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It’s Getting Hot

This weeks newsletter comes from the Valley of the Sun. It's hot already in Phoenix, where they are currently in a stretch of 100+...

TFF Pharmaceuticals Provides Update on Tacrolimus Inhalation Powder (TFF TAC) Phase 2 Trial for...

TW's Take: more outstanding results from TAC as this drug has all the makings of being a best-in-class blockbuster within a couple years. Now,...

Sell in May and Go Away

In March, I wrote the following.. Markets are nothing if not forward looking. Typically, the start discounting events six months in advance. With election day...

PERMA-FIX REPORTS FINANCIAL RESULTS AND PROVIDES BUSINESS UPDATE FOR THE FIRST QUARTER OF 2024

TW's Take: a decent quarter but the stage is set for a great last three months of 2024.  ATLANTA, May 09, 2024 (GLOBE NEWSWIRE) -- Perma-Fix...

QUEST RESOURCE HOLDING CORPORATION REPORTS FIRST QUARTER 2024 FINANCIAL RESULTS

TW's Take: strong execution sets the stage for continued growth in the business and in the stock price.  Double-Digit Growth in Gross Profit Resulting...

Premium Subscriber Update, May 8, 2024

~ This article is available for premium subscribers only. Please do not share the information here with non-premium subscribers or with company managements. Thank...

Anixa Biosciences Expands Partnership with Cleveland Clinic to Develop Additional Cancer Vaccines

TW's Take: quite a positive step as partnering with the renowned Cleveland Clinic on additional vaccines speaks to how well the current trials are...

More Chatter on Financings…and Other Weekend Musings

Last week's topic of conversation was INmune Bio (INMB) and how they had pulled off a very high quality financing. It had solid investors...

TFF Pharmaceuticals Announces Pricing of $4.8 Million Public Offering

TW's Take: Needed capital gives TFF the runway to get through some big milestones including FDA go ahead to launch pivotal trials, which should...

INmune Bio Inc. Provides Update on Two Patients from the Phase 1b Alzheimer’s Disease...

TW's Take: mind-blowing results from an admittedly small "n". I am not aware of any other clinical trial in AD that has had one...

TFF Pharmaceuticals Makes Available Phase 2 Data from Tacrolimus Inhalation Powder (TFF TAC) for...

TW's Take: more compelling evidence supporting TFF TAC. Valuation here remains crazy low. When will partners care? Data Now Available on Company Website Following...

INmune Bio Inc. Completes First Cohort and Initiates Second Cohort of Phase 1/2 Study...

TW's Take: enrollment is going great and we should see some clinical data over the summer. This program has the chance to catch the...

Financing…Quality Matters

Until they mature and hit profitability, small-cap growth companies rely on financings to fund their operations. Sometimes that money is easy to come by...

INmune Bio Inc. Announces $9.7 Million Registered Direct Offering Priced At-the-Market Under Nasdaq Rules

TW's Take: this financing is a high-quality deal with only one investor who was limited to $9.7M to stay below 5% of the company....

Quest Resource Holding Corporation Announces Continued Strong Business Momentum and First Quarter 2024 Earnings...

TW's Take: QRHC is just beginning a strong, organic growth phase that should propel this stock to new highs. Additional Significant Client Win to...

INmune Bio Inc. Announces 24-Month Stability Validation of XPro™ for Phase III Readiness and...

TW's Take: INmune is getting their ducks in a row for a large phase 3 trial, which we hope to see starting near the...

Lantern Pharma Receives Regulatory Approval to Expand Harmonic™ Clinical Trial for Non-Small Cell Lung...

TW's Take: this approval should help accelerate patient enrolling in this program. Approximately 33% of all non-small cell lung cancer patients in East Asia...

Premium Subscriber Update, April 22nd, 2024

~ This article is available for premium subscribers only. Please do not share the information here with non-premium subscribers or with company managements. Thank...

INmune Bio Inc. Raises Approximately $4.8 Million in Gross Proceeds Through Registered Direct Offering...

TW's Take: this provides the capital to get the company through top-line AD data. I suspect the shorts are going to be very worried...

Rocky Road to Success

That explosion you heard last week was Spectra7 (SPVNF) imploding. After putting up close to a zero in revenue in Q4, they only slightly...

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DFC Advisory Services LLC (dba TW Research Group) is an investment adviser. We are also compensated for publishing information on certain companies. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.