Seeking Alpha

Trevor Lowenthal

 
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PRO Articles
PRO articles cover stocks that fly under most investors' radar screens.
  • BioLife Solutions: A Heavily Discounted High Growth Opportunity
       • Fri, May. 23 BLFS 23 Comments

    Summary

    • BioLife is a virtually unknown micro cap listed on the Nasdaq.
    • With 100 clinical stage products and therapies using its biopreservation media products, we project that the company could generate around $69 million by 2022.
    • As the company embarks on an exhaustive investor relations program in 2014, the company should attract more retail and institutional investors.
    • Three insiders have bought shares on the open market around current price levels this month, while none have sold this quarter. We believe this is a strong bullish signal.
    • As a result, we believe the company is significantly undervalued, and shares could trade higher soon.
  • Rexahn Pharmaceuticals: An Undervalued Oncology Play With Risk Diversification
       • Wed, May. 14 RNN 16 Comments

    Summary

    • Rexahn is an emerging biopharmaceutical company listed on the NYSE MKT.
    • RX-3117 could have a profound impact on patients with Gemcitabine-resistant forms of cancer.
    • Investors should be aware that a partnership for the compound could be announced any time during mid-2014, which could drive shares substantially higher.
    • The latest market correction offers a rare and unique opportunity to accumulate the stock at a 34% discount. However, this opportunity is fleeting since shares could trade higher soon.
    • With three drug candidates targeting different cancer cells, Rexahn has a 50% to 75% shot at receiving FDA approval for only one compound. Thus, its risk dynamic is diversified.
  • Opexa Therapeutics: An Optimal Buyout Candidate Pending Successful Topline Results From Abili-T
       • Wed, Apr. 30 BIIB, MRK, SNY 21 Comments

    Summary

    • Opexa is an emerging biopharmaceutical company listed on the Nasdaq.
    • Its main drug candidate, Tcelna, could have a profound impact on patients with Secondary Progressive Multiple Sclerosis as the first personalized T-cell immunotherapy to target this disease.
    • The company's option and license arrangement with Merck Serono, which secures 8-15% royalties for future global Tcelna sales, serves as leverage for an acquisition pending positive topline results of Abili-T.
    • Investors should also be aware of an imminent value-driving catalyst as patient enrollment for Abili-T is expected to be completed in Q2 2014.
    • The latest market correction offers a rare and unique opportunity to accumulate the stock at a substantial 25% discount. However, this opportunity is fleeting since shares could trade higher soon.
  • The Bull Case For Oragenics: Buy The 30% Discount, Hold For Long-Term Success Of The Lantibiotic Program
       • Wed, Apr. 23 OGEN, APHB, XON 5 Comments

    Summary

    • Oragenics is an emerging micro cap biopharmaceutical company listed on the NYSE.
    • Its novel lantibiotic therapies, most notably Mu1140, could have a profound impact on patients suffering from Hospital Associated Infections.
    • Evora (ProBiora3) sales are undoubtedly disappointing, but it still offsets cash burn by around $2 million a year for the further development of the lantibiotic and probiotic programs.
    • The latest market correction provides investors with unique buying opportunities across the board.
    • We believe the company is an optimal buy since shares appear to be trading at a steep 30% discount, and its long-term drug prospects look promising.
  • AmpliPhi Biosciences: A Speculative Play In Biopharmaceuticals Too Compelling To Ignore
       • Fri, Apr. 11 GSK, OLGXF, SYN 17 Comments

    Summary

    • AmpliPhi is a virtually unknown small-cap biopharmaceutical company listed on the OTC.
    • Its bacteriophage therapies could have a profound impact on the anti-infective sector, but more importantly, patients suffering from a variety of antibiotic-resistant infections.
    • The significant share ownership of Randall J. Kirk, a tycoon of the biopharmaceutical industry, is a testament to the company's potential to reshape the treatment modality for infectious diseases.
    • We believe the company is a compelling speculative play as its long-term drug prospects look promising, and management is exhausting all avenues to ensure the success of their clinical programs.