Are We Having Fun Yet? Bull Ride Continues

The "bull" market continued this past week although it showed signs of tiring. Which is good because the bull ride we've been on resembles...

July About to Close With a Bang?

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...

Back In The Torture Chamber

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,...

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

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

Hoping for Fireworks

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

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...

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....

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...

Gas Lines and Inflation…Is This The 80’s?

This past week saw yet another ugly market for micro-caps as the whole investment community seems to be increasingly worried about inflation and interest...

OntoChem Assigns Anixa Covid-19 Drug Discovery Project to MolGenie

TW's Take: enough progress to lead to the creation of a new company focused on developing these therapeutics is a positive development. This is...

Alpha-Bet Soup

There are times when stock picking isn't the most important part of your investment strategy. When all that matters is being in the right...

The Lows Appear To Be In Place

Earlier this year I was preaching caution. The markets were en fuego and, simply put, this cannot last. While I run pretty fully invested...

Anixa Biosciences and Moffitt Cancer Center Report US FDA Request of Additional Information for...

TW's Take: Obviously not a positive, but I'm not concerned about this making it into the clinic eventually. It's a high-risk/high-reward program. The vast...

How Long Can You Hold A Soccer Ball Under Water?

Last week I wrote about INmune Bio (INMB). In that piece, In Defense of INmune, I discussed the increasing spread between perception of what's...

Anixa Biosciences and OntoChem Enter Next Stage of Development for Covid-19 Therapeutic

TW's Take: with Covid, and its various strands, destined to be here for a while, this is a nice development in a low cost...

A Catalyst Filled Quarter Lies Around The Corner

My wife and I spent Good Friday in the car, driving up to Massachusetts to visit my number one newsletter fan; my mother. It...

2nd Degree of Risk

Investing in micro-caps always involves a high degree of risk. This risk can come in many different forms as well. For example, looking at...

This Week’s View On Anixa

A week in the market seems like an eternity these days, right? I mean, just last week Anixa (ANIX) was trading at $8 a share....

Anixa Biosciences and Moffitt Cancer Center File IND Application for Ovarian Cancer CAR-T Therapy

TW's Take: this IND filing has been years in the making, with Moffitt making many upgrades to the program. Success in solid tumors would...

Sitting On My Hands

My Investment Style...It's Not For Everyone But It Works For Me I'm often asked why I don't trade more often. Many of my stocks make...

Technically Speaking

I've always thought that technical analysts were like lawyers; you can always find one who will tell you what you want to hear. That said,...

Anixa Biosciences Announces Issuance and Publication of European Patent for Ovarian Cancer Vaccine Technology

TW's Take: 2021 is just getting started for Anixa which will launch trials of one vaccine program and expects to file an IND in...

Blood In The Water

Good Morning Vietnam! Okay, I'll confess to exaggerating a little; I neither live nor work in a war zone. It only just felt like...

Anixa Biosciences Announces European Patent Issued for its CAR-T Cancer Therapy

TW's Take: important progress as Anixa gets ready to file their IND for this potentially blockbuster solid-tumor CAR-T therapy. SAN JOSE, Calif., March 4, 2021...

Anixa Biosciences Begins Animal Testing of Covid-19 Therapeutic Candidates

TW's Take: with various strains of Covid-19 appearing, one could see the disease being here for many years and a therapeutic being greatly needed....

Heard On The Street

When I started in this business in the 1980s, "Heard on the Street" was a market moving column in the Wall Street Journal. R....

Riding the Waves

This is without a doubt the most amazing market of my career. It's obviously a bull market as indexes continue to head higher. But,...

The GameStop Impact…January In Review

What a crazy way to end a wild month, huh? As GameStop (GME) continued to rally in the face of shorts, Robin Hood required...

BOOM…Atomera Deal Highlights Another Bull Ride In The Market

Nothing seems to be able to get in the way of this bull market. An insurrection in DC? Yawn. The next administration taking on...

Ho Ho Ho, Santa Rally Caps Bizarre Year

They say the best presents come in small packages, right? Well, Santa is delivering this year in a big way. And, the best gifts...

Anixa Biosciences and Cleveland Clinic Announce FDA Clearance to Initiate Clinical Trial of Breast...

TW's Take: very exciting news for Anixa as the FDA not only accepted this IND filing but did so very quickly, a positive signal...

