TW's Take: all systems go for the vaccine as we await key data in April that should be the catalyst for shares of ANIX.
SAN JOSE, Calif., Feb. 27, 2023 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX) ("Anixa"), a biotechnology company focused on the...
TW's Take: an impressive board of individuals who likely believe in the future success of this vaccine if they are lending their name to the program.
SAN JOSE, Calif., Feb. 21, 2023 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on...
TW's Take: nice to see that phase 1a is on track to present data in Q2 of next year. This will be a significant milestone for the stock and potentially for women everywhere.
SAN JOSE, Calif., Dec. 8, 2022 /PRNewswire/ -- Anixa Biosciences,...
TW's Take: this trial continues to run ahead of expectations and increased awareness will position ANIX for a strong move into data in 2023.
SAN JOSE, Calif., Nov. 8, 2022 -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on the treatment...
TW's Take: the scientific community is getting increasingly excited about Anixa's CAR-T treatment as demonstrated by its upcoming presentations at important conferences.
SAN JOSE, Calif., Oct. 31, 2022 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on the treatment and prevention...
TW's Take: Anixa's Breast Cancer Vaccine program moving into phase 1b this quickly is definitive proof that they have seen excellent results so far. Now they move into healthy volunteers who are, due to genetically high risk of TNBC,...
TW's Take: with the first patient showing stable disease and great safety data, this program is certainly off to a great start. Potential blockbuster opportunity. We'll know in the next few patients (meaning in the next six months!) just...
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 JOSE, Calif., Sept. 12, 2022 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on the treatment...
TW Research (TW) - First off, congrats on dosing your first patient in your Ovarian cancer trial. It took a lot longer than expected but now you’re in humans with a solid tumor immunotherapy. Looking at this trial, what...
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 in 2022, providing another large catalyst in the second half of the year. I continue...
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 21, 2022 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on the treatment and...
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 third clinical-stage compound sometime around the end of next year...if their covid therapeutic doesn't beat...
This past weekend I spent mountain biking in Downieville. Our group gets shuttled up to the top of the mountain and then careen down as fast as we dare. It can be a thrilling ride with potential disaster looming...
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, a former mining town that is now a mountain biking mecca. It should be a...
The saying about insider stock transactions goes like this, "there are many reasons for insiders to sell but only one reason for them to buy." Like most stock market aphorisms, history shows this holds far more than a grain...
Last week was the second week in a row where the TW portfolio was basically unchanged. A sign that markets are calming down? Actually, nothing could be further from the truth. The volatility in stocks is picking up daily...
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 getting very ugly out there.
The last time the market was hit like this, it was...
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 present some patient data along with the trial design.
SAN JOSE, Calif., April 28, 2022 /PRNewswire/ -- Anixa...
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 of whom are ranked in the top 250 in the world. Several past winners of...
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On Wednesday we had a Zoom call with Dr. Amit Kumar, the CEO of...
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 is greatly discounted in the shares of Anixa.
SAN JOSE, Calif., April 6, 2022 /PRNewswire/ -- Anixa Biosciences, Inc....
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, if successful, it would be the first of its kind. We could hear preliminary results...
Another week in the market, another leg down. Some pundits are saying we are now entering a bear market. Those of us who invest in micro-caps know that we've been mauled by the bear for over a year now....
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I touched base with Anixa (ANIX)'s CEO Dr. Amit Kumar yesterday. Here's a brief...
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 get to this point. Hoping to see them partner the program sometime later this year.
SAN...
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 very exciting for the Company as they have been waiting many years for their day...
So much for thinking 2022 was going to be an improvement over last year. Last Sunday I tested positive for covid then, on Monday, we lost power in a snowstorm. That outage lasted the better part of four days,...
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, will by definition result in lots of volatility. That was certainly the case in 2021,...
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. and STUTTGART, Germany, Dec. 7, 2021 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused...
