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Expert Financial Analysis and Reporting

Post archive for ‘Company Reports’

Northwest Biotherapeutics: Seeking Alpha Publishes Latest in a String of Attack Articles Authored by Short Sellers (NWBO, $4.92)

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 […]

Cytokinetics: Positive Topline Results of Omecamtiv in COSMIC-HF Trial Are a Major Positive (CYTK, Buy, $7.04)

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 […]

Northwest Biotherapeutics: New Financing from Woodford was Much Needed (NWBO, $5.44)

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 […]

Northwest: Analysis of a Coordinated Short Selling Attack Against the Stock (NWBO, $4.69)

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 […]

Neuralstem: My Analysis of Phase 1 and Phase 2 Results for NSI-566 Neural Stem Cells in ALS Indicates Encouraging Signals of Efficacy (CUR, Buy, $1.25)

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 […]

Antares: The Stock Price Does Not Reflect the Fundamentals (ATRS, $1.60, Buy)

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 […]

Neuralstem: Initial Thoughts on Just Released Encouraging Phase 2 Data on the Use of NSI-566 Stem Cells to Treat ALS. Neuralstem Will Proceed to a Potentially Registrational Trial in 2016 (CUR, Buy, $1.50)

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 […]

Northwest Biotherapeutics: My Thoughts on the New Data from the Phase 1/2 Trial of DCVax Direct (NWBO, Buy, $6.91)

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 […]

Agenus (AGEN: Buy, $6.61) Royalty Deal for QS-21 Adjuvant Use in Two Glaxo Vaccines

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 […]

Northwest Biotherapeutics: Thoughts on Suspension of Screening of New Patients in the Phase 3 DCVax-L Trial

Reason for Report On August 21, Northwest put out a press release that said that screening of new patients has been temporarily suspended while the Company submits certain information (unspecified) to regulators. Patients enrolled in the trial continue to receive drug treatment in accordance with the protocol which involves multiple injections over time. Screening involves […]