Seeking Alpha
View as an RSS Feed

Smith On Stocks  

View Smith On Stocks' Comments BY TICKER:
Latest  |  Highest rated
  • Northwest Biotherapeutics: Encouraging Survival Results In 51 Glioblastoma Multiforme Patients [View article]
    One of my subscribers said that NWBO is now Woodford's 25th largest position in a $5 billion portfolio. He Certainly has $65 million invested from the two equity deals plus open market purchases that bring his investment to well over $80 million. This signifies enormous conviction on the part of someone who has done an enormous amount of due diligence or it is an act of lunacy. One would not expect lunacy from someone with his investment credentials.
    Apr 5, 2015. 08:51 AM | 7 Likes Like |Link to Comment
  • Northwest Biotherapeutics: Encouraging Survival Results In 51 Glioblastoma Multiforme Patients [View article]
    This was meant for the Bohsie comment.
    Apr 3, 2015. 08:37 AM | Likes Like |Link to Comment
  • Northwest Biotherapeutics: Encouraging Survival Results In 51 Glioblastoma Multiforme Patients [View article]
    I agree with you. I think that manipulation of dendritic cells is the best way of bolstering an immune response against cancer. This is how the body triggers a broad based response of effector and regulatory T-cells and B-cells. It also brings the innate immune system into play. This just makes more sense to me as a layman than focusing on just one component of the active or innate immune response.
    Apr 2, 2015. 10:54 AM | 3 Likes Like |Link to Comment
  • Northwest Biotherapeutics: Encouraging Survival Results In 51 Glioblastoma Multiforme Patients [View article]
    They were patients who were candidates for the phase 3 trial. However, their cancer progressed making them ineligible before they could be entered in the trial. They were then entered into a compassionate use arm and treated in the same way as if they were enrolled. The difference is that they will not be included in the final statistical analysis.
    Apr 2, 2015. 10:49 AM | 2 Likes Like |Link to Comment
  • Northwest Biotherapeutics: Encouraging Survival Results In 51 Glioblastoma Multiforme Patients [View article]
    Autologous cell manufacturing is a very different endeavor than manufacturing small molecules or monoclonal antibodies. It requires dedicated facilities and logistical infrastructure that is very different and very expensive.
    The two continent manufacturing capability will pay massive dividends to shareholders if DCVax-L is approved.
    Apr 2, 2015. 10:46 AM | 4 Likes Like |Link to Comment
  • Northwest Biotherapeutics: Encouraging Survival Results In 51 Glioblastoma Multiforme Patients [View article]
    My thoughts are similar to yours.
    Apr 2, 2015. 10:31 AM | 4 Likes Like |Link to Comment
  • An Expert's Opinion On Neuralstem's Phase 2 Results [View article]
    Topline data is by definition an overview of the trial and not a complete analysis. The reason is that the preparation of a paper on an important clinical trial is extremely important to the investigators in enhancing their reputations and advancing their careers. These paper are usually presented at a major medical conference and then published in a peer reviewed journal, If the full data set is presented before a conference it will be rejected. As much as Neuralstem might want to release more data or perhaps some explanation of what went on in the non-responders, it must remain silent. I have a good professional relationship-analyst to company management- with CEO Richard Garr. He has not returned my calls since this data was published.
    Apr 1, 2015. 11:18 AM | 3 Likes Like |Link to Comment
  • Northwest Biotherapeutics: Encouraging Survival Results In 51 Glioblastoma Multiforme Patients [View article]
    Without the strident efforts of investors who were shorting (manipulating) the stock, I think that they would have been able to take the course you suggest. I can't assure you that DCVax-L will be successful in its phase 3, but I think that the data they have created justifies the allocation of capital necessary to determine if that is so. I can argue that their data is as compelling as that of companies like Juno and Kite which have been showered with cash.
    Apr 1, 2015. 08:12 AM | 5 Likes Like |Link to Comment
  • An Expert's Opinion On Neuralstem's Phase 2 Results [View article]
    This is a point that I have made. In the case of stem cell treatment, the FDA has exercised very careful oversight. This leads me to think that if there was a serious problem with the surgery in the non-responders that they would have quickly put a clinical hold on the trial. I would also question why Eva Feldman was so publicly enthusiastic about the results. I remain unable to come up with a reasonable hypothesis about the poor responses in non-responders. However, these factors raise the possibility that there is a reasonable explanation.
    Apr 1, 2015. 07:23 AM | 2 Likes Like |Link to Comment
  • Northwest Biotherapeutics: Encouraging Survival Results In 51 Glioblastoma Multiforme Patients [View article]
    You are correct that manufacturing capital expenditures being included in R&D expense.
    Mar 31, 2015. 05:37 PM | 4 Likes Like |Link to Comment
  • Northwest Biotherapeutics: Encouraging Survival Results In 51 Glioblastoma Multiforme Patients [View article]
    There is a good chance that NWBO will announce a trial of one or perhaps both DCVax products with checkpoint inhibitors.
    Mar 31, 2015. 05:34 PM | 2 Likes Like |Link to Comment
  • Northwest Biotherapeutics: Encouraging Survival Results In 51 Glioblastoma Multiforme Patients [View article]
    Northwest would have been unable to complete clinical trials and probably would have gone bankrupt without Cognate being willing to take stock in lieu of cash. The Cognate balance sheet is so laden with Northwest Biotherapeutics stock that Cognate's existence may also hinge on the success of DCvax-L and DCVax Direct.

    AF and bloggers who appear to work for hedge funds shorting the stock have tried to create the appearance of sinister interactions between the two entities. It is standard operating procedure for them to create straw man arguments like this.

    It is also head scratching to hear AF argue that NWBO shareholders are being victimized by NWBO paying for services with stock and diluting existing shareholders. This is at the same time that he maintains that DCVax products are no more effective than grapefruit juice. Correct me if I am wrong, but wouldn't this mean that NWBO stock would be worthless. For him, inconsistencies of arguments are not a problem.
    Mar 31, 2015. 02:35 PM | 10 Likes Like |Link to Comment
  • NovaBay: Phase II Topline Results For Auriclosene In UCBE Are Very Encouraging (NovaBay, $1.57) [View article]
    A good 2 cents.
    Mar 31, 2015. 12:42 PM | Likes Like |Link to Comment
  • Northwest Biotherapeutics: Encouraging Survival Results In 51 Glioblastoma Multiforme Patients [View article]
    The 60 Minutes piece on the use of the polio virus to potentially create an immune response against glioblastoma had an interesting comment. It said that the size of the tumor can double in two to three weeks in some patients. This rapid growth can be devastating in the confines of the skull.
    Mar 31, 2015. 12:36 PM | 5 Likes Like |Link to Comment
  • Northwest Biotherapeutics: Encouraging Survival Results In 51 Glioblastoma Multiforme Patients [View article]
    In the phase 3 trial, all patients on standard of care are switched to DCVax-L if they progress.
    Mar 31, 2015. 12:33 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
1,023 Comments
2,072 Likes