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Expert Financial Analysis and Reporting

Immuno-Oncology is Probably The Most Explosive Commercial Opportunity in All of BioPharma; My Investment Picks are Bristol-Myers Squibb (BMY, Buy, $57.14) and Agenus (AGEN, Buy, $4.28))

Background Information on Checkpoint Modulation

Let me provide background information that shapes my views on immuno-oncology before I get into my…
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Agenus: Update on Drug Development Programs (AGEN; Buy, $5.65)

Investment Thesis

This report focuses on product development efforts discussed in Agenus’ 2Q, 2016 conference call. My most likely investment scenario…
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Agenus: Its Market Leading Position in Immuno-Oncology Makes it A Compelling Investment Story (AGEN, Buy, $3.69)

Investment Thesis in Brief

I continue to recommend Agenus for its impressive technology platforms in immuno-oncology. It is difficult to assign…
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Agenus (AGEN: Buy, $6.61) Royalty Deal for QS-21 Adjuvant Use in Two Glaxo Vaccines

Terms of the Royalty Deal

Agenus announced on September 9th that it had signed a royalty transaction with Oberlan Capital from…
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Agenus: Its R&D Day Presentation Puts a Focus on the Great Promise of Cancer Vaccines and Checkpoint Modulators (AGEN, Buy, $6.73)

Overview of Report

I found the Agenus R&D day to be extremely interesting as it showcased the impressive immunotherapy technology base…
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Comments on Agenus and Antares

SmithOnStocks Mailbox
About the Mailbox:

My mailbox comments are brief articles on stocks in which I am involved. These can come from…
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Comments on Agenus, Neuralstem and Celldex

SmithOnStocks Mailbox
About the Mailbox:
My mailbox comments are brief articles on stocks in which I am involved. These can come from…
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Comments on Antares, Agenus, Cytokinetics, Discovery Laboratories and ZS Pharma

SmithOnStocks Mailbox
April 28, 2015
A Quick Take on Recent Events
If you have a question for the mailbox, contact me.
Purpose of this…
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SmithOnStocks Mailbox, January 31 Edition: My Take on News Events Relating to Companies I Follow

Introduction

A number of subscribers have suggested that I write more on recent news events that relate to companies that I…
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Immuno-Oncology Promises to be the Next “Big Thing” In Biotechnology

Immuno-Oncology Promises to be the Next “Big Thing” In Biotechnology
Purpose of the Report

Immuno-oncology has been the hottest area in biotechnology…
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Agenus: The Collaboration with Incyte is Transformative and Creates Great Shareholder Value (AGEN, Buy, $4.99)

Incyte’s expertise in clinical development and commercialization of cancer drugs is a perfect complement to Agenus’ product development capabilities for…
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Agenus: Encouraging Data on Prophage, But What is the Path Forward (AGEN, Buy, $3.28)

Introduction

On July 1, Agenus announced results from a non-randomized, phase 2 study of its therapeutic cancer vaccine Prophage in newly…
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Thoughts on the Market Correction in Biotechnology Stocks

This Has Been a Tough Correction

The recent sharp market correction and rotation out of growth stocks like biotechnology and technology…
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Agenus (AGEN, Buy, $3.73) Thoughts on the Stock and Company in the Aftermath of Trial Failure of MAGE-A3 Cancer Vaccine

Agenus (AGEN) and GlaxoSmithKline (GSK) announced that the MAGRIT phase 3 study of GSK’s MAGE-A3 cancer vaccine in non-small cell…
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SmithOnStocks Mailbox February 25, 2014

I have found that there are some very smart people out there who have interesting questions and perspectives concerning my…
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Agenus: There Has Been a Positive,Transformational Change in the Investment Thesis (AGEN, $3.67)

This note is based on a presentation that was made by Bob Stein at the BIOCEO conference: he is the…
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The BIO CEO Conference: Highlights from the Meeting and New Investment Perspectives (Subscribers Only)

Back From BIO CEO Conference

I have returned from spending two days at the BIO CEO conference at the Waldorf Astoria…
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SmithOnStocks Mailbox January 28, 2014

In my writing, I have found that there are some very smart people out there who have interesting questions and…
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Agenus and Glaxo: Sizing Up the Potential for the RTS,S Malaria Vaccine (AGEN, $2.94)

Putting Malaria Vaccine Results in Perspective for Agenus
Glaxo (GSK) has just released interim (18 month) results on its phase III…
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Agenus: Rebuttal To Attack By Adam Feuerstein on the Company (AGEN, Buy, $2.85)

Report Overview
Adam Feuerstein launched a withering attack on Agenus (AGEN) and me in his column. The gist of the article…
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Agenus: Thoughts on Phase II Results for Prophage in Glioblastoma (AGEN, $2.91)

Reason for This Report
Agenus (AGEN) just issued an update on a phase II trial of Prophage G-100 combined with current…
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Agenus: Assessing Stock Prospects in the Aftermath of MAGE A-3 Cancer Vaccine Missing Primary Endpoint in Melanoma (AGEN, $2.81)

Investment Thesis
Glaxo (GSK) announced today that the trial of their MAGE A-3 cancer vaccine in the DERMA trial in stage…
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Agenus: Upcoming Clinical Trial Results for the MAGE A-3 Cancer Vaccine Will Have a Major Impact on the Stock (AGEN, $3.42)

Investment Overview
I initiated coverage of Agenus (AGEN) with a Buy on July 17, 2013 based on the pending release of…
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Agenus: Key Clinical Events are Imminent (AGEN, $3.91)

Key Value Drivers for Agenus Through 2015
I am initiating coverage of Agenus with a Buy. This basic report goes into…
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Thoughts on the Growing Crisis of Bacterial Resistance to Antibiotics

Investment Overview
We hear constantly from the media about problems with bacterial resistance to antibiotics. I think that this is an…
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