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 honestly say that across the board I've built a collection of exciting companies that are...
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 dramatically lower on Tuesday then reversed into a nice gain. With a similar move on...
Intelligent investing can truly be boiled down to the understanding of risk and reward. In order to properly assess the potential risks of an investment, and to understand the potential rewards, an investor has to perform extensive due diligence....
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 phase 1 trial's design has a high likelihood of success in their biomarker endpoints and...
Rode the train up to DC from Charlottesville on Friday night and, let me tell you, despite all the years and money thrown at Amtrak, they still manage to make trips a lot longer than they should be.
On Friday,...
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 their monoclonal antibody (mAb) Covid-19 therapeutic. In what I believe is a must-read piece for...
The markets had a nice bounce late last week. This was sparked by the government getting its act together enough to kick the debt ceiling can down the road until December. Yay!
I guess having that risk off the table...
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 Q4.
SAN JOSE, Calif., Oct. 6, 2021 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX) ("Anixa"), a biotechnology company focused...
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 behind me.
I was concerned about the market going into the historically weakest month of the...
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, will be a game-changing event for Anixa.
SAN JOSE, Calif., Oct. 1, 2021 /PRNewswire/ -- Anixa Biosciences,...
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 and my bi-polar attitude (loving my stocks, not liking the market) feels rather appropriate. Despite...
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, Moffitt. If this treatment is successful, it will be the first solid-tumor CAR-T that has...
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 programs entering the clinic in the next several months.
SAN JOSE, Calif., Sept. 7, 2021 /PRNewswire/...
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 of 2021, we are confronted with a myriad of major problems: a pandemic, runaway inflation,...
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, Calif., Aug. 30, 2021 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on...
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 efforts. Bigger news will be dosing of first patient in the breast cancer vaccine trial,...
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 JOSE, Calif., Aug. 18, 2021 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused...
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 one at the Calgary Stampede. While the S&P 500 hits new highs, micro-cap growth is...
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 and S&P 500 both gained 1% over the five trading days. This was quite the...
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, maybe not.
The last nine months of 2020, and first two of this year, are fading...
To steal a line from Charles Dickens, "It was the best of times. It was the worst of times. Then it was pretty darn good again." And now we have reviewed the first six months of 2021 and can...
As the market seems to be slowly settling into summer, volatility is dropping and news flow is getting sparse. Amazing to think this is the last newsletter before the 4th of July. The pandemic seemed to drag on forever...
It was another great week for TW as the pendulum appears to be swinging full speed in our direction. This while the overall market continues to push to new highs and all eyes remain fixated on the Fed, inflation,...
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. (NASDAQ: ANIX), a biotechnology company focused on the treatment and prevention of cancer and infectious...
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 patients before EOY. With two potentially blockbuster programs entering human trials in 2021, ANIX is...
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 rates. Between this and the fact that there was no gas at the pumps in...
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 a low cost program with large potential and is likely not at all reflected in...
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 sector of the market. At those times, traders are looking great and investors, those of...
Earlier this year I was preaching caution. The markets were en fuego and, simply put, this cannot last. While I run pretty fully invested and am looking for long-term gains, I'm not naive. Most people reading this newsletter aren't...
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 majority of the value here is in the vaccine program which looks really low risk...
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 going at INmune versus the reality. On Friday it seems someone noticed as the stock...
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 but potentially high reward program. Looking forward to approval of their CAR-T IND as the...
My wife and I spent Good Friday in the car, driving up to Massachusetts to visit my number one newsletter fan; my mother. It was a long day but certainly well worth the effort.
The drive was eerily reminiscent of...
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 the Risk Factors section on TFF Pharma (TFFP)'s recent 10-K filing they have the following...
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. They were on the verge of filing their second IND and fundamentally firing on all...
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 be the first for any CAR-T program and likely result in significant upside for shares...
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 big (25-50% or more) moves and I sit on my hands. Hopefully this helps explain...
