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Expert Financial Analysis and Reporting

Post archive for ‘Smith On Stocks Blog’

Agenus: Key Opinion Leader Support Builds for Prophage (AGEN, $3.27)

Can Cancer Vaccines Work? The issue of whether cancer vaccines are viable therapeutic candidates has been hotly debated by investors. A long string of previous cancer vaccine trial failures has led to widespread pessimism on Wall Street. There are some widely followed bloggers who are extremely negative on cancer vaccines and maintain (wrongly) that no […]

Thoughts on the Price Surge of Cytokinetics (CYTK, $8.75)

Cytokinetics has been on a tear this year. Is started the year at $6.72 and closed yesterday (January 10) at $9.58, this is a 43% increase in just over a week. So what is going on? I checked in with management and they could point to no recent announcement or event that would cause such […]

If You’re Going to San Francisco

This has always been one of my favorite songs and I love the lyrics. If you’re going to San Francisco Be sure to wear some flowers in your hair If you’re going to San Francisco You’re gonna meet some gentle people there For those who come to San Francisco Summertime will be a love-in there […]

A Trading Call on a Stock That I Like for the Long Term

I want to bring to the attention of paid subscribers to my website an idea that is essentially a trading idea on a stock on which I also have a very positive longer term view. I think that if my idea is correct that this stock could possibly have a 50% move and hopefully more, […]

Adam Feuerstein’s Views on Northwest Biotherapeutics (NWBO, $3.37)

Adam Feuerstein has consistently disagreed with authors who believe that there is a sound basis for Northwest Biotherapeutics (NWBO) conducting a phase III trial of DCVax-L in glioblastoma; I am one of those authors. I have never maintained that the trial will unquestionably succeed. I acknowledge that phase III trials conducted by both large and […]

Northwest Biotherapeutics: An Analysis of Its Transforming Balance Sheet Restructuring (NWBO, $4.14)

Key Takeaway Points of this Report Northwest (NWBO) restructured much of its debt in 4Q, 2012 and also has raised significant amounts of capital with four equity offerings over the last year that brought in $62 million. In part, because of the weak cash position, it had to issue warrants with each of these deals […]

What SmithOnStocks Is All About

Welcome to SmithOnStocks I want to welcome newsubscribers to my website. SmithOnStocks.com has been a process two years in the making and has taken me into the new world(for me)of the internet website. Designing the website and getting it functional has been much harder than I had envisioned and has taken much longer than expected. […]

Discovery Laboratories: An Asymmetric Opportunity (DSCO, $2.07)

I have just published the first of a series of reports on Discovery Laboratories. Instead of publishing an extensive report (which I have actually written), I thought that I would publish smaller excerpts that may be easier to digest. I am starting with the most important part that goes through my thinking on why the […]

Cadence: Best Case Outcome on Ofirmev Patent Litigation (CADX, $7.88)

Patent Litigation on Ofirmev Cadence just received the best possible news on a trial judge’s decision on a patent challenge against Ofirmev. The U.S. District Court for the District of Delaware has ruled in favor of Cadence in the company’s patent infringement lawsuit against Exela Pharma Sciences. The court ruled that the two key patents […]

Antares Marketing Agreement on Otrexup with Leo is a Nice Positive (ATRS, $3.93)

Antares is preparing to launch Otrexup for rheumatoid arthritis in the US in late January of 2014 with its own sales force. The FDA approved Otrexup for use in both rheumatoid arthritis and psoriasis. Marketing for these two indications requires different expertise and different sales organizations, one focused on rheumatology and one on dermatology. Antares […]