TW Research Group | Micro-Cap Stock Ideas

Augmenta Bioworks and TFF Pharmaceuticals Announce Positive In Vitro Data Demonstrating Binding and Neutralization...

Daniel Carlson - July 29, 2021

TW's Take: very exciting news as TFF's internal program (with partner Augmenta) appears to be effective against all strains of Covid-19. Expect to see...

INmune Bio, Inc. Announces Design of Upcoming Phase 2 Alzheimer’s Disease Clinical Trial and...

Daniel Carlson - July 26, 2021

TW's Take: Very exciting news. The data is compelling and improves over time. Meanwhile, having a rigorous, placebo controlled trial that only lasts 6...

July About to Close With a Bang?

Daniel Carlson - July 24, 2021

Last week wasn't a bad week for the markets at all. With a nice two day rally to end the week, the Russell 2000...

ParkerVision Receives Second Favorable Markman Ruling in ParkerVision v. Intel

Daniel Carlson - July 23, 2021

TW's Take: Markman rulings are roughly 90% predictive of the winner of a court case, so this is obviously very good news for Parker....

Lantern Pharma Announces Significant Positive Preclinical Data in Pancreatic Cancer With Drug Candidate LP-184

Daniel Carlson - July 20, 2021

TW's Take: this is very positive pre-clinical data in a large disease with not many good treatment options. LP-184 is a potentially multi-billion dollar...

INmune Bio, Inc. Announces Poster Presentation and Plenary Talk at the Alzheimer’s Association International...

Daniel Carlson - July 19, 2021

TW's Take: INmune's data on reducing neuro-inflammation is industry leading. Their lack of cognitive testing has led to a discounted valuation versus peers that...

Back In The Torture Chamber

Daniel Carlson - July 17, 2021

With the S&P 500 hitting new highs recently, continuing the rally from last March's lows, we are all having a great time, right? Uhhh,...

INmune Bio, Inc. Announces $40 Million Registered Direct Offering

Daniel Carlson - July 14, 2021

TW's Take: a smart move putting quality investors into the stock and getting enough cash to take them through phase 2. Painful to stop...

TFF Pharmaceuticals Announces Completion of Enrollment and Preliminary Data from its Phase 1 Clinical...

Daniel Carlson - July 13, 2021

TW's Take: we continue to believe that TAC represents a potential $1B drug and the data continues to be much better than expected or...

INmune Bio, Inc. Announces First Patient Treated with NK cell priming “pseudokine” INKmune in...

Daniel Carlson - July 12, 2021

TW's Take: great news as this program had been long-delayed by Covid. NK companies routinely achieve valuations higher than INMB's current market cap. This...

Kentucky Bluegrass

Daniel Carlson - July 10, 2021

In a holiday shortened week, this newsletter comes from Kentucky where the TW household is attending a family wedding. Throw in a side journey...

LexaGene Launches 2nd Generation Bacterial and Drug Resistance Test to Better Meet the Diagnostic...

Daniel Carlson - July 7, 2021

TW's Take: we believe the market is missing the exciting opportunity in the vet space for LexaGene. Cash flow increasing monthly. Vet alone can...

Let’s Get Ready To Rumble (2nd Half Preview)

Daniel Carlson - July 3, 2021

To steal a line from Charles Dickens, "It was the best of times. It was the worst of times. Then it was pretty darn...

LexaGene Advances Towards FDA Emergency Use Authorization

Daniel Carlson - July 2, 2021

TW's Take: LexaGene's progress towards an EUA continues. The valuation is compelling and if an EUA is achieved, expect to see the stock trading...

Journey Medical Corporation Enters into a Definitive Agreement with Dr. Reddy’s Laboratories Ltd. to...

Daniel Carlson - June 30, 2021

TW's Take: Journey continues to expand and is an underappreciated, cash-flow generating, piece of the Fortress puzzle. NEW YORK and SCOTTSDALE, Ariz., June 30, 2021...

Hoping for Fireworks

Daniel Carlson - June 26, 2021

As the market seems to be slowly settling into summer, volatility is dropping and news flow is getting sparse. Amazing to think this is...

Trading Blog, June 24, 2021

Daniel Carlson - June 24, 2021

~ Trade alerts discuss changes to Tailwinds' managed portfolios. They are available for premium subscribers only. The information contained here is not meant to...

Augmenta Bioworks and TFF Pharmaceuticals Announce Selection of Lead Monoclonal Antibody Candidate AUG-3387 for...

Daniel Carlson - June 22, 2021

TW's Take: this is potentially a major breakthrough for regions of the world where cold-chain drug distribution doesn't exist. Looking forward to more information...

Put The Hammer Down…Backgammon Lessons

Daniel Carlson - June 19, 2021

Back in February, on our trip to Miami, I was fortunate to be introduced to a friend of a friend named "Phil". Phil just...

LexaGene’s MiQLab Offers Rapid Plague Detection for Bioterrorism Threats

Daniel Carlson - June 17, 2021

TW's Take: the platform being developed by LexaGene has great functionality. The MiQLab is a disruptive force for diagnostics. BEVERLY, Mass., June 17, 2021 (GLOBE...

Become a TW Research Member

All our articles are free for everyone to enjoy, however you must register as a user. Please take the time to sign up, it’s free and we do not share your information with anyone.

For those interested in receiving alerts when we buy or sell stocks for our managed accounts, you should consider becoming a premium subscriber. A premium subscription costs $500 per year and subscribers get emails about every transaction taken in our portfolios, including names that have yet to be added to the Tailwinds site.

SIGN ME UP

Receive Our Weekly Newsletter

Every Sunday we recap the market and consolidate the news from our universe. It’s free to subscribe. Just click on the link below.

Newsletter Signup

Home