Anixa Biosciences Covid-19 Therapy Demonstrates Comparable Potency to Remdesivir in Pre-Clinical Testing

SAN JOSE, Calif., Dec. 14, 2020 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on the treatment and prevention of cancer and infectious...

Climbing The Wall Of Worry…

That certainly was a crazy week. The news from our companies was positive, the news on the CoronaVirus was negative, volatility within our coverage...

The Micro-Cap Rally Continues Full Force

November was truly a month to remember for the markets. The best month in over 40 years for the Russell 2000 saw that index...

Anixa Adds An Ovarian Cancer Vaccine To Their Portfolio

Dr. Amit Kumar and Anixa Biosciences have added another potential jewel to their crown. With the licensing of a promising ovarian cancer vaccine from...

Anixa Biosciences Announces Licensing Agreement with Cleveland Clinic for Ovarian Cancer Vaccine Technology

Tailwinds' Take: this expansion of Anixa's relationship with The Cleveland Clinic demonstrates the value of their partnership. Dr. Tuohy's group is a leader in...

Timing Is Everything…Or Is It?

The market's rally, especially in small-cap, continued this past week and Tailwinds' stocks participated along with the broader indexes. In particular, performance of our...

Anixa Biosciences and Cleveland Clinic File IND Application for Breast Cancer Vaccine

Tailwinds' Take: Yay! This long-awaited IND filing is game-changing for Anixa as it marks a significant milestone and brings them to the verge of...

The Biden Rally

As most of my readers know, I reserve Saturday mornings for writing my weekly newsletter. This week, however, Saturday morning marks the arrival of...

Sell Mortimer, Sell!!!

What do I want to say? That's the question that comes into my head every Saturday morning. This newsletter is an opportunity. An opportunity...

Anixa Biosciences to Host Conference Call to Provide Update on Programs

Tailwinds' Take: expecting to hear that an IND was filed for their breast cancer vaccine. Should be very positive. SAN JOSE, Calif., Oct. 27, 2020...

Post Traumatic Investment Disease Redux? Nah, Just A Dose Of Reality

Having survived the rocky cliffs of Moab, I think I jinxed myself with last week's cover photo asking "What could go wrong?" Turns out...

This Week In Moab

Having written a newsletter for almost 200 consecutive weeks, I didn't want to miss this week. But, I am mountain biking in Moab Utah,...

The Final Push…

Like the debate, 2020 has been a sh**-show. Pandemics, political divisiveness, fires...it's not been a beach party to say the least. Yet, here we stand...

Anixa’s Breast Cancer Vaccine; A Conversation With Dr. Vince Tuohy

This week I had the opportunity to speak with Dr. Vincent Tuohy of the Cleveland Clinic. Dr. Tuohy is the inventor and research leader...

West Bound and Down

After fortuitously sheltering in place on the east coast for seven weeks, we are heading back for CA this week. We seem to have,...

Under The Radar…Key Data-Points From The Last Week That Nobody Really Noticed

The easiest way to make money in the market is trading off of insider information. It is also highly illegal, will put you in...

Is It Finally Time For Anixa to Shine?

A little more than a year and a half ago, I declared that Anixa (ANIX) was my stock of the year for 2019. They...

Goodbye August (almost)…

Okay, I know it's not the official end of August...that takes place on Monday. However, due to the fact that the month is basically...

This Week at Tailwinds

Stocks continued to climb the proverbial wall of worry last week, with the S&P briefly managing to touch an all-time high and the Russell...

Anixa and OntoChem Announce Identification of Additional Covid-19 Compounds

Tailwinds' Take: this program is still in its early stages, but has great potential. We continue to monitor this progress while we get closer...

OnTrak For A Great Year

Telehealth was the all the rage this past week. First The Centers for Medicare & Medicaid Services (CMS) is proposing changes to expand telehealth...

Anixa Biosciences Breast Cancer Vaccine Technology Nearing FDA Submission

Tailwinds' Take: exciting news for ANIX as they hope to have the IND filed by the end of Q3. The product has shown incredible...

Random Thoughts on a Number of Stocks…

There's certainly a lot going on in the world at large right now and none of it seems too good. Covid-19 refuses to go...

Anixa Biosciences’ CAR-T Cancer Therapy Receives Intention to Grant Notice from the European Patent...

Tailwinds' Take: in my humble opinion, the CAR-T program at ANIX is the most exciting asset the Company with an IND filing expected in...

