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April 2023

• Northwest Biotherapeutics: CEO Linda Powers’ Brilliant Manufacturing Strategy Has Created Enormous Shareholder Value (0)

February 2023

• Northwest Biotherapeutics: Comments on FDA Guidance for Use of Contemporaneous External Controls; Importance for DCVax-L (0)

November 2022

• Why I Believe Northwest Biotherapeutics Has Been and Continues to be the Subject of a Powerful Stock Manipulation Scheme (0)
• Explanation of How Adam Feuerstein Has Egregiously Misrepresented the Results of the Phase 3 Trial of DCVax-L (0)
• Northwest Biotherapeutics; JAMA Oncology A Publication Journal of the American Medical Association Publishes Peer Reviewed Article on DCVax-L (murcidencel). (0)
• Northwest Biotherapeutics’ Day Has Come at Last (0)

June 2022

• Presentation of DCVax-L Results from ASCO by Dr. Keyoumers Ashkan (0)
• Northwest Biotherapeutics: Adam Feuerstein Investigates Adam Feuerstein’s Understanding of Dendritic Cell Vaccines (0)

May 2022

• Adam Feuerstein Is Facing a Firestorm of Criticism for His Misrepresentation of Results in the Phase 3 Study of DCVax-L in Glioblastoma Multiforme; A Practicing GBM Physician Chastises Him (0)
• Northwest Biotherapeutics: Debunking Silly, Fictitious Adam Feuerstein Article Falsely Claiming Phase 3 Trial of DCVax-L in Glioblastoma Multiforme Was a Failure (0)
• Presentation at the New York Academy of Sciences on Final Results of Phase 3 DCVax-L Trial Showing Impressive Efficacy (Part 4) If The Phase 3 Data Is So Good, Why Hasn’t Northwest Issued A Press Release? (0)
• Presentation at the New York Academy of Sciences on Final Results of Phase 3 DCVax-L Trial Showing Impressive Efficacy (Part 3) Analyzing Hedge Fund Stock Manipulation Techniques (0)
• Presentation at the New York Academy of Sciences on Final Results of DCVax-L Phase 3 Trial Showing Impressive Efficacy (Part 2) Incredibly Low p-Values on Median Overall Survival Endpoints (0)
• Presentation at the New York Academy of Sciences on Final Results of Phase 3 DCVax-L Trial Showing Impressive Efficacy (Part 1) Debunking Hedge Fund Misinformation (0)

April 2022

• Antares Pharma: Acquisition by Halozyme (0)

January 2022

• Northwest Biotherapeutics (NWBO, $0.86, Buy) Addressing Key Questions Relating to the Possible Approval and Commercialization of DCVax-L in Glioblastoma Multiforme (0)
• Northwest Biotherapeutics: FDA Statement Regarding Use of External Controls in Clinical Trials is a Huge Positive (0)
• Northwest Biotherapeutics (0)

June 2021

• Cryoport: Strength in Stock (0)

March 2021

• Could There Have Been Hundreds of Millions or Even More Than a Billion Counterfeit Shares of Northwest Biotherapeutics Created Through Illegal Naked Shorting? (0)
• Encouraging Comments on DCVax-L from a Key Opinion Leader (0)
• Northwest Biotherapeutics Issues Encouraging Update on Manufacturing Capabilities (NWBO, $1.59, Buy) (0)
• Antares: The Future Looks Really, Really Bright (ATRS, Buy, $4.18) (0)
• Cryoport: Update on My Investment Thinking (CYRX, Buy, $49.35) (0)
• Repligen: Some Thoughts for 2021 (RGEN, $223.28) (0)
• Cytokinetics: Catalysts for 2021 (CYTK, $18.79) (0)

February 2021

• What Will Happen to SmithOnStocks (0)
• Closing Subscriptions to SmithOnStocks and Issuing Refunds (0)
• Cryoport (CYRX, Buy, $66.00) and bluebird bio: Investment Significance of bluebird’s Decision to Temporarily Suspend Sickle Cell Disease Trials of LentiGlobin and Marketing of Zynteglo in Europe (0)
• Are There Implications from the Frenzy over GameStop for Adam Feuerstein (0)
• Wall Street is Poised for Disruption, Part 2, February 1, 2021 (0)

January 2021

• Wall Street is Poised for Disruption, Part One January 30, 2021 (0)
• Northwest Biotherapeutics and the Robinhood Trading Phenomenon (NWBO), Buy, $1.59) (0)
• Cryoport (CYRX, Buy, $72.30) Kymriah Sales are Strong and Equity Offering Was Well Received (0)
• Cryoport: Comments on Just Completed Equity Offering and Surprising 15% Surge in Stock Price (CYRX, Buy, $73.75) (0)
• Cytokinetics: Approval of Merck’s Heart Failure Drug Vericiguat Increases My Confidence for Approval of Omecamtiv (0)
• Cytokinetics: A Deep Dive into the Potential for Omecamtiv (CYTK, Buy, $19.86) (0)
• Antares: Encouraging Revenue Guidance (ATRS, Buy, $4.00) (0)

November 2020

• Cryoport; How Airlines Might Need Cryoport Dewars for Shipping of COVID-19 Vaccines (CYRX, Buy, $46.43) (0)
• Cryoport: Potential Commercial Benefits from COVID-19 Vaccines (CYRX, Buy, $46.43) (0)
• Cytokinetics: Is Omecamtiv Mecarbil Approvable? Yes! (CYTK, Buy, $15.59) (0)
• Cryoport: Comments on the Sharp Recent Price Swings (CRYX, $51.86, Buy) (0)
• Cryoport: We Are Just in the First Inning (CYRX, Buy, $50.27) (0)
• Northwest Biotherapeutics: Waiting for Top Line Data on DCVax-L (NWBO, $1.25 Buy) (0)
• Cytokinetics: There Still May Be Hope for Omecamtiv Mecarbil (CYTK, Buy, $16.54) (0)

October 2020

• Northwest Biotherapeutics: Reason for Yesterday’s Stock Surge (NWBO, Buy, $1.12) (0)
• Cytokinetics: Top Line Results for Omecamtiv in GALACTIC-HF Trial Are Perplexing (CYTK, $15.46) (0)
• Cytokinetics: Proposed Acquisition Price for MyoKardia Suggests CYTK is Dramatically Undervalued (CYTK, Buy, $27.33) (0)
• Cryoport Update (CYRX, $42.24, Buy) (0)

September 2020

• Antares: Xyosted Sales Projections for 2020 Through 2023 (ATRS, Buy, $2.62) (0)
• Northwest Biotherapeutics:  Two Recent Press Releases Indicate that Manufacturing is on Track to Support Commercialization of DCVax-L (NWBO, Buy, $0.55) (0)

August 2020

• Cryoport: My Take on the Recent Acquisitions and Strong Move in the Stock (CYRX, Buy, $55.50) (0)
• Cryoport: The Acquisition of CRYOPDP Looks to Be a Major Coup (CYRX, $36.51, Buy) (0)
• Cryoport Has Staggering Growth Potential but Is the Stock Overpriced (CYRX, $33.51, Buy) (0)
• Why Bother with Antares? (ATRS, Buy, $2.86) (0)
• Mesoblast, Athersys, Cryoport, ARDS and COVID-19. (0)
• Northwest Biotherapeutics: (NWBO, Buy, $0.35) Management Issues Guidance That DCVax-L Phase 3 Trial Results Will Be Released Sometime After Labor Day (0)

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) (0)
• An Overview of Companies with a Major Presence in CAR-T Research (0)
• Looking at Market Capitalizations as an Investment Tool for Biopharma Companies (2)
• A New Note on Cytokinetics with a Focus on Omecamtiv (0)
• Cytokinetics (CYTK, Buy, $20.97) Omecamtiv Nears the Finish Line; Topline Data Expected in 4Q, 2020 with Launch Possible in 2021 (0)
• Stem Cell Therapy Has Perhaps the Most Potential of All of the New Technologies in Development by Biopharma (0)
• Gene Therapy Will Be A Major Driver of Biopharma Growth in Coming Decades (1)

May 2020

• RNA Interference is in its Infancy, But Promises to Generate Innumerable Blockbuster Drugs in Coming Decades (0)
• Monoclonal Antibodies: The Driving Force Behind Today’s Biopharma Industry (0)
• Northwest Biotherapeutics (NWBO, Buy, $0.26)  Detailed Results for the Phase 3, DCVax-L Trial in ndGBM Are Imminent (0)
• Cryoport: (CYRX, $20.10, Buy)  Announcement of Potential Convertible Offering Pressures the Stock (2)
• Antares (ATRS, Buy, $2.72) Effect of Covid-19 Appears Modest So Far On Company and Xyosted in Particular (1)
• Recombinant DNA: The Foundation Upon which the Biotechnology industry was Founded (0)
• Cryoport (CYRX, $23.71, Buy) : Great Potential for Substantial increases in Commercial Sales in the 2020 to 2024 Timeframe (0)
• Announcing A Strategic Change in Coverage Approach at SmithOnStocks (2)

March 2020

• Regeneron’s Kevzara May be Able to Reduce Deaths from COVID-19 Infections Now!! (1)

January 2020

• Northwest Biotherapeutics: Why I Believe there is a High Probability for Approval of DCVax-L (NWBO, Buy, $0.21) (2)
• Cryoport: Pre-Announcement of 4Q Sales Negatively Impacted Stock; I Remain Bullish on the Stock (CYRX, Buy, $18.07) (0)
• Portola: My Investment Thinking After the Sharp Price Drop (PTLA, Buy, $14.85) (1)
• Novocure: First Report on this Dynamic Growth Stock with Important Similarities to Northwest Biotherapeutics (NVCR, $78.77) (1)

December 2019

• Cryoport: Exciting Clinical Data on CAR-T Drugs Points to Dramatic Growth (CYRX, Buy, $14.59) (0)
• Antares: Detailed Sales and Earnings Projections for 2020, 2021 and 2022 (ATRS, Buy, $4.86) (4)

November 2019

• Cryoport: A Model Projecting How Commercially Approved Products Supported by Cryoport Will Drive Growth Through 2024 (CYRX, Buy, $15.12) (0)
• Antares Pharma: Highlights from Presentation at Jefferies Healthcare Conference: (ATRS, Buy, $4.79) (3)
• 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) (0)
• Antares Pharmaceuticals: Projecting Very Strong Growth in Xyosted Sales for 2020, 2021 and 2022 (ATRS, Buy, $3.89) (0)
• Portola: Detailed Spreadsheet Projecting Sales and Earnings Through 4Q, 2021 (PTLA, Buy, $28.00) (0)
• Antares Pharma: Quick Take on Implication of 3Q Results for Future Growth (ATRS, Buy, $3.70) (0)

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) (0)
• AMAG Pharmaceuticals (AMAG, $12.20); Antares (ATRS, Buy, $3.59) What Will FDA AdCom Recommend on Makena in the Aftermath of Failed Prolong Trial? (0)
• Cryoport: Stock Has Been Attacked by Short Sellers (CYRX, $14.57, Buy) (0)
• Aimmune Therapeutics: (AIMT, $23.63) Palforzia for Peanut Allergy Desensitization Has the Potential to Be a Blockbuster (0)
• Antares: Impressive Xyosted Prescription Trends Continue (ATRS, Buy, $3.30) (0)

September 2019

• Northwest Biotherapeutics: A More Thorough Discussion of the Potential Survival Tail of DCVax-L in Newly Diagnosed GBM than Originally Presented in My September 17, 2019 Report (NWBO, Buy, $0.25) (3)
• Northwest Biotherapeutics: Management’s Decision to Determine Survival Tail for DCVax-L in Phase 3 Trial in Newly Diagnosed Glioblastoma Was Absolutely the Right Move (NWBO, Buy, $0.25) (8)

