Expert Financial Analysis and Reporting

Immuno-Oncology Promises to be the Next “Big Thing” In Biotechnology Purpose of the Report Immuno-oncology has been the hottest area in biotechnology in 2014 and this promises to continue in 2015 and the coming decade. This report attempts to provide a basic background to give readers a layman’s view of some of the new technologies […]

Incyte’s expertise in clinical development and commercialization of cancer drugs is a perfect complement to Agenus’ product development capabilities for antibodies used for checkpoint modulation. The combined companies present one of the most powerful development efforts in the highly promising field of checkpoint modulation. Agenus is the only pure play in this area, which is […]

Introduction On July 1, Agenus announced results from a non-randomized, phase 2 study of its therapeutic cancer vaccine Prophage in newly diagnosed glioblastoma multiforme patients. This was a 46 patient trial conducted at eight centers. All patients received Prophage plus standard of care (SOC) which is gross total resection to surgically remove as much of […]

This Has Been a Tough Correction The recent sharp market correction and rotation out of growth stocks like biotechnology and technology has had a major impact on the small biotechnology names that I specialize in. The correction has been stomach churning for me even though I have been through this many times before. I am […]

Agenus (AGEN) and GlaxoSmithKline (GSK) announced that the MAGRIT phase 3 study of GSK’s MAGE-A3 cancer vaccine in non-small cell lung failed to hit the primary endpoint of progression free survival and the secondary endpoint of overall survival. This cancer vaccine contained Agenus’ QS-21 Stimulon adjuvant. After the failure of the MAGE-A3 in melanoma last […]

I have found that there are some very smart people out there who have interesting questions and perspectives concerning my articles. I periodically share with subscribers questions asked of me and my response. Also, some subscribers have a different perspective or additional insights beyond mine that I find informative. Sharing this information is the purpose […]

This note is based on a presentation that was made by Bob Stein at the BIOCEO conference: he is the new chief medical officer of Agenus (AGEN). It was provided to paid subscribers in my note on BIO CEO highlights on February 14, 2014.  He spoke almost entirely about the recent acquisition of the privately […]

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. […]

Putting Malaria Vaccine Results in Perspective for Agenus Glaxo (GSK) has just released interim (18 month) results on its phase III trial conducted in sub-Saharan Africa for its malaria vaccine, RTS,S; this follows previous interim reports at 6 and 12 months. The results are not as good as the results normally seen with childhood vaccines […]