ Buy, $14.07, Paid Subscribers Only)
- Refuting Feuerstein’s Latest Negative Blog on Northwest Biotherapeutics (NWBO, Buy, $7.56)
- Ed Quilty, CEO of Derma Sciences, Outlines His Strategy to Build the Premier Wound Healing Company (DSCI, $12.00)
- Northwest Biotherapeutics (NWBO, Buy, $7.59) What the 2014 10-K Had to Say about the Approval of DCVax-L under the German Early Access Program
March 2014
- Linda Powers, CEO of Northwest Biotherapeutics, Attacks and Debunks the Weak Bear Case in a Presentation on March 27
- My Investment Thinking on Biotechnology Stocks in the Aftermath of the Recent Correction
- Antares (ATRS, Buy, $4.00) Why I Think That the Otrexup Launch Will Be A Success (Paid Subscribers Only)
- Agenus (AGEN, Buy, $3.73) Thoughts on the Stock and Company in the Aftermath of Trial Failure of MAGE-A3 Cancer Vaccine
- Neuralstem (CUR, Buy, $4.48) Publishing of Phase 1 Results in Annals of Neurology Causes Price Surge (Paid Subscribers Only)
- Some Thoughts on Short Selling of Biotechnology Stocks (Paid Subscribers)
- Chimerix is A Company Focused on Infectious Viral Diseases that Has Investment Characteristics Similar to Trius (CMRX, Neutral, $25.48) (Subscribers Only)
- Northwest Biotherapeutics (NWBO, Buy, $7.90): DCVax-L Is Approved in Germany under Hospital Exemption Early Access Program
- Northwest Biotherapeutics (NWBO, $6.06, Buy): Comments on First Interim Look at DCVax-L Trial and Recent Weakness in the Stock
- Current Recommended Stocks and an Analysis of Past Recommendations, March 5, 2014)
February 2014
January 2014
December 2013
November 2013
- Celldex Stay Tuned for Monday’s Conference Call on Rindopepimut (CLDX, Hold, $28.31)
- Repligen: Looking At 2014 and Beyond- Potential for EPS Growth (RGEN, $12.78) (Subscribers Only)
- Discovery Laboratories: An Asymmetric Opportunity (DSCO, $2.07)
- Discovery Laboratories (DSCO, $2.07): An Asymmetric Opportunity
- Cadence: Best Case Outcome on Ofirmev Patent Litigation (CADX, $7.88)
- Antares Marketing Agreement on Otrexup with Leo is a Nice Positive (ATRS, $3.93)
- Discovery Laboratories: Removal of Financing Overhang Is a Catalyst for the Stock (DSCO, $2.17)
- ImmunoCellular Thoughts on Potential Outcomes for the Phase II Trial of ICT-107 in Newly Diagnosed Glioblastoma (IMUC, $2.31) (Subscribers Only)
- Antares: Thoughts on the Upcoming Otrexup Launch (ATRS, $3.64)
- Cadence Pharmaceuticals: The Ofirmev Launch is a Spectacular Success, but Investors are Focused on Patent Litigation (CADX, $4.99)
- Celldex (CLDX, $23.06): Previewing the Imminent Data Release on Rindopepimut
- Celldex (CLDX, $23.06): Previewing the Imminent Data Release on Rindopepimut
- Cytokinetics: 2014 Will Bring Critical Data Readouts on Tirasemtiv and Omecamtiv Mecarbil (CYTK, $6.03)
October 2013
September 2013
August 2013
July 2013
June 2013
May 2013
- How Iluvien May Benefit Alimera and pSivida (PSDV, $3.25)
- SmithOnStocks Opines on Biotechnology Stocks, May 28, 2013
- Neuralstem: Update on Phase I Trial of Neural Stem Cells in ALS is Encouraging (CUR, $1.45)
- SmithOnStocks Opines on Stocks May 19, Edition
- Antares: Reiteration of My Buy Recommendation (ATRS, $4.00)
- Neuralstem: Update on ALS Trial Could be a Catalyst for the Stock (CUR, $1.30)