August 2019

• Antares: Update on Sales Projections for Xyosted (ATRS, $3.30, Buy) (1)
• Cytokinetics: Current Investment Thesis Is All About Omecamtiv Mecarbil (CYTK. $13.26, Buy) (0)
• Cryoport: Quick Take on 2Q Results (CYRX, $20.18, Buy) (0)
• Portola: Andexxa Looks to be a Blockbuster (PTLA, $30.00, Buy) (0)
• Antares: Highlights from 2Q, 2019 Conference Call (ATRS, $3.29, Buy) (3)
• New Approach to SmithOnStocks Reports Starts with Aimmune Therapeutics (AIMT, $18.73) (2)
• Cryoport; Sales of CAR-T Products Yescarta and Kymriah are In-line with My Projections (CYRX, Buy, $20.67) (0)

July 2019

• Part 10 of Illegal Naked Shorting Series:  Legal Shorting of Stocks is a Loser’s Game but Illegal Naked Shorting Transforms It into a Winner’s Game (0)
• Part 9 of Illegal Naked Shorting Series:  The Risk/ Reward of Shorting Versus Buying Stocks is Extremely Unfavorable (0)
• Antares Pharma: The Xyosted Launch Continues to Look Good (ATRS, Buy, $3.37) (1)
• Part 8: Illegal Naked Shorting Series: Who or What is Cede and What Role Does Cede Play in the Trading of Stocks? (0)

June 2019

• Cryoport: I View the Just Completed Equity Offering as a Major Positive (CYRX, Buy, $18.00) (0)
• Antares Pharma: Detailed Sales and Earnings Model Through 2021 (ATRS, $2.85, Buy) (1)
• Antares Pharma: The Xyosted Launch Looks Like it will Meet or Beat Wall Street Expectations for 2019 (ATRS, Buy, $2.90) (2)
• Northwest Biotherapeutics: Takeaways from Marnix Bosch’s Presentation at ASCO (NWBO, Buy, $0.27) (1)

May 2019

• Part 7: Illegal Naked Shorting: DTCC Continuous Net Settlement and Stock Borrowing Programs Have Loopholes That Facilitate Illegal Naked Shorting (2)
• Part 6 Illegal Naked Shorting: The SEC’s Regulation SHO is Intended to Prevent Illegal Naked Shorting, But is Ineffective (0)
• Cryoport: Details of My Model for Sales for 2018 to 2024 (CYRX, Buy, $16.88) (0)
• Antares: Tracking Report on Xyosted Prescriptions (ATRS, Buy, $2.88) (1)
• Portola: Andexxa Sales in 1Q, 2019 Were Encouraging and Yet the Stock HasTraded Down (PTLA, Buy, $30.16) (3)
• 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) (0)

April 2019

• Part 5 in Series on Illegal Naked Shorting’s Role in Stock Manipulation: Traditional Shorting Compared to Naked Shorting (Both Legal and Illegal) (0)
• Ondexxya Receives Conditional EU Approval as Expected (PTLA, Buy, $36.44) (0)
• Repligen Stock Price Surges on Announcement of Preliminary 1Q, 2010 Results and Acquisition of CT Technologies (RGEN, Buy, $68.61) (0)
• Part 4 in Series on Illegal Naked Shorting’s Role in Stock Manipulation: Who are the Key Players? (2)
• Part 3 in Series on Illegal Naked Shorting’s Role in Stock Manipulation – Prime Brokers and the DTCC Have a Troubling Monopoly on Clearing and Settling Stock Trades (1)
• Part 2 in Series on Illegal Naked Shorting’s Role in Stock Manipulation- Conventional Wisdom on How Short Sales are Executed (0)

March 2019

• Part 1 in a Series of Reports on Blatant, Widespread Stock Manipulation that is Enabled by Illegal, Naked Shorting (1)
• Today’s Price Action in Cytokinetics (CYTK) and Cryoport (CYRX) (1)
• Portola: Detailed Update on Exciting 2019 Outlook (PTLA, Buy, $33.35) (0)
• Antares (ATRS, Buy, $3.51); AMAG Pharmaceuticals (AMAG, $11.73) First Thoughts about How the PROLONG Study Could Affect Makena Usage (1)
• Cryoport: Great Buying Opportunity (CYRX. Buy, $10.44) (1)
• Cytokinetics: A Focus on 2019 Stock Price Catalysts (CYTK, Buy, $5.82) (0)

February 2019

• Antares: Sales Growth Guidance for 2019 is Extremely Bullish (ATRS, $3.60, Buy) (3)
• Portola: NEJM Report on Positive Results in ANNEXA-4 Study is a Significant Positive (PTLA, Buy, $28.89) (0)

January 2019

• Agenus: New Blockchain Financing Instrument Could Cause a Paradigm Shift in Financing Small Biotechnology Firms (AGEN, Buy, $3.37) (0)
• Bristol-Myers Squibb: A Highly Innovative Company Priced Like a Value Stock (BMY, Buy, $48.99) (0)
• Portola: Tidbits from Presentation at JP Morgan Healthcare Conference (PTLA, Buy, $21.96) (0)
• Cryoport: The Bristol-Myers Acquisition of Celgene is a Validation of my Investment Thesis for Cryoport (CYRX, Buy, $9.05) (1)
• Bristol-Myers-Squibb: Negative Market Reaction to Celgene Acquisition is a Buying Opportunity (BMY, Buy, $45.17) (0)
• Portola: Approval of Gen 2 Manufacturing Process for AndexXa is a Significant Positive (PTLA, Buy, $18.75) (0)

December 2018

• Portola Pharmaceuticals: 2019 Is All About the Sales Trajectory of AndexXa (PTLA, $15.46, Buy) (0)
• Comment on the Sharp Correction in Small Biopharma Stocks (0)
• Northwest Biotherapeutics: Non-Dilutive Financing Provides Major Boost to Investment Outlook (NWBO, $0.25, Buy) (5)
• Cryoport Raises a $25 Million Warchest for Acquisitions (CYRX, $9.45, Buy) (0)
• Northwest Biotherapeutics: Blinded Data from DCVax®-L Phase 3 Trial is Extremely Encouraging, But We Still Need to See Unblinded Data (NWBO, Buy, $0.29) (3)

November 2018

• Antares: Multiple New Product Launches Make for Extreme Complexity in Earnings Forecasts for 2019 to 2021 (ATRS, Buy, $3.59) (3)
• Cryoport: Detailed Update and Updated Projections Based on 3Q Results (CYRX, Buy, $10.35) (1)

October 2018

• Brief Updates on Key Buy Recommendations (2)
• Antares: Xyosted is Approved; Let the Good Times Roll (ATRS, Buy, $3.77) (0)

September 2018

• Regenerative Medicine: Thoughts on How to Invest in This Dynamic New Technology (0)
• Portola: Critical Upcoming Catalysts Have the Potential to Cause a Sharp Upward Move in the Stock (PTLA,  Buy, $29.19) (0)
• Portola: Reiteration of Buy Recommendation (PTLA, Buy, S27.46) (0)

August 2018

• Antares: Investment Story has Shifted from Pipeline Promise to Commercial Potential (ATRS, $3.74, Buy) (3)
• AMAG Pharmaceuticals: Trying to Project 2019 Sales for the Makena Franchise (AMAG, $24.45, Buy) (1)
• Cryoport: Reiterating My Buy Recommendation (CYRX, Buy, $14.20) (1)
• Cytokinetics: Update based on 2Q, 2018 Conference Call (CYTK, Buy, $6.85) (0)

July 2018

• Portola: Update and Reiteration of Buy Recommendation (PTLA, Buy, $39.31) (2)

June 2018

• AMAG Pharmaceuticals: Strong Launch of Subcu Makena and Pending Sale of Cord Blood Registry is Encouraging (AMAG, $23.55, Buy) (2)
• Northwest Biotherapeutics: There could be Overwhelming Patient Demand for DCVax-L due to the Right to Try law (NWBO, $0.24, Buy) (5)
• Northwest Biotherapeutics; Five Spectacular Patient Outcomes for Patients Treated with DCVax-L as Reported at ASCO (NWBO, $0.28, Buy) (2)
• Northwest Biotherapeutics: Right to Try Law Potentially Could Lead to Meaningful Revenues Prior to Formal Approval of DCVax-L (NWBO, Buy, $0.30) (2)

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) (15)
• Cytokinetics: Update on Extensive Clinical Trials Being Conducted (CYTK, Buy, $9.45) (0)
• Cryoport: Updated Sales and Earnings Model (CYRX, Buy, $9.69) (0)
• 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) (1)
• 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) (1)
• Portola: Approval of AndexXa is a Major Positive (PTLA, Buy, $41.19) (0)

April 2018

• AMAG: Upgrading to Buy Based on an In-Depth Analysis of the Outlook for Makena Over the 2018 to 2020 Period (AMAG, Buy, $21.10)) (0)
• Antares Pharma: Approval of Xyosted on or before September 29, 2018 Is Highly Probable (ATRS, Buy, $2.12) (5)

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) (0)
• Antares: FDA Comments from Type A Meeting Are a Best Case Outcome for Xyosted (ATRS, $2.13, Buy) (6)
• Portola: Why I Think that AndexXa is Likely to be Approved (PTLA, Buy, $36.44) (0)
• Cryoport: Continuing to Pound the Table on this Unique Growth Story (CYRX, Buy $9.17) (1)
• Antares: Things Are Looking Up (ATRS, Buy, $2.22) (8)
• Portola: Uncertainty on AndexXa Approval Leads to 30% Decline in Stock Price (PTLA, Buy, $31.16) (0)

February 2018

• Antares Pharma: Makena SC Approval is a Big Positve; There are more Approvals to Come (ATRS, Buy, $2.35) (4)
• Northwest Biotherapeutics: How the Right to Try Remarks in President Trump State of the Union Could Favorably Affect Regulatory Action on DCVax-L and DCVax Direct (NWBO, Buy, $0.33) (3)
• Bristol-Myers Squibb: Why I Believe Its Dominance in Cancer Immunotherapy Promises to Make BMY a Great Long-Term Investment (BMY, $62.70, Buy) (0)

January 2018

• Antares Pharma: Update on Xyosted (ATRS, Buy, $2.34) (4)
• Northwest Biotherapeutics: Two Lead Investigators on DCVax-L Phase 3 Trial Believe That It Could be a Major Therapeutic Advance in Treating Glioblastoma Multiforme (NWBO, Buy, $0.29) (1)
• Northwest Biotherapeutics: Issues to Focus on in Pending Manuscript Dealing with Blinded Data from Phase 3 Trial of DCVax-L in Newly Diagnosed Glioblastoma (NWBO, Buy, $0.23) (9)

December 2017

• Portola Announces a Delay in PDUFA Date for AndexXa (PTLA, Buy, $54.86) (0)
• Antares’ Response to Complete Response Letter on Xyosted is in Line with My Expectations (ATRS, Buy, $2.05) (1)
• Portola: US Launch of Bevyexxa Is Scheduled for Early January 2018 (PTLA, Buy, $50.03) (1)

November 2017

• Cytokinetics: VITALITY-ALS Trial Fails (CYTK, Buy, $8.00) (0)
• Alimera : Changing from A Buy to Hold (ALIM, $1.20, Hold) (0)
• Antares Pharma: My Hypothesis on Issues that Resulted in the CRL for Xyosted and Potential Timing of Approval (ATRS. Buy, $1.63) (17)
• Portola: Management Guides to a Highly Probable US Launch of Bevyexxa in the December to February Timeframe (PTLA, Buy, $50.52) (0)
• Cryoport: This Unique Company is Poised for Explosive Sales Growth; Price Weakness is a Buying Opportunity (CYRX, Buy, $6.68) (3)

October 2017

• Cytokinetics: Even if Tirasemtiv Were to Fail in Vitality-ALS. There is Great Long term Stock Potential (CYTK, $14.25, Buy) (0)
• Antares: Approval of Xyosted is a Matter of When, Not If (ATRS, $2.12, Buy) (3)
• Antares Pharma: FDA Action to not Approve Xyosted on its October 20, 2017 PDUFA Date is Perplexing (ATRS, Buy, $2.23) (7)

