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The Behavioral Economist

 
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  • Medifocus: A Biotechnology Nano-Cap Deserving Of More Attention
    Fri, Aug. 8 MDFZF 6 Comments

    Summary

    • Medifocus has seen noteworthy revenue growth for seven consecutive quarters as a result of its continued success with its non-invasive BPH treatment.
    • Medifocus is currently working with a Hong Kong based consultancy to expand its business into the Asia-Pacific markets.
    • Despite having an innovative, breast cancer focused, thermotherapy technology in a phase three trial, the company resides in market purgatory and is all but unknown to most investors.
    • While the companies current cash position leaves much to be desired, the costs associated with its ongoing phase three trial, and ambitious Asia-Pacific expansion, appear quite reasonable.
    • To gain a more thorough understanding of the company's plans and potential, this article shares insights from one company executive, and from the ongoing trial's Principal Investigator.
  • MannKind: Why The Short Argument Is Shortsighted
    Fri, Jul. 25 MNKD 234 Comments

    Summary

    • Behavioral finance theory tells us that one should not underestimate the influence of the patient population and their families in the potential success of MannKind's Afrezza.
    • The ever evolving structure of the short argument against MannKind is significantly flawed when considering the market success of other drugs with "restrictive labels".
    • MannKind's current silence is a testament to strength and progress as opposed to weakness and disorientation. Announcements only come when there is something valuable to say.
  • Paragon Shipping: Following Up With CEO Michael Bodouroglou
    Fri, Jun. 27 PRGN 14 Comments

    Summary

    • Paragon CEO Michael Bodouroglou responds to criticisms and inquiries from shareholders and readers.
    • Mr. Bodouroglou offers detailed responses pertaining to Box Ships, Allseas, and Loretto Finance.
    • Paragon Shipping continues to present as a strong investment option for prospective shareholders with a long term horizon.
    • Paragon Shipping maintains its focus on closing the discount gap, rediscovering earnings growth, and returning to paying dividends.
  • China Commercial Credit: Undervalued And Poised For Growth
       • Tue, Jun. 24 CCCR 18 Comments

    Summary

    • Trading at a significant discount to book value, CCCR presents as being grossly undervalued.
    • With an expansion into P2P lending and commercial leasing, CCCR is poised to develop in market segments with better margins and less risk.
    • An interview with the company CEO showcases leadership experience and tireless commitment.
    • Despite competition in the space growing at an alarming rate, CCCR's diverse business plan has the company poised for noteworthy growth.
    • Trading near all-time lows, now could be an opportune time to consider the initiation of a position.
  • Conatus Pharmaceuticals: An Undervalued Biotech With Intriguing Long-Term Potential
    Thu, Jun. 12 CNAT 28 Comments

    Summary

    • As a world leader in caspase protease inhibition, Conatus could change the way the medical world treats liver disease.
    • After a successful carcinogenicity study regulated by the FDA, Conatus stands on the cusp of succeeding where others have failed.
    • With more than 80% of outstanding shares held by reputable institutions, downside risk for retail investors is minimized.
    • In possession of a versatile drug candidate with multiple market implications, Conatus could make a noteworthy impact on a multi-billion dollar market.
  • The Benefits Of Behavioral Finance, The Legacy Of Herbert Simon, And The Death Of Homo Economicus
    Wed, May. 7 8 Comments

    Summary

    • Herbert Simon was a multi-talented social scientist whose achievements and contributions to behavioral economics are still yet to be fully realized.
    • The classical and neoclassical idea of homo economicus may have finally been put to rest by the failures leading into the Great Recession.
    • Three behavioral finance techniques are presented which could have a positive effect on investor portfolios and market understanding.
  • Cell Therapeutics: Enticing To All, Convincing To None
       • Wed, May. 7 CTIC 30 Comments

    Summary

    • Cell Therapeutics has been walking the line between disappointment and potential for a decade. As a result, a significant divide exists between supporters and critics.
    • After numerous instances of dilution and reverse stock splits, existing shareholders and company executives hope that a noteworthy 2013 partnership agreement can finally help the company reach its potential.
    • Consistent insider selling and a complete absence of insider buying indicates that there is little immediate upside ahead.
    • A respectable institutional investment stake and two significant institutional investors show that there is reasonable confidence in the company's future prospects.
    • If current management and leadership can't "right the ship", the possibility of a buyout could be in the cards.
  • Repligen: A Strong Investment For The Right Kind Of Investor
       • Sat, May. 3 RGEN 16 Comments

    Summary

    • Employing a business model from generations past makes Repligen a stable and sturdy investment option for old-school investors.
    • Focusing on the supply-chain end of the biopharmaceutical commercialization process, Repligen offers an investment into the space which is comparably more protected against downside risk.
    • In focusing on bioprocessing as its principal business since 2012, Repligen has become leaner, meaner, and more productive for shareholders.
    • While steady growth appears nearly inevitable over time, potential investors must be capable of employing both patience and a disciplined approach to building their position.
  • Verastem: Cancer May Have Met Its Match
       • Sun, Apr. 20 VSTM 21 Comments

