Expert Financial Analysis and Reporting

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 […]

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 […]

Back From BIO CEO Conference I have returned from spending two days at the BIO CEO conference at the Waldorf Astoria in New York City. Through attending presentations or one on one meetings,  I heard presentations from Advanced Cell Technology ACTC), Advaxis (ADXS), Agenus (AGEN), Alexion (ALXN) , Alkermes (ALKM), Aradigm (ARDM), Athersys (ATHX), Celator […]

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. […]

Can Cancer Vaccines Work? The issue of whether cancer vaccines are viable therapeutic candidates has been hotly debated by investors. A long string of previous cancer vaccine trial failures has led to widespread pessimism on Wall Street. There are some widely followed bloggers who are extremely negative on cancer vaccines and maintain (wrongly) that no […]

I want to bring to the attention of paid subscribers to my website an idea that is essentially a trading idea on a stock on which I also have a very positive longer term view. I think that if my idea is correct that this stock could possibly have a 50% move and hopefully more, […]

Purpose of This Report Agenus issued a press release on December 16, 2013 in regard to the final results of a phase II trial of Prophage G-200 in recurrent glioblastoma based on an article in the journal Neuro-Oncology, the official journal of the Society of Neuro-Oncology. This was an open-label, single-arm, phase II study. Patients […]

Adam Feuerstein of The Street.com and I crossed swords after I wrote an article in response to a very negative and stridently worded blog that he posted on Northwest Biotherapeutics (NWBO). I disagreed with his analysis (a one or two page blog) that accused the company of purposely deceiving investors and felt that it should not go unchallenged. I wrote a response that was published on Seeking and my website. Mr. Feurstein promptly responded with another blog called Why Seeking Alpha’s Larry Smith Is Wrong Again About Northwest Bio.