September 2017

• Repligen: More Detailed Analysis on GE Decision to Manufacture Protein A (0)
• Update on Currently Recommended Stocks of SmithOnStocks.com (2)
• Portola: Reiterating Buy and Refuting Recent Negative Blog by Adam F-stein (PTLA, Buy, $54.12) (0)
• Northwest Biotherapeutics: Thoughts on Why the Phase 3 Trial of DCVax-L is Ongoing (NWBO, BUY, $0.17) (15)
• 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) (9)
• Portola: September 4 Conference Call Provides Update on Potential Launch Date for Bevyxxa and Announces Price (PTLA, Buy, $57.29) (1)

August 2017

• Northwest Biotehrpeutics: How Does DCVax-L Clinical Data Compare to the CAR-T Therapy Axi-Cel? (NWBO, $0.18, Buy) (5)
• 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 (8)
• Alimera Sciences: Company Achieves Breakeven Pretax Cash Flow in 2Q, 2017 Despite Slow Unit Demand for Iluvien (ALIM, Buy, $1.50) (0)
• Cryoport: As Its Clients Transition from Clinical Development to Commercial, Growth Could Be Explosive (CYRX, $6.89, Buy) (0)
• Portola Pharmaceuticals: AndexXa BLA Resubmitted; Reiterating Buy (PTLA, $61.41, Buy) (0)
• Cytokinetics: Reiteration of My Long Standing Buy Recommendation Based on an Extraordinary Pipeline (CYTK, $12.90, Buy) (0)

July 2017

• Cryoport: Upping 2020 Price Target from $14.50 to $20.00 (CYRX, Buy, $6.89) (0)
• 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) (0)
• Cryoport: Thoughts About FDA AdCom Meeting on Novartis’s CAR-T Drug Tisagenlecleucel (CYRX, Buy, $4.86) (0)
• 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) (10)

June 2017

• Windtree Therapeutics: Phase 2b Trial Fails Although There Was An Encouraging Signal of Activity (WINT, Take tax loss, $0.34) (1)
• Portola Pharmaceuticals:  Betrixaban Approval Triggers Big Stock Move-Now What Do We Do? (PTLA, Buy, $55.42) (3)
• Repligen: Market Likes Spectrum Acquisition and So Do I  (RGEN, Buy, $43.20) (0)
• Portola: Reiterating Buy Prior to June 24th PDUFA Date for Betrixaban (PTLA, Buy, $39.35) (4)
• Alimera Sciences: Iluvien Sales Seem to Have Caught Traction; It Is Time to Buy! (ALIM, Buy, $1.35) (0)
• Windtree Therapeutics: Discussion of Licensing Deal with Lee’s Pharmaceutical and Two Imminent Key Clinical Events (WINT, Buy, $0.90) (2)
• Novartis Releases Three Month Interim Data for JULIET Trial of CTL-019 in r/r DLBCL (1)
• 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) (0)
• Northwest Biotheraputics to Make Presentation at ASCO Today Monday June 5, 2017 (1)
• Key Investment Considerations Relating to Much Anticipated CAR-T Product Launches By Kite and Novartis Later This Year (0)

May 2017

• Windtree Therapeutics: Thinking About the Stock Price After Phase 2b Results for Aerosurf in RDS Are Released In July (WINT, $0.92) (2)
• Cryoport: Observations on 1Q, 2017 Results (CYRX, Buy, $3.05) (0)
• Cytokinetics: What Are the Implications for Tirasemtiv Following the Approval of Radicava (Edaravone) for ALS? (CYTK, Buy, $15.40) (4)
• Portola Pharmaceuticals: Initiating Coverage with a Buy (PTLA, $40.05) (3)

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) (1)
• Cytokinetics: Comments on the Upside Move Today (CYTK, Buy, $12.90) (4)
• Antares: AMAG Submits Supplemental New Drug Application to FDA for Makena® Auto-Injector for Subcutaneous Use: (Antares (ATRS, Buy, $2.86) (2)
• Cryoport: Initiating Coverage of this Highly Unique Health Care Company with a Buy (CYRX, Buy, $2.25) (3)
• Repligen: A Business Update and Reiteration of Buy (RGEN, Buy, $34.11) (0)
• Cytokinetics: Insights into Corporate Collaborations, Tirasemtiv, CK-107 and Hospitalization Caused by Heart Failure (CYTK, Buy, $11.25) (1)
• 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) (1)

March 2017

• Northwest Biotherapeutics: Is There Any Chance for DCVax-L to be Successful in the Phase 3 Trial? (NWBO, Buy, $0.24) (5)
• Antares: Pipeline is Bursting with Late Stage Products (ATRS, $2.77, Buy) (3)
• Cytokinetics: A Look at the Clinical Trial Programs Underway (CYTK, Buy, $13.00) (2)
• 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 (0)
• 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) (0)
• Kite Pharma: Analysis of Six Month Data from ZUMA-1 That Led to 40% Price Increase (KITE, Neutral, $72.53) (2)

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) (2)
• Northwest Biotherapeutics: 8-K Document Released Today Provides New and Very Interesting Data on Patients Treated with DCVax-L. (NWBO, Buy, $0.48) (3)
• Northwest Biotherapeutics: Partial Clinical Hold on Phase 3 Trial of DCVax-L in Newly Diagnosed Glioblastoma is Lifted (NWBO, Buy, $0.45) (2)
• AMAG Pharmaceuticals: Will FDA Approve Makena SC (AMAG, Neutral, $21.75) (2)
• Cytokinetics: Discussion of Financing Deal with Royalty Partners (CYTK, Buy, $11) (0)

January 2017

• AMAG and Antares: Update on the Development of Makena SC (AMAG, Neutral, $24.40) (ATRS, Buy, $2.04) (3)
• Bristol-Myers Squibb: Disappointing Recent Press Release Causes Sharp Drop in Stock Price; I Remain at Buy (BMY, Buy, $49) (2)
• 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) (0)
• SmithOnStocks Top Stock Picks for 2017, January 3, 2017 (4)

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) (6)
• Updating My Investment Thinking on Kite (KITE, Neutral, $47.63) and Juno (JUNO, Neutrl, 17.86) in the Aftermath of the ASH Meeting (0)
• 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)) (2)
• My Current Investment Thinking on Kite (KITE, Neutral, $50.02) and Juno (JUNO, Neutral, $20.14) and the CAR-T Space as a Whole (0)
• Cytokinetics: Results of COSMIC HF Published in The Lancet; Phase 3 GALACTIC HF Trial Has Started (CYTK, Buy, $12.00) (1)

November 2016

• Northwest Biotherapeutics: Phase 2 Trial in Colorectal Cancer with Liver Metastases Announced (NWBO, Buy, $0.55) (6)
• Antares: Teva Projects Launch of AB Rated Generic to EpiPen in Early 2018 (ATRS, Buy, $1.87) (3)
• Antares: Some Key Points from 3Q, 2016 Conference Call (ATRS, Buy, $1.84) (2)
• Cytokinetics: My Relative Market Value Analysis Suggests that the Stock Should be Selling at More Than $20 (CYTK, Buy, $8.95) (0)

October 2016

• Windtree Therapeutics (WINT, Take Tax Loss, $2.50): Critical Aerosurf Phase 2b Trial Completion is Delayed; Can the Company Raise the Capital Needed to Complete the Trial (0)
• Kite Pharma: Highlights of October 18, 2016 Analysts’ Day- I Remain More Cautious on the Stock than Mainstream Wall Street Analysts (KITE, Neutral, $46.45) (0)
• Northwest Biotherapeutics: Recent Data Update on Phase 1/2 Trial of DCVax Direct is Encouraging (NWBO, Speculative Buy, $0.43) (1)

September 2016

• Kite Pharma: Interpretation of Results from the Interim Look at ZUMA-1 (KITE, Neutral, $60.25) (0)
• Kite Pharma Part 5: Detailed Research That I Have Done In Coming to My Opinion on Kite (KITE, Neutral, $$54.06) (0)
• Antares: Updates on QST and AB Generic to EpiPen; Reiteration of Buy Recommendation (ATRS, Buy, $1.65) (1)
• Kite Pharma Part 4: A Preview of Highly Anticipated Results from Interim Look at ZUMA-1 (KITE, Neutral, $54.95) (2)
• Kite Pharma Part 3: A Detailed Analysis of the Design of the All-Important ZUMA-1 Trial (0)
• Kite Pharma Part 2: An Overview of CAR-T Cell Drug Development Efforts (0)
• Kite Pharma: Part 1- Glossary of Terms and Acronyms (0)
• SmithOnStocks Investment Recommendations Summarized; September 12, 2016 (6)
• 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) (2)
• Cytokinetics; Amgen and Servier Announce Decision to Move Omecamtiv Mecarbil into Phase 3 (CYTK, Buy, $12.07) (3)

August 2016

• Antares; Are Mylan’s Woes A Potential Positive for AB Rated Generic to EpiPen (ATRS, $1.37, Buy) (5)
• Antares: Comment on Strength in the Stock Price (ATRS, $1.29, Buy) (3)
• Cytokinetics: Tirasemtiv Completes Phase 3 Enrollment (CYTK, Buy, $11.89) (0)
• Celldex: Update Based on 2Q, 2016 Conference Call (CLDX, Neutral, $4.45) (0)
• Repligen: Very Strong Growth in Sales and Earnings Continues (RGEN, 29.37, Buy) (0)
• Alimera: Iluvien Sales are Encouraging but the Company is Financially Stressed (ALIM, $1.79, Neutral) (0)
• Bristol-Myers Squibb: Checkmate-026 Trial Fails to Reach Primary Endpoint (BMY, $62.85); A Buying Opportunity (0)
• Agenus: Update on Drug Development Programs (AGEN; Buy, $5.65) (0)

July 2016

• Cytokinetics: Collaboration with Astellas is Expanded and Will Bring in $65 Million of Cash (CYTK, $10.45, Buy) (2)
• Galenica to Acquire Relypsa for $32 per Share (RLYP) (3)
• A Non-Consensus, More Balanced Look at the CAR-T Development Efforts of Kite and Juno (Kite, $48.53: Juno, $30.42) (2)
• Juno Therapeutics: FDA Quickly Lifts Its Clinical Hold on ROCKET (1)
• Juno Therapeutics: Comments on Deaths in the ROCKET CAR-T Clinical Trial of JCAR-015(JUNO, $27.87) (1)

June 2016

• Cytokinetics: Phase 2 Trial of CK-2127107 in COPD Begins (CYTK, $9.37, Buy) (0)
• Antares Pharmaceuticals: Teva Launches AB Generic to Imitrex (ATRS, Buy, $1.06) (0)
• AMAG Pharmaceuticals: Initiation of Research on a Complex but Potentially Very Interesting Investment Situation (AMAG, Neutral, $24) (0)
• Northwest Biotherapeutics: Going Over My Thoughts (NWBO, $0.62) (11)
• Relypsa: Company Releases Veltassa Launch Metrics for May (RLYP, $18.14, Buy) (0)
• Antares Pharmaceuticals: Highlights on Makena from AMAG Pharmaceuticals Analyst Day (ATRS, $1.14, Buy) (2)

May 2016

• Relypsa: FDA Issuance of a CRL for ZS-9 is a Significant Positive (RLYP, Buy, $18.50) (2)
• Relypsa: Comments on Possible Outcomes of ZS-9 PDUFA Date (0)
• Updates on My Investment Opinion for 15 Stocks I Follow Closely (4)
• Caladrius Biosciences: The Business Model is Intriguing, But the Cash Position Is Weak (CLBS, $0.57, No Opinion at this time) (0)
• Relypsa: Analyzing April Results of the Veltassa Launch (RLYP, Buy, $14.00) (1)
• Relypsa: Update Following 1Q, 2016 Conference Call (RLYP, Buy, $14.15) (4)
• Windtree Therapeutics: Key Points from Conference Call on 1Q, 2016 Results (WINT, $2.04) (3)
• Chimerix: Thinking on the Stock in the Aftermath of Results from the AdVise Trial (CMRX, $4.95) (1)
• Northwest Biotherapeutics: The Company Provides an Operations Update (NWBO, $1.23) (8)
• Antares: Presentation Highlights from Deutsche Bank Conference (ATRS, Buy, $0.97) (7)
• Antares: AMAG Issues Guidance on Timing of Subcutaneous Makena (ATRS, Buy, $1/05) (1)
• Agenus: Its Market Leading Position in Immuno-Oncology Makes it A Compelling Investment Story (AGEN, Buy, $3.69) (2)

