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Cytokinetics: Previewing the Release of Data from the ATOMIC-AHF Trial of Omecamtiv Mecarbil (CYTK, $9.95)

Investment Overview In my last note, I wrote that I thought the ATOMIC-AHF, phase IIb trial of the intravenous dosage form omecamtiv mecarbil in acute heart failure might not reach its primary endpoint of dyspnea (shortness of breath), but that this would not deter Amgen from beginning phase III trials in 2H, 2014. Wall Street […]

Cytokinetics: A Preview of Key Upcoming Clinical Trial Results (CYTK, $10.17)

Introduction This report is an update on my thinking on Cytokinetics. It should be read in conjunction with earlier reports, especially my initiation report of March 15, Cytokinetics: Critical Phase IIB Data is Upcoming in 2013 for Omecamtiv Mecarbil and Tirasemtiv (CYTK, $6.30). In that report, I first recommended purchase and I continue to do […]

Cytokinetics: Another Positive Deal for Shareholders, This Time with Astellas (CYTK, $11.81)

Cytokinetics (CYTK) has completed its second meaningful deal in two weeks. Today they announced a deal with Astellas (ALPMY) and on June 12, they announced a deal that allows Amgen to develop omecamtiv mecarbil in Japan. Today’s deal brings in $16 million as an upfront milestone and the Amgen (AMGN) deal brought in $15 million […]

Cytokinetics (CYTK, $1.40) Receives a Vote of Confidence from Amgen

Cytokinetics (CYTK) has announced an expansion of the partnering agreement with Amgen (AMGN) for omecamtiv mecarbil, the Company’s lead product which is being developed for congestive heart failure. In the original agreement, rights to omecamtiv in Japan were not included. The expansion gives Amgen rights in Japan as well. Cytokinetics will receive $25 million which […]

Cytokinetics: Key Issues for Beginning Phase III for Omecamtiv Mecarbil in Congestive Heart Failure (CYTK, $1.15)

Overview and Investment Importance Those who read my initiation report on Cytokinetics (CYTK) understand that the importance of successfully conducting a phase III trial for omecamtiv mecarbil and then commercializing the product cannot be overstated. It could bring in as much as $300 million of pre-commercialization milestones from its partner Amgen by mid-2017. In addition, […]

Cytokinetics: Critical Phase IIB Data is Upcoming in 2013 for Omecamtiv Mecarbil and Tirasemtiv (CYTK, Buy. $6.30)

Key Investment Considerations   Cytokinetics Has Two Key Drugs in Phase IIb Development Cytokinetics (CYTK) has been the pioneer in developing new drugs based on muscle biology which modulate the mechanics of muscle, particularly those which affect contractility. It has two late stage drugs that will be reading out data on critical phase IIb trials […]

Northwest Biotherapeutics: There could be Overwhelming Patient Demand for DCVax-L due to the Right to Try law (NWBO, $0.24, Buy)

Investment Thesis in Brief I believe that it is now a matter of when rather than if DCVax-L is approved and becomes an integral part of standard of care (SOC) for newly diagnosed glioblastoma multiforme. I estimate that the worldwide addressable market is $5.5 billion and I would expect DCVax-L to penetrate a very significant […]

Update on Currently Recommended Stocks of SmithOnStocks.com

Report Overview I periodically update my recommendations and that is the objective of this report. I also spend some time on my analytical approach and investment philosophy. If your investment style is frequent trading, you should not waste your time reading this report. I have four Buy recommendations for stocks that have very significant near […]

Northwest Biotherapeutics: Why I Believe That the Phase 3 Trial of DCVax-L in Newly Diagnosed Glioblastoma Patients Has a Very Good Chance for Success (NWBO, Buy, $0.17)

Overview This report is an extensive update on almost everything I know about the DCVax-L phase 3 trial and is over 20 pages long. The catalyst for this report was the recent information on the still blinded phase 3 trial presented in June at ASCO. It will take dedicated investors a great deal of time […]

SmithOnStocks Top Stock Picks for 2017, January 3, 2017

Purpose of this Report I last summarized my stock recommendations in a September 12, 2016 report. There has been little change in my thinking or my recommendations since then on most stocks in my universe, but I did issue a Buy on Bristol-Myers Squibb and a sell on Juno Therapeutics. You may want to revisit […]