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Expert Financial Analysis and Reporting

Tag archive for ‘ImmunoCellular Therapeutics LTD’

ImmunoCellular Therapeutics: Is There an Investment Case to be Made? (IMUC, $0.57)

Investment Background The purpose of this report is to get investors re-engaged with ImmunoCellular Therapeutics (IMUC). On December 11, 2013 the Company announced that ICT-107 did not reach the primary endpoint of median overall survival in a randomized phase 2 trial of 124 patients with newly diagnosed glioblastoma multiforme (ndGBM). The stock plummeted from $2.72 on […]

Some Observations on Northwest Biotherapeutics (NWBO), Neuralstem (CUR), Cytokinetics (CYTK) and Immuno-Cellular (IMUC) from Their Presentations at BIO CEO.

The BIO CEO Conference is being held in New York at the Waldorf Astoria on February 9 and 10 with a broad agenda of companies. You can go the websites of each company to hear their presentations. This note gives some highlights from the first day. Northwest Biotherapeutics; A paper discussing results from the phase […]

ImmunoCellular Therapeutics LTD: Thoughts on Management’s Plan to Move ICT-107 into Phase 3 (IMUC, Neutral, $1.02)

Investment Overview ImmunoCellular and its dendritic cell cancer vaccine ICT-107 were written off as failures in December of 2013 after it was announced that the phase 2 trial in newly diagnosed glioblastoma multiforme (GBM) failed to reach statistical significance on the primary endpoint of median overall survival. However, I believe IMUC is putting forward a […]

ImmunoCellular; Thoughts on Its Plan to Move ICT-107 Forward into Phase 3 Trials Based on Data Presented at ASCO (IMUC, $1.34, Neutral, Free Content)

Investment Overview ImmunoCellular (IMUC) presented an update on the phase 2 results of ICT-107in glioblastoma multiforme or GBM at ASCO in which the authors concluded that prespecified analyses of MGMT and HLA subgroups (I’ll try to explain this later) demonstrated meaningful clinical improvements for ICT-107 patients. The Company went on to say that it believes […]

ImmunoCellular Therapeutics: Comments on ASCO Abstract on ICT-107 (IMUC, Trading Buy, $1.20)

Investment Overview The abstract on ICT-107 was released last night and is just a brief summary of the trial results as they were reported in December, 2014; there is no information in the abstract that was not previously known. However, there will be an oral presentation at the Central Nervous System Tumors session on Sunday, […]

ImmunoCellular Has Plans to Move ICT-107 Forward into Phase 3 Trials; Should It? (IMUC, $1.19 Trading Buy, For Paid Subscribers)

Investment Overview ImmunoCellular (IMUC) and its dendritic cell cancer vaccine ICT-107 were written off as failures late last year after the phase 2 trial in newly diagnosed glioblastoma failed to reach statistical significance on the endpoint of overall survival. However, failure in a clinical trial does not always mean that the drug is ineffective. Trial […]

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 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 […]

The BIO CEO Conference: Highlights from the Meeting and New Investment Perspectives (Subscribers Only)

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 […]

ImmunoCellular: Post Hoc Analysis of Disappointing Phase II Trial of ICT-107 (IMUC, $1.02)

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 […]

ImmunoCellular Thoughts on Potential Outcomes for the Phase II Trial of ICT-107 in Newly Diagnosed Glioblastoma (IMUC, $2.31) (Subscribers Only)

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 […]