- Trius Therapeutics: Newly Allowed Patent Provides Important New Dimension to Investment Outlook (TSRX, $8.50)
- SmithOnStocks Opines on Recent Biotech Events
- ImmunoCellular Therapeutics: Marching Toward Top Line Data for ICT-107 in 4Q, 2013 (IMUC, $2.42)
- InSite Vision: An Over-looked Company with Two Interesting Drug Candidates and a Big Upcoming Catalyst (INSV.OB, $0.31)
- Transcept: Throwing in the Towel on Intermezzo (TSPT, $3.56)
- Transcept: Throwing in the Towel on Intermezzo (TSPT, $3.59)
- Northwest Biotherapeutics: Moving DC Vax-L Rapidly Forward and Starting DC Vax Direct Trials (NWBO, $3.63)
- Cadence Pharmaceuticals: Ofirmev Launch is Strong; Resolution of Patent Issues Could Be Soon (CADX, $6.86)
- A.P. Pharma: Management Change is a Positive for the Stock (APPA.OB, $0.39)
- Neuralstem: Anticipating More Efficacy Data from ALS Trial (CUR, $1.18)
April 2013
March 2013
February 2013
January 2013
- Investment Implications of the Acquisition of MAP Pharmaceuticals by Allergan
- Sangamo: Paradigm Shifting Approach to Gene Altering Leads to Unique Product Opportunities (SGMO, $9.56)
- A.P. Pharma: PDUFA Date on APF530 Looms and I Am a Buyer (APPA.OB, $0.70)
- Cadence: Management Guides to a Near Doubling of Ofirmev Sales in 2013 (CADX, $5.23)
- MELA Sciences: In This Put Up or Shut Up Year, I Think the Company Will Succeed with its Launch of MelaFind (MELA, $1.70)
- InSite Vision: Upcoming Results on the DOUBle Trial May Not Be as Binary as I Have Been Thinking
- Trius: Why Last Friday’s Equity Offering is good for the Stock (TSRX, $4.90)
- Transcept: Purdue Fires Big Marketing Guns and FDA Issues Insomnia Drug Guidelines That Help Intermezzo (TSPT, $5.72)
- This Could Be the Coming Out Year for Inovio (INO, $0.72)
- Northwest Biotherapeutics: Transformed from an Ugly Duckling Bulletin Board Company to a Promising NASDAQ Company (NWBO, $3.20)
- Trius Therapeutics: In an About Face, Congress is Helping Biotech Companies That Are Developing Antibiotics (TSRX, $5.54)
- Discovery Laboratories Announces Changing of the Guard (DSCO, $2.21)
December 2012
November 2012
October 2012
September 2012
August 2012
July 2012
June 2012
May 2012
April 2012
- Antares: Settlement of Litigation on EpiPen is a Positive (AIS, $3.08)
- Initiating Coverage of A.P. Pharma with a Buy (APPA, $0.42)
- Highlighting A New Report on Dendritic Cell Cancer Vaccines
- The Rationale Behind Dendritic Cell-Based Cancer Vaccines and How They are Manufactured (NWBO.OB, $0.22)
- Savient: Recommending A Switch Into Discovery Laboraratories (SVNT, $2.31)
- A.P. Pharma: Initiating Coverage with a Buy (APPA.OB, $0.42)
- The Launch of Transcept’s Intermezzo by Purdue Has Begun (TSPT, $10.92)
- Levadex Receives Complete Response Letter, What Does This Mean for the Stock? (MAPP, $16.44)
- Levadex Has a Good Chance for Approval on its March 26th PDUFA Date (MAPP, $17.09)
- There are Good Reasons to Remain Positive on Dendreon (DNDN, $11.14)
- Generic Challenge to Pfizer’s EpiPen by Teva and Antares (AIS, $2.70)
- Equity Offering Provides Discovery Laboratories Much Needed Financial Strength (DSCO, $2.81)
- Surfaxin Should Be Approved on its March 6th PDUFA Date (DSCO, $2.82)
