Expert Financial Analysis and Reporting

On June 17 at the American Society of Clinical Psychopharmacology Neuralstem reported phase 1b data for its small molecule drug NSI-189 in a randomized double blind trial in depression. This involved 6 patients on placebo and 6 patients on each of three different dosing regimens for a total of 24 patients. The study ran for […]

Investment Thesis My recommendation of Neuralstem (CUR) has been based primarily on the potential for its neural stem cells NSI-566 in treating ALS. However, the Company is also developing NSI-189, a novel small molecule drug that could offer a completely new approach to treating major depressive disorder and other central nervous system diseases. Drug research […]

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 […]

Overview Dr. Eva Feldman is the lead investigator for the clinical trials of Neuralstem’s (CUR) NSI-566 spinal cord stem cells in the treatment of amyotrophic lateral sclerosis (ALS or Lou Gehrig’s disease). She spoke at the Keystone Symposia on April 9, 2014. Dr. Feldman is the recent President of the American Neurological Association. She is […]

Introduction The final results of the phase 1 trial of Neuralstem’s (CUR) NSI-566 spinal cord stem cells in the treatment of amyotrophic lateral sclerosis (ALS or Lou Gehrig’s disease) were just published in the peer-reviewed journal, Annals of Neurology. The market has responded very positively to the data with the stock up about 15% to $4.48. […]

Report In Brief This report is an in-depth analysis of Chimerix (CMRX). I like the fundamental outlook of this company very much, but I am starting coverage with a Neutral rating. The company came public in April 2013 at a price of $14.00 and was trading at about $20.00 when I began my research. At […]

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 […]

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 […]

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 […]

Investment Thesis and Overview Neuralstem’s clinical trial programs and accompanying results for its two key drugs, the neural stem cell product NSI-566 (its lead drug) and its small molecule drug NSI-189, are picking up a good deal of momentum. This year holds the promise for several events that could continue to drive the stock. The […]