Seeking Alpha

Smith On Stocks'  Instablog

Smith On Stocks
Send Message
Follow @SmithOnStocks on Twitter for more updates ( 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
My company:
My blog:
Smith On Stocks
View Smith On Stocks' Instablogs on:
  • Discovery Laboratories: Results For Phase 2a Trial Are Quite Encouraging; Why Then Did The Stock Crash

    I have written a report on my website that discusses the results of Discovery Laboratory's first in human, phase 2a trial of Aerosurf. The full report is available at this link.

    I consider Aerosurf to be one of the most important new drugs under development in biotechnology. I believe that it has sales potential of over $1+billion in the US and a similar amount in international markets if successfully developed. So what are the chances? We know that the synthetic surfactant product (KL-4) which is the active drug ingredient in Aerosurf is an effective drug when given as a liquid dosage form (the baby is intubated and the liquid KL-4 is poured through a tube into a baby's lungs). The FDA has approved KL-4 in this dosage form. In Aerosurf, KL-4 is delivered as an aerosol which could provide highly meaningful medical benefits and as highly meaningful cost reduction benefits for payors.

    The intubation procedure in a premature baby carries great risk and the long sought "Holy Grail" of neonatology is to be able to give a surfactant in a less invasive, aerosolized form. This would allow the product to be given safely in conjunction with nasal continuous positive airway pressure (nCPAP); this uses nose clips instead of an endotracheal tube.

    Nov 13 11:55 AM | Link | 2 Comments
  • What Astra Zeneca Is Acquiring With ZS Pharma

    Smith on Stocks has done extensive research on ZS Pharma and you may want to refer to my initiation report of April 2015, if you no experience with ZSPH and the potential of its potassium lowering agent ZS-9. The link is

    Nov 08 8:38 AM | Link | Comment!
  • Northwest Biotherapeutics: Analysis Of A Coordinated Short Selling Attack Against The Stock

    A Suspect Plunge in Price

    On Friday October 16, 2015 a day in which the Dow Jones and S&P averages increased 0.4% and 0.5% and the Biotechnology Index was flat, Northwest Biotherapeutics' stock plummeted 30%. The stock opened at $5.97, traded up to $6.06, then crashed to an intraday low of $3.82 and closed at $4.19. Volume for the day was 3 million shares which was 10 times the average daily trading volume for the 11 previous trading days of October. The Company did not issue any press releases and I am not aware of any negative brokerage reports or blogs. There were no new headlines on Yahoo. There is only one reasonable explanation for the decline and that was a coordinated short selling attack on the Company.

    The complete article can be accessed on my website at

    Tags: NWBO
    Oct 20 12:57 PM | Link | 1 Comment
Full index of posts »
Latest Followers


More »
Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.