- Cadence: Product Recall Doesn’t Alter Sales Projections (CADX, $4.19)
March 2012
February 2012
January 2012
December 2011
- Upgrading Dendreon To Buy (DNDN, $6.55)
- Antares Is Initated As A Buy Based On Broad, Promising Pipeline (AIS, $2.59)
- Initiating Coverage of MAP Pharmaceuticals with A Buy Based On Potential for Levadex (MAPP, $13.35)
- Libi-Gel Phase III Trial Results Should Be Released Shortly (AIS, $2.73)
- Collaboration with Teva on Self-Injected Drugs Is the Major Driver of the Investment Thesis (AIS, $2.68)
- Approval of Anturol Is Significant Positive (AIS, $2.68)
- Anturol’s December 8th PDUFA Date Is Looming (AIS, $2.77)
- Antares Initiated As A Buy (AIS, $2.59)
- How Big is the Chronic Refractory Gout Market Addressed by Krysrexxa? (SVNT, $2.28)
November 2011
October 2011
September 2011
- Contrave Is Given New Life as FDA Reverses its Position on Design of Cardiovacular Outcomes Trial (OREX, $2.45)
- An In-Depth Look at Santarus as it Develops a Promising Pipeline to Offset Patent Challenges to Existing Products (SNTS, $3.14)
- Transcept to Resubmit Intermezzo NDA; Hopes for a Class I Review
- Transcept to Resubmit Intermezzo NDA; Hopes for a Class I Review (TSPT, $6.63)
- Check with Adolor Management on Entereg Marketing Transition and Progress of Partnering Discussions on ADL 5945 (ADLR, $2.05)
- Budesonide MMX’s Potential in Ulcerative Colitis (SNTS, $3.18)
- FDA Cardiovascular and Renal Advisory Committee Goes Against FDA View and Recommends Approval of Xarelto
- FDA Advisory Committee Recommendation for Approval of Xarelto Bodes Well for Approval of Eliquis (apixaban)
- FDA Advisory Committee Goes Against FDA and Recommends Approval of Xarelto
- Rhucin in the Hereditary Angioedema Market Can Be A Meaningful New Product for Santarus (SNTS, $3.14)
- Kalbitor Prospects Are Not Good in Hereditary Angioedma (DYAX, $1.61)
- Firazyr Has Excellent Potential in the Hereditary Angioedema Market (SHPGY, $96.48)
- ViroPharma’s Cinryze is Well Positioned for Growth in the Hereditary Angioedema Market (VPHM, $18.99)
- Xarelto’s Problems are Eliquis’ Opportunities (BMY. $29.90)
- Hopes for Rivaroxaban Are Dashed (JNJ, $65.00)
- How Effective is Provenge (DNDN, $12.15)
- Initiation of Coverage of ImmunoCellular Therapeutics (IMUC.OB)
August 2011
July 2011
- New Product Potential is Outstanding But Patent Cliff is Looming (BMY, $29.28)
- Eliquis Could Be A Blockbuster (BMY, $29.46)
- Xarelto Could Be Another Blockbuster (JNJ, $66.64)
- Bristol-Myers Squibb’s Dapagliflozin Voted Down By Advisory Committee; What’s Next
- Second Quarter Report Was Modestly Disappointing But New Pharmaceutical Products are the Key to the Investment Outlook (JNJ, $66.26)
- Dapagliflozin is Voted Down 6 to 9 by Advisory Committee: What’s Next (BMY, $28.77)
- Five Questions Posed by the FDA to Its Advisory Committee on Dapagliflozin (BMY, $28.96)
- Dapagliflozin’s Date with the FDA’s Endocrinologic and Metabolic Drugs Advisory Committee (BMY, $29.17)
- Transcept Investment Thesis
- Intermezzo is Likely to be Approved on its July 14, 2011 PDUFA Date; Then What (TSPT, $7.98)
- ANDA Filing Aganist Ofirmev Is Not Unduly Concerning (CADX, $9.25)
