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Expert Financial Analysis and Reporting

Post archive for ‘Smith On Stocks Blog’

Antares: More On Paul Wotton’s Departures as CEO (ATRS, Buy, $2.77)

This is a follow-up on Paul Wotton’s decision to leave his position as CEO of Antares (ATRS) to become CEO of Advanced Cell Technology (ACTC). In an 8-K filing, Antares said that Mr. Wotton’s resignation was not because of any disagreement with Antares on any matter relating to operations, policies or practices. I have heard […]

Antares: Thoughts on the Resignation of the CEO (ATRS, $2.76, Buy)

The resignation of Paul Wotton as CEO of Antares came as a surprise to me and I think most other investors. He has left to become chief executive officer of a development stage biotechnology company and has also resigned from the Board of Directors. There must have been some foreknowledge of and planning for his […]

Northwest Biotherapeutics: Sixteenth Feuerstein Attack on the Company (NWBO, Buy, $8.11)

Adam Feuerstein has just  launched its 16th negative blog on Northwest Biotherapeutics since the beginning of March and this has caused the stock to decline about $0.88 in early trading. The link to his blog is http://www.thestreet.com/story/12749366/1/prestigious-cancer-hospital-rebukes-northwest-bio-for-inappropriate-data-disclosures.html  and the title of the blog is “Prestigious Cancer Hospital Rebukes Northwest Bio for ‘Inappropriate’ Data Disclosures” Here […]

Neuralstem: Encouraging Phase 1b Data on NSI-189 (CUR, Buy, $4.35, Free content)

On June 17 at the American Society of Clinical Psychopharmacology Neuralstem reported phase 1b data for its small molecule drug NSI-189 in a randomized double blind trial in depression. This involved 6 patients on placebo and 6 patients on each of three different dosing regimens for a total of 24 patients. The study ran for […]

Northwest Biotherapeutics: The Perfect Storm May Be Brewing for Short Sellers (NWBO, $7.66, Buy, Free Content)

I wrote on June 12th  that NWBO stockholders may be seeing a changing in the tide of investor opinion. The release of an update on interim data on the phase 1 trial of DCVax Direct has had a major impact as the stock has increased 20% in the week since that release. Today, the Company […]

Discovery Laboratories: A Look at the Surfaxin Launch and the Phase 2a Trial of Aerosurf (DSCO, Buy, $1.79, free content)

Launch of Surfaxin The launch of Surfaxin has begun and initial results were below expectations causing the Company a few months ago to withdraw guidance of $8 to $10 million of sales in 2014. This along with the general weakness in emerging biotechnology stocks has caused weakness in the stock. New guidance will probably be […]

Northwest Biotherapeutics to Host Conference Call This Afternoon, May 27th (NWBO, Buy, $6.25)

Northwest Biotherapeutics announced today that the Company will host a conference call and webcast  with CEO Linda Powers today, May 27, 2014, at 4:30 p.m. Eastern time to review the early results of the Phase I/II DCVax®-Direct Trial announced this morning and answer questions. Participants must register in order to participate in the conference call.  […]

Northwest Biotherapeutics Releases Promising Early Results in DCVax Direct Phase 1 Trial (NWBO, $6.20, content of this note is not limited to subscribers)

Overview Northwest Biotherapeutics told investors that it would discuss initial results of the phase 1/2 trial of DCVax-Direct in inoperable solid tumors including metastatic colon, pancreatic, sarcoma, melanoma and others prior to ASCO. This morning they issued a press release summarizing early results and I understand that management will host a conference call this afternoon, […]

Northwest Biotherapeutics: Update On DCVax-Direct Based on ASCO Abstract and Positive, Early Results for First Patient Reported On (NWBO, Buy, and $5.94)

Investment Conclusion The ASCO abstract on DCVax-Direct was released last night. It contains only a description of the drug and the goals of the phase 1/2 trial. This abstract was submitted some months ago and describes the basic structure and goals of the trial. It does not give any specific patient results. This trial is […]

ImmunoCellular Therapeutics: Comments on ASCO Abstract on ICT-107 (IMUC, Trading Buy, $1.20)

Investment Overview The abstract on ICT-107 was released last night and is just a brief summary of the trial results as they were reported in December, 2014; there is no information in the abstract that was not previously known. However, there will be an oral presentation at the Central Nervous System Tumors session on Sunday, […]