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Expert Financial Analysis and Reporting

Post archive for ‘Company Reports’

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. […]

Cryoport: Exciting Clinical Data on CAR-T Drugs Points to Dramatic Growth (CYRX, Buy, $14.59)

Investment Overview ASH is a Key Annual Event The annual meeting of the American Society of Hematology (ASH) is a closely watched showcase for new clinical data on drugs. Each year, there are literally thousands of papers presented. One of the really hot areas this year (as has been the case for the last two […]

Antares: Detailed Sales and Earnings Projections for 2020, 2021 and 2022 (ATRS, Buy, $4.86)

Objective of This Report Antares is an extremely difficult company to model on a sales and earnings basis. Its core technology is based on the use of sophisticated, subcutaneous injector devices to deliver injectable drugs, both patented and generic. This has resulted in two business models. One is based on its proprietary products, Xyosted and […]

Cryoport: A Model Projecting How Commercially Approved Products Supported by Cryoport Will Drive Growth Through 2024 (CYRX, Buy, $15.12)

Investment Perspective The main revenue driver for Cryoport from 2015 to 2019 came from providing cryogenic shipping services to companies conducting clinical trials preparatory to seeking regulatory approval. However, this began to change in 1Q, 2018 as regulatory approvals were gained for two commercial products, the CAR-T drugs Kymriah and Yescarta. These were supported by […]