Expert Financial Analysis and Reporting

Introduction This report addresses three issues: The capability of the Sawston UK plant to manufacture Northwest Biotherapeutics’ dendritic cell vaccine in accordance with regulatory requirements and to scale up to manufacture it in substantial quantities. (Note that in the US, this product is referred to as DCVax-L, but may go by a different brand name(s) […]

I want to thank people who expressed their appreciation for my research over the years upon learning that I was refunding subscriptions. Some are wondering what I will do from now on. I do not intend to fade away. I just enjoy learning about new companies and technologies too much. I will keep my website […]

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 […]

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 […]

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 […]

Clinical Data Offers Much Hope that Phase 3 Trial of DCVax-L in Newly Diagnosed Glioblastoma Multiforme Will Be Successful Northwest continues to guide that the long anticipated release of topline data from the phase 3 trial of DCVax-L in newly diagnosed glioblastoma (ndGBM) will be after Labor Day and likely in September. This trial is […]

Investment Overview: Highly Asymmetric Outlook Northwest Biotherapeutics has guided that it will report results of the phase 3 trial of DCVax-L in newly diagnosed glioblastoma (GBM) sometime after Labor Day. This results in a highly asymmetric outlook for the stock price. In this report, I present a plausible hypothesis that over the next year the […]

Introduction Results for the phase 3 trial of DCVax-L in the treatment of newly diagnosed glioblastoma multiforme (ndGBM) should be released in late June or early July. In anticipation, I wanted to reiterate why I believe there is a reasonable possibility for a successful outcome. If so, this would constitute a major advance in the […]

Objective of This Report Antares is an extremely difficult company to model on a sales and earnings basis. Its core technology is based on the use of sophisticated, subcutaneous injector devices to deliver injectable drugs, both patented and generic. This has resulted in two business models. One is based on its proprietary products, Xyosted and […]

Opinion on Stock The recent sharp price decline has not been attributable to any change in perceived or actual fundamentals of Cryoport. (See the appendix of this report for a discussion on price behavior over the last month.) I have stated repeatedly that Cryoport has one of the best business models that I have seen […]