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Expert Financial Analysis and Reporting

Post archive for ‘Company Reports’

Northwest Biotherapeutics Issues Encouraging Update on Manufacturing Capabilities (NWBO, $1.59, Buy)

Introduction This report addresses three issues: The capability of the Sawston UK plant to manufacture Northwest Biotherapeutics’ dendritic cell vaccine in accordance with regulatory requirements and to scale up to manufacture it in substantial quantities. (Note that in the US, this product is referred to as DCVax-L, but may go by a different brand name(s) […]

Antares: The Future Looks Really, Really Bright (ATRS, Buy, $4.18)

Investment Thinking The fourth quarter conference call was very encouraging to me. The investment thesis is coming together much better and faster than I had hoped a year or so ago. Total sales for 2020 increased by 21%% to $149.6 million and the Company is guiding to a 17 to 33% increase in 2021 to […]

Cryoport: Update on My Investment Thinking (CYRX, Buy, $49.35)

Investment Thinking I believe that the stock of Cryoport can deliver exceptional returns over the next five, ten or more years. The current correction in the stock off of its January 22, 2021 high of $82.11 is disheartening, although these types of periodic corrections are inevitable in an investor’s life. You probably want to know […]

Repligen: Some Thoughts for 2021 (RGEN, $223.28)

Investment Overview I first recommended Repligen in an initiation report published on December 4, 2012  at a price of $6.12. Now selling at a price of $223, it has been a good recommendation. My original reason for recommending the stock was that its business model was to support manufacturing of biologics and in particular monoclonal […]

Cytokinetics: Catalysts for 2021 (CYTK, $18.79)

Introduction I have shut down the subscription service for SmithOnStocks and have refunded subscription fees for those subscribers who paid their annual subscription fee in the period from August 2020 to February 2021. My payments provider, PayPal, didn’t allow for refunds to subscribers who paid in the March 2020 to July 2020 period. Those subscribers […]

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

Cancer Concerns About bluebird bio’s Gene Therapy Products bluebird bio announced a temporary suspension of two trials of its  LentiGlobin gene therapy for sickle cell disease (SCD) and also the suspension of marketing of a different gene therapy, Zynteglo, in Europe. The reason was a report that a sickle cell patient who was treated more […]

Cryoport (CYRX, Buy, $72.30) Kymriah Sales are Strong and Equity Offering Was Well Received

Kymriah Sales Were Strong in 4Q, 2020 Novartis just reported 4Q, 2020  worldwide sales for Kymriah of $141 million. This was an increase of 47% from 4Q, 2019 and a sequential increase of 16% from 3Q, 2020. Novartis commented that sales grew strongly in Europe, US and Japan and that coverage continued to expand, with […]

Cryoport: Comments on Just Completed Equity Offering and Surprising 15% Surge in Stock Price (CYRX, Buy, $73.75)

Overview I wanted to give subscribers a quick overview of the just completed equity offering and the surprising 15% surge in the stock price after the deal was announced. This note is a quick synopsis. I am working on other reports that will include a model for sales and earnings, potential price targets and other […]

Cytokinetics: Approval of Merck’s Heart Failure Drug Vericiguat Increases My Confidence for Approval of Omecamtiv

The FDA approval of Merck’s new heart failure drug, vericiguat, has meaningful implications for whether it will approve omecamtiv. Vericiguat’s approval meaningfully increases my already strong confidence that the FDA will also approve omecamtiv. The vericiguat trial enrolled 5,050 patients with ejection fractions less than 45. The data underlying its approval is quite similar to […]

Cytokinetics: A Deep Dive into the Potential for Omecamtiv (CYTK, Buy, $19.86)

Investment Overview Cytokinetics has three highly valuable pipeline assets whose aggregate value in my view substantially exceeds its current market valuation of $1.4 billion: Omecamtiv mecarbil just completed the GALACTIC-HF phase 3 trial in heart failure. The trial met its primary endpoint with a p value of 0.025 and there were no safety issues, but […]