Northwest Biotherapeutics and Agenus: What Are The Implications for These Companies in the Aftermath of Two Recent Cancer Vaccine Trial Failures? (NWBO, $0.38, Buy) (AGEN, $3.99, Buy)Two Recent Cancer Vaccine Trial Failures Spurred this Report On February 22, 2017, Argos reported that the Data Monitoring Committee for… 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… 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… 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… Agenus (AGEN: Buy, $6.61) Royalty Deal for QS-21 Adjuvant Use in Two Glaxo VaccinesTerms of the Royalty Deal Agenus announced on September 9th that it had signed a royalty transaction with Oberlan Capital from… 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… Comments on Agenus and AntaresSmithOnStocks Mailbox My mailbox comments are brief articles on stocks in which I am involved. These can come from… Comments on Agenus, Neuralstem and CelldexSmithOnStocks Mailbox Comments on Antares, Agenus, Cytokinetics, Discovery Laboratories and ZS PharmaSmithOnStocks Mailbox SmithOnStocks Mailbox, January 31 Edition: My Take on News Events Relating to Companies I FollowIntroduction A number of subscribers have suggested that I write more on recent news events that relate to companies that I… Immuno-Oncology Promises to be the Next “Big Thing” In BiotechnologyImmuno-Oncology Promises to be the Next “Big Thing” In Biotechnology Immuno-oncology has been the hottest area in biotechnology… 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… 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… Thoughts on the Market Correction in Biotechnology StocksThis Has Been a Tough Correction The recent sharp market correction and rotation out of growth stocks like biotechnology and technology… Agenus (AGEN, Buy, $3.73) Thoughts on the Stock and Company in the Aftermath of Trial Failure of MAGE-A3 Cancer VaccineAgenus (AGEN) and GlaxoSmithKline (GSK) announced that the MAGRIT phase 3 study of GSK’s MAGE-A3 cancer vaccine in non-small cell… SmithOnStocks Mailbox February 25, 2014I have found that there are some very smart people out there who have interesting questions and perspectives concerning my… 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… 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… SmithOnStocks Mailbox January 28, 2014In my writing, I have found that there are some very smart people out there who have interesting questions and… Agenus and Glaxo: Sizing Up the Potential for the RTS,S Malaria Vaccine (AGEN, $2.94)Putting Malaria Vaccine Results in Perspective for Agenus Agenus: Rebuttal To Attack By Adam Feuerstein on the Company (AGEN, Buy, $2.85)Report Overview Agenus: Thoughts on Phase II Results for Prophage in Glioblastoma (AGEN, $2.91)Reason for This Report Agenus: Assessing Stock Prospects in the Aftermath of MAGE A-3 Cancer Vaccine Missing Primary Endpoint in Melanoma (AGEN, $2.81)Investment Thesis 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 Agenus: Key Clinical Events are Imminent (AGEN, $3.91)Key Value Drivers for Agenus Through 2015 Thoughts on the Growing Crisis of Bacterial Resistance to AntibioticsInvestment Overview |