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Expert Financial Analysis and Reporting

Post archive for ‘Company Commentary’

Denial of the Motion to Dismiss in Northwest Biotherapeutics Lawsuit Against Seven Wall Street Market Makers for Spoofing Would be a Major Catalyst for the Company

Key Points: I believe that the lawsuit will be allowed to go to discovery before or around mid-year. This will allow access to the trading records and computer algorithms used by market makers to spoof NWBO’s stock. This information will dramatically illustrate that Northwest has been the subject of a decade long stock manipulation scheme […]

Northwest Biotherapeutics: Highlights of the 2014 10-K (NWBO, Buy, $7.81)

Introduction Northwest Biotherapeutics just issued their 10-K for 2014 and I would urge everyone to read it. The purpose of this note is to point out what I consider to be interesting pieces of information gleaned from the 10-K. Once a year, each Company publishes a 10-K and I think of the document as a […]

Northwest Biotherapeutics Stock Surges 94% on Perfect Storm Created by Short Squeeze and New Buying Interest (NWBOD, $10.75)

Investment Summary Northwest Biotherapeutics’ (NWBOD) stock price increased 94% on Friday, September 28 to $10.95 per share and investors are asking what happened. There was certainly a short squeeze on Friday, but I don’t think that was the sole reason. Northwest has traded under $1.00 for a very long time and this has prevented many […]

A.P. Pharma: Refiling of NDA for APF530 Could Lead to Stock Price Strength

Catalyst AP Pharma (APPA.OB) announced that it has resubmitted its New Drug Application (NDA) to the FDA for its lead product candidate, APF530, for the prevention of acute and delayed onset chemotherapy-induced nausea and vomiting (CINV). A.P. Pharma expects to be notified that the FDA has accepted the refiling and has established a Prescription Drug […]

Thoughts on Northwest Biotherapeutics’ Reverse Stock Split

Northwest Biotherapeutics (NWBO.OB) announced a 1 for 16 reverse stock split. This is a first step in a planned public offering of up to $25 million and listing of the common stock on the NASDAQ Capital Market. The reverse stock split will increase the price of the stock from the pre-split price of $0.30 per […]

Discovery Laboratories: The Street Is Getting on Board With Me

My Recent History on Discovery Laboratories On February 22, 2012, I initiated coverage of Discover Laboratories with a Buy and at a price of $2.82; the report was called Surfaxin Should Be Approved on its March 6th PDUFA Date. I urged investors to buy the stock before the PDUFA date. When I issued the report, […]

An Update on Trius Therapeutics’ Tedizolid; a Potential Blockbuster for Treating MRSA Infections (TSRX, $5.41)

  I am reiterating my buy recommendation on Trius Therapeutics (NASDAQ: TSRX). This note is follow-up to a 35 page report called “Trius Therapeutics’ Tedizolid has Blockbuster Potential for MRSA Infections” which was issued on May 30, 2012 when Trius closed at a price of $5.01. I laid out my thinking on why I thought […]

Manish Singh Resigns as CEO of ImmunoCellular Therapeutics: Implications for Northwest Biotherapeutics and ImmunoCellular

ImmunoCellular (IMUC.OB) has issued a press release stating that Manish Singh has resigned as CEO. He will be succeeded in the interim by Dr. John Yu, a founder of the company. The reasons for the resignation were not explained, but there may be some relationship to recent activity on the part of bloggers questioning the […]

Johnson & Johnson: A Core Holding for the Long Haul

  I have just written a report on JNJ in which I reiterated my Buy recommendation. I don’t see a vibrant world economy in the next few years that will reduce pressure on healthcare spending and I think that JNJ will probably show growth in operational sales and earnings for in-line businesses in the 3% […]

Cadence Pharmaceuticals Ofirmev Has Gained Traction Producing Upside Surprise in 2Q, 2012

I reiterate my Buy recommendation on Cadence. The Ofirmev launch has now gained traction as just reported 2Q, 2012 revenues of $11.1 million exceeded guidance of $10.0 to $10.4 million. Management guidance for 3Q, 2012 of $13.7 to $14.2 million is better than the existing Street consensus of $13.6 million. The metrics for gauging the […]