Expert Financial Analysis and Reporting

SmithOnStocks Mailbox April 28, 2015 A Quick Take on Recent Events If you have a question for the mailbox, contact me. Purpose of this Note I have written extensively on Antares, Agenus, Cytokinetics and Discovery Laboratories. I have Buys on Antares, Agenus and Cytokinetics. I have a Hold on Discovery (what a troubled history), but […]

Overview This has been a tough year for many small emerging biotechnology firms. Many have been in a bear market while the market as a whole had a reasonable year. The group did very well in 2013 and early 2014 and kept pace with strong price performance by the larger biotechnology companies. In March of […]

This Has Been a Tough Correction The recent sharp market correction and rotation out of growth stocks like biotechnology and technology has had a major impact on the small biotechnology names that I specialize in. The correction has been stomach churning for me even though I have been through this many times before. I am […]

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 […]

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 […]

What SmithOnStocks Is All About It is traditional at the start of the year to go over stock picks for the coming year. It also is the time of the annual biotech “love in” in San Francisco, which I recently attended and that attracts some 30,000 biotech executives, analysts, venture capitalists and investors. I estimate […]

This has always been one of my favorite songs and I love the lyrics. If you’re going to San Francisco Be sure to wear some flowers in your hair If you’re going to San Francisco You’re gonna meet some gentle people there For those who come to San Francisco Summertime will be a love-in there […]

SmithOnStocks.com Terms of Use Disclosure SmithOnStocks (SOS) is a subscription based website that publishes in-depth analyses on biotechnology and pharmaceutical companies. SOS is not registered as a securities broker-dealer or as an investment adviser with the U.S. Securities and Exchange Commission or with any state securities regulatory authority. All revenues of SmithOnStocks have been and […]

Introduction I am beginning a new approach in my writing on biotechnology companies. As those who have followed my writing may appreciate, I try to do in-depth research reports on companies and most of my investment ideas are long term. I do not have a trading focus and try to not get overly caught up […]