Anixa and OntoChem Announce Completion of Initial Screening Program and Identification of Additional Covid-19...

Tailwinds' Take: this program has a high potential reward with very minimal financial risk for Anixa. Early progress is great, but more exciting will...

Happy 4th of July…A Review of June and Other Notes

With June closing out, we can now reflect on what was the best quarter the stock market has seen since the turn of the...

Anixa Announces Strategic Program Realignment Focused on Advancement of its Therapeutic and Vaccine Pipeline

Tailwinds' Take: we view this as a net positive. With CV-19 distracting all potential diagnostic partners, best to focus efforts on therapeutics where the...

Summer is Coming

When you receive this newsletter, it will be June 21st, the official start of summer. Typically for stocks you have a summer doldrums, "sell...

This Week at Tailwinds…Scratching My Head

Perhaps it's because I've not seen the barber during the pandemic, but the market has me left me scratching my head. Some recent stock...

Anixa Biosciences and OntoChem Have Synthesized Four Potential Covid-19 Drugs for Testing in Biological...

Tailwinds' Take: great first steps. Moving successfully through biological assays and into animal testing is the big value driver. Hopefully we start hearing some...

Bada Bing Bada Boom

As if on cue, the market took a turn lower last week. This will be but a quick note on the market, as I'm...

The Week In Review

The market continues to ignore my bearish calls and, instead, keeps chugging higher. I'm at a loss to explain this, as are most professional...

Anixa Biosciences and OntoChem Announce Discovery of First Covid-19 Therapeutic Candidate

Tailwinds' Take: this selection of a therapeutic candidate has happened very quickly and demonstrates the powerful potential of Dr. Kumar's teams' A.I. expertise combined...

The Eye Of The Storm…This Week In Tailwinds’ World

Well, I've been expecting it and it appears that it's here. The market put up one of its best months ever in April, but...

Anixa and INmune: Unique COVID-19 Opportunities In Tailwinds’ Universe

CoronaVirus is not only the buzzword for the whole market both on the negative side as business falls off a cliff, and positively as...

This Week in Stocks

While the markets may not have had the most volatile week of the year, nor come close, it was a very topsy-turvy five days...

Anixa Biosciences Announces Publication of Peer-Reviewed Journal Article in Biomarker Insights Highlighting Cchek™ Liquid...

Tailwinds' Take: being able to distinguish men who are disease free could dramatically reduce the number of unnecessary biopsies performed annually, resulting in both...

Anixa Biosciences and OntoChem Announce Collaboration to Develop Novel COVID-19 Therapeutics

Tailwinds' Take: this is very interesting news. We have long stated our respect for Dr. Kumar. His ability to think outside the box is...

IF Alpha?

My biggest concern last fall was, "what if Bernie gets into office?" This fear was driven partially by the fact that the market would...

Take a Deep Breath…Updates on the Market and Several Stocks

My Take on The Market This was a good week in the market, which was a welcome relief. We had a big bailout announced by...

Anixa: an Update on Their Breast Cancer Vaccine Program

Vaccines seem to be all the rage these days. Well, at least ones related to the CoronaVirus. If you are somehow associated with the...

Anixa Biosciences Announces Presentation at AI and Big Data in Cancer Conference

SAN JOSE, Calif., March 2, 2020 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on harnessing the body's immune system in the...

Thoughts From The Last Week…

Lots going on in Tailwinds' universe recently. Here I recap conversations and observations from the prior week's trading... This screen shot says it all...if Druck...

Anixa Biosciences and Moffitt Cancer Center Announce Completion of Viral Vector Reformulation for CAR-T...

Tailwinds' Take: this is very good news for Anixa as they remain on track for their IND filing. With the reformulation, ANIX is in...

Early Returns

New Years always brings out the prognosticator in all of us. Everyone likes to predict what the market will do, what sectors will shine...

Anixa Biosciences Announces Presentation at AACR Liquid Biopsies Conference

SAN JOSE, Calif., Jan. 6, 2020 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on harnessing the body's immune system in the...

Anixa Biosciences to Present at Biotech Showcase 2020

SAN JOSE, Calif., Dec. 23, 2019 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on harnessing the body's immune system in the...

Anixa: Transcript of Investor Update Conference Call

Please click on the link below to see the complete transcript from Anixa's Investor Update conference call of December 17th, 2019. ANIXA_12172019 transcript

Anixa Biosciences Announces Commercial Launch of Cchek™ Prostate Cancer Confirmatory Test

Tailwinds' Take: very positive news as Anixa has Anixa launches what could be, over time, a very disruptive diagnostic test. Tomorrow will see the...

