Posted on 1/7/21
Novavax: COVID-19 Trial Underway In The U.S., Results From The U.K. On Tap
Novavax (NVAX) has a good chance of reporting data in January from its late stage clinical studies of the company's COVID-19 vaccine, NVX-CoV2373. I previously wrote . . .
Posted on 11/30/20
Novavax Makes Progress, Is The Name A Discount Moderna?
The past few months I couldn't help but notice a sizable gap in the valuation of Moderna (MRNA) and Novavax (NVAX), two players in the race . . .
Posted on 9/30/20
COVID-19 Vaccine Race Heats Up: Moderna Faces Off Against Pfizer And BioNTech
There have been a few developments since I last wrote about the front-runners in the COVID-19 vaccine race; BioNTech SE (BNTX) and Pfizer (PFE), Moderna (MRNA), . . .
Posted on 8/26/20
Inovio: A Viable Short, Falling Behind The Leaders In COVID-19 Vaccine Development
SummaryINO is up over 300% year-to-date despite the recent sell off.INO-4800 got out of the blocks quickly, but the pace of development has faded a little.INO . . .
Posted on 8/26/20
iBio: A Compelling Short
SummaryiBio has broken below a key technical level.The company is behind over 20 other names in COVID-19 vaccine development.iBio has done well to raise cash, at . . .
Posted on 8/25/20
Inovio: Falling Behind The Leaders In COVID-19 Vaccine Development, A Very Viable Short
When COVID-19 reared its head, of course vaccine-maker Inovio Pharmaceuticals (INO) threw its hat into the ring, like it does with each epidemic or pandemic. Is . . .
Posted on 7/24/19
Altria Becomes An Even More Compelling Short
SummaryMO's investment in JUUL seems like a clever way to deal with declining volumes of cigarette sales.Recent developments confirm that the regulatory headache for e-cigarette manufacturers . . .
Posted on 7/23/19
Why Altria's Life Raft Could Be Taking On Water
Altria Group's (MO) investment in e-cigarette manufacturer Juul Labs (JUUL) represents a potential contingency plan, should the volume of combustible cigarettes sold continue to decline. However . . .
Posted on 1/8/19
Axsome Therapeutics: Still 5 Catalysts Ahead In 2019
SummaryAxsome Therapeutics has a rich pipeline of drugs.ADVANCE-1 is AXSM's trial of AXS-05 in Alzheimer's disease-related agitation.An interim analysis of ADVANCE-1 recently passed which I believe . . .
Posted on 8/15/18
Is The Bottom In For Celgene?
SummaryCELG is a lot cheaper than this time last year.I look at the threat to Revlimid from generics manufacturers.I comment on the ongoing ozanimod story.Celgene Corporation . . .
Posted on 8/30/17
Axsome Therapeutics Sweetens The Deal For Investors
Axsome Therapeutics (AXSM) is a biopharmaceutical company with multiple Phase 3 trials nearing interim data readouts, a market cap of approximately $112 million, and cash anticipated . . .
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