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Expert Financial Analysis and Reporting

Post archive for ‘Smith On Stocks Blog’

Cytokinetics Announces that Tirasemtiv Phase 2b Trial in ALS Failed (CYTK, Buy, $5.01)

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 Trading Opportunity (IMUC, Not rated, $1.19, Paid Subscribers)

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 […]

Thoughts on the Market Correction in Biotechnology Stocks

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 […]

Northwest Biotherapeutics: Just Announced Financing Signals High Expectations for Use of DCVax-L under German Hospital Exemption Program (NWBO, $6.75, Paid Subscribers)

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 […]

Cytokinetics: The Critical Phase 2b Results for Tirasemtiv Should be Released on April 29th (CYTK, $8.88, Buy, Paid Subscribers Only)

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 […]

Refuting Feuerstein’s Latest Negative Blog on Northwest Biotherapeutics (NWBO, Buy, $7.56)

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 […]

Northwest Biotherapeutics (NWBO, Buy, $7.59) What the 2014 10-K Had to Say about the Approval of DCVax-L under the German Early Access Program

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 […]

My Investment Thinking on Biotechnology Stocks in the Aftermath of the Recent Correction

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 […]

Some Thoughts on Short Selling of Biotechnology Stocks (Paid Subscribers)

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 […]

Northwest Biotherapeutics (NWBO, Buy, $7.90): DCVax-L Is Approved in Germany under Hospital Exemption Early Access Program

Introduction Please read this report very carefully. This is the first time that any systemic drug has been approved under the new (two years old) German hospital exemption early access program and there is more that we don’t know about this program than we know.   What Is Hospital Exemption Early Access? The Paul Ehrlich […]