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Post archive for ‘Smith On Stocks Blog’

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. 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 […]

Discovery Laboratories: Removal of Financing Overhang Is a Catalyst for the Stock (DSCO, $2.17)

Investment Thesis I believe that the recent stock offering by Discovery Laboratories (DSCO) removes the financing overhang that has been holding the stock back. The Company now has enough cash to see it through two years of the Surfaxin launch, phase IIa data on Aerosurf in mid-2014, phase IIb data on Aerosurf in mid-2015 and […]

ImmunoCellular Thoughts on Potential Outcomes for the Phase II Trial of ICT-107 in Newly Diagnosed Glioblastoma (IMUC, $2.31) (Subscribers Only)

Investment Viewpoint ImmunoCellular has extremely important data upcoming on the phase II trial of ICT-107 in newly diagnosed glioblastoma; topline results are anticipated in 4Q, 2013 or 1Q, 2014. There are four biotechnology companies- ImmunoCellular Therapeutics (IMUC), Northwest Biotherapeutics (NWBO), Agenus (AGEN) and Celldex (CLDX)-that currently are in phase IIb and III trials of cancer […]