Tag archive for ‘NBY’
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 […]
San Francisco Trip Is the Basis for a Preview of 2014 (Subscribers Only)
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 […]
NovaBay: Phase II Topline Results for Auriclosene in UCBE are Very Encouraging (NBY, $1.52)
Investment Overview I first recommended NovaBay (NBY) as a small company that fit my asymmetric investment strategy in an initiation report on October 30, 2012 at a price of $1.32. The basis of my recommendation was that in 2013 the company would be reporting phase II b data on trials of its lead drug auriclosene […]
NovaBay: Data from Phase II Trial of Auriclosene in Urinary Catheter Blockage and Encrustation is Imminent (NBY, $1.40)
Company Overview and Purpose of the Report NovaBay (NBY) will be reporting the results of three Phase II clinical trials involving its first in class “non-antibiotic”, anti-microbial agent auriclosene (NVC-422) over the next three quarters. The mechanism of action and previously conducted phase I and II trials indicate that it has broad spectrum activity against […]
Thoughts on the Growing Crisis of Bacterial Resistance to Antibiotics
Investment Overview We hear constantly from the media about problems with bacterial resistance to antibiotics. I think that this is an indication that we have reached the point at which society will collectively decide to declare a war on resistant bacteria that could provide the same impetus to the development of anti-microbial drugs that the […]