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Trading Blog, Feb. 21, 2024

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Topline Efficacy Data from the enVVeno Medical VenoValve® Pivotal Trial to be Presented at...

TW's Take: looking forward to, what I believe will be, outstanding data presented in just over 2 weeks. These results could be the catalyst...

Biotech’s Next Move

On October 28th of last year, I titled my weekly newsletter, In Support of the XBI. In the next two and half months, we...

Lantern Pharma Advances Unique ADC (Antibody Drug Conjugate) Program Across Multiple Solid Tumor Cancers

TW's Take: ADCs are a hot space right now and RADR could be the key to getting Lantern involved rapidly and cost effectively. Exciting...

IN8bio Announces Publication on Novel Gamma-Delta T Cell Therapy for Glioblastoma in Frontiers in...

TW's Take: nice endorsement of IN8's therapy. No new news in this article, however. Peer-reviewed publication discusses current strategy and future direction of new...

Aeluma Wins Funding Award from the Department of Energy

TW's Take: more good news as ALMU executes on their game plan of winning smaller defense and government contracts as they await the potentially...

Anixa Biosciences Initiates Dosing in Second Cohort of Ovarian Cancer CAR-T Clinical Trial

TW's Take: moving on to the second cohort is a big step forward as the initial cohort completes with zero significant adverse events, something...

Groupthink…It’s Not Always Wrong

It generally pays to take the opposite side of the group consensus. When the analyst community all forecasts the same outcome, it's safe to...

Trading Blog, Feb. 9, 2024

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Aeluma Wins Funding Award from the Office of the Secretary of Defense

TW's Take: further confirmation that ALMU's technology is well positioned to become a highly disruptive technology for the manufacturing of advanced chips at large...

INmune Bio to Participate in Baird’s Biotech Discovery Series Webcast on February 13, 2024

TW's Take: we are expecting increased institutional interest in INmune and this conference could help highlight a great program that, with the FDA hold...

Lineage Cell Therapeutics Announces $14.0 Million Registered Direct Offering

TW's Take: This is good news as it firms up the balance sheet as the programs advance towards more milestone and eventual royalty income...

Good News Strikes Again…But This Time It’s Different

Almost two years ago, I wrote a newsletter titled, Buy the Rumor, Sell the News. The poster child for that article should have been...

Spectra7 and Teledyne LeCroy to Demonstrate Robust Performance Testing of 800Gbps Active Copper Interconnects...

TW's Take: more positive publicity for SPVNF's solution ahead of the anticipated 800Gbps upgrade cycle. Demo to Highlight Spectra7’s GC1122 and Teledyne LeCroy’s Xena...

January 30th Trading Update

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INmune Bio Announces FDA Removal of Clinical Hold for Alzheimer’s Disease Program

TW's Take: Finally! This doesn't change the phase 2 timeline but sets the stage for phase 3 and also opens the door for more...

February Looms Large For Several TW Stocks

After staring at various charts, returns and other indicators, I have come to the conclusion that January was just different. Of the stocks I...

Spectra7 and Keysight Successfully Achieve Robust Performance Testing of 800Gbps Active Copper Interconnects and...

TW's Take: SPVNF continues to position themselves for the next-generation of data center buildouts. Keysight is a solid partner to have in this endeavor.  ...

TFF Pharmaceuticals to Present Data from Phase 2 Trial of Voriconazole Inhalation Powder (TFF...

TW's Take: nice recognition at an industry conference demonstrates how exciting this program is and why partners will be looking at TFF very closely...

Anixa Biosciences Announces Japanese Patent on Ovarian Cancer Vaccine Technology

TW's Take: Anixa is slowly developing a portfolio of cancer vaccine assets and this is another step in that direction. SAN JOSE, Calif., Jan. 23, 2024 /PRNewswire/ -- Anixa...

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