Expert Financial Analysis and Reporting

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 […]

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 […]

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 […]

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 […]