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Stock Picking Wins This Week

It was another great week for TW as the pendulum appears to be swinging full speed in our direction. This while the overall market...

Caelum and Alexion Present Additional Phase 2 Data Reinforcing Safety and Tolerability of CAEL-101...

TW's Take: this data just reinforces that Alexion will move forward with their purchase. With Alexion set to be acquired later this year themselves,...

Mustang Bio Announces Updated Interim Phase 1/2 Data for MB-106 CD20-Targeted CAR T in...

TW's Take: the safety and efficacy data are excellent. Looking forward to the KOL call next week for additional details. WORCESTER, Mass., June 11, 2021...

LexaGene detects a slow-growing bacterium at least 36-times faster than conventional methods with the...

TW's Take: the science behind MiQLab continues to demonstrate disruptive qualities. While the market awaits EUA approval, the stock has languished and represents a...

Aducanumab Approval…Implications For INmune Bio

Yesterday the FDA gave a highly controversial approval to Biogen (BIIB) for the first ever treatment of Alzheimer's. In doing so, the FDA has...

LexaGene Sells a MiQLab System to Denver Animal Emergency

TW's Take: watch the testimonial! This product is disruptive and going to be a big deal over the next year once it gets FDA...

TFF Pharmaceuticals Hosting Key Opinion Leader Perspectives on Thin Film Freezing Applications

TW's Take: this call should lay out a compelling thesis for the long-term disruptive case for thin film freezing. We believe this delivery technology...

FDA confirms NDA for Oleogel-S10 will not require an Advisory Committee Meeting

TW's Take: more good news on Oleogel-S10. If the drug is approved, as expected, AMYT is a bargain at current prices. DUBLIN, Ireland, and Boston...

Oregon Trails

Greetings from Ashland, Oregon where my tour of the west coast is ending in fine fashion. The biking here is outstanding, the meals our...

LexaGene Partners with Ethos Discovery to Develop New Companion Animal Diagnostic Tests

TW's Take: the size of the veterinary market is greatly underappreciated by the market and makes LexaGene a great value play here. BEVERLY, Mass. USA...

FDA Grants Priority Review for New Drug Application for Oleogel-S10 for the Treatment of...

TW's Take: this is excellent news and positions AMYT for a big move in the second half of 2021. With the Chiasma acquisition, if...

INmune Bio, Inc. Announces Lead Drug Candidate XPro1595 Receives Chemical Drug Name pegipanermin from...

TW's Take: The key quote from this PR, "We look forward to advancing this novel compound into Phase 2 studies in two CNS indications...

Amryt Announces FDA Acceptance of New Drug Application for Oleogel-S10 for the Treatment of...

TW's Take: continued positive execution for Amryt. We hope to see priority review designation with approval later this year. AMYT should move higher into...

LexaGene Takes Steps to List on the Nasdaq

TW's Take: a positive step that demonstrates the company's confidence in getting approval in the US for their diagnostic product. BEVERLY, Mass. USA – June...

Resetting Expectations for TFF Pharma

Thin Film Freezing, the drug delivery method being developed by TFF Pharma (TFFP), is an exciting technology that has the potential to change the...

Anixa Biosciences Announces Support from the National Cancer Institute for Ovarian Cancer Vaccine Developed...

TW's Take: nice to see the support for this early stage program from the NIH. SAN JOSE, Calif., May 26, 2021 /PRNewswire/ -- Anixa Biosciences, Inc....

ParkerVision Files Against LG for Patent Infringement

TW's Take: PRKR is going to keep the Western District of Texas busy with lawsuits as the list of infringers continues to grow. Expect...

Reversal of Fortune

The pendulum had swung too far. Simply put, companies that are funded and executing on their gameplan cannot go down forever. Eventually they find...

Anixa Biosciences and Moffitt Cancer Center Receive Additional Information Request from US FDA for...

TW's Take: this is close to the best possible news Anixa could have asked for. It appears they will definitely be dosing their first...

ParkerVision Secures Patent License and Settlement Agreement with Buffalo, Inc.

TW's Take: after years of battle, Parker has finally landed their first blow. This is a significant victory in that it demonstrates the tide...

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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.