Post archive for ‘Company Reports’
ImmunoCellular; Thoughts on Its Plan to Move ICT-107 Forward into Phase 3 Trials Based on Data Presented at ASCO (IMUC, $1.34, Neutral, Free Content)
Investment Overview ImmunoCellular (IMUC) presented an update on the phase 2 results of ICT-107in glioblastoma multiforme or GBM at ASCO in which the authors concluded that prespecified analyses of MGMT and HLA subgroups (I’ll try to explain this later) demonstrated meaningful clinical improvements for ICT-107 patients. The Company went on to say that it believes […]
Discovery Laboratories: An Update on the Surfaxin Launch and the Phase 2 Clinical Trial Program for Aerosurf (DSCO, Buy, $1.72)
Introduction and Overview This note updates recent progress of the company along with my detailed investment outlook which I break into four different stages of time. The launch of Surfaxin has begun and initial results were below expectations causing the Company to withdraw guidance of $8 to $10 million of sales in 2014. New guidance […]
Northwest Biotherapeutics: Management Discusses Interim Data on Phase 1/2 Trial of DCVax-Direct (NWBO, Buy, $6.00, free content)
Introduction Northwest Biotherapeutics held a conference call on May 27th to discuss interim results of its phase 1/2, first in human, trial of DCVax-Direct. This is a new type of dendritic cell vaccine in which the dendritic cells are injected directly into the tumor mass and pick up cancer antigens that are present in that […]
Antares: Although it is Still Early, I Think That Otrexup Launch is Going Very Well (ATRS, Buy, $2.93, Paid subscribers)
Investment Thesis The broad based business model of Antares results in its receiving revenues from numerous products that are marketed by other companies and it is also developing a deep pipeline of new drugs for its own account and for licensing to other companies. These products make Antares an interesting story in the long term […]
Chimerix: Moving to a Buy (CMRX, $14.22, Paid subscribers)
Investment Thesis I wrote a major report on Chimerix on March 13, 2014. I had been working on the report for some time and it was my intention to recommend the stock. The stock came public on April 12, 2013 at a price of $14 and surged to $19 by the end of that day. […]
ImmunoCellular Has Plans to Move ICT-107 Forward into Phase 3 Trials; Should It? (IMUC, $1.19 Trading Buy, For Paid Subscribers)
Investment Overview ImmunoCellular (IMUC) and its dendritic cell cancer vaccine ICT-107 were written off as failures late last year after the phase 2 trial in newly diagnosed glioblastoma failed to reach statistical significance on the endpoint of overall survival. However, failure in a clinical trial does not always mean that the drug is ineffective. Trial […]
Derma Sciences: An Update and Re-iteration of Buy Recommendation (DSCI, Buy $9.50, For Paid Subscribers)
Investment Perspective in Brief I am re-iterating my Buy recommendation on Derma Sciences (DSCI) as I believe that it presents an unusual and attractive biotechnology investment situation. DSC-127 is in a phase 3 trial for diabetic foot ulcers with topline results expected in early 2016. If successful in this trial I think that its sales […]
Neuralstem: An In-Depth Look at NSI-189, A Novel Small Molecule Drug Being Studied in Major Depressive Disorder (CUR, Buy, $3.60, For Paid Subscribers)
Investment Thesis My recommendation of Neuralstem (CUR) has been based primarily on the potential for its neural stem cells NSI-566 in treating ALS. However, the Company is also developing NSI-189, a novel small molecule drug that could offer a completely new approach to treating major depressive disorder and other central nervous system diseases. Drug research […]
Neuralstem: Dr. Eva Feldman’s Latest Presentation on The Use of CUR’s Stem Cells in ALS (CUR, Buy, $4.04)
Overview Dr. Eva Feldman is the lead investigator for the clinical trials of Neuralstem’s (CUR) NSI-566 spinal cord stem cells in the treatment of amyotrophic lateral sclerosis (ALS or Lou Gehrig’s disease). She spoke at the Keystone Symposia on April 9, 2014. Dr. Feldman is the recent President of the American Neurological Association. She is […]
Repligen Has an Outstanding, Stable Business and Excellent Long Term Growth Potential (RGEN, Hold/ Buy, $14.07, Paid Subscribers Only)
Investment Background and Company Overview I think that Repligen’s (RGEN) bioprocessing business is one of the best business models that I have seen in my many years as an analyst. Its products are used in the manufacturing of biologic drugs; they enjoy incredibly long life cycles because changing the manufacturing process for a biological product […]