April 2016

• Antares: An Outstanding Product Pipeline Promises Dramatic Growth Through 2022 (ATRS, Buy, $0.92) (9)
• Relypsa: Analyzing March Results of the Veltassa Launch (RLYP, Buy, $17.60) (5)
• Chimerix: An Intriguing Near Term and Long Term Outlook for the Stock (CMRX, Buy, $5.67) (0)
• Antares: Makena Has the Potential to Make a Very Significant Contribution to EPS (ATRS, $0.85. Buy) (4)
• Relypsa: Comments on Takeover Rumors (3)
• Discovery Laboratories: Clinical Trial Data over Next Year Could Validate the Promise of Aerosurf (DSCO, Buy, $1.60) (6)

March 2016

• Cytokinetics: Amgen’s R&D Chief Expresses Great Optimism About Omecamtiv Mecarbil for Treating Congestive Heart Failure (CYTK, Buy, $6.53) (6)
• Northwest Biotherapeutics: A Comprehensive Evaluation of Its Lead Product DCVax-L (NWBO, $1.50) (7)
• Relypsa: It Is Early Days in the Launch of Veltassa but the Momentum Seems Quite Strong (RLYP, Buy, $13.46) (7)
• Northwest Biotherapeutics: Why the Failure of Celldex’s Rintega in Newly Diagnosed Glioblastoma Probably Has No Implications for the DCVax-L Trial (15)
• Cytokinetics: Comments on the Patent Situation of Omecamtiv Mecarbil (CYTK, Buy, $6.40) (1)
• Cytokinetics: Extremely Encouraging News from Amgen on Omecamtiv (CYTK, Buy, $6.54) (2)
• Celldex: ACT IV Trial of Rintega in Newly Diagnosed Glioblastoma has Been Terminated (CLDX, Hold, $4.01) (1)
• Antares: Disappointing News on AB Rated Version of EpiPen (ATRS, $0.95) (2)
• Relypsa: An In-depth Analysis of Early Results of the Veltassa Launch (RLYP, Buy, $13.26) (0)

February 2016

• Relypsa: New Buy Recommendation on Relypsa (RLYP, Buy, $14.98) (0)
• pSivida: One Step Away from Upgrading the Stock (PSDV, Hold, $2.80)) (0)
• Cytokinetics: An Update Based on CEO Robert Blum’s Comments at BIO CEO Conference on February 8, 2016 (CYTK, Buy, $6.57) (0)
• Discovery Laboratories: New CEO and Update on Aerosurf (DSCO, $2.26) (0)

January 2016

• Northwest Biotherapeutics (NWBO): Some Thoughts about the Appointment of Two New Board Members (3)
• My Current Thoughts on 13 Stocks I Cover and the Investment Outlook for the Market (7)
• Neuralstem: An Update on Its Pipeline and Supporting Clinical Trials (CUR, Neutral, $1.00) (3)
• Chimerix: Upgrading the Stock to a Buy (CMRX. Buy, $6.10) (2)

December 2015

• Martin Shkreli Arrested; This Could Be A Major Catalyst for Small Biotechnology Stocks (4)
• Antares: Undeterred by the Poor Stock Performance I Continue to Pound the Table (ATRS. Buy, $1.30) (6)
• Derma Sciences: Close to Upgrading (DSCI, $4.54) (0)
• Why Biotechnology Investing is So Difficult: Cytokinetics is a Case Study (free article) (1)
• Cytokinetics: An Update on Potential (Highly Probable) Phase 3 Trial of Omecamtiv Mecarbil in Heart Failure (CYTK, Buy, $11.29) (2)
• Repligen: A Detailed Update; Recent Price Drop Makes Me More Positive (RGEN, Buy, $28.50 (1)

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) (5)
• Discovery Laboratories: Results for Aerosurf in Phase 2a Trial are Encouraging; Why Then Did the Stock Crash? (DSCO, Buy, $0.30) (6)
• Cytokinetics: I Predict Amgen Will Proceed to Phase 3 Trials with Omecamtiv Mecarbil (CYTK, Buy, $10.82) (1)
• ZS Pharma: Astra Zeneca to Acquire ZS Pharma at $90 per Share-DARN (ZSPH, $90) (2)
• Antares: An Update on My Investment Thinking (ATRS, Buy, $1.33) (10)
• Valeant Pharmaceuticals: What A Sordid Story (VRX, $93.77) (4)

October 2015

• Northwest Biotherapeutics: Seeking Alpha Publishes Latest in a String of Attack Articles Authored by Short Sellers (NWBO, $4.92) (5)
• Cytokinetics: Positive Topline Results of Omecamtiv in COSMIC-HF Trial Are a Major Positive (CYTK, Buy, $7.04) (4)
• Northwest Biotherapeutics: New Financing from Woodford was Much Needed (NWBO, $5.44) (10)
• Northwest: Analysis of a Coordinated Short Selling Attack Against the Stock (NWBO, $4.69) (12)
• Neuralstem: My Analysis of Phase 1 and Phase 2 Results for NSI-566 Neural Stem Cells in ALS Indicates Encouraging Signals of Efficacy (CUR, Buy, $1.25) (6)
• Antares: The Stock Price Does Not Reflect the Fundamentals (ATRS, $1.60, Buy) (11)

September 2015

• Neuralstem: Initial Thoughts on Just Released Encouraging Phase 2 Data on the Use of NSI-566 Stem Cells to Treat ALS. Neuralstem Will Proceed to a Potentially Registrational Trial in 2016 (CUR, Buy, $1.50) (10)
• Northwest Biotherapeutics: My Thoughts on the New Data from the Phase 1/2 Trial of DCVax Direct (NWBO, Buy, $6.91) (7)
• Agenus (AGEN: Buy, $6.61) Royalty Deal for QS-21 Adjuvant Use in Two Glaxo Vaccines (2)
• Northwest Biotherapeutics: Thoughts on Suspension of Screening of New Patients in the Phase 3 DCVax-L Trial (39)

August 2015

• Review of SmithOnStocks Recommendations; August 17, 2015 (6)
• Neuralstem: The 2015 Decline in the Stock is in Contrast to Encouraging ALS Data and an Impressive Pipeline (CUR, Buy, $1.38) (10)
• Celldex: Meaningful Data on Two Lead Products, Rintega and glembatumumab, is not Likely Before 2017 (CLDX, Hold, $16.99) (4)
• Discovery Laboratories: Update from the 2Q, 2015 Conference Call Provides Timelines for Important Aerosurf Phase 2 Trials (DSCO, Buy, $0.47) (0)
• Quick Take on Antares Following 2Q, 2015 Conference Call (ATRS, Buy, $2.10) (3)
• Chimerix: An Update (CMRX, $52.83, Neutral) (0)

July 2015

• Cytokinetics: Comments on Sharp Price Decline After 2Q, 2015 Conference Call (CYTK, Buy, $6.28) (3)
• Comments on Agenus, ImmunoCellular, Discovery Laboratories, Neuralstem, Kite and Juno (5)
• Cytokinetics: Phase 3 Trial of Tirasemtiv Has Begun (CYTK, Buy, $7.17) (2)
• Discovery Laboratories: What I Intend to Do in the Aftermath of a Disastrous Stock Offering (DSCO, Buy, $0.54) (2)
• Repligen: Fundamentals Are Exceptional But The Stock Carries A Premium Valuation (RGEN, $39.97, For Paid Subscribers) (2)
• 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) (2)

June 2015

• Implication of the Juno Celgene Deal for Emerging Immuno-Oncology Biotechnology Stocks in General and Northwest Biotherapeutics in Particular (5)
• Discovery Laboratories: An Analysis of Phase 2a Results for Aerosurf and What to do with the Stock (DSCO, $0.81, for paid subscribers) (1)
• Antares: One of My Top Stock Picks for 2015 and 2016 (ATRS, Buy, $2.40, For Paid Subscribers) (13)
• Illegal Naked Short Selling Appears to Lie at the Heart of an Extensive Stock Manipulation Scheme (14)
• Observations from ASCO on Immuno-oncology with a Focus on Northwest Biotherapeutics’ (NWBO, Buy, $9.43) DC-Vax-Direct© and the Checkpoint Inhibitors of Bristol-Myers Squibb and Merck (10)

May 2015

• Comments on Alimera (ALIM, $4.46, Neutral) and pSivida (PSDV, $3.97, Neutral) (0)
• Cytokinetics: Takeaways from Recent R&D Day and Reiteration of Buy (CYTK, $6.14, Buy) (0)
• Agenus: Its R&D Day Presentation Puts a Focus on the Great Promise of Cancer Vaccines and Checkpoint Modulators (AGEN, Buy, $6.73) (3)
• Comments on Agenus and Antares (2)
• Comments on Antares, Kite Pharma and Northwest Biotherapeutics (4)
• Cytokinetics: Update and Reiteration of My Buy Recommendation (CYTK, $5.54, Buy) (0)
• Comments on Agenus, Neuralstem and Celldex (6)
• 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) (4)

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? (7)
• Comments on Antares, Agenus, Cytokinetics, Discovery Laboratories and ZS Pharma (2)
• Initiation Report on ZS Pharma (ZSPH, Buy, $40.97, Subscribers only) (4)
• Antares: Teva Offer to Buy Mylan Should Have No Effect on Launch of AB Rated Generic to EpiPen (ATRS, $2.76, Buy) (4)
• Antares: Detailed Sales and Earnings Projections for 2015 and 2016 (ATRS, Buy, $2.77, subscription required) (8)
• Discovery Laboratories: Focus is Totally on Aerosurf Development (DSCO, $1.43, Hold) (0)
• Northwest Biotherapeutics: Comments on Two AACR Posters (NWBO, $8.62, Buy) (7)
• Celldex Pipeline Update and Investment Thesis (CLDX, Moving from Buy to Hold, $28.56) (1)
• Northwest Biotherapeutics: The $40 Million Woodford Financing is A Major Positive (NWBO, Buy, $7.76) (11)
• Northwest Biotherapeutics: Still Another Rebuttal to a Feuerstein Attack Is Called For (3)

March 2015

• Effective Treatment of Hyperkalemia Promises to be a Multi-billion Opportunity (2)
• Northwest Biotherapeutics: Promising New Data Was Just Presented on DCVax-L in Recurrent Glioblastoma Multiforme (NWBO, Buy) (19)
• Northwest Biotherapeutics: Highlights of the 2014 10-K (NWBO, Buy, $7.81) (3)
• Neuralstem: A Closer Look at Encouraging Phase 2 Results for NSI-566 Neural Stem Cells in Treating ALS (CUR, Buy, $2.36) (19)
• Neuralstem: Initial Take on Top Line Results of Phase 2 ALS Trial of NSI-566 Neural Stem Cells (CUR, Buy, $3.08) (16)
• Cytokinetics: Updates on Tirasemtiv and Omecamtiv (CYTK, Buy, $7.77) (0)
• Neuralstem: When Will We See the Phase 2 Data for NSI-566 in ALS? (CUR, Buy, $3.75) (4)
• Northwest Biotherapeutics: How Much Will It Cost to Manufacture DCVax-L (NWBO, Buy, $7.26) (10)
• ImmunoCellular Therapeutics: Is There an Investment Case to be Made? (IMUC, $0.57) (9)