- Provenge Receives Final CMS Reimbursement Approval (DNDN, $41.40)
- Yervoy Was A Star at American Society of Oncology: Commercial Potential Is Enormous (BMY, $29.15)
June 2011
- Orexigen Therapeutics (OREX)
- The Bull and Bear Case for Anadys (ANDS, $1.00)
- Upgrading to Buy Based On Regaining Glaxo’s Rights in Entereg (ADLR, $1.65)
- Implications Stemming From FDA Requirement for Extremely Large Cardiovascular Outcomes Study for Orexigen’s Contrave (VVUS, $8.00)
- Implications for Lorquess From FDA Request for Extremely Large Cardiovascular Outcomes Study for Orexigen’s Contrave (ARNA, $1.31)
- Orexigen Receives Crushing News That FDA Will Require Extremely Large Cardiovascular Outcomes Study In Order for Contrave To Gain Approval (OREX, $1.83)
- Thoughts on Recent Poor Stock Performance (ANDS, $1.09)
- Investment Negatives and Positives (ANDS, $2.06)
- Initial Meeting with Anadys’ CEO Steve Worland (ANDS, $2.33)
- Update on Anadys’ Lead Drug, ANA-598 for Hepatitis C (ANDS, $2.06)
- Transcept Releases Results of Highway Driving Study for Intermezzo and Plans to Re-Submit NDA in the First Quarter of 2011 (TSPT, $6.61)
- Company Reports Success in Four Phase III Trials (OREX, $4.23)
- Going Over the Outlook with the New CEO, Mike Narachi (OREX, $5.32)
- Thoughts on Upcoming Advisory Meeting on Contrave (OREX, $5.40)
- FDA Advisory Committee Vote on Lorcaserin is Negative (ARNA, $3.74)
- Trying to Define Path Forward for Lorcaserin with FDA (ARNA,$1.49)
- Initial Buy Recommendation (JNJ, $62.69)
- Preview of 1Q, 2011 (DNDN, $41.78)
- CMS May Issue Provenge Reimbursement Decision on March 31 (DNDN, $32.92)
- Building a New Company on Zegerid’s Ashes (SNTS, $2.24)
- Zegerid’s Patents Are Ruled Invalid (SNTS, $5.36)
- Par Launches Generic Zegerid At Risk (SNTS, $4.55)
- Details on Par’s Challenge to Zegerid Parents (SNTS, $3.30)
- Santarus 2009 Analyst Day Highlights (SNTS, $1.98)
- Update on Santarus (SNTS, $1.78)
May 2011
- Initiation Report (MDVN, $17.09)
- Highlights of 1Q, 2011 (DNDN, $42.81)
- Manufacturing and Logistics Issues (DNDN, $32.57)
- Initiating Coverage With A Buy (DNDN, $34.98)
- Provenge’s European Opportunity (DNDN, $33.59)
- Interview with Two Key Opinion Leaders In Prostate Cancer About Provenge (DNDN, $35.89)
- 2011 Is The Crucial Year for Provenge and Dendreon (DNDN, $34.59)
- Telaprevir Has Significant Therapeutic and Blockbuster Sales Potential for Hepatitis C (JNJ, $64.95)
- Abiraterone is Significant Advance in Prostate Cancer Treatment (JNJ, $64.11)
- An Analysis of 4Q, 2010 and A Look Forward (BDSI, $3.41)
- Initial Report (BDSI, $3.50)
- Initial Report (CRIS, $1.92)
- 1Q, 2011 Overview: Ofirmev is Experiencing Exceptionally Good Formulary Acceptance (CADX, $7.72)
- Initial Report: Ofirmev Potential is the Basis for a Buy Recommendation (CADX, $7.10)
- Ipilimumab’s March 26 PDUFA Date Is Looming (BMY, $26.00)
- Ipilimumab’s Approved Indications Exceed Expectations (BMY, $26.93)
- Initiating With Buy: Weighing an Excellent New Product Outlook Against the Pending Patent Cliff (BMY, $25
- Initiation Report on a Cheap Lumbering Stock (PFE, $20.78)
- Onsite Meeting with Anadys’ CEO Steve Worland (ANDS, $1.77)
April 2011
February 2011
January 2011
January 1999