Expert Financial Analysis and Reporting

Investment Thesis This has been a very disappointing year for Antares investors; the stock closed at $2.57 on December 31, 2014 and as of the close on November 5, 2015 has been nearly cut in half to $1.33. The current market capitalization is $200 million. The three key issues dominating the price in 2014 and […]

Seeking Alpha has published an extremely negative article by anonymous short sellers that alleges criminal misconduct on the part of management and predicts bankruptcy for NWBO. I wrote a comment on the article which I include below. The editors of Seeking Alpha have taken down my comments in the past and I think that they could […]

There is a very high probability that omecamtiv will now be taken into phase 3 development. I await Amgen’s decision on this. I view omecamtiv as one of the most exciting drugs in development in cardiology. If the efficacy and safety profile suggested by phase 1 and 2 trials is borne out in bigger and […]

Curses, Foiled Again; The Hedge Fund’s Lament The clear intent of the recent short attack on Northwest was at a minimum to force the Company into a financing at depressed prices. I have seen this strategy successfully implemented many times in the past against companies in similar situations. Here’s how it works. The Company desperately […]

A Suspect Plunge in Price On Friday October 16, 2015 a day in which the Dow Jones and S&P averages increased 0.4% and 0.5% and the Biotechnology Index was flat, Northwest Biotherapeutics’ stock plummeted 30%. The stock opened at $5.97, traded up to $6.06, then crashed to an intraday low of $3.82 and closed at […]

Putting This Report in Perspective  This is an extensive report that goes over the aggregate results of the phase 1 and 2 results for Neuralstem’s nSI-566 neural stem cells in ALS. I have also reported on the observations of Dr. Eva Feldman who is the principal investigator in these trials and is hopeful and optimistic […]

Introduction Antares recently updated its corporate presentation on their website. .There were several slides in the presentation that reinforce my confidence in my positive investment outlook which is based on three key components: (1) the Otrexup launch gaining traction, (2) approval of an AB rated generic version of EpiPen and (3) a deep and promising […]

Introduction Neuralstem released this morning (September 29) new information from principal investigator Eva Feldman on phase 2 data from the use of NSI-566 stem cells in the treatment of ALS. She also discussed combined results with data from the phase 1 trial. I have included verbatim the information in the press release that discussed the […]

Critical Issue in Interpreting the Data Northwest just recently presented length of survival data for 39 patients evaluated in its phase 1 trial of DCVax Direct. . These patients were suffering from 13 different y types of solid tumors. The common characteristic was they were in the terminal phase of their disease and their tumors […]

Terms of the Royalty Deal Agenus announced on September 9th that it had signed a royalty transaction with Oberlan Capital from which they will immediately receive $100 million. In return, Oberlan will receive (for a period) 100% of royalties stemming from the use of Agenus’ QS-21 adjuvant in Glaxo’s shingles and malaria prophylactic vaccines. This […]