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Expert Financial Analysis and Reporting

Windtree Therapeutics: Key Points from Conference Call on 1Q, 2016 Results (WINT, $2.04)

Investment Thesis

The current market valuation of Windtree is only $16 million. This seems extremely low for a Company that…
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Discovery Laboratories: Clinical Trial Data over Next Year Could Validate the Promise of Aerosurf (DSCO, Buy, $1.60)

Investment Overview

The Stock Market Has Written off Aerosurf

The current stock market valuation for Discovery Laboratories of $13 million (8 million…
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Discovery Laboratories: Results for Aerosurf in Phase 2a Trial are Encouraging; Why Then Did the Stock Crash? (DSCO, Buy, $0.30)

Introduction

This report discusses the results of Discovery Laboratory’s first in human, phase 2a trial of Aerosurf. In writing this report,…
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Discovery Laboratories: What I Intend to Do in the Aftermath of a Disastrous Stock Offering (DSCO, Buy, $0.54)

Quick Summary
Discovery Laboratories has just completed a stock offering that was done at distressed prices. This was a disaster for…
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Discovery Laboratories: An Analysis of Phase 2a Results for Aerosurf and What to do with the Stock (DSCO, $0.81, for paid subscribers)

Glossary of Important Definitions

For those of you who are not familiar with terms used in neonatology, I am starting this…
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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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Discovery Laboratories: Focus is Totally on Aerosurf Development (DSCO, $1.43, Hold)

Investment Thesis

During the conference call on March 16, 2015 discussing 4Q, 2014 results, management announced that it had decided to…
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Discovery Laboratories: Delay in Completion of Aerosurf Phase 2a Trial and Continued Disappointing Sales of Surfaxin Weigh on the Stock (DSCO, $1.53, Hold)

Phase 2a Aerosurf trial completion has been pushed back to 1Q, 2015 from 4Q, 2014.
All important topline results from Aerosurf…
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Discovery Laboratories Has Formed an Important Collaboration with Battelle to Develop Aerosurf (DSCO, Buy, $1.69)

This agreement partners Discovery with a world class medical device developer and meaningfully de-risks development of Aerosurf.
It also gives meaningful…
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Discovery Laboratories: My Current Thinking on the Surfaxin Launch and Aerosurf Phase 2 Trials (DSCO, Buy/Hold, $1.62)

Investment Thesis

At the time of launch of Surfaxin on November 8, 2013 Discovery Laboratory’s (DSCO) stock was selling at $2.00.…
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Discovery Laboratories: A Look at the Surfaxin Launch and the Phase 2a Trial of Aerosurf (DSCO, Buy, $1.79, free content)

Launch of Surfaxin

The launch of Surfaxin has begun and initial results were below expectations causing the Company a few months…
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Discovery Laboratories: An Update on the Surfaxin Launch and the Phase 2 Clinical Trial Program for Aerosurf (DSCO, Buy, $1.72)

Introduction and Overview

This note updates recent progress of the company along with my detailed investment outlook which I break into…
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Discovery Laboratories: An Asymmetric Opportunity (DSCO, $2.07)

I have just published the first of a series of reports on Discovery Laboratories.
Instead of publishing an extensive report (which…
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Discovery Laboratories (DSCO, $2.07): An Asymmetric Opportunity

 
Purpose of This Report
This is the first of a series of reports on Discovery Laboratories. Instead of publishing an extensive…
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Discovery Laboratories: Removal of Financing Overhang Is a Catalyst for the Stock (DSCO, $2.17)

Investment Thesis
I believe that the recent stock offering by Discovery Laboratories (DSCO) removes the financing overhang that has been holding…
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Discovery Laboratories: What the Marketing Approval of Surfaxin Could Mean to the Stock (DSCO, $2.72)

Surfaxin is Finally Cleared for Commercialization in the US
The long saga for Discovery Laboratories (DSCO) that began with the first…
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Discovery Laboratories: The Street Is Getting on Board With Me

My Recent History on Discovery Laboratories

On February 22, 2012, I initiated coverage of Discover Laboratories with a Buy and at…
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Discovery Laboratories (DSCO): An Update and Buy Re-iteration

I have just published a new report on Discovery Laboratories; this emerging company has two products approved for U.S. marketing…
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