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Expert Financial Analysis and Reporting

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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InSite Vision: DOUBle Trial Results are Disappointing-What Comes Next? (INSV.OB, $0.33)

Summary and Investment Thesis
InSite Vision (INSV.OB) just reported that topline results for AzaSite Plus and DexaSite in the DOUBle trial…
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InSite Vision: An Over-looked Company with Two Interesting Drug Candidates and a Big Upcoming Catalyst (INSV.OB, $0.31)

Results of the Important DOUBle Trial Are Imminent
During the May 8th quarterly conference call, management said that enrollment in the…
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Besivance Royalty Deal Extends InSite’s Cash Runway (INSV.OB, $0.31)

InSite Vision(INSV.OB) announced that it agreed to sell its royalty stream on future sales of Besivance, a product that is…
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InSite Vision: Positive Phase III Trial Results for BromSite Reduces Much of Downside Risk in the Stock (INSV.OB, $0.30)

BromSite Results are Strikingly Positive in First Phase III Trial
InSite Vision (INSV.OB) just announced top-line results from its first phase…
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InSite Vision: Upcoming Results on the DOUBle Trial May Not Be as Binary as I Have Been Thinking

I met with the CEO, Tim Ruane, and CFO, Lou Drapeau, of InSite Vision (INSV.OB) in early January during my…
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InSite Vision: Upcoming Topline Results from Clinical Trials Presents a Buying Opportunity (INSV.OB, $0.34)

Investment Overview and Opinion
In the first half of 2013, InSite Vision (INSV.OB) will release significant topline data from two phase…
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Hitting Major Milestones is Driving InSite's Price (INSV.OB, $0.40)

Investment Summary
InSite Vision (INSV.OB) has an aggressive and capable management team that continues to impressively execute on its game plan,…
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InSite Vision: Initiation of Coverage on Promising Late Stage Ophthalmology Company (INSV, $0.30)

Report Overview
The core technology of InSite Vision is its DuraSite delivery system that delivers drugs more effectively to the eye.…
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InSite Vision: Initiating Coverage on a Promising Company with a Robust Late Stage Product Portfolio

I have just published a new report and initiated coverage of InSite Vision (INSV, $0.30) with a Buy. The core…
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