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Post archive for ‘LinkedIn’

RNA Interference is in its Infancy, But Promises to Generate Innumerable Blockbuster Drugs in Coming Decades

Introduction This is the third of five reports that are intended to give a layman’s overview, first of two technologies that created the biotechnology industry-recombinant DNA and monoclonal antibodies- and three that will importantly shape its future- RNA interference, gene therapy and stem cell therapy. Recombinant DNA and monoclonal antibodies gave rise to some spectacular […]

Monoclonal Antibodies: The Driving Force Behind Today’s Biopharma Industry

Introduction This is the second of five reports that are intended to give a layman’s overview, first of two technologies that created the biotechnology industry-recombinant DNA and monoclonal antibodies- and three that will importantly shape its future- RNA interference, gene therapy and stem cell therapy. In my last report, I wrote that recombinant DNA technology […]

Northwest Biotherapeutics (NWBO, Buy, $0.26)  Detailed Results for the Phase 3, DCVax-L Trial in ndGBM Are Imminent

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 […]

Cryoport: (CYRX, $20.10, Buy)  Announcement of Potential Convertible Offering Pressures the Stock

Cryoport’s stock at the time of the writing of this note has traded down $5.19 or 20% following the announcement that the Company will be issuing a $100 million convertible note with the green shoe potentially adding another $15 million, underwriting discounts could reduce this to $110 million or so. The cash balance at the […]

Antares (ATRS, Buy, $2.72) Effect of Covid-19 Appears Modest So Far On Company and Xyosted in Particular

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 […]

Recombinant DNA: The Foundation Upon which the Biotechnology industry was Founded

Introduction As I previewed in Announcing A Strategic Change in Coverage Approach at SmithOnStocks , I am taking a new approach to research commentary that will lead to much broader company coverage but with the tradeoff that the analysis will be more strategic and less focused on detailed analysis of individual companies. Before discussing individual […]

Cryoport (CYRX, $23.71, Buy) : Great Potential for Substantial increases in Commercial Sales in the 2020 to 2024 Timeframe

Recent Price Strength and Investment View The long term fundamentals of Cryoport are so strong that I anticipate I will be recommending the stock consistently for the next several years. It is uniquely positioned to support the overwhelming majority of cell based therapies that require temperature controlled shipping, particularly cryogenic. It is positioned to benefit […]

Announcing A Strategic Change in Coverage Approach at SmithOnStocks

SmithOnStocks Research Approach is Changing I am altering the way I do research and then publish articles on SmithOnStocks. My prior approach was to try to identify small, biopharma companies that are not well covered by Wall Street analysts and as a result might be (usually were) inefficiently priced. I then tried to do intensive […]

Northwest Biotherapeutics: Why I Believe there is a High Probability for Approval of DCVax-L (NWBO, Buy, $0.21)

Investment Overview There are Good Reasons to Believe that Phase 3 Trial of DCVax-L in Newly Diagnosed Glioblastoma Multiforme Will Be Successful and Lead to Approval The phase 3 trial of DCVax-L is nearing unblinding as discussed in my November 21, 2019 report. and investors are awaiting anxiously to see if the trial will be […]

Cryoport: Pre-Announcement of 4Q Sales Negatively Impacted Stock; I Remain Bullish on the Stock (CYRX, Buy, $18.07)

Fourth Quarter Biopharma Results Come Up Short Cryoport pre-announced 4Q, 2019 results on Friday January 10, 2020; audited full year results will be released on March 5, 2020. Management stated that it expects to report 2019 revenues of about $33.9 million (an increase of 73%) and 4Q, 2019 revenues of around $9.2 million (up 61% […]