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Post archive for ‘Smith On Stocks Blog’

Some Observations on Northwest Biotherapeutics (NWBO), Neuralstem (CUR), Cytokinetics (CYTK) and Immuno-Cellular (IMUC) from Their Presentations at BIO CEO.

The BIO CEO Conference is being held in New York at the Waldorf Astoria on February 9 and 10 with a broad agenda of companies. You can go the websites of each company to hear their presentations. This note gives some highlights from the first day. Northwest Biotherapeutics; A paper discussing results from the phase […]

SmithOnStocks Mailbox, January 31 Edition: My Take on News Events Relating to Companies I Follow

Introduction A number of subscribers have suggested that I write more on recent news events that relate to companies that I follow. This note is in response to these requests giving my take on some recent news releases. I would appreciate your feedback on whether this is of any value to you. I am considering […]

Advaxis: A Look at the Dizzying Trading Activity over the Past Month (ADXS, No opinion, $9.70)

Introduction My approach to my website in the two years I have been publishing is to in-depth research on a limited number of emerging biotechnology companies. To date, I have seldom written on companies on which I have not done a comprehensive analysis. However, I have done work on numerous other companies and sometimes have […]

Northwest Biotherapeutics: Some Thoughts about the Upcoming Presentation by CEO Linda Powers on Monday, January 26th. (NWBO, Buy, $6.28)

Ms. Powers will present at 10:30 AM. She will then participate in a discussion panel with representatives from Amgen, Roche Diagnostics, Adaptimmune and Biovest International. Prior to her presentation representatives from Bristol-Myers Squibb, Merck and M.D. Anderson will speak. I don’t know if there will be anything new that will be presented but inclusion of […]

Immuno-Oncology Promises to be the Next “Big Thing” In Biotechnology

Immuno-Oncology Promises to be the Next “Big Thing” In Biotechnology Purpose of the Report Immuno-oncology has been the hottest area in biotechnology in 2014 and this promises to continue in 2015 and the coming decade. This report attempts to provide a basic background to give readers a layman’s view of some of the new technologies […]

Antares Pharmaceuticals: Highlights of Presentation at JP Morgan Conference (ATRS, $2.36. Buy)

Investment Overview Antares has hit a somewhat dis-settling stretch as Otrexup prescriptions have recently flattened and the FDA recommended that additional patients be enrolled in the safety evaluation of the QST phase 3 trial. I see these as typical of issues that always arise with biopharma companies and can be reasonably resolved. I remain confident […]

Notes from Neuralstem Presentation at Biotech Showcase Conference, January 13, 2015 (CUR, Buy, $3.09)

Richard Gar, CEO of Neuralstem (CUR), made a presentation at Biotech Showcase Conference in San Francisco on January 13, 2015. So far, everything seems to be trending positively in the trials. The Company is roughly on schedule with its clinical trials that are currently ongoing in four different disease states. The NSI-566 neural stem cells […]

Delay in Quick Shot Testosterone Clinical Program is Not a Major Setback for the Stock (ATRS, Buy, $2.53)

Antares sent out a press release today about a new development in the Quick Shot Testosterone phase 3 program. The Company said that based on a single reported occurrence of hives in the completed phase 2 study, which the FDA characterized as an apparent allergic reaction. The agency  is recommending that the Company create a larger […]

Notes from Linda Powers Presentation in San Francisco, January 12, 2015 (NWBO, Buy, $6.00)

Overview Linda Powers spoke at the Biotech Showcase Conference in San Francisco on January 12, 2015. My Buy recommendation on Northwest Biotherapeutics is well documented and well known. The purpose of this note is not to document the reasons for my positive recommendation. It is intended as a brief summary of the notes that I took. […]

Repligen: Revenues for 2014 are Above Expectations and Guidance for 2015 is for Strong Growth (RGEN, Hold/ Buy, $23.84)

Repligen reported preliminary, unaudited revenue of $63-$63.5 million for 2014. Product revenues came in at $60 to $60.5 million which compared to previous guidance of $56 to $58 million. In addition, revenues from out-licensing of legacy biotechnology products added $3.0 million. This represents an increase in product revenues of 26%-27%. I estimate that the purchase […]