Anixa Biosciences’ Ovarian Cancer CAR-T Therapy to be Presented at the Rivkin Center &...

TW's Take: we are very excited to learn more about this program and this event could be a very nice catalyst for the stock. SAN...

CAR-T Trial Launches…An Interview With Dr. Amit Kumar, CEO of Anixa

TW Research (TW) - First off, congrats on dosing your first patient in your Ovarian cancer trial. It took a lot longer than expected...

Anixa Biosciences Announces Treatment of First Patient in its Ovarian Cancer CAR-T Clinical Trial

TW's Take: very exciting news as Anixa now has a second potentially blockbuster program in the clinic. CER-T results are expected to be released...

Anixa Biosciences Announces Notice of Allowance of Additional Patent on Breast Cancer Vaccine Technology

TW's Take: Anixa continues to move this program forward. Expect compelling data from the ongoing phase 1 trial sometime late in 2022. SAN JOSE, Calif., July...

Anixa Biosciences Announces Publication of Peer-Reviewed Journal Article in Clinical and Experimental Vaccine Research...

TW's Take: on the back of their breast cancer vaccine trial, which is seeing excellent early results, Anixa's ovarian cancer vaccine could be their...

Going Downhill

This past weekend I spent mountain biking in Downieville. Our group gets shuttled up to the top of the mountain and then careen down...

High Degree of Confidence

This week I'm writing my newsletter on Thursday as I'm heading out to California this afternoon. The upcoming weekend will be spent in Downieville,...

CEO Knows Best

The saying about insider stock transactions goes like this, "there are many reasons for insiders to sell but only one reason for them to...

Stepping on Rakes

Last week was the second week in a row where the TW portfolio was basically unchanged. A sign that markets are calming down? Actually,...

The Rolling Correction Gathers Steam…

Thus endeth the worst month for the stock market since March of 2020. Friday's meltdown took the S&P to -9% for the month. It's...

Anixa Biosciences Announces Presentation on Breast Cancer Vaccine Trial at the American Society of...

TW's Take: quite positive that this trial is getting attention from ASCO, the preeminent  cancer meeting. We believe Cleveland Clinic is likely to also...

It’s A Process

This past week in Charlottesville, The Boar's Head Women's Open took place. This is an annual tennis tournament featuring 32 professional tennis players, most...

Anixa Zoom Recap

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Anixa Biosciences’ Ovarian Cancer CAR-T Therapy to be Discussed at The 4th International Workshop...

TW's Take: nice to see Moffitt getting more aggressive in taking this novel solid tumor CAR-T treatment out to the medical community. Success here...

Anixa Biosciences Announces the Initiation of its Ovarian Cancer CAR-T Phase 1 Trial at...

TW's Take: Finally!!! Great news that this trial has been given the go-ahead from the FDA. Possibly revolutionary for treatment of solid tumors as,...

Groundhog Day

Another week in the market, another leg down. Some pundits are saying we are now entering a bear market. Those of us who invest...

ANIX Update

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Anixa Biosciences and MolGenie Announce Early Potency Analysis of SARS-CoV-2 Protease Inhibitor

TW's Take: Covid is here to stay and Anixa is showing excellent early stage results in a program that has cost very little to...

ParkerVision’s Time is Nigh…

Knock me over with a feather but there's finally been some movement in the ParkerVision (PRKR) vs. Qualcomm (QCOM) trial in Orlando. This is...

Welcome to 2022?

So much for thinking 2022 was going to be an improvement over last year. Last Sunday I tested positive for covid then, on Monday,...

Happy New Year!!!

Investing in micro-cap stocks with a 3-5 year time horizon, which is my expectation for a holding period every time I enter a position,...

Anixa Biosciences and MolGenie Announce that their COVID-19 Compounds are Expected to be Effective...

TW's Take: this program continues to make solid, albeit early-stage, progress. Covid isn't going away and Anixa has an opportunity here long-term. SAN JOSE, Calif....

Bottom Picking

My constant refrain for most of 2021 has been that I don't like the market but love the stocks in my portfolio. I can...

Turkey Shoot…December Preview

Well, that didn't last long, did it? On Tuesday and Wednesday we saw what looked like a great reversal for biotech. The XBI opened...

Asymmetric Risk

Intelligent investing can truly be boiled down to the understanding of risk and reward. In order to properly assess the potential risks of an...

Anixa Biosciences Announces Patient Dosing of its Investigational Vaccine Candidate in a First-of-its-Kind Preventative...

TW's Take: exciting news for Anixa and for women as the first ever vaccine for breast cancer trial has launched. We believe that this...

Training My Thoughts

Rode the train up to DC from Charlottesville on Friday night and, let me tell you, despite all the years and money thrown at...

Saturday Morning Musings

In a slow week for news from our universe of companies, the biggest news was from TFF Pharma (TFFP) which announced pre-clinical success of...

$8 Paddle Balls?

The markets had a nice bounce late last week. This was sparked by the government getting its act together enough to kick the debt...

Anixa Biosciences Announces First Chinese Patent on its CAR-T Cancer Therapy Technology

TW's Take: patent protection in China is an unexpected surprise. We are looking forward to seeing the company begin both their human trials during...

October Awaits

September to remember? I had such high hopes. Sadly, it turned out to be a very forgettable month and I'm happy to have it...

Anixa Biosciences Announces Notice of Allowance for Additional Patent on its CAR-T Cancer Therapy

TW's Take: a positive that this patent helps broaden coverage of the technology in other cancers besides ovarian. If this CAR-T therapy proves effective,...

When The Tide Goes Out, You See Who’s Swimming Naked…

The markets had another downward-trending week since the last newsletter. However, the overall tone of the market felt better from a micro-cap investing standpoint...

Anixa Biosciences’ Ovarian Cancer CAR-T Therapy to be Discussed at Upcoming Emerging Immunotherapeutics for...

TW's Take: as this promising treatment moves into the clinic later this year, there will be increased attention paid to Anixa and their partner,...

Anixa Biosciences Appoints Dr. Pamela Garzone As Chief Development Officer

TW's Take: Nice to see Dr. Kumar begin to build out the team around himself. Anixa is about to get very busy with two...

A September To Remember?

I read this week where someone said, "the short story is always sexier." There's certainly a lot of truth in that. Here in September...

Anixa Biosciences and Moffitt Cancer Center Announce FDA Clearance to Initiate Clinical Trial of...

TW's Take: great news that will allow this exciting program to start human trials sometime in the next 6 months (hopefully by year-end).  SAN JOSE,...

Anixa Biosciences’ Covid-19 Compounds Expected to be Effective Against the Delta Variant

TW's Take: while this program is still in the early stages of development, this demonstrates they are heading in the right direction with their...

Anixa Biosciences Announces Issuance of U.S. Patent for Ovarian Cancer Vaccine Technology

TW's Take: an exciting early stage program with a world-class partner. The risk/reward of Anixa is very skewed to the positive at current valuations. SAN...

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...
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