February 2015

• Cytokinetics: Key Catalysts for 2015 Strongly Support My Buy Recommendation (CYTK, $7.85) (4)
• Alimera Sciences: Some Thoughts on the Upcoming US Launch of Iluvien (ALIM, Neutral, $5.29) (5)
• Some Observations on Northwest Biotherapeutics (NWBO), Neuralstem (CUR), Cytokinetics (CYTK) and Immuno-Cellular (IMUC) from Their Presentations at BIO CEO. (16)
• The Potentially Key Role of Northwest Biotherapeutics in the Emerging Immuno-Oncology Landscape (NWBO, Buy, $6.19) (6)
• SmithOnStocks Mailbox, January 31 Edition: My Take on News Events Relating to Companies I Follow (11)

January 2015

• Advaxis: A Look at the Dizzying Trading Activity over the Past Month (ADXS, No opinion, $9.70) (6)
• Northwest Biotherapeutics: Some Thoughts about the Upcoming Presentation by CEO Linda Powers on Monday, January 26th. (NWBO, Buy, $6.28) (9)
• Alimera Sciences: Will The Launch of Iluvien Be Disappointing to Investors? (ALIM, Neutral, $5.53) (2)
• Immuno-Oncology Promises to be the Next “Big Thing” In Biotechnology (11)
• Antares Pharmaceuticals: Highlights of Presentation at JP Morgan Conference (ATRS, $2.36. Buy) (8)
• Notes from Neuralstem Presentation at Biotech Showcase Conference, January 13, 2015 (CUR, Buy, $3.09) (4)
• Delay in Quick Shot Testosterone Clinical Program is Not a Major Setback for the Stock (ATRS, Buy, $2.53) (2)
• Notes from Linda Powers Presentation in San Francisco, January 12, 2015 (NWBO, Buy, $6.00) (8)
• Agenus: The Collaboration with Incyte is Transformative and Creates Great Shareholder Value (AGEN, Buy, $4.99) (1)
• Derma Sciences: Sales Guidance for 2014 is Lowered Again; 2015 Sales Guidance is Given for the First Time (DSCI, Hold, $9.40) (2)
• Repligen: Revenues for 2014 are Above Expectations and Guidance for 2015 is for Strong Growth (RGEN, Hold/ Buy, $23.84) (0)
• Neuralstem: An Update on Potential Catalysts for 2015 (CUR, Buy, 3.38) (3)
• Cytokinetics: Takeaways from January 5, 2014 Conference Call (CYTK, Buy, $7.82) (0)
• Cytokinetics: With the Stock Up 63% in the Last Seven Trading Days, What Do We Do Now? (CYTK, $8.01, Buy) (0)

December 2014

• Cytokinetics (CYTK, Buy $5.52) New Collaboration with Astellas on CK-2127107 Greatly Improves Investment Outlook (2)
• Current Investment Recommendations for Stocks Covered by SmithOnStocks; A Yearend Review (8)
• Neuralstem: Some Encouraging, But Very Early, Information on Chinese Ischemic Stroke Trial Using NSI-566 Stem Cells (CUR, Buy, $2.59) (2)
• Antares: Responding to Two Questions on Teva’s AB Rated Competitor to EpiPen (ATRS, Buy, $2.44) (0)
• Possible Impact of Merck Acqusition of Cubist on the Trius CVR (0)
• Antares: Highlights of CEO’s Presentation at Piper Jaffray Conference (ATRS, Buy, $2.46) (3)
• Discovery Laboratories: Delay in Completion of Aerosurf Phase 2a Trial and Continued Disappointing Sales of Surfaxin Weigh on the Stock (DSCO, $1.53, Hold) (1)

November 2014

• Northwest Biotherapeutics: Putting Recent Clinical Data on DCVax Direct in Perspective (NWBO, Buy, $5.37) (4)
• Antares: 2015 Could Be the Breakout Year for the Stock (ATRS, $2.24, Buy) (13)
• Northwest Biotherapeutics: Capital Raise of $35 Million could be a Positive Catalyst for the Stock (Buy, $5.14) (5)
• Celldex, Moving to A Buy (CLDX, $14.16) (4)
• Cytokinetics: An Update on Tirasemtiv and Omecamtiv Mecarbil (CYTK, Buy, $3.67) (5)

October 2014

• Weakness in Neuralstem Caused by Seeking Alpha Article Presents a Buying Opportunity (CUR, $2.69, Buy) (6)
• Chimerix: A Review of Recent Analyst Day Presentations with a Focus on Adenovirus and Ebola (CMRX, $31.31, Neutral) (4)
• Cytokinetics Is Planning for a Phase 3 Trial in 2015 for Tirasemtiv in ALS (CYTK, $3.26, Buy) (1)
• Discovery Laboratories Has Formed an Important Collaboration with Battelle to Develop Aerosurf (DSCO, Buy, $1.69) (0)
• Trying To Find Those Technologies and Emerging Biotechnology Companies That Could Be The Big Winners of Coming Decades (4)

September 2014

• My Dialogue with Adam Feuerstein on Northwest Biotherapeutics (2)
• Neuralstem: Investigators are Very Positive on NSI-566 Results in ALS (CUR, Buy, $3.27) (4)
• Northwest Biotherapeutics: Exciting News on Potential for Early Patient Access for DCVax-L in the UK (11)
• Northwest Biotherapeutics: National Geographic Special Features DCVax Direct Treatment of Stage 4 Pancreatic Cancer Patient (NWBO, Buy, $5.90) (13)
• Antares: Thoughts on FDA Briefing Documents for September 17th Advisory Committee Meeting on Testosterone Replacement Products (ATRS, $2.14, Buy) (2)
• ImmunoCellular Therapeutics LTD: Thoughts on Management’s Plan to Move ICT-107 into Phase 3 (IMUC, Neutral, $1.02) (1)

August 2014

• Neuralstem: Previewing Upcoming Important Events and Some Thoughts on the StemCell Patent Infringement Lawsuit (CUR, $3.62 Buy, August 26, 2014) (10)
• Antares Pharmaceuticals: An Update on Key Issues (ATRS, Buy, $2.14) (13)
• Discovery Laboratories: My Current Thinking on the Surfaxin Launch and Aerosurf Phase 2 Trials (DSCO, Buy/Hold, $1.62) (2)
• Northwest Biotherapeutics: Independent Chairman of the DMC Committee for DCVax-L Phase 3 Trial Chastises Adam Feuerstein for Inaccurate Articles (NWBO, Buy, $6.43) (5)
• Derma Sciences: Second Quarter Results Were Disappointing; Going From a Buy to a Hold (DSCI, $9.72) (3)
• Cytokinetics: More Thoughts on the Potential for a Phase 3 Trial of Tirasemtiv in ALS (CYTK, Buy, $4.20) (1)

July 2014

• CREW Alleges That Adam Feuerstein is Involved in Stock Manipulation Scheme in Regard to Northwest Biotherapeutics (4)
• Inovio: Successful Phase 2 Trial in Cervical Dysplasia Provides Proof of Concept for the Technology Base (INO, $12.98, Neutral, Subscribers Only) (5)
• Northwest Biotherapeutics: Market Research Firm Evaluate Pharma Projects 2020 Worldwide Sales of $2.0 billion for DCVax-L (NWBO, Buy, $5.92) (4)
• My Rebuttal to Richard Pearson’s Attack Article on Me Is Now On Seeking Alpha (0)
• Agenus: Encouraging Data on Prophage, But What is the Path Forward (AGEN, Buy, $3.28) (2)
• Antares; My View of How Otrexup and Medac’s New Product Rasuvo May Compete (ATRS, Buy, $2.54) (21)
• Northwest Biotherapeutics (NWBO, Buy $6.75): Responding to Serious Unsubstantiated Allegations by Richard Pearson (20)

June 2014

• Cubist Pharmaceuticals: An Overview Based on a Recent Company Presentation (CBST, No Opinion) (2)
• Cytokinetics: Tirasemtiv May Still Be Successfully Developed in ALS (CYTK, Buy, $4.77) (2)
• Antares: More On Paul Wotton’s Departures as CEO (ATRS, Buy, $2.77) (13)
• Antares: Thoughts on the Resignation of the CEO (ATRS, $2.76, Buy) (3)
• Neuralstem: Phase 1b Results for NSI-189 are Very Encouraging but It Is Early Days (CUR, Buy, $4.38, For paid subscribers) (6)
• Northwest Biotherapeutics: Sixteenth Feuerstein Attack on the Company (NWBO, Buy, $8.11) (24)
• Neuralstem: Encouraging Phase 1b Data on NSI-189 (CUR, Buy, $4.35, Free content) (3)
• Derma Sciences: Highlights of the June 17th Analysts’ Meeting (DSCI, Buy, $11.07, Free content) (5)
• Cytokinetics: I Think That the Company May Decide to Do A Phase 3 Trial with Tirasemtiv (CYTK, $4.70, Buy, For Subscribers Only) (5)
• Northwest Biotherapeutics: The Perfect Storm May Be Brewing for Short Sellers (NWBO, $7.66, Buy, Free Content) (5)
• Northwest Biotherapeutics: The Investment Tide May be Turning Positive (NWBO, Buy, $6.41, free content) (15)
• Discovery Laboratories: A Look at the Surfaxin Launch and the Phase 2a Trial of Aerosurf (DSCO, Buy, $1.79, free content) (0)
• Repligen Makes An Excellent Acquisition (RGEN, Hold/ Buy, $19.04, free content) (1)
• 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) (4)

May 2014

• Discovery Laboratories: An Update on the Surfaxin Launch and the Phase 2 Clinical Trial Program for Aerosurf (DSCO, Buy, $1.72) (0)
• Northwest Biotherapeutics: Management Discusses Interim Data on Phase 1/2 Trial of DCVax-Direct (NWBO, Buy, $6.00, free content) (8)
• Northwest Biotherapeutics to Host Conference Call This Afternoon, May 27th (NWBO, Buy, $6.25) (3)
• Northwest Biotherapeutics Releases Promising Early Results in DCVax Direct Phase 1 Trial (NWBO, $6.20, content of this note is not limited to subscribers) (3)
• Antares: Although it is Still Early, I Think That Otrexup Launch is Going Very Well (ATRS, Buy, $2.93, Paid subscribers) (11)
• Chimerix: Moving to a Buy (CMRX, $14.22, Paid subscribers) (9)
• Northwest Biotherapeutics: Update On DCVax-Direct Based on ASCO Abstract and Positive, Early Results for First Patient Reported On (NWBO, Buy, and $5.94) (28)
• ImmunoCellular Therapeutics: Comments on ASCO Abstract on ICT-107 (IMUC, Trading Buy, $1.20) (0)
• ImmunoCellular Has Plans to Move ICT-107 Forward into Phase 3 Trials; Should It? (IMUC, $1.19 Trading Buy, For Paid Subscribers) (2)
• Derma Sciences: An Update and Re-iteration of Buy Recommendation (DSCI, Buy $9.50, For Paid Subscribers) (0)
• 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) (6)

April 2014

• Cytokinetics: There Yet May Be a Path Forward to Develop Tirasemtiv in ALS (CYTK, Buy, $4.49, Paid Subscribers) (4)
• Cytokinetics Announces that Tirasemtiv Phase 2b Trial in ALS Failed (CYTK, Buy, $5.01) (7)
• ImmunoCellular Therapeutics Trading Opportunity (IMUC, Not rated, $1.19, Paid Subscribers) (12)
• Thoughts on the Market Correction in Biotechnology Stocks (13)
• Neuralstem: Dr. Eva Feldman’s Latest Presentation on The Use of CUR’s Stem Cells in ALS (CUR, Buy, $4.04) (5)
• Northwest Biotherapeutics: Just Announced Financing Signals High Expectations for Use of DCVax-L under German Hospital Exemption Program (NWBO, $6.75, Paid Subscribers) (1)
• Cytokinetics: The Critical Phase 2b Results for Tirasemtiv Should be Released on April 29th (CYTK, $8.88, Buy, Paid Subscribers Only) (2)
• Repligen Has an Outstanding, Stable Business and Excellent Long Term Growth Potential (RGEN, Hold/ Buy, $14.07, Paid Subscribers Only) (0)
• Refuting Feuerstein’s Latest Negative Blog on Northwest Biotherapeutics (NWBO, Buy, $7.56) (0)
• Ed Quilty, CEO of Derma Sciences, Outlines His Strategy to Build the Premier Wound Healing Company (DSCI, $12.00) (1)
• 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 (0)

