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Expert Financial Analysis and Reporting

Post archive for ‘Smith On Stocks Blog’

Cytokinetics Is Planning for a Phase 3 Trial in 2015 for Tirasemtiv in ALS (CYTK, $3.26, Buy)

Cytokinetics (CYTK) has announced   that it is planning a phase 3 trial for tirasemtiv using sustained vital capacity-SVC- as a primary endpoint. The new trial could begin in 2015, but the gating factor almost certainly will be whether the FDA agrees to a Special Protocol Assessment- SPA- in which the agency agrees that SVC […]

Discovery Laboratories Has Formed an Important Collaboration with Battelle to Develop Aerosurf (DSCO, Buy, $1.69)

This agreement partners Discovery with a world class medical device developer and meaningfully de-risks development of Aerosurf. It also gives meaningful validation from a sophisticated third party of the revolutionary potential for Aerosurf in treating respiratory distress syndrome. The terms of the collaboration reduces capital needs for Discovery and Battelle only wins if Aerosurf is […]

Trying To Find Those Technologies and Emerging Biotechnology Companies That Could Be The Big Winners of Coming Decades

  Purpose of Report I attended the Rodman conference on September 9th and 10th and listened to 29 company presentations and then attended the BioCentury Conference on September 26 where I listened to another 10. I go to as many conferences as possible to get updates on companies that I follow and to learn about […]

My Dialogue with Adam Feuerstein on Northwest Biotherapeutics

Perspective I think that all investors in Northwest Biotherapeutics (NWBO) would concur that Adam Feuerstein has a vendetta against NWBO and its management. He has written 19 negative blogs (or is it 20) on the company just since March 2014. Since September of 2013, NASDAQ reports that the short interest on Northwest has increased from […]

Neuralstem: Investigators are Very Positive on NSI-566 Results in ALS (CUR, Buy, $3.27)

Investment Perspective The key investigators for the treatment of ALS with Neuralstem’s NSI-566 neural stem cells have been extremely positive in public statements. They are Dr. Eva Feldman, the lead investigator for the trial, and Dr. Jonathan Glass. Dr. Feldman is Professor of Medicine at the University of Michigan Health Care System and past President […]

Derma Sciences: Second Quarter Results Were Disappointing; Going From a Buy to a Hold (DSCI, $9.72)

Derma Sciences released second quarter results this morning and this is my quick take. I will have a more detailed update later after the conference call.  The results were disappointing relative to my expectations. Advanced wound care products were up only 11% versus my expectations of 30%. Traditional wound care products were up 18%, which […]

My Rebuttal to Richard Pearson’s Attack Article on Me Is Now On Seeking Alpha

After a week of effort in trying to post a rebuttal to Richard Pearson’s attack article on me, I finally got Seeking Alpha  to agree to publish it after three rejections. You can follow the comments on Seeking Alpha at this link I have been doing some work on Pearson to try to find out […]

Northwest Biotherapeutics (NWBO, Buy $6.75): Responding to Serious Unsubstantiated Allegations by Richard Pearson

Who Is Richard Pearson? On July 7, I was the subject of a vicious and libelous article that was published on Seeking Alpha by a person named Richard Pearson. As a way of introduction to Pearson, let’s look at his disclosure on his Seeking Alpha articles. He says, “The author (Pearson) currently holds a short […]

Cytokinetics: Tirasemtiv May Still Be Successfully Developed in ALS (CYTK, Buy, $4.77)

I think that there is a strong possibility that Cytokinetics (to the surprise of Wall Street) could announce sometime in coming months that it will undertake a phase 3 registrational trial for tirasemtiv in ALS. After tirasemtiv failed to reach the primary endpoint of ALSFRS-r in the phase 2 BENEFIT-ALS trial, the stock crashed and […]

Antares: More On Paul Wotton’s Departures as CEO (ATRS, Buy, $2.77)

This is a follow-up on Paul Wotton’s decision to leave his position as CEO of Antares (ATRS) to become CEO of Advanced Cell Technology (ACTC). In an 8-K filing, Antares said that Mr. Wotton’s resignation was not because of any disagreement with Antares on any matter relating to operations, policies or practices. I have heard […]