LD Micro Recap and Other Thoughts From Last Week

LA is usually a great place to be in December, compared to the rest of the nation. With the weather being generally sunny and...

Anixa Biosciences to Host Conference Call to Discuss Plans for 2020

SAN JOSE, Calif., Dec. 13, 2019 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on harnessing the body's immune system in the fight...

Anixa Delays CAR-T to Improve Chances of Success

This morning Anixa (ANIX) announced the delay of their intended IND filing for a novel CAR-T therapy targeting ovarian cancer. This delay is likely...

Anixa Biosciences Provides Update on CAR-T Program

Tailwinds' Take: in my conversations with Dr. Kumar, I got the sense that the clinical team thought the product was ready to go into...

Several Thoughts On Micro-Cap Stocks I Follow

The market seems took a little hit this week, then bounced back. The net result of which was the wind coming out of the...

Anixa Biosciences Announces Genesis Research to Join Cchek™ Prostate Cancer Study

Tailwinds' Take: there is some momentum building behind Cchek as partners are signing on rapidly. Once it's approved, groups like this will turn into...

Anixa Biosciences Announces Collaboration with Urology Centers of Alabama on Cchek™ Prostate Cancer Study

SAN JOSE, Calif., Nov. 22, 2019 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on harnessing the body's immune system in the...

Anixa Biosciences Announces Collaboration with Idaho Urologic Institute on Cchek™ Prostate Cancer Study

Tailwinds' Take: key sentence here is from Dr. Kumar's quote, "commercial launch later this year." SAN JOSE, Calif., Nov. 20, 2019 /PRNewswire/ -- Anixa Biosciences, Inc....

Anixa Biosciences Announces Patent Issued for its Breast Cancer Vaccine

Tailwinds' Take: with ANIX ready to file an IND within weeks, this patent helps secure their IP around a very promising potential cure for...

Tailwinds’ Take: Novartis Executive Dr. Emanuele Ostuni Added to Anixa’s Scientific Advisory Board

Tailwinds’ Take: Dr. Ostuni joining the Scientific Advisory Board (SAB) of Anixa could have major significance to the Company. Investors should really start paying...

Anixa Biosciences Announces Collaboration with Urology San Antonio on Cchek™ Prostate Cancer Study

Tailwinds' Take: the gating factor for Cchek obtaining CLIA approval is recording a sufficient quantity of samples. The data continues to be even better...

Anixa Biosciences Announces Abstract Accepted for Presentation at the 34th Annual Meeting of the...

Tailwinds' Take: With CLIA approval for Cchek in prostate cancer expected within weeks, Anixa is already moving forward on a second indication. The recent...

Anixa Biosciences Appoints Dr. Thomas Schlumpberger as Executive Vice President of Diagnostics to Head...

Tailwinds' Take: hiring an executive to lead business development is key for Cchek as Anixa will be looking to move the product onwards towards...

Anixa Biosciences Names Cancer Vaccine Pioneer Dr. Ian H. Frazer to Scientific Advisory Board

Tailwinds' Take: the key takeaway from this is that the top scientists in the world are now coming on board to work with Anixa....

Volatility Creating Opportunity…

I tend to be very much a buy and hold investor. I take positions, add to them as I gain confidence and generally let...

Anixa Biosciences Commences Collaboration with Potomac Urology Center on Cchek™ Prostate Cancer Study

Tailwinds' Take: endorsement from KOL's like the Potomac Urology Center is key to getting Cchek broad acceptance and a maximum valuation when they eventually...

An Interview With Anixa’s Dr. Amit Kumar

Now that the summer is over, and the fall conference season is ahead I thought it might be a good time for an interview...

Anixa Biosciences Congratulates Scientific Advisory Board Member Dr. H. Michael Shepard as a 2019...

Tailwinds' Take: The Lasker Award is a big honor and demonstrates the strength of Anixa's scientific board. Dr. Shepard's work in breast cancer has...

LD Micro Recap

Today was the LD Micro SF Summit. As Chris Lahiji said, 27 companies, 27 investors. We all sit around the table and they bring...

If I Had A Nickel For Every Buying Opportunity…

The path to being a good investor is to be able to see what the future holds and place your bets accordingly. If you...
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.