Expert Financial Analysis and Reporting

Investment Overview I have listened to management presentations at recent brokerage conferences and have then followed up with questions. There are two important, potentially stock moving events that I see for 2015. The most important information from a data standpoint will be the phase 2b results of the COSMIC-HF trial of the oral dosage form […]

Management has guided that the phase 2 data on 15 patients treated in the phase 2 trial of NSI-566 neural stem cells in the treatment of ALS will be released in 1Q, 2015, which of course has only three weeks remaining. My guess is that we will see the results on Wednesday March 11. Why? […]

There has been a lot of speculation about how much it costs to manufacture one course of individualized therapy of DCVax-L. In its manufacturing process, autologous living cells are removed from the patient’s body, manipulated ex vivo and then injected back into the body. This may take seven to eight days, has a number of […]

Investment Background The purpose of this report is to get investors re-engaged with ImmunoCellular Therapeutics (IMUC). On December 11, 2013 the Company announced that ICT-107 did not reach the primary endpoint of median overall survival in a randomized phase 2 trial of 124 patients with newly diagnosed glioblastoma multiforme (ndGBM). The stock plummeted from $2.72 on […]

Catalysts for 2015 During the conference call on February 12, 2015 discussing 4Q, 2014 results Cytokinetics discussed key catalysts for 2015 which are as follows: A phase 3 trial of tirasemtiv in patients with ALS will start in 2Q, 2015 Cytokinetics expects enrollment of patients in the expansion phase of COSMIC-HF to conclude in this […]

Investment Thesis I have been speaking with ophthalmologists, investors and Alimera (ALIM) management about the upcoming Iluvien launch. As I write this, the sales team is in meetings preparatory to an imminent roll out. I think that it is fair to say that most new product launches have proven disappointing in recent years and this […]

Investment Overview Linda Powers was invited to the 7th Annual Phacilitate Immunotherapy Forum in Washington D.C. to speak on the potential role of personalized immunotherapy drugs in the treatment of cancer. She was prominently featured in the agenda as a speaker in which she explained Northwest’s business strategy and as a participant on a panel […]

Investment Issues The investment outlook for Alimera (ALIM) is completely dependent on the commercialization of Iluvien, an ophthalmic implant for the treatment of diabetic macular edema (DME); there is no pipeline. Alimera licensed this product from pSivida (PSDV) and is commercializing it on a worldwide basis. The product has been launched in Germany, the UK […]

Overview Linda Powers spoke at the Biotech Showcase Conference in San Francisco on January 12, 2015. My Buy recommendation on Northwest Biotherapeutics is well documented and well known. The purpose of this note is not to document the reasons for my positive recommendation. It is intended as a brief summary of the notes that I took. […]

Incyte’s expertise in clinical development and commercialization of cancer drugs is a perfect complement to Agenus’ product development capabilities for antibodies used for checkpoint modulation. The combined companies present one of the most powerful development efforts in the highly promising field of checkpoint modulation. Agenus is the only pure play in this area, which is […]