Expert Financial Analysis and Reporting

One Approach for Investing in Emerging Biotechnology Stocks I write on biotechnology and pharmaceutical companies of all sizes, but I have spent much of the last year focusing on small biotechnology companies ranging in size from as low as $50 million in market capialization.to about $400 million. There is much less analyst and investor attention […]

Investment Thesis It has been some time since I have written on Antares (ATRS); in fact my last note was in September 2012. My lack of writing shouldn’t be interpreted as a decline in interest. Antares remains one of my favorite biotechs and one of my largest personal biotech holdings. This is a brief update […]

Key Investment Summary The lead investigator will give an important update on the ALS phase I trial on Friday, May 17 that will have meaningful efficacy data on eight patients and safety data on fourteen. I believe that the paper will be positive based on highly encouraging results already reported for five patients. I also […]

Investment Thesis Trius announced an important new development today that bolsters my investment case for Trius (TSRX) and I continue with my Buy on the stock. In a recent report, I explained why I thought that Trius could potentially reach $40 per share in 2020. This bolsters the potential for achieving that lofty price target. […]

Introduction I am beginning a new approach in my writing on biotechnology companies. As those who have followed my writing may appreciate, I try to do in-depth research reports on companies and most of my investment ideas are long term. I do not have a trading focus and try to not get overly caught up […]

Introduction This note is based on comments made by management during the ImmunoCellular Therapeutics (IMUC) conference call of May 9, 2013.   Data from the Phase II Trial of ICT-107 ImmunoCellular continues to guide that the Data Monitoring Committee for the ICT-107 trial in glioblastoma multiforme will conduct an interim safety and futility analysis during […]

Results of the Important DOUBle Trial Are Imminent During the May 8th quarterly conference call, management said that enrollment in the phase III DOUBle trial had completed and topline results should be available in late 2Q, 2013. This trial is evaluating AzaSite Plus, AzaSite, DexaSite and DuraSite in blepharitis. If AzaSite Plus wins in this […]

Intermezzo was launched by Transcept’s marketing partner Purdue in April 2012. I believed then and now that it is a highly effective product and fills a unique niche for middle of the night insomnia. Sales in 2012 were disappointing, but Purdue stepped up in major way to relaunch the product late last year with a […]

Investment Thesis On May 31, 2012, I wrote a blog on Cadence entitled ” Ofirmev Launch has Gained Traction: Reiterate Buy ” when the stock was at $2.72. At that time the stock was still suffering from the widespread investor concern that the Ofirmev launch was a disappointment and that a legal challenge from generic […]

Introduction This report deals with the just announced management change at A.P. Pharma (APPA.OB) and the positive impact that I believe it will have on the stock. It does not get into an in-depth discussion of the fundamentals and financial projections for the Company. For those wanting more background, I would refer you to past […]