Follow Us GraphicFacebook IconTwitter IconLinkedIn Icon
Search Graphic

Expert Financial Analysis and Reporting

Post archive for ‘Smith On Stocks Blog’

Mesoblast, Athersys, Cryoport, ARDS and COVID-19.

Today’s issue of the Wall Street Journal carries an opinion piece entitled “The Treatment That Could Crush Covid”. The article hypothesizes that living cells which the author calls medicinal signaling cells promise to be an effective treatment for Adult Respiratory Distress Syndrome (ARDS). ARDS is a condition that results from an overreaction of the immune […]

An Overview of Companies with a Major Presence in CAR-T Research

Investment Opportunity One of the areas that I want to focus my investment research on is CAR-T therapy. I believe that this is one of the most significant opportunities for new drug development over the coming decades and will produce some outstanding investment opportunities. The first two CAR-T drugs, Novartis’ Kymriah and Gilead’s Yescarta, were […]

Looking at Market Capitalizations as an Investment Tool for Biopharma Companies

Purpose of Report This report looks at the market capitalizations of 6 big pharma companies, 14 large biotechs, 24 mid-size commercial stage biotechs and 64 pre-commercial biotechs. It provides a picture of how the market values a broad range of biopharma companies at very different levels of maturity. It gives an insight into how the […]

A New Note on Cytokinetics with a Focus on Omecamtiv

Cytokinetics and its partner Amgen have guided that topline data from the GALACTIC-HF phase 3 trial of omecamtiv in advanced heart failure will be released in 4Q, 2020. The promise of omecamtiv has been the driving force for my long standing buy recommendation of Cytokinetics and is the overwhelming factor driving the current stock price. […]

Stem Cell Therapy Has Perhaps the Most Potential of All of the New Technologies in Development by Biopharma

Summary In previous articles, I have written about technologies that have been or promise to be paradigm shifts in drug development: The very earliest drugs used by humans were found in plants. For example, ancient Egyptians chewed on willow bark to relieve pain. It contains a molecule closely related to aspirin. In the late 1800s, […]

Gene Therapy Will Be A Major Driver of Biopharma Growth in Coming Decades

Overview This is the fourth in a series of articles intended to give a layman’s view of the technologies that are the focus of biopharma research and will be driving commercial sales in coming decades. The explosion of scientific discoveries is breathtaking and is growing exponentially. It is far beyond my capability and that of […]

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 […]

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 […]

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 […]