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Expert Financial Analysis and Reporting

Post archive for ‘Company Reports’

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

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

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

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

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

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

Cryoport Update (CYRX, $42.24, Buy)

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

Antares: Xyosted Sales Projections for 2020 Through 2023 (ATRS, Buy, $2.62)

Sales Projections for Xyosted Xyosted just completed its sixth full quarter of sales since its launch in 4Q, 2018. Almost all product launches are difficult in this managed care environment. It often takes a year or so to get reimbursement issues partially resolved. Just as Xyosted got through this, the launch ran smack into the […]

Northwest Biotherapeutics:  Two Recent Press Releases Indicate that Manufacturing is on Track to Support Commercialization of DCVax-L (NWBO, Buy, $0.55)

Clinical Data Offers Much Hope that Phase 3 Trial of DCVax-L in Newly Diagnosed Glioblastoma Multiforme Will Be Successful Northwest continues to guide that the long anticipated release of topline data from the phase 3 trial of DCVax-L in newly diagnosed glioblastoma (ndGBM) will be after Labor Day and likely in September. This trial is […]

Cryoport: My Take on the Recent Acquisitions and Strong Move in the Stock (CYRX, Buy, $55.50)

Perspective Cryoport in a period of five days announced two strategic acquisitions, first of CryoPDP and then MVE Biological Solutions, that have dramatically improved the long term outlook of the Company. The year end 2020 sales run rate will be quadrupled from $41 million to about $174 million when these acquisitions close. They are also […]

Cryoport: The Acquisition of CRYOPDP Looks to Be a Major Coup (CYRX, $36.51, Buy)

Overview Cryoport announced the acquisition of  the French  company, CRYOPDP on Thursday, August 20, 2020. The stock market gave the acquisition a thumbs up as the stock closed at $38.82, up 4.7% on the Friday. Today, the stock has given up part of this gain. My initial reaction (in line with the market) is that […]

Cryoport Has Staggering Growth Potential but Is the Stock Overpriced (CYRX, $33.51, Buy)

Investment Thesis Since the market low on March 23, Cryoport’s stock has increased from a low of $14.58 to a current price of $33.51, a 230% increase. The Company is selling at a market capitalization of $1.3 billion which is 31 times my estimate of 2020 revenue estimate of $41 million and 22 times projected […]

Why Bother with Antares? (ATRS, Buy, $2.86)

Investment Perspective Periodically, I get a comment from one subscriber regarding Antares to the effect of why are you bothering with this dog. Over the last five years, the stock hit a low of $0.95 on January 10, 2016 and a high of $4.89 on December 22, 2019. However, it mostly has traded in a […]