Expert Financial Analysis and Reporting

Inovio’s Immunotherapy Technology Base Over two decades ago, the creation of naked DNA vaccines gave the promise of a significant advance in the development of both therapeutic and preventative vaccines. The concept was to incorporate genes in a plasmid that would express certain antigens.  These would then trigger an effective immune response that could be […]

One of the basic charges made against me by Richard Pearson and other short sellers is that they maintain that DCVax-L is a hoax and no credible analyst thinks that the product has any possibility for success. Pearson maintains that there is only a small group of paid promoters who have anything positive to say […]

Introduction On July 1, Agenus announced results from a non-randomized, phase 2 study of its therapeutic cancer vaccine Prophage in newly diagnosed glioblastoma multiforme patients. This was a 46 patient trial conducted at eight centers. All patients received Prophage plus standard of care (SOC) which is gross total resection to surgically remove as much of […]

Investors Are Concerned About Rasuvo’s Impact on Otrexup Investors have been concerned about the potential effect on Otrexup if the private company Medac gains approval for Rasuvo. Both products are device drug combinations that use highly engineered and proprietary auto injectors to administer methotrexate as a sub-cutaneous injection. These products were both developed under the […]

Introduction I recently was invited to attend a broker sponsored conference for biotechnology companies. Altogether, there were 116 companies presenting at the conference and I attended 29 individual company presentations. I regularly attend conferences like this to screen for potential new companies to cover and to get updates on companies that I already have done […]

Investment Thesis on Neuralstem I continue with my long standing buy on Neuralstem that is almost entirely based on the potential for its neural stem cell product NSI-566 in the treatment of ALS. Recently, encouraging phase 1b results have been reported for the small molecule drug NSI-189 in the treatment of major depressive disorder. These […]

Price Target Thinking In my initiation report of January 31, 2014, I argued for a 2018 price target of $20 to $27 under the assumption that DSC-127, their new drug for wound healing, fails in phase 3 and development is abandoned. In this event, the valuation of the Company would be based on its attractive […]

Overview on Clinical Status of Tirasemtiv I believe that Cytokinetics (CYTK) will decide to move tirasemtiv into phase 3 registration trials and that this decision will likely be announced later this year or early next. After listening to the conference call on April 30 that discussed the disappointing results in BENEFIT-ALS, it was my feeling […]

Purpose of Report This report goes over recent news on the company in regard to DCVax Direct and DCVax-L and then goes into the issues that have affected the stock this year and upcoming events that will determine the stock price in the balance of the year. NWBO may have turned a corner and gained […]

The Bioprocessing Business of Refine Technology Repligen (RGEN) has just announced the acquisition of Refine Technology. The primary reason for the acquisition was to acquire its Alternating Tangential Flow System. This is a filtration device used to continuously remove waste from fermenters during biomanufacturing. This system can increase cell densities in the fermenters by 2 […]