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Expert Financial Analysis and Reporting

Post archive for ‘Smith On Stocks Blog’

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 […]

Northwest Biotherapeutics (NWBO, $6.06, Buy): Comments on First Interim Look at DCVax-L Trial and Recent Weakness in the Stock

Reason for Stock Weakness The stock of Northwest Biotherapeutics (NWBO) has been under pressure that appears largely to have been caused by two recent, scathing articles in The Street.com written by Adam Feuerstein. F-stein has been recommending shorting the stock for over a year and had previously written two other articles that also caused stock […]

Current Recommended Stocks and an Analysis of Past Recommendations, March 5, 2014)

Current Recommended Stocks I only started offering research on my website on a subscription basis in early December, 2013 so that there is still a lot of shakedown going on for the content on the site. One of the issues that has been pointed out to me is that there is so much information on […]

SmithOnStocks Mailbox February 25, 2014

I have found that there are some very smart people out there who have interesting questions and perspectives concerning my articles. I periodically share with subscribers questions asked of me and my response. Also, some subscribers have a different perspective or additional insights beyond mine that I find informative. Sharing this information is the purpose […]

Cytokinetics: Institutional Investors Give BENEFIT-ALS Potential Results a Vote of Confidence (CYTK, $9.06)

Cytokinetics (CYTK) announced that it has completed an equity offering in which it issued 4.375 million shares at a price of $8.00 that brought in gross proceeds of $35 million and estimated net proceeds of $33 million after underwriting discounts. Underwriters have 30 days to exercise a Green Shoe that would result in an issuance […]

Cadence: A Post Mortem on a Successful Investment and What to Do with the Proceeds (CADX, $14.00)

Mallinckrodt (MNK) announced that one of its subsidiaries will start a tender offer to acquire all of the outstanding shares of Cadence for $14.00 per share. This represents a 32% premium to the trailing 30-trading-day volume weighted average price of $10.62 per share for Cadence Pharmaceuticals, Inc. The transaction is expected to close in mid […]

Cadence: Patent Settlement With Sandoz Increases Confidence That Ofirmev Will Have Exclusivity Through December 6, 2020 (CADX, $10.98)

On January 30, 2014, Cadence (CADX) announced that it had entered into a settlement agreement with Sandoz to resolve pending patent litigation in regard to Ofirmev. Cadence has granted a license to Sandoz that allows that company to launch a generic on or after December 6, 2020. Cadence has two patents covering Ofirmev in which […]

SmithOnStocks Mailbox January 28, 2014

In my writing, I have found that there are some very smart people out there who have interesting questions and perspectives. I have decided to periodically share with subscribers questions asked of me and my response. Also, I will include comments on my articles that I find informative. This is the purpose of SmithOnStocks Mailbox. […]

Agenda for BIO CEO Conference

I will be attending the annual BIO CEO Conference in New York on February 10 and 11. I have included a link that shows the agenda for the presenting companies at the conference. The link is: http://www.bio.org/sites/default/files/email/CEO2014/CEO2014_EBrochure_FIN.pdf Be sure to scroll down from the introduction page until you come to the page showing the schedule for […]