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, there are some technical indicators that I believe have merit in helping at times of...
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 CAR-T for ovarian cancer soon. Major catalysts on two programs being developed in partnership with...
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 someone was taking napalm to my portfolio on a daily basis the last couple weeks....
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 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on the treatment and prevention of...
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. Thus, this program has significant upside potential, however it is likely little valued by the...
When I started in this business in the 1980s, "Heard on the Street" was a market moving column in the Wall Street Journal. R. Foster Winans, the writer at that time, would delve into rumors that were floating around...
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, within the belly of the beast, it's absolutely rocking and rolling.
Some of the moves taking...
What a crazy way to end a wild month, huh? As GameStop (GME) continued to rally in the face of shorts, Robin Hood required a bailout and individual investors rejoiced in their apparent obliteration of several hedge funds.
The carnage...
Nothing seems to be able to get in the way of this bull market. An insurrection in DC? Yawn. The next administration taking on big tech? Nobody cares. Covid-19 running crazy globally? That just means more stimulus and Robin...
They say the best presents come in small packages, right? Well, Santa is delivering this year in a big way. And, the best gifts he's giving investors are in the smallest stocks. We are in the middle of a...
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 from a notoriously fickle group. Anixa will be in human trials sometime in the first...
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 diseases, today announced that it and partner OntoChem GmbH have verified that one of their...
That certainly was a crazy week. The news from our companies was positive, the news on the CoronaVirus was negative, volatility within our coverage universe continues to uptick and the small cap rally doesn't want to end. It all...
November was truly a month to remember for the markets. The best month in over 40 years for the Russell 2000 saw that index climb a whopping 18%. This outpaced the S&P and Nasdaq as smaller companies are really...
Dr. Amit Kumar and Anixa Biosciences have added another potential jewel to their crown. With the licensing of a promising ovarian cancer vaccine from the Cleveland Clinic, they have increased to four the number of programs under their control....
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 cancer vaccine research and both programs have significant potential.
SAN JOSE, Calif., December 1, 2020 /PRNewswire/...
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 portfolio was led by Anixa (ANIX) on the back of their long-awaited news of an...
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 human testing.
SAN JOSE, Calif., Nov. 23, 2020 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology...
As most of my readers know, I reserve Saturday mornings for writing my weekly newsletter. This week, however, Saturday morning marks the arrival of all our worldly possessions, as the Atlas Van Lines truck is meant to arrive then....
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 to send a message to thousands of readers. It's a privilege that I don't take...
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 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on the treatment and prevention...
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 we learned the answer on Monday as just about everything in our universe got taken...
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, beat to heck from the trails and possibly a little hungover from the 5% beer....
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 at the end of Q3 with the S&P having climbed 8.5% in the quarter and...
This week I had the opportunity to speak with Dr. Vincent Tuohy of the Cleveland Clinic. Dr. Tuohy is the inventor and research leader of the breast cancer vaccine program that has been partnered with Anixa. The program has...
After fortuitously sheltering in place on the east coast for seven weeks, we are heading back for CA this week. We seem to have, very thankfully, missed the smoke and clear skies await. Now, if we can survive the...
The easiest way to make money in the market is trading off of insider information. It is also highly illegal, will put you in jail and I really don't recommend it. It's effective in the short term, but truly...
A little more than a year and a half ago, I declared that Anixa (ANIX) was my stock of the year for 2019. They had a lot going for them including an interesting diagnostic and a CAR-T program in...
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 over and September will be close to a week over by the next newsletter, I'm...
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 getting closer to positive territory for the year. Meanwhile, in a move that has many...
Tailwinds' Take: this program is still in its early stages, but has great potential. We continue to monitor this progress while we get closer to the significant catalysts of IND filings in the coming months for the breast cancer...
Telehealth was the all the rage this past week. First The Centers for Medicare & Medicaid Services (CMS) is proposing changes to expand telehealth permanently, consistent with the Executive Order on Improving Rural and Telehealth Access that President Trump...
