Expert Financial Analysis and Reporting

Investment Thesis is Almost Exclusively Driven by Prospects for Omecamtiv Mecarbil Omecamtiv Mecarbil is a Potential Mega- Blockbuster Omecamtiv mecarbil is one of the most exciting drugs in development in all of biopharma and is the primary driver of my investment thesis on Cytokinetics. If successful in the ongoing, phase 3 GALACTIC-HF trial, I believe […]

Cryoport reported a very strong quarter as sales increased by 83%. The key biopharma segment increased sales by 81%. This was led by a 326% increase in sales stemming from support of the commercial CAR-T products, Kymriah and Yescarta. Some $600,000 of incremental sales were recorded from the acquisition of Cryogene which closed on May […]

Overview The investment story for Portola is virtually 100% based on the sales ramp for Andexxa. Skepticism and/ or uncertainty have been running high because new drug product launches in general are slow and disappointing and this is particularly true for hospital products like Andexxa. I have been taken aback at the poor stock performance. […]

Introduction I have heard encouraging comments on my recently announced approach of doing shorter, less pedantic reports on new companies. This is so much so that I am extending this approach to companies that I have actively covered for some time and in this case Antares Pharma. For a Martian with no knowledge of Antares, […]

My coverage strategy has been to identify stocks that I believed to be buys and initiate coverage with an in-depth report to be followed by updates. This is the classic Wall Street approach that was drilled into my psyche for nearly 35 years. The downside is that it takes a long time to research a […]

Cryoport will report 2Q, 2019 results on August 8, 2019 at 5:00 PM EST. One area of keen interest for investors will be sales relating to the support of the CAR-T products-Gilead’s Yescarta and Novartis’ Kymriah. Gilead has reported that Yescarta sales in 2Q, 2019 were $120 million which compares to my last published estimate […]

Upfront Caveat When I launched my research on stock manipulation and the prominent role played by illegal naked shorting, I believed that I had a fair understanding of the subject and could knock out comprehensive research in just a few blogs. However, as I dug in I was taken aback at how complex and widespread […]

Investment Overview Selling something you don’t own seems a pretty alien concept to me. I struggle to find any business models for which this is a key strategy. The exception is shorting of stocks and other securities which is a huge business on Wall Street that is carried on by many hedge funds and aided […]

Investment Thesis The cornerstone of my positive investment thesis for Antares is Xyosted, which was fully launched in January 2019. While it is early, I believe that the prescription trends seen over the last six months strongly indicate that the launch will be a success. In this report, I explain the methodology, I used to […]

You Really Don’t Own the Shares that Appear in Your Brokerage Account; They Belong to Cede Most investors when they buy a publicly traded stock believe that they own a part of some company. They think that somewhere there is a stock certificate or some indication of ownership that has their name on it, but […]