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Wednesday, January 18, 2017

Time To Go Long Brainstorm Cell Therapeutics?

BrainStorm Cell Therapeutics, Inc. (NASDAQ: BCLI) is biopharmaceutical company developing adult stem cell-based therapies for a variety of neurodegenerative diseases such as amyotrophic lateral sclerosis (ALS), multiple sclerosis (MS), and Parkinson’s disease (PD). The company’s NurOwn® technology is based on the use of mesenchymal stem cells (MSCs), engineered ex vivo, to express increased amount of neurotrophic factors (NTFs). The company has tested single-dose treatments of NurOwn in ALS patients in two Phase 1/2 clinical trials and most recently in a randomized, double-blind, placebo-controlled Phase 2 clinical trial.

Below is a review of Brainstorm, including a look at the science, the Phase 2 data, and the potential valuation. I think BCLI shares are looking very attractive and have established a position in the stock.

Wednesday, January 11, 2017

JPM Meeting Notes - InVivo Therapeutics (NVIV)

JPM Meeting Notes - BriaCell Therapeutics (BCT.V)

JPM Meeting Notes - Actinium Pharmaceuticals (ATNM)

JPM Meeting Notes - MabVax Therapeutics (MBVX)

JPM Meeting Notes - Valeritas Holdings (VLRX)

JPM Meeting Notes - Can-Fite Biopharma (CANF)

JPM Meeting Notes - Matinas Biopharma (MTNB)

JPM Meeting Notes - HedgePath Pharmaceuticals (HPPI)

JPM Meeting Notes - VistaGen Therapeutics (VTGN)

JPM Meeting Notes - Vitality Biopharma (VBIO)

JPM Meeting Notes - RedHill Biopharma (RDHL)

Thursday, January 5, 2017

Another Five Names To See Next Week At JPM17

This is Part-2 of my "JPM Primer". For a separate five names, please see Part-1 >> HERE

Five Names To Meet With During JPM Week

Next week, I'm headed out to San Francisco with the rest of the biopharma world for the annual JP Morgan Healthcare Conference. It's the largest healthcare event of the year, the Superbowl of biopharma investing; or better yet, the Daytona 500 because it comes at the start of the season! I'm a small-cap biopharma analyst and investor, so all the names at JPM are too large for my tastes. The ancillary Biotech Showcase is a good conference for small-cap investors, but I've never understood the attraction or the benefit to sitting in a conference room watching a 20-minute Powerpoint presentation.

In fact, I've been going to San Francisco for JPM Week for almost a decade. I think 2017 marks the ninth year in a row I'll make the trip across the country. I cannot recall the last time I sat in on a presentation at either JPM or BTS. Instead, I make the trip to do one-on-one meetings. Almost all the management teams in town next week will meet with investors for one-on-one meetings. This is where you can really get to know the company, ask questions, and learn valuable information. Take my advice, if you really want to get the most out of your trip to San Fran next week, skip the Powerpoint presentations and schedule one-on-one meetings!

My schedule is pretty full. I'm meeting with over a dozen management teams. Below is a primer for ten names I plan to see, with a look at what I'm looking to ask and get updates on while I'm in town.