Expert Financial Analysis and Reporting

Overview Cytokinetics held a conference call on the results of the BENEFIT-ALS trial on the morning of April 30. The Company announced on April 25, that the trial had failed to meet its primary endpoint of change in ALSFRS-r and that results on secondary endpoints were mixed. Based on this, investors concluded that tirasemtiv was […]

Cytokinetics announced that tirasemtiv failed to reach the primary endpoint in the phase 2b BENEFIT-ALS trial in ALS. The mean change from baseline in the ALS Functional Rating Scale in its revised form (ALSFRS-R) for tirasemtiv was -2.98 as compared to -2.40 in the placebo group indicating no difference from placebo. The Company said that there […]

ImmunoCellular Therapeutics just announced that an abstract describing the phase II trial of its dendritic cell-based cancer vaccine ICT-107 in newly diagnosed glioblastoma (GBM) has been accepted for an oral presentation at the 2014 American Society for Clinical Oncology (ASCO) annual meeting, to be held in Chicago May 30-June 3, 2014.  I believe that this […]

This Has Been a Tough Correction The recent sharp market correction and rotation out of growth stocks like biotechnology and technology has had a major impact on the small biotechnology names that I specialize in. The correction has been stomach churning for me even though I have been through this many times before. I am […]

Purpose of New Financing Northwest Biotherapeutics just announced a financing in which a single institutional investor bought $15 million of stock at a price of $6.60 which is an 8% discount to the closing price on April 9th. The same investor has the right to purchase an additional $17 million of stock at $7.50 over […]

Phase 2b Data on Tirasemtiv will be Presented on April 29th Cytokinetics has an extremely important binary event upcoming as the data on the phase 2b trial of tirasemtiv in ALS will be presented at the American Academy of Neurology meeting in Philadelphia on Tuesday April 29th at 4:15 PM. The data comes from a […]

Before I Get Into This Article, a Word to My Subscribers I want to apologize to my subscribers for a software error that resulted in seven e-mails being sent out to alert subscribers that I had published a new company report today. There should have been just one. We have just implemented this e-mail alert […]

Purpose of This Blog The approval of DCVax-L under the hospital exemption early access program was a stunning positive in my judgment. However, this is the first product made by an American company that has gained approval under this new law that was just passed in 2011. Because of this, there is obviously no prior […]

Introduction The biotechnology stocks have gone through a correction over the last few days that has shaken investor confidence. Traders are saying that the party that these stocks have enjoyed over the last two years is over and it is time to take profits and move on. In this note, I address this concern against […]

I am a fundamentalist and am long term oriented. However, there is a darker side to the market that requires skills that I do not possess. This is the world of short term trading and short selling. When I first started my career as an analyst, short selling was not much of an issue. However […]