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Expert Financial Analysis and Reporting

Post archive for ‘Company Reports’

Northwest Biotherapeutics: (NWBO, Buy, $0.35) Management Issues Guidance That DCVax-L Phase 3 Trial Results Will Be Released Sometime After Labor Day

Investment Overview: Highly Asymmetric Outlook Northwest Biotherapeutics has guided that it will report results of the phase 3 trial of DCVax-L in newly diagnosed glioblastoma (GBM) sometime after Labor Day. This results in a highly asymmetric outlook for the stock price. In this report, I present a plausible hypothesis that over the next year the […]

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)

Investment Overview In the 1Q, 2020; 10-Q regulatory release on June 24, there was a section that went into some detail on the pending release of topline data from the phase 3 trial of DCVax-L in newly diagnosed glioblastoma. It describes how Covid created major problems in compiling data from the phase 3 trial that […]

Cytokinetics (CYTK, Buy, $20.97) Omecamtiv Nears the Finish Line; Topline Data Expected in 4Q, 2020 with Launch Possible in 2021

Overview Cytokinetics was founded 22 years ago and has not deviated from its initial business model that is based on an understanding of muscle activation and inhibition in cardiac and skeletal muscle. Finally, the company may be poised for the commercial introduction of its lead drug, omecamtiv. Even by biotechnology standards, the development of omecamtiv […]

Northwest Biotherapeutics (NWBO, Buy, $0.26)  Detailed Results for the Phase 3, DCVax-L Trial in ndGBM Are Imminent

Introduction Results for the phase 3 trial of DCVax-L in the treatment of newly diagnosed glioblastoma multiforme (ndGBM) should be released in late June or early July. In anticipation, I wanted to reiterate why I believe there is a reasonable possibility for a successful outcome. If so, this would constitute a major advance in the […]

Antares (ATRS, Buy, $2.72) Effect of Covid-19 Appears Modest So Far On Company and Xyosted in Particular

Investment Overview Antares stock has been more impacted by the market sell off than many other biotechnology stocks which have rebounded sharply. This occurred even though Covid-19 issues appear to have had only a modest and temporary impact on 2020 results based on what we saw in 1Q. I continue to think there is great […]

Cryoport (CYRX, $23.71, Buy) : Great Potential for Substantial increases in Commercial Sales in the 2020 to 2024 Timeframe

Recent Price Strength and Investment View The long term fundamentals of Cryoport are so strong that I anticipate I will be recommending the stock consistently for the next several years. It is uniquely positioned to support the overwhelming majority of cell based therapies that require temperature controlled shipping, particularly cryogenic. It is positioned to benefit […]

Northwest Biotherapeutics: Why I Believe there is a High Probability for Approval of DCVax-L (NWBO, Buy, $0.21)

Investment Overview There are Good Reasons to Believe that Phase 3 Trial of DCVax-L in Newly Diagnosed Glioblastoma Multiforme Will Be Successful and Lead to Approval The phase 3 trial of DCVax-L is nearing unblinding as discussed in my November 21, 2019 report. and investors are awaiting anxiously to see if the trial will be […]

Cryoport: Pre-Announcement of 4Q Sales Negatively Impacted Stock; I Remain Bullish on the Stock (CYRX, Buy, $18.07)

Fourth Quarter Biopharma Results Come Up Short Cryoport pre-announced 4Q, 2019 results on Friday January 10, 2020; audited full year results will be released on March 5, 2020. Management stated that it expects to report 2019 revenues of about $33.9 million (an increase of 73%) and 4Q, 2019 revenues of around $9.2 million (up 61% […]

Portola: My Investment Thinking After the Sharp Price Drop (PTLA, Buy, $14.85)

Full Year Sales of Andexxa were Impressive but there was a Troubling Drop in Sequential Sales in US in 4Q, 2019 Portola held a conference call on January 9, 2020 to pre-announce disappointing 4Q sales for Andexxa in the US. Following its launch in May of 2019, Andexxa recorded US sales of $24 million in […]

Novocure: First Report on this Dynamic Growth Stock with Important Similarities to Northwest Biotherapeutics (NVCR, $78.77)

Investment Overview My reason for first looking at Novocure in depth was that it provided important comparative information versus Northwest Biotherapeutics’ DCVax-L. Those of you who have followed my research know that I believe that there are very good reasons to believe that DCVax-L will be approved in 2020 or 2021 for newly diagnosed glioblastoma. […]