Post archive for ‘Smith On Stocks Blog’
Wall Street is Poised for Disruption, Part 2, February 1, 2021
The Current Media Narrative That Retail Investors Trading on Robinhood Were Primarily Responsible for the GameStop Short Squeeze Appears False. It Was More Likely Orchestrated by Hedge Funds Key Thoughts Mainstream media is treating the GameStop short squeeze as a new phenomenon in which free online trading on platforms like Robinhood has led to excessive […]
Wall Street is Poised for Disruption, Part One January 30, 2021
It is Time for Wall Street Wall Street Business Practices to Be Disrupted The frenzy of news flow around the short squeeze on GameStop might be viewed as some kind of one off, weird trading situation precipitated by retail speculators. Old Wall Street hands are saying that it will pass, although they also suggest that […]
Northwest Biotherapeutics and the Robinhood Trading Phenomenon (NWBO), Buy, $1.59)
Stunning Stock Price Movements for GameStop and AMC Entertainment There has been a lot of news coverage this week about the trading of two stocks which have for some time been the subjects of intense short selling: the videogame retailer GameStop Corp.(GME)and the theater chain AMC Entertainment (AMC). On January 21, GME closed at $43.03 […]
Mesoblast, Athersys, Cryoport, ARDS and COVID-19.
Today’s issue of the Wall Street Journal carries an opinion piece entitled “The Treatment That Could Crush Covid”. The article hypothesizes that living cells which the author calls medicinal signaling cells promise to be an effective treatment for Adult Respiratory Distress Syndrome (ARDS). ARDS is a condition that results from an overreaction of the immune […]
An Overview of Companies with a Major Presence in CAR-T Research
Investment Opportunity One of the areas that I want to focus my investment research on is CAR-T therapy. I believe that this is one of the most significant opportunities for new drug development over the coming decades and will produce some outstanding investment opportunities. The first two CAR-T drugs, Novartis’ Kymriah and Gilead’s Yescarta, were […]
Looking at Market Capitalizations as an Investment Tool for Biopharma Companies
Purpose of Report This report looks at the market capitalizations of 6 big pharma companies, 14 large biotechs, 24 mid-size commercial stage biotechs and 64 pre-commercial biotechs. It provides a picture of how the market values a broad range of biopharma companies at very different levels of maturity. It gives an insight into how the […]
A New Note on Cytokinetics with a Focus on Omecamtiv
Cytokinetics and its partner Amgen have guided that topline data from the GALACTIC-HF phase 3 trial of omecamtiv in advanced heart failure will be released in 4Q, 2020. The promise of omecamtiv has been the driving force for my long standing buy recommendation of Cytokinetics and is the overwhelming factor driving the current stock price. […]
Stem Cell Therapy Has Perhaps the Most Potential of All of the New Technologies in Development by Biopharma
Summary In previous articles, I have written about technologies that have been or promise to be paradigm shifts in drug development: The very earliest drugs used by humans were found in plants. For example, ancient Egyptians chewed on willow bark to relieve pain. It contains a molecule closely related to aspirin. In the late 1800s, […]
Gene Therapy Will Be A Major Driver of Biopharma Growth in Coming Decades
Overview This is the fourth in a series of articles intended to give a layman’s view of the technologies that are the focus of biopharma research and will be driving commercial sales in coming decades. The explosion of scientific discoveries is breathtaking and is growing exponentially. It is far beyond my capability and that of […]
RNA Interference is in its Infancy, But Promises to Generate Innumerable Blockbuster Drugs in Coming Decades
Introduction This is the third of five reports that are intended to give a layman’s overview, first of two technologies that created the biotechnology industry-recombinant DNA and monoclonal antibodies- and three that will importantly shape its future- RNA interference, gene therapy and stem cell therapy. Recombinant DNA and monoclonal antibodies gave rise to some spectacular […]