Expert Financial Analysis and Reporting

Clinical Data Offers Much Hope that Phase 3 Trial of DCVax-L in Newly Diagnosed Glioblastoma Multiforme Will Be Successful Northwest continues to guide that the long anticipated release of topline data from the phase 3 trial of DCVax-L in newly diagnosed glioblastoma (ndGBM) will be after Labor Day and likely in September. This trial is […]

Perspective Cryoport in a period of five days announced two strategic acquisitions, first of CryoPDP and then MVE Biological Solutions, that have dramatically improved the long term outlook of the Company. The year end 2020 sales run rate will be quadrupled from $41 million to about $174 million when these acquisitions close. They are also […]

Overview Cryoport announced the acquisition of  the French  company, CRYOPDP on Thursday, August 20, 2020. The stock market gave the acquisition a thumbs up as the stock closed at $38.82, up 4.7% on the Friday. Today, the stock has given up part of this gain. My initial reaction (in line with the market) is that […]

Investment Thesis Since the market low on March 23, Cryoport’s stock has increased from a low of $14.58 to a current price of $33.51, a 230% increase. The Company is selling at a market capitalization of $1.3 billion which is 31 times my estimate of 2020 revenue estimate of $41 million and 22 times projected […]

Investment Perspective Periodically, I get a comment from one subscriber regarding Antares to the effect of why are you bothering with this dog. Over the last five years, the stock hit a low of $0.95 on January 10, 2016 and a high of $4.89 on December 22, 2019. However, it mostly has traded in a […]

Investment Overview: Highly Asymmetric Outlook Northwest Biotherapeutics has guided that it will report results of the phase 3 trial of DCVax-L in newly diagnosed glioblastoma (GBM) sometime after Labor Day. This results in a highly asymmetric outlook for the stock price. In this report, I present a plausible hypothesis that over the next year the […]

Investment Overview In the 1Q, 2020; 10-Q regulatory release on June 24, there was a section that went into some detail on the pending release of topline data from the phase 3 trial of DCVax-L in newly diagnosed glioblastoma. It describes how Covid created major problems in compiling data from the phase 3 trial that […]

Overview Cytokinetics was founded 22 years ago and has not deviated from its initial business model that is based on an understanding of muscle activation and inhibition in cardiac and skeletal muscle. Finally, the company may be poised for the commercial introduction of its lead drug, omecamtiv. Even by biotechnology standards, the development of omecamtiv […]

Introduction Results for the phase 3 trial of DCVax-L in the treatment of newly diagnosed glioblastoma multiforme (ndGBM) should be released in late June or early July. In anticipation, I wanted to reiterate why I believe there is a reasonable possibility for a successful outcome. If so, this would constitute a major advance in the […]

Investment Overview Antares stock has been more impacted by the market sell off than many other biotechnology stocks which have rebounded sharply. This occurred even though Covid-19 issues appear to have had only a modest and temporary impact on 2020 results based on what we saw in 1Q. I continue to think there is great […]