Expert Financial Analysis and Reporting

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. […]

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 […]

Thoughts on the Stock Price I have been recommending Neuralstem (CUR) since my initiation report of November 5, 2012 at a price of $0.92. The stock has appreciated significantly over the past year and has been extremely strong in the month of September as the price increased from $1.60 on the 4th to a close of $2.68 […]

Introduction This week’s edition of SmithOnStocks Opines includes brief comments on news concerning ImmunoCellular Therapeutics (IMUC) and Cadence (CADX), last week and have highlighted an upcoming presentation that could be a boost to Neuralstem’s (CUR) stock. ImmunoCellular Therapeutics (IMUC): The Company announced that the phase II trial of ICT-107 had reached an interim point that […]

Overview of This Week’s Report This week I published a major report on Alimera Sciences and pSivida which led to my recommendation of pSivida. I also comment on Neuralstem’s press release on a rat study modeling the use of NSI-566 neural stem cells in an acute spinal cord injury which showed some encouraging data. The […]

Introduction I have started to write a newsletter on a weekly or bi-weekly basis to supplement my reports and blogs. In this week’s edition, I start with some thoughts on financing strategies for biotechnology companies. This can have an impact on stock prices second only to product development news. I follow this with some brief […]

Purpose of Report An encouraging update on the phase I trial of Neuralstem’s (CUR) neural stem cells in ALS was just presented. I alerted investors about this potential catalyst in my recent blog.   Investment Conclusion Before I state my conclusions let me quote the lead investigator on the study, Dr. Eva Feldman. She said […]