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Expert Financial Analysis and Reporting

Post archive for ‘Smith On Stocks Blog’

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 […]

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 […]

Regeneron’s Kevzara May be Able to Reduce Deaths from COVID-19 Infections Now!!

Why Kevzara Might Reduce Deaths from COVID-19 Kevzara (sarilumab) was developed by Regeneron and Sanofi as a human monoclonal antibody against the interleukin-6 (IL-6) receptor. It was initially approved for the treatment of rheumatoid arthritis (RA) in the US in May 2017 and the EU in June 2017. IL-6 a powerful pro-inflammatory cytokine that when […]

Northwest Biotherapeutics: A More Thorough Discussion of the Potential Survival Tail of DCVax-L in Newly Diagnosed GBM than Originally Presented in My September 17, 2019 Report (NWBO, Buy, $0.25)

Reason for This Further Discussion A number of subscribers have pointed out to me that my discussion of the survival tail could have been more clearly explained. Consequently, I have rewritten two sections as shown below that will hopefully be clearer. I have also summarized my analysis as follows: In the CheckMate trials in second […]

Antares: Update on Sales Projections for Xyosted (ATRS, $3.30, Buy)

Investment Thesis I have seen seven plus months of data on prescription trends for Xyosted as estimated by the prescription auditing service Symphony. My confidence is strong that Xyosted is experiencing a very solid launch and is on its way to becoming a major success. I have developed a model that uses the Symphony data […]

Cryoport; Sales of CAR-T Products Yescarta and Kymriah are In-line with My Projections (CYRX, Buy, $20.67)

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 […]