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Expert Financial Analysis and Reporting

My Approach to Investing in CAR-T Drug Development: Cryoport (CYRX, Buy, $5.67)); Kite (KITE, Avoid, $104.34); Juno (JUNO, Avoid, $27.87), Novartis, (NVS, No opinion, $84.85)

Report Highlights

The pending approval of Novartisí Car-T drug tisagenlecleucel is the beginning of a new era of drugs based…
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Novartis Releases Three Month Interim Data for JULIET Trial of CTL-019 in r/r DLBCL

Key Points:

Comparison of three month data for CTL-019 in the JULIET trial with †Axi-Cel in ZUMA-1 indicates that safety…
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Key Investment Considerations Relating to Much Anticipated CAR-T Product Launches By Kite and Novartis Later This Year

Investment Conclusions:

Cryoport: My recommended best way to invest in CAR-T launches (CYRX, Buy, $3.60)
Kite Pharma: Seems priced for…
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Thoughts on the Probable Launches of the First CAR-T Drugs; Cryoport is a Novel Way to Invest In This: Cryoport (CYRX, Buy, $2.36) and Kite (KITE, Underperform, $83.37)

Key Points:

I continue to think that first ever CAR-T drug approval will be for Novartisí CTL-019 in r/r pediatric…
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Kite Pharma: Analysis of Six Month Data from ZUMA-1 That Led to 40% Price Increase (KITE, Underperform, $72.53)

Report Preface

In the event that you are unfamiliar with acronyms used widely in this report such as CAR-T, DLBCL, TFL,…
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Updating My Investment Thinking on Kite (KITE, Avoid, $47.63) and Juno (JUNO, Sell, 17.86) in the Aftermath of the ASH Meeting

Introduction to Report

I was closely watching the Amercian Society of Hematology (ASH) meeting held during December 3 to 6 for…
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My Current Investment Thinking on Kite (KITE, Avoid, $50.02) and Juno (JUNO, Sell, $20.14) and the CAR-T Space as a Whole

Key Investment Conclusions

I believe that Juno will cease development of JCAR-015 and turn to JCAR-017 as its lead CAR-T…
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Kite Pharma: Highlights of October 18, 2016 Analysts' Day- I Remain More Cautious on the Stock than Mainstream Wall Street Analysts (KITE, Avoid, $46.45)

Key Points;

The most important data point between now and yearend 2016 is release of data from ZUMA-1 that shows…
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Kite Pharma: Interpretation of Results from the Interim Look at ZUMA-1 (KITE, Avoid, $60.25)

Overview

Kite released a press release with topline data on the interim look at the ZUMA-1 trial. This note interprets information…
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Kite Pharma Part 5: Detailed Research That I Have Done In Coming to My Opinion on Kite (KITE, Avoid, $$54.06)

Investment Opinion

Kite will be reporting interim results of the phase 2, ZUMA-1 trial of its lead product KTE-C19 by the…
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Kite Pharma Part 4: A Preview of Highly Anticipated Results from Interim Look at ZUMA-1 (KITE, Avoid, $54.95)

Key Points:

I think that an imminent press release dealing with topline results from an interim look at the ZUMA-1…
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Kite Pharma Part 3: A Detailed Analysis of the Design of the All-Important ZUMA-1 Trial

Report Overview

This is the third part of the series of reports that I have written on Kite Pharmaceuticals. I…
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Kite Pharma Part 2: An Overview of CAR-T Cell Drug Development Efforts

Overview

This section tries to give a brief, laymanís overview on the potential role of CAR-T cells in treating certain hematological…
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Kite Pharma: Part 1- Glossary of Terms and Acronyms

Introduction

I have been working on a report on Kite for over three months and have in front of me a…
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A Non-Consensus, More Balanced Look at the CAR-T Development Efforts of Kite and Juno (Kite, $48.53: Juno, $30.42)

Definition of Key Terms Used in This Report

Engineered Autologous T-cells (eACTS): These are T-cells that are removed from a patient…
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Comments on Antares, Kite Pharma and Northwest Biotherapeutics

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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CAR-T Companies-Kite (KITE, $55.09) and Juno (JUNO, $47.30): Is The Bloom Coming Off The Rose? Are Investor Expectations Unrealistic?

Introduction to This Thought Piece

Emerging biotechnology stocks obviously are very hard to value on an absolute basis because they usually…
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