Post archive for ‘LinkedIn’
Discovery Laboratories: New CEO and Update on Aerosurf (DSCO, $2.26)
Upcoming Key Events There are two very important events in the next year. The first is reporting of results in a phase 2a trial of Aerosurf in younger babies of 26 to 28 weeks gestational age (GA). The key objective is to show safety. Encouraging results from this trial have already been reported for older […]
Northwest Biotherapeutics (NWBO): Some Thoughts about the Appointment of Two New Board Members
Purpose of the Report Northwest Biotherapeutics announced on January 25 that it is adding two new members to its current five member Board of Directors with the appointment of Ms. Susan Bayh and Mr. Cofer Black as independent Directors. Neither Ms. Bayh nor Mr. Black has had dealings with or worked with the Company previously. […]
My Current Thoughts on 13 Stocks I Cover and the Investment Outlook for the Market
Purpose of This Report This report is being written at a time of panic in the market in which a sharp drop in the stock market indices has set off a much steeper plunge in the stock prices of emerging biotechnology companies which are the focus of SmithOnStocks. In this volatile and depressing environment, there […]
Neuralstem: An Update on Its Pipeline and Supporting Clinical Trials (CUR, Neutral, $1.00)
Purpose of this Report Neuralstem has been silent for nearly three months on when the critical phase 2b trial of its NSI-566 neural stem cells in ALS might begin and on providing details of the trial design. This silence may about to be broken as the Company has just announced that it will be presenting […]
Chimerix: Upgrading the Stock to a Buy (CMRX. Buy, $6.10)
Definitions of Key Words This section defines a number of words, phrases and acronyms that I have used in this report that may be useful for investors who may not have already done extensive research on Chimerix. virus: A virus is a small, non- bacterial, infectious agent that replicates only inside the living cells of […]
Antares: Undeterred by the Poor Stock Performance I Continue to Pound the Table (ATRS. Buy, $1.30)
Upcoming Catalysts This is a detailed note updating my thinking on Antares and discussing how I come up with my 2017 price target range of $3.25 to $10.00; the latter is based on Antares being acquired (probably by Teva). Additionally, I wanted to make you aware of three catalysts that could bolster investors’ confidence. There […]
Repligen: A Detailed Update; Recent Price Drop Makes Me More Positive (RGEN, Buy, $28.50
Repligen’s Outstanding Business Model Repligen (RGEN) has gone through a metamorphosis that has dramatically changed its business model and investment outlook. For many years, it was a small biotechnology company focused on drug development but it was also quietly building a high quality bioprocessing business that provides consumable products used in the manufacturing of biological […]