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Antares: One of My Top Stock Picks for 2015 and 2016 (ATRS, Buy, $2.40, For Paid Subscribers)
Introduction to Report One of my assets is also one of my biggest drawbacks. When I am writing on a Company I start out thinking that I have a good understanding of the Company, but inevitably as I dig deeper, I find out that the more information I gather the more questions that arise in […]
Updates on My Investment Opinion for 15 Stocks I Follow Closely
Report Overview This blog gives a quick update on my thinking on the 15 stocks which I cover. In most cases, it just offer my opinion with a few supporting thoughts and provides a link to more extensive articles. Also, the reports section of my website has other in-depth reports that you may want to […]
Relypsa: Update Following 1Q, 2016 Conference Call (RLYP, Buy, $14.15)
Investment Thesis for Relypsa The investment issues for Relypsa are complex. Its key drug Veltassa was launched in December of 2015 so that we are now about five months into the launch. Over the last several years it has become increasingly apparent that there is a new paradigm for drug introductions. Managed care has been […]
Neuralstem: An Update on Its Pipeline and Supporting Clinical Trials (CUR, Neutral, $1.00)
Purpose of this Report Neuralstem has been silent for nearly three months on when the critical phase 2b trial of its NSI-566 neural stem cells in ALS might begin and on providing details of the trial design. This silence may about to be broken as the Company has just announced that it will be presenting […]
Why Biotechnology Investing is So Difficult: Cytokinetics is a Case Study (free article)
Overview I just finished publishing a detailed article for subscribers to my website detailing my view that Cytokinetics offers asymmetric upside potential. I thought that non-subscribers might be interested in a part of that article that went through the trials and tribulations of my long standing buy (two and one half years) on the stock. It […]
Cytokinetics: An Update on Potential (Highly Probable) Phase 3 Trial of Omecamtiv Mecarbil in Heart Failure (CYTK, Buy, $11.29)
Purpose of this Report I listened carefully to CEO Robert Blum speaking at the Piper Jaffrey conference on December 1. This note is based on his comments on the probable (almost certain) upcoming phase 3 trial of omecamtiv mecarbil. I have built on his remarks to try to put this in an investment perspective. Will […]
Neuralstem: My Analysis of Phase 1 and Phase 2 Results for NSI-566 Neural Stem Cells in ALS Indicates Encouraging Signals of Efficacy (CUR, Buy, $1.25)
Putting This Report in Perspective This is an extensive report that goes over the aggregate results of the phase 1 and 2 results for Neuralstem’s nSI-566 neural stem cells in ALS. I have also reported on the observations of Dr. Eva Feldman who is the principal investigator in these trials and is hopeful and optimistic […]
Cytokinetics: Comments on Sharp Price Decline After 2Q, 2015 Conference Call (CYTK, Buy, $6.28)
Key Points The reasons for my buy recommendation on CYTK as detailed in previous reports remain the same. There was nothing on the 2Q, 2015 call that I had not known for some time. The sharp rise in the stock before and the sharp fall after the 2Q call is consistent with my hypothesis that […]