    Summary

    • Exceptional personnel and unrivaled leadership separate Verastem from most small cap biotechnology entities.
    • By targeting cancer stem cells, Verastem could minimize relapse and recurrence, forever changing the treatment of cancer.
    • From current levels, Verastem should be extremely attractive to long term speculative investors.
    • With nearly 70% of shares held by institutions and insiders, Verastem investors are well protected against downside risk.
  • Ziopharm: Attempting To Rise Again In A Crowded Space
       • Tue, Apr. 15 ZIOP 12 Comments

    Summary

    • A year removed from a significant trial disappointment, Ziopharm is attempting to once again gain traction.
    • With enough cash to carry the company through mid-2015, Ziopharm's upcoming phase two data release could be a massive boost to future prospects.
    • With innovative therapeutic technology in its corner, Ziopharm's lead compound could make a noteworthy impact on considerable markets.
    • After restructuring in mid-2013, Ziopharm has become leaner and meaner, putting it in a better position to achieve.
    • A considerable amount of ambiguity surrounding Ziopharm's 2013 trial failure leaves many investors skeptical and suspicious.
  • Targacept: Traveling The Rocky Road To Redemption
       • Thu, Mar. 6 TRGT 20 Comments

    Summary

    • Past struggles and a lack of objectivity leave Targacept considerably undervalued.
    • Significant institutional holdings and noteworthy recent activity indicate investment fund optimism.
    • Potentially positive data from an ongoing Phase 2 trial could lead to dramatic re-evaluation.
  • A Behaviorist's Approach To Investment Strategy: Embrace Who You Are
    Fri, Feb. 28 32 Comments
  • OncoSec Medical Incorporated: Shareholder Patience Will Be Rewarded
       • Wed, Feb. 26 ONCS 97 Comments
  • Aradigm: A Biotechnology Micro-Cap With Asymmetrical Indicators And A Noteworthy Partner
       • Thu, Feb. 13 ARDM 27 Comments
  • USA Technologies: An Undervalued Opportunity In An Underappreciated Market
     • Thu, Jan. 9 USAT 14 Comments
  • Aeolus Pharmaceuticals: A Biodefense Nano-Cap With Noteworthy Partners
    Wed, Jan. 8 PJP, XPH, IHE 12 Comments
  • Regado Biosciences: Seeking A Second First Impression
    Editors' Pick • Wed, Jan. 8 RGDO 54 Comments
  • Sophiris Bio: Recent Price Action Offers An Attractive Entry Point
    Dec. 31, 2013 PJP, XPH, IHE 42 Comments
  • Evans Bancorp: A Community Institution Offering Steady Growth And Reliable Performance
       • Dec. 30, 2013 EVBN 7 Comments
  • Blue Earth: A Ground Floor Opportunity In Alternative And Renewable Energy
       • Dec. 28, 2013 BBLU 11 Comments
  • Immune Pharmaceuticals: A Speculative Biotech Option For The Patient Investor
    Dec. 26, 2013 IMNP 9 Comments
  • WidePoint: 600 Million More Reasons To Invest
    Dec. 26, 2013 WYY 52 Comments
  • Kingstone: A 127-Year-Old Company With 20% Upside And A Sustainable Dividend
       • Dec. 25, 2013 KINS 4 Comments
  • MediaShift: Worth A Look, In Spite Of Its Past
       • Dec. 20, 2013 MSHF 6 Comments
  • Your Own Worst Enemy: How To Prevent Ego From Destroying Your Portfolio
    Dec. 20, 2013 32 Comments
  • Cellular Dynamics: A Speculative Life Sciences Company Worth Getting To Know
       • Dec. 19, 2013 ICEL 4 Comments
  • Alcobra: A Speculative Biopharmaceutical Company With An Intriguing ADHD Drug Candidate
       • Dec. 17, 2013 ADHD 10 Comments
  • Paragon Shipping: Improving Fundamentals And Exemplary Leadership Point To Significant Upside
       • Dec. 14, 2013 PRGN 35 Comments
  • WidePoint: An Undervalued Provider Of Information Technology Solutions
    Dec. 10, 2013 LIOX, SYNT, SAPE 75 Comments
  • Xencor: A Speculative Biopharmaceutical Company Employing Groundbreaking Science
    Dec. 10, 2013 XNCR 27 Comments
  • Sharps Compliance: A Speculative Investment Opportunity In A 3 Billion Dollar Market
       • Dec. 4, 2013 SMED 4 Comments
  • Medifocus Incorporated: Not Your Typical Nano-Cap
       • Dec. 2, 2013 MDFZF 82 Comments