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Follow @SmithOnStocks on Twitter for more updates (http://twitter.com/#SmithOnStocks Please read this section carefully for some important disclosures. Who Am I? My name is Larry Smith. My career was spent on Wall Street as a biotechnology and pharmaceuticals analyst and also as Director of... More
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  • Northwest Biotherapeutics: Analysis Of Promising New Data Was Just Presented On DCVax-L In Recurrent Glioblastoma Multiforme

    Northwest Biotherapeutics has just presented data on 51 patients whom investigators originally intended to enroll in the ongoing, critically important, 348 patients phase 3 trial of DCVax-L in newly diagnosed glioblastoma multiforme. They became ineligible when their cancer progressed before they could enter the trial. However, they were treated nearly identically to the 348 patients and followed to see how long they survived; the survival data was striking. This increases the expectation for success in the ongoing phase 3 trial.

    The complete 22 page report is available at this link.

    smithonstocks.com/northwest-biotherapeut.../

    Tags: NWBO
    Mar 27 9:50 AM | Link | Comment!
  • Neuralstem: A Closer Look At Encouraging Phase 2 Results For NSI-566 Neural Stem Cells In Treating ALS (CUR, Buy, $2.36)

    Observations about the Phase 2 Trial Results

    I spent the weekend thinking about the data released in the phase 2 trial and chose the word observation very carefully to describe my current thinking. The full results of the study will be published in a peer reviewed journal and/or presented at a major neurological medical conference. Until we see the full data set and the interpretation of that data by investigators, it is hazardous to reach "set in stone" conclusions.

    Here is the link to a 20 page report on my website that details my thinking.

    Tags: CUR
    Mar 16 3:37 PM | Link | Comment!
  • Neuralstem: Initial Take On Top Line Results Of Phase 2 ALS Trial Of NSI-566 Neural Stem Cells

    The topline data for the phase 2 trial of NSI-566 stem cells were released today. The initial stock reaction indicates that some investors were disappointed with the results as the stock sold off sharply at the opening. However, I view the results as encouraging and believe that if they are replicated in an upcoming phase 2/3 trial, that NSI-566 neural stem cells have a high probability for approval in treating ALS. My buy recommendation on the stock continues.

    The complete blog can be seen at this link.

    Tags: CUR
    Mar 12 10:26 AM | Link | 8 Comments
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