March 2014

• Linda Powers, CEO of Northwest Biotherapeutics, Attacks and Debunks the Weak Bear Case in a Presentation on March 27 (2)
• My Investment Thinking on Biotechnology Stocks in the Aftermath of the Recent Correction (0)
• Antares (ATRS, Buy, $4.00) Why I Think That the Otrexup Launch Will Be A Success (Paid Subscribers Only) (0)
• Agenus (AGEN, Buy, $3.73) Thoughts on the Stock and Company in the Aftermath of Trial Failure of MAGE-A3 Cancer Vaccine (2)
• Neuralstem (CUR, Buy, $4.48) Publishing of Phase 1 Results in Annals of Neurology Causes Price Surge (Paid Subscribers Only) (0)
• Some Thoughts on Short Selling of Biotechnology Stocks (Paid Subscribers) (0)
• Chimerix is A Company Focused on Infectious Viral Diseases that Has Investment Characteristics Similar to Trius (CMRX, Neutral, $25.48) (Subscribers Only) (6)
• Northwest Biotherapeutics (NWBO, Buy, $7.90): DCVax-L Is Approved in Germany under Hospital Exemption Early Access Program (1)
• Northwest Biotherapeutics (NWBO, $6.06, Buy): Comments on First Interim Look at DCVax-L Trial and Recent Weakness in the Stock (0)
• Current Recommended Stocks and an Analysis of Past Recommendations, March 5, 2014) (1)

February 2014

• SmithOnStocks Mailbox February 25, 2014 (0)
• Agenus: There Has Been a Positive,Transformational Change in the Investment Thesis (AGEN, $3.67) (1)
• Cytokinetics: Institutional Investors Give BENEFIT-ALS Potential Results a Vote of Confidence (CYTK, $9.06) (0)
• Cytokinetics: An In-Depth Look at the Potential for Success of Tirasemtiv in the BENEFIT-ALS Trial in ALS Patients (CYTK, $9.50) (Subscribers Only) (0)
• The BIO CEO Conference: Highlights from the Meeting and New Investment Perspectives (Subscribers Only) (0)
• Cadence: A Post Mortem on a Successful Investment and What to Do with the Proceeds (CADX, $14.00) (0)

January 2014

• Derma Sciences: An In-Depth Look at An Emerging Growth Stock (DSCI, $12.77) (Subscribers Only) (0)
• Cadence: Patent Settlement With Sandoz Increases Confidence That Ofirmev Will Have Exclusivity Through December 6, 2020 (CADX, $10.98) (0)
• SmithOnStocks Mailbox January 28, 2014 (0)
• Agenda for BIO CEO Conference (0)
• San Francisco Trip Is the Basis for a Preview of 2014 (Subscribers Only) (1)
• Agenus: Key Opinion Leader Support Builds for Prophage (AGEN, $3.27) (0)
• Thoughts on the Price Surge of Cytokinetics (CYTK, $8.75) (0)
• pSivida: Why I Think the Stock Could Do Very Well in 2014 (PSDV, $4.12) (Subscribers Only) (0)
• If You’re Going to San Francisco (0)
• Neuralstem: Sizing Up Potential Key Events of 2014 (CUR, $3.42) (0)
• Senesco Offers a New Approach to Cancer Treatment and Dr. Phillip Frost Is Now With the Company (SNTI, $5.31) (Subscribers Only) (0)

December 2013

• pSivida: Game On for Iluvien (PSDV, $4.29) (0)
• A Trading Call on a Stock That I Like for the Long Term (0)
• Adam Feuerstein’s Views on Northwest Biotherapeutics (NWBO, $3.37) (0)
• Agenus: Encouraging Phase II Results for Prophage in Recurrent Glioblastoma (AGEN, $3.00) (0)
• ImmunoCellular: Post Hoc Analysis of Disappointing Phase II Trial of ICT-107 (IMUC, $1.02) (0)
• Celldex: I View the Recent Data on Rindopepimut as Encouraging (CLDX, Hold, $22.52) (Subscribers Only) (0)
• Northwest Biotherapeutics: An Analysis of Its Transforming Balance Sheet Restructuring (NWBO, $4.14) (0)
• Celldex: Equity Offering is a Positive for the Stock (CLDX, Hold, $25.88) (0)
• What SmithOnStocks Is All About (0)

November 2013

• Celldex Stay Tuned for Monday’s Conference Call on Rindopepimut (CLDX, Hold, $28.31) (0)
• Repligen: Looking At 2014 and Beyond- Potential for EPS Growth (RGEN, $12.78) (Subscribers Only) (0)
• Discovery Laboratories: An Asymmetric Opportunity (DSCO, $2.07) (0)
• Discovery Laboratories (DSCO, $2.07): An Asymmetric Opportunity (0)
• Cadence: Best Case Outcome on Ofirmev Patent Litigation (CADX, $7.88) (0)
• Antares Marketing Agreement on Otrexup with Leo is a Nice Positive (ATRS, $3.93) (2)
• Discovery Laboratories: Removal of Financing Overhang Is a Catalyst for the Stock (DSCO, $2.17) (0)
• ImmunoCellular Thoughts on Potential Outcomes for the Phase II Trial of ICT-107 in Newly Diagnosed Glioblastoma (IMUC, $2.31) (Subscribers Only) (0)
• Antares: Thoughts on the Upcoming Otrexup Launch (ATRS, $3.64) (0)
• Cadence Pharmaceuticals: The Ofirmev Launch is a Spectacular Success, but Investors are Focused on Patent Litigation (CADX, $4.99) (0)
• Celldex (CLDX, $23.06): Previewing the Imminent Data Release on Rindopepimut (0)
• Celldex (CLDX, $23.06): Previewing the Imminent Data Release on Rindopepimut (0)
• Cytokinetics: 2014 Will Bring Critical Data Readouts on Tirasemtiv and Omecamtiv Mecarbil (CYTK, $6.03) (2)

October 2013

• Celldex: Why Investors Are So Excited About the Company (CLDX, Hold, $24.39) (0)
• Celldex Initiation Report: Pipeline Promise Has Been Embraced by Wall Street (CLDX, Hold, $22.79) (2)
• pSivida: Thoughts on pSivida in the Aftermath of the Complete Response Letter on Iluvien (PSDV, $2.87) (0)
• Agenus and Glaxo: Sizing Up the Potential for the RTS,S Malaria Vaccine (AGEN, $2.94) (1)
• pSivida: Previewing the October 17th PDUFA Date for Iluvien (PSDV, $5.07) (0)
• Discovery Laboratories: What the Marketing Approval of Surfaxin Could Mean to the Stock (DSCO, $2.72) (0)

September 2013

• Cytokinetics: Presentation at Heart Failure Society Suggests Myocardial Infarctions Are Not Likely Associated with Omecamtiv Mecarbil (CYTK, $7.61) (0)
• Agenus: Rebuttal To Attack By Adam Feuerstein on the Company (AGEN, Buy, $2.85) (0)
• Neuralstem: Evidence Increasingly Suggests its Neural Stem Cells are Effective in ALS (CUR, $2.57) (0)
• Agenus: Thoughts on Phase II Results for Prophage in Glioblastoma (AGEN, $2.91) (0)
• NovaBay: Phase II Topline Results for Auriclosene in UCBE are Very Encouraging (NBY, $1.52) (0)
• NovaBay: Data from Phase II Trial of Auriclosene in Urinary Catheter Blockage and Encrustation is Imminent (NBY, $1.40) (0)
• Agenus: Assessing Stock Prospects in the Aftermath of MAGE A-3 Cancer Vaccine Missing Primary Endpoint in Melanoma (AGEN, $2.81) (0)
• Cytokinetics: Clinical Investigators’ Take on ATOMIC-AHF Trial Results (CYTK, $8.01) (0)

August 2013

• Cytokinetics: Previewing the Release of Data from the ATOMIC-AHF Trial of Omecamtiv Mecarbil (CYTK, $9.95) (0)
• Agenus: Upcoming Clinical Trial Results for the MAGE A-3 Cancer Vaccine Will Have a Major Impact on the Stock (AGEN, $3.42) (0)
• Antares: An In-Depth Look at Otrexup and Re-iteration of My Buy Recommendation (ATRS: $4.45) (Paid Subscribers Only) (0)
• Repligen: A Buy and Hold Stock: OPUS Promises to be a Dynamic New Product (RGEN; $9.87) (0)
• Cadence: Comments on Patent Office Re-examination of Key Cadence Patent (0)
• Cytokinetics: A Preview of Key Upcoming Clinical Trial Results (CYTK, $10.17) (0)
• Cadence: Ofirmev Sales Are Extremely Strong; Ofirmev Patent Decision Could Come by Yearend (CADX, $6.80) (0)
• Trius: Will there be a Higher Bidder and what is the CVR Worth? (TSRX; $14.10) (1)

July 2013

• Trius Therapeutics to be Acquired by Cubist (TSRX: $13.66) (0)
• InSite Vision: DOUBle Trial Results are Disappointing-What Comes Next? (INSV.OB, $0.33) (0)
• Agenus: Key Clinical Events are Imminent (AGEN, $3.91) (1)

June 2013

• Cytokinetics: Another Positive Deal for Shareholders, This Time with Astellas (CYTK, $11.81) (0)
• Cytokinetics (CYTK, $1.40) Receives a Vote of Confidence from Amgen (0)
• Northwest Biotherapeutics ($3.44): M.D. Anderson’s Lead Role in DCVax Direct Trial is Encouraging (0)
• Thoughts on the Growing Crisis of Bacterial Resistance to Antibiotics (0)
• SmithOnStocks Opines on Biotechnology Stocks, June 10, 2013 (0)
• SmithOnStocks Opines on Biotechnology Stocks, June 2, 2013 (0)

May 2013

• How Iluvien May Benefit Alimera and pSivida (PSDV, $3.25) (0)
• SmithOnStocks Opines on Biotechnology Stocks, May 28, 2013 (0)
• Neuralstem: Update on Phase I Trial of Neural Stem Cells in ALS is Encouraging (CUR, $1.45) (1)
• SmithOnStocks Opines on Stocks May 19, Edition (0)
• Antares: Reiteration of My Buy Recommendation (ATRS, $4.00) (0)
• Neuralstem: Update on ALS Trial Could be a Catalyst for the Stock (CUR, $1.30) (0)
• Trius Therapeutics: Newly Allowed Patent Provides Important New Dimension to Investment Outlook (TSRX, $8.50) (0)
• SmithOnStocks Opines on Recent Biotech Events (0)
• ImmunoCellular Therapeutics: Marching Toward Top Line Data for ICT-107 in 4Q, 2013 (IMUC, $2.42) (0)
• InSite Vision: An Over-looked Company with Two Interesting Drug Candidates and a Big Upcoming Catalyst (INSV.OB, $0.31) (0)
• Transcept: Throwing in the Towel on Intermezzo (TSPT, $3.56) (0)
• Transcept: Throwing in the Towel on Intermezzo (TSPT, $3.59) (0)
• Northwest Biotherapeutics: Moving DC Vax-L Rapidly Forward and Starting DC Vax Direct Trials (NWBO, $3.63) (0)
• Cadence Pharmaceuticals: Ofirmev Launch is Strong; Resolution of Patent Issues Could Be Soon (CADX, $6.86) (0)
• A.P. Pharma: Management Change is a Positive for the Stock (APPA.OB, $0.39) (0)
• Neuralstem: Anticipating More Efficacy Data from ALS Trial (CUR, $1.18) (0)

