Expert Financial Analysis and Reporting

Back From BIO CEO Conference I have returned from spending two days at the BIO CEO conference at the Waldorf Astoria in New York City. Through attending presentations or one on one meetings,  I heard presentations from Advanced Cell Technology ACTC), Advaxis (ADXS), Agenus (AGEN), Alexion (ALXN) , Alkermes (ALKM), Aradigm (ARDM), Athersys (ATHX), Celator […]

In my writing, I have found that there are some very smart people out there who have interesting questions and perspectives. I have decided to periodically share with subscribers questions asked of me and my response. Also, I will include comments on my articles that I find informative. This is the purpose of SmithOnStocks Mailbox. […]

What SmithOnStocks Is All About It is traditional at the start of the year to go over stock picks for the coming year. It also is the time of the annual biotech “love in” in San Francisco, which I recently attended and that attracts some 30,000 biotech executives, analysts, venture capitalists and investors. I estimate […]

Can Cancer Vaccines Work? The issue of whether cancer vaccines are viable therapeutic candidates has been hotly debated by investors. A long string of previous cancer vaccine trial failures has led to widespread pessimism on Wall Street. There are some widely followed bloggers who are extremely negative on cancer vaccines and maintain (wrongly) that no […]

This has always been one of my favorite songs and I love the lyrics. If you’re going to San Francisco Be sure to wear some flowers in your hair If you’re going to San Francisco You’re gonna meet some gentle people there For those who come to San Francisco Summertime will be a love-in there […]

I want to bring to the attention of paid subscribers to my website an idea that is essentially a trading idea on a stock on which I also have a very positive longer term view. I think that if my idea is correct that this stock could possibly have a 50% move and hopefully more, […]

Purpose of This Report Agenus issued a press release on December 16, 2013 in regard to the final results of a phase II trial of Prophage G-200 in recurrent glioblastoma based on an article in the journal Neuro-Oncology, the official journal of the Society of Neuro-Oncology. This was an open-label, single-arm, phase II study. Patients […]

Investment Conclusion on ImmunoCellular The results of the phase II trial of ImmunoCellular’s (IMUC) ICT-107 were disappointing as they did not reach the specified endpoint of a 9.0 month improvement in median overall survival. The data suggests median overall survival of 2.0 months based on an intent to treat analysis of all 124 patients enrolled […]

Report Overview Celldex released interim data on the ReACT trial of rindopepimut in recurrent glioblastoma at the Society for Neuro-Oncology (SNO) on November 24, 2013. I am always cautious on rushing out with an interpretation of data from a clinical trial shortly after it is released. There are many different data points in a trial […]

Investment Viewpoint ImmunoCellular has extremely important data upcoming on the phase II trial of ICT-107 in newly diagnosed glioblastoma; topline results are anticipated in 4Q, 2013 or 1Q, 2014. There are four biotechnology companies- ImmunoCellular Therapeutics (IMUC), Northwest Biotherapeutics (NWBO), Agenus (AGEN) and Celldex (CLDX)-that currently are in phase IIb and III trials of cancer […]