April 2013

• Discovery Laboratories: Still Another Delay in the Surfaxin Launch (DSCO, $2.00) (0)
• Cytokinetics: Key Issues for Beginning Phase III for Omecamtiv Mecarbil in Congestive Heart Failure (CYTK, $1.15) (0)
• Trius: Clinical Trials Show Important Differentiation of Tedizolid from Zyvox (TSRX, $6.48) (0)
• Repligen Promises To Be a Cash Flow Machine (RGEN, $6.88) (0)
• Besivance Royalty Deal Extends InSite’s Cash Runway (INSV.OB, $0.31) (0)

March 2013

• A.P. Pharma Receives Complete Response Letter on APF530 (APPA.OB, $0.34) (0)
• ImmunoCellular Therapeutics: A Close Look at Key Issues for the Ongoing Phase II Trial of ICT-107 (IMUC, $2.69) (0)
• Cytokinetics: Critical Phase IIB Data is Upcoming in 2013 for Omecamtiv Mecarbil and Tirasemtiv (CYTK, Buy. $6.30) (0)
• Discovery Laboratories: The Surfaxin Launch and Beyond (DSCO, $2.38) (0)
• InSite Vision: Positive Phase III Trial Results for BromSite Reduces Much of Downside Risk in the Stock (INSV.OB, $0.30) (0)
• NovaBay: Topline Data from Two Phase IIb Trials Presents an Asymmetric Investment Opportunity in 2013 (NBY, $1.24) (0)
• Trius: Topline Data of Second Phase III Trial of Tedizolid is Eminent (TSRX, $6.76) (0)
• Cadence: Potential Near Term Catalyst for the Stock (CADX, $5.34) (0)

February 2013

• Northwest Biotherapeutics: My Rationale for Having a Buy Recommendation (NWBO; $3.29) (0)
• Northwest Biotherapeutics: A Critique of Adam Feuerstein of TheStreet’s Recent Analysis (NWBO, $3.50) (0)
• Transcept: The Prescription Trend Watch for Intermezzo is On (TSPT, $6.63) (0)
• Discovery Laboratories: Innovative Financing is a Catalyst to Buy the Stock (DSCO, $2.16) (0)
• Athersys: The Coming Year Will Define Its Adult Stem Cell Product MultiStem (ATHX, $1.63) (0)

January 2013

• Investment Implications of the Acquisition of MAP Pharmaceuticals by Allergan (0)
• Sangamo: Paradigm Shifting Approach to Gene Altering Leads to Unique Product Opportunities (SGMO, $9.56) (0)
• A.P. Pharma: PDUFA Date on APF530 Looms and I Am a Buyer (APPA.OB, $0.70) (0)
• Cadence: Management Guides to a Near Doubling of Ofirmev Sales in 2013 (CADX, $5.23) (0)
• MELA Sciences: In This Put Up or Shut Up Year, I Think the Company Will Succeed with its Launch of MelaFind (MELA, $1.70) (0)
• InSite Vision: Upcoming Results on the DOUBle Trial May Not Be as Binary as I Have Been Thinking (0)
• Trius: Why Last Friday’s Equity Offering is good for the Stock (TSRX, $4.90) (0)
• Transcept: Purdue Fires Big Marketing Guns and FDA Issues Insomnia Drug Guidelines That Help Intermezzo (TSPT, $5.72) (0)
• This Could Be the Coming Out Year for Inovio (INO, $0.72) (1)
• Northwest Biotherapeutics: Transformed from an Ugly Duckling Bulletin Board Company to a Promising NASDAQ Company (NWBO, $3.20) (0)
• Trius Therapeutics: In an About Face, Congress is Helping Biotech Companies That Are Developing Antibiotics (TSRX, $5.54) (0)
• Discovery Laboratories Announces Changing of the Guard (DSCO, $2.21) (0)

December 2012

• Cadence Pharmaceuticals: Sentiment is Shifting from Bearish to Bullish (CADX, $4.90) (0)
• InSite Vision: Upcoming Topline Results from Clinical Trials Presents a Buying Opportunity (INSV.OB, $0.34) (0)
• Discovery Laboratories: Disappointment with the Delay in the Surfaxin Launch Has Created a Buying Opportunity (DSCO, $2.24) (0)
• Transcept: Direct to Consumer Advertising Campaign Could be the Tipping Point for Intermezzo (0)
• OncoSec Medical Initiation of Coverage (0)
• Repligen: Initiating Coverage with a Buy (RGEN, Buy, $6.13) (0)

November 2012

• NovaBay Swings for the Fences with NVC-422 Trial In Viral Conjunctivitis (0)
• My Buy Rating on Cadence Pharmaceticals is Bolstered by Ofirmev Patent Settlement with Perrigo (0)
• Initiating Coverage of Neuralstem with a Buy (CUR, $0.92) (0)
• Focusing on the Impetigo Indication for NVC-422 (NBY, $1.29) (0)

October 2012

• Initiation of Coverage on NovaBay with a Buy (0)
• NovaBay’s Robust Clinical Pipeline Approaches Critical Clinical Trial Results in 2013 (0)
• Settlement Between Pfizer and Teva on Generic Zyvox is a Significant Positive for Trius Therapeutics (0)
• Northwest Biotherapeutics Stock Surges 94% on Perfect Storm Created by Short Squeeze and New Buying Interest (NWBOD, $10.75) (0)

September 2012

• A.P. Pharma: Refiling of NDA for APF530 Could Lead to Stock Price Strength (0)
• Thoughts on Northwest Biotherapeutics’ Reverse Stock Split (0)
• Northwest Biotherapeutics and ImmunoCellular Therapeutics Can Both Be Winners with their Cancer Vaccines (NWBOD, $5.50) (0)
• Recently Added Board Member Brings Great Expertise to the Potential Launch of APF530 (APPA, $0.64) (0)
• Confidence for Success of Ofirmev Launch is Bolstered by Very Strong August Results; Buy is Reiterated (CADX; $4.07) (0)
• Hitting Major Milestones is Driving InSite’s Price (INSV.OB, $0.40) (0)
• Antares’ Pipeline is Bursting with New Products; Vibex MTX is the Star (ATRS) (0)

August 2012

• Discovery Laboratories: The Street Is Getting on Board With Me (0)
• Cadence Strengthens on Positive News Flow (0)
• An Update on Trius Therapeutics’ Tedizolid; a Potential Blockbuster for Treating MRSA Infections (TSRX, $5.41) (0)
• An Update on Trius Therapeutics’ Tedizolid; a Potential Blockbuster for Treating MRSA Infections (TSRX, $5.41) (0)
• Manish Singh Resigns as CEO of ImmunoCellular Therapeutics: Implications for Northwest Biotherapeutics and ImmunoCellular (0)
• Johnson & Johnson: A Core Holding for the Long Haul (0)
• Cadence Pharmaceuticals Ofirmev Has Gained Traction Producing Upside Surprise in 2Q, 2012 (0)
• Price Drop Following Side Effect Issue with Hepatitis C Pipeline Drug Creates Buying Opportunity (0)
• Johnson & Johnson: A Buy and Core Holding for the Long Haul (JNJ, $68.35) (0)
• Cadence Pharmaceuticals’ Ofirmev Launch is Gaining Traction (CADX, $4.02) (0)
• Cadence Pharmaceuticals: Ofirmev Launch Has Gained Traction; Reiterate Buy (0)
• Bristol-Myers Squibb: Side Effect Issue with Hepatitis C Drug Creates a Buying Opportunity (BMY, $32.55) (0)
• Bristol-Myers Squibb: Best Positioned for Growth of the Four Big US Pharma Companies (0)

July 2012

• Stock Weakness Following Equity Offering Provides A Buying Opportunity in A.P. Pharma (APPA, $0.58) (0)
• Spectrum Pharmaceuticals: Fusilev Has Explosive Month in June (0)
• Northwest Biotherapeutics’ DC Vax Cancer Vaccine May Be a Game Changer In Cancer (0)
• Northwest Biotherapeutics’ DCVax Cancer Vaccines May Be a Game Changer In Cancer Therapy (NWBO, $0.22) (0)
• Spectrum Pharmaceuticals: The Bear and Bull Case (0)
• Spectrum Pharmaceuticals: The Bull and the Bear Case (SPPI, $15.72) (0)
• Amylin Acquisition is a Mild Positive for Bristol-Myers Squibb (0)
• Bristol-Myers Squibb: Acquisition of Amylin is a Mild Posiitve (BMY, $35.89) (0)
• A.P. Pharma: Ondansetron’s Link to QT Interval Prolongation is a Huge Positive for APF530 (0)
• A.P. Pharma: Ondansetron’s Link to QT Interval Prolongation is a Huge Positive for APF530 (APPA, $0.68) (0)

June 2012

• Issuance of Complete Response Letter for Eliquis Doesn’t Alter My Buy on Bristol-Myers Squibb (0)
• Cadence (CADX): Ofirmev Sales Could Surprise on the Upside in Second Quarter and Generic Concerns Appear to be Overblown (0)
• Cadence Pharmaceuticals: Ofirmev Sales are Likely to Surprise on the Upside in the Second Quarter and Fears of Generic Competition are Overblown (CADX; $2.91) (0)
• InSite Vision: Initiation of Coverage on Promising Late Stage Ophthalmology Company (INSV, $0.30) (0)
• InSite Vision: Initiating Coverage on a Promising Company with a Robust Late Stage Product Portfolio (0)

May 2012

• Discovery Laboratories: Surfaxin Is Superior to Animal Surfactants (DSCO, $2.74) (0)
• Cadence Pharmaceuticals: The Ofirmev Launch Has Gained Traction (CADX, $2.72) (0)
• Trius Therapeutics’ Tedizolid has Blockbuster Potential for MRSA Infections (TSRX, $5.05) (0)
• Trius’ (TSRX) Tedizolid Has Blockbuster Potential for MRSA Infections (0)
• Discovery Laboratories (DSCO): An Update and Buy Re-iteration (0)

April 2012

• Antares: Settlement of Litigation on EpiPen is a Positive (AIS, $3.08) (4)
• Initiating Coverage of A.P. Pharma with a Buy (APPA, $0.42) (0)
• Highlighting A New Report on Dendritic Cell Cancer Vaccines (0)
• The Rationale Behind Dendritic Cell-Based Cancer Vaccines and How They are Manufactured (NWBO.OB, $0.22) (2)
• Savient: Recommending A Switch Into Discovery Laboraratories (SVNT, $2.31) (0)
• A.P. Pharma: Initiating Coverage with a Buy (APPA.OB, $0.42) (1)
• The Launch of Transcept’s Intermezzo by Purdue Has Begun (TSPT, $10.92) (0)
• Levadex Receives Complete Response Letter, What Does This Mean for the Stock? (MAPP, $16.44) (0)
• Levadex Has a Good Chance for Approval on its March 26th PDUFA Date (MAPP, $17.09) (0)
• There are Good Reasons to Remain Positive on Dendreon (DNDN, $11.14) (0)
• Generic Challenge to Pfizer’s EpiPen by Teva and Antares (AIS, $2.70) (0)
• Equity Offering Provides Discovery Laboratories Much Needed Financial Strength (DSCO, $2.81) (0)
• Surfaxin Should Be Approved on its March 6th PDUFA Date (DSCO, $2.82) (0)
• Cadence: Product Recall Doesn’t Alter Sales Projections (CADX, $4.19) (0)

March 2012

• Vibex MTX is the Most Exciting Component of the Antares Investment Outlook (AIS, $2.74) (0)

February 2012

• John Johnson Resigns as CEO, After Thinking It Over, I Continue with My Buy Recommendation (SVNT, $2.27) (0)
• Dendreon Turns Reins Over to New CEO (0)
• Dendreon Turns Reins Over to New CEO (DNDN, $14.18) (0)
• New Scientific Abstact Suggests That Median Overall Survival for Provenge is 7.8 Months, Not 4.1 (DNDN, $14.09) (0)
• Quarterly Sales Show That Both Provenge and Zytiga Are Doing Very Well (DNDN, $13.58) (0)

January 2012

• Johnson & Johnson’s Turnaround Led by New Drug Products is Underway (JNJ, $65.15) (0)
• The Promise of the Antares Pipeline is the Basis of my Buy Recommendation (AIS, $2.40) (0)
• Expanding on Clinical Trials of CPP-109 in Cocaine Addiction and Pre-Clinical Studies of CPP-115 (CPRX, $1.14) (0)
• Many Investors Rate Ofirmev Launch a Failure-Not So Fast (CADX, $4.06) (0)
• Investors’ Concerns About the Intermezzo Launch Weighs on the Stock and Creates a Buying Opportunity (0)
• Now That Pharmasset and Achillion Have Received Takeover Bids; Is Achillion Next? (ACHN, $9.72) (0)
• Investors’ Concern About Launch of Intermezzo Weighs on the Stock and Creates a Buying Opportunity (TSPT, $8.21) (0)
• Initiating Coverage Based on Interest in CPP-109 for Treating Cocaine Addiction (CPRX,$1.18) (0)

December 2011

• Upgrading Dendreon To Buy (DNDN, $6.55) (0)
• Antares Is Initated As A Buy Based On Broad, Promising Pipeline (AIS, $2.59) (0)
• Initiating Coverage of MAP Pharmaceuticals with A Buy Based On Potential for Levadex (MAPP, $13.35) (0)
• Libi-Gel Phase III Trial Results Should Be Released Shortly (AIS, $2.73) (0)
• Collaboration with Teva on Self-Injected Drugs Is the Major Driver of the Investment Thesis (AIS, $2.68) (0)
• Approval of Anturol Is Significant Positive (AIS, $2.68) (0)
• Anturol’s December 8th PDUFA Date Is Looming (AIS, $2.77) (0)
• Antares Initiated As A Buy (AIS, $2.59) (0)
• How Big is the Chronic Refractory Gout Market Addressed by Krysrexxa? (SVNT, $2.28) (0)

November 2011

• Initiating Coverage of Savient Pharmaceuticals with a Buy: Initial Launch of Krystexxa Has Been Disappointing but I Believe That This is a Breakrhrough Drug with Great Potential (SVNT, $2.35) (0)
• Gilead’s Offer for Pharmasset Follows Closely on the Heels of Roche’s Bid for Anadys: Could Achillion and Inhibitex Be Next? (0)
• Are Investors So Pessimistic On Provenge That They Are Ignoring Some Positive Trends (DNDN, $8.78) (0)
• Achillion Could Be On Big Pharma’s Acquisition List (ACHN, $6.00) (0)
• Will Inhibitex Be The Next Big Acquisition in the HCV Space ? (INHX, $10.69) (0)
• Gilead Makes Bid for Pharmasset: Could Achillion Be Next in Big Pharma’s Acquisition Gun Sights (ACHN, $6.00) (0)
• Gilead’s Acquisiton of Pharmasset Is Expensive But Great Strategic Move (GILD, $35.57) (0)

October 2011

• Physician Survey on Provenge is Encouraging, Upgrading Dendreon to Buy (DNDN, $6.55)) (0)
• Cubist Makes Attractive Bid for Adolor (0)
• Cubist Makes Attractive Takeover Bid for Adolor (ADLR, $1.91) (0)
• Santarus Jumps Last Hurdle for Submitting NDA on Key Blockbuster Drug Budesonide MMX (SNTS, $2.79) (0)
• Management Guidance On Issues Key to Provenge’s Outlook (DNDN, $9.00) (0)

September 2011

• Contrave Is Given New Life as FDA Reverses its Position on Design of Cardiovacular Outcomes Trial (OREX, $2.45) (0)
• An In-Depth Look at Santarus as it Develops a Promising Pipeline to Offset Patent Challenges to Existing Products (SNTS, $3.14) (0)
• Transcept to Resubmit Intermezzo NDA; Hopes for a Class I Review (0)
• Transcept to Resubmit Intermezzo NDA; Hopes for a Class I Review (TSPT, $6.63) (0)
• Check with Adolor Management on Entereg Marketing Transition and Progress of Partnering Discussions on ADL 5945 (ADLR, $2.05) (0)
• Budesonide MMX’s Potential in Ulcerative Colitis (SNTS, $3.18) (0)
• FDA Cardiovascular and Renal Advisory Committee Goes Against FDA View and Recommends Approval of Xarelto (0)
• FDA Advisory Committee Recommendation for Approval of Xarelto Bodes Well for Approval of Eliquis (apixaban) (0)
• FDA Advisory Committee Goes Against FDA and Recommends Approval of Xarelto (0)
• Rhucin in the Hereditary Angioedema Market Can Be A Meaningful New Product for Santarus (SNTS, $3.14) (0)
• Kalbitor Prospects Are Not Good in Hereditary Angioedma (DYAX, $1.61) (0)
• Firazyr Has Excellent Potential in the Hereditary Angioedema Market (SHPGY, $96.48) (0)
• ViroPharma’s Cinryze is Well Positioned for Growth in the Hereditary Angioedema Market (VPHM, $18.99) (0)
• Xarelto’s Problems are Eliquis’ Opportunities (BMY. $29.90) (0)
• Hopes for Rivaroxaban Are Dashed (JNJ, $65.00) (0)
• How Effective is Provenge (DNDN, $12.15) (0)
• Initiation of Coverage of ImmunoCellular Therapeutics (IMUC.OB) (0)

August 2011

• An Introduction to Sangamo’s Gene Altering Technology (SGMO, $4.50) (0)
• Orexigen Revisited: Chances for Contrave Approval Seem Slim (OREX, $1.37) (0)
• Phase II Data for ADL 5945 in Opiod Induced Constipation is Excellent (ADLR, $2.23) (0)
• Prospects for Entereg May Justify $4.50 Price Target for 2013 (ADLR, $2.20) (0)
• Previewing Dendreon’s 2Q Results to be Reported on August 3: It’s All About Provenge (DNDN, $36.13) (0)

July 2011

• New Product Potential is Outstanding But Patent Cliff is Looming (BMY, $29.28) (0)
• Eliquis Could Be A Blockbuster (BMY, $29.46) (0)
• Xarelto Could Be Another Blockbuster (JNJ, $66.64) (0)
• Bristol-Myers Squibb’s Dapagliflozin Voted Down By Advisory Committee; What’s Next (0)
• Second Quarter Report Was Modestly Disappointing But New Pharmaceutical Products are the Key to the Investment Outlook (JNJ, $66.26) (0)
• Dapagliflozin is Voted Down 6 to 9 by Advisory Committee: What’s Next (BMY, $28.77) (0)
• Five Questions Posed by the FDA to Its Advisory Committee on Dapagliflozin (BMY, $28.96) (0)
• Dapagliflozin’s Date with the FDA’s Endocrinologic and Metabolic Drugs Advisory Committee (BMY, $29.17) (0)
• Transcept Investment Thesis (0)
• Intermezzo is Likely to be Approved on its July 14, 2011 PDUFA Date; Then What (TSPT, $7.98) (0)
• ANDA Filing Aganist Ofirmev Is Not Unduly Concerning (CADX, $9.25) (0)
• Provenge Receives Final CMS Reimbursement Approval (DNDN, $41.40) (0)
• Yervoy Was A Star at American Society of Oncology: Commercial Potential Is Enormous (BMY, $29.15) (0)

June 2011

• Orexigen Therapeutics (OREX) (0)
• The Bull and Bear Case for Anadys (ANDS, $1.00) (0)
• Upgrading to Buy Based On Regaining Glaxo’s Rights in Entereg (ADLR, $1.65) (0)
• Implications Stemming From FDA Requirement for Extremely Large Cardiovascular Outcomes Study for Orexigen’s Contrave (VVUS, $8.00) (0)
• Implications for Lorquess From FDA Request for Extremely Large Cardiovascular Outcomes Study for Orexigen’s Contrave (ARNA, $1.31) (0)
• Orexigen Receives Crushing News That FDA Will Require Extremely Large Cardiovascular Outcomes Study In Order for Contrave To Gain Approval (OREX, $1.83) (0)
• Thoughts on Recent Poor Stock Performance (ANDS, $1.09) (0)
• Investment Negatives and Positives (ANDS, $2.06) (0)
• Initial Meeting with Anadys’ CEO Steve Worland (ANDS, $2.33) (0)
• Update on Anadys’ Lead Drug, ANA-598 for Hepatitis C (ANDS, $2.06) (0)
• Transcept Releases Results of Highway Driving Study for Intermezzo and Plans to Re-Submit NDA in the First Quarter of 2011 (TSPT, $6.61) (0)
• Company Reports Success in Four Phase III Trials (OREX, $4.23) (0)
• Going Over the Outlook with the New CEO, Mike Narachi (OREX, $5.32) (0)
• Thoughts on Upcoming Advisory Meeting on Contrave (OREX, $5.40) (0)
• FDA Advisory Committee Vote on Lorcaserin is Negative (ARNA, $3.74) (0)
• Trying to Define Path Forward for Lorcaserin with FDA (ARNA,$1.49) (0)
• Initial Buy Recommendation (JNJ, $62.69) (0)
• Preview of 1Q, 2011 (DNDN, $41.78) (0)
• CMS May Issue Provenge Reimbursement Decision on March 31 (DNDN, $32.92) (0)
• Building a New Company on Zegerid’s Ashes (SNTS, $2.24) (0)
• Zegerid’s Patents Are Ruled Invalid (SNTS, $5.36) (0)
• Par Launches Generic Zegerid At Risk (SNTS, $4.55) (0)
• Details on Par’s Challenge to Zegerid Parents (SNTS, $3.30) (0)
• Santarus 2009 Analyst Day Highlights (SNTS, $1.98) (0)
• Update on Santarus (SNTS, $1.78) (0)

May 2011

• Initiation Report (MDVN, $17.09) (0)
• Highlights of 1Q, 2011 (DNDN, $42.81) (0)
• Manufacturing and Logistics Issues (DNDN, $32.57) (0)
• Initiating Coverage With A Buy (DNDN, $34.98) (0)
• Provenge’s European Opportunity (DNDN, $33.59) (0)
• Interview with Two Key Opinion Leaders In Prostate Cancer About Provenge (DNDN, $35.89) (0)
• 2011 Is The Crucial Year for Provenge and Dendreon (DNDN, $34.59) (0)
• Telaprevir Has Significant Therapeutic and Blockbuster Sales Potential for Hepatitis C (JNJ, $64.95) (0)
• Abiraterone is Significant Advance in Prostate Cancer Treatment (JNJ, $64.11) (0)
• An Analysis of 4Q, 2010 and A Look Forward (BDSI, $3.41) (0)
• Initial Report (BDSI, $3.50) (0)
• Initial Report (CRIS, $1.92) (0)
• 1Q, 2011 Overview: Ofirmev is Experiencing Exceptionally Good Formulary Acceptance (CADX, $7.72) (0)
• Initial Report: Ofirmev Potential is the Basis for a Buy Recommendation (CADX, $7.10) (0)
• Ipilimumab’s March 26 PDUFA Date Is Looming (BMY, $26.00) (0)
• Ipilimumab’s Approved Indications Exceed Expectations (BMY, $26.93) (0)
• Initiating With Buy: Weighing an Excellent New Product Outlook Against the Pending Patent Cliff (BMY, $25 (0)
• Initiation Report on a Cheap Lumbering Stock (PFE, $20.78) (0)
• Onsite Meeting with Anadys’ CEO Steve Worland (ANDS, $1.77) (0)

April 2011

• Analysis of Adolor’s 1Q, 2011 and A Look Forward (ADLR, $1.39) (0)

February 2011

• Initial Report on Adolor (ADLR, $1.38) (0)

January 2011

• Hopes for Rivaroxaban Are Dashed (JNJ, $65.00) (0)

January 1999

• For Yearly-Access Subscribers Only (0)
• For Monthly-Access Subscribers Only (0)