Tailwinds' Take: exciting news for ANIX as they hope to have the IND filed by the end of Q3. The product has shown incredible efficacy in animal trials and we hope that extends to humans; if it does, it...
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 away, a cold war is developing with China and our government can't decide on another...
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 the fall, a relatively short time frame to prove efficacy and a very strong partner...
Tailwinds' Take: this program has a high potential reward with very minimal financial risk for Anixa. Early progress is great, but more exciting will be biological assays which we should start getting within a few weeks.
SAN JOSE, Calif., July...
With June closing out, we can now reflect on what was the best quarter the stock market has seen since the turn of the century. From the depths of despair to seeing the indexes recoup most if not all...
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 "bang for the buck" is substantially greater.
SAN JOSE, Calif., July 2, 2020 /PRNewswire/ -- Anixa Biosciences,...
When you receive this newsletter, it will be June 21st, the official start of summer. Typically for stocks you have a summer doldrums, "sell in May and go away" being the mantra that long-time traders have bandied about for...
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 price movements are bizarre at best and often completely disconnected from reality. Case in point,...
Tailwinds' Take: great first steps. Moving successfully through biological assays and into animal testing is the big value driver. Hopefully we start hearing some of those results in the near future.
SAN JOSE, Calif., June 1, 2020 /PRNewswire/ -- Anixa Biosciences,...
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 not sure how much value I can add. That is, if you've read my newsletters...
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 investors with whom I speak. Here in my home of Marin County, we expect restaurants...
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 with OntoChem's platform of molecular candidates. We look forward to frequent updates on the program...
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 starting on Thursday my anticipated end of the rally kicked off. I'm saying it here...
CoronaVirus is not only the buzzword for the whole market both on the negative side as business falls off a cliff, and positively as some companies look for a cure. It seems like most everyone in healthcare is looking...
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 for Tailwinds. A couple stocks up over 30% and a couple down over 50%. Meanwhile,...
Tailwinds' Take: being able to distinguish men who are disease free could dramatically reduce the number of unnecessary biopsies performed annually, resulting in both fewer painful surgeries for patients and large savings for the medical system.
SAN JOSE, Calif., April...
Tailwinds' Take: this is very interesting news. We have long stated our respect for Dr. Kumar. His ability to think outside the box is phenomenal and this program, with OntoChem demonstrates that thinking. OntoChem has the largest database of...
My biggest concern last fall was, "what if Bernie gets into office?" This fear was driven partially by the fact that the market would likely sell off with the democratic socialist in charge, but more so by the concern...
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 the federal government and some estimates of how bad COVID19 could be came down a...
Vaccines seem to be all the rage these days. Well, at least ones related to the CoronaVirus. If you are somehow associated with the development of a COVID-19 vaccine or cure, your stock is strong and life’s good. If...
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 fight against cancer, today announced that data related to Anixa's recently launched Cchek™ Prostate Cancer...
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 loves small cap, then I'm saying we're in the right space at the right time.
HyreCar...
Tailwinds' Take: this is very good news for Anixa as they remain on track for their IND filing. With the reformulation, ANIX is in a position to be the developer of what could be the first successful solid tumor...
New Years always brings out the prognosticator in all of us. Everyone likes to predict what the market will do, what sectors will shine and their favorite stock for the coming 52 weeks. I'm no different, having given out...
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 fight against cancer, today announced that data from studies utilizing Cchek™, the company's artificial intelligence...
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 fight against cancer, today announced that its chief executive officer, Dr. Amit Kumar, will present...
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
Tailwinds' Take: very positive news as Anixa has Anixa launches what could be, over time, a very disruptive diagnostic test. Tomorrow will see the Company host a corporate update conference call which will provide more details on not only...
LA is usually a great place to be in December, compared to the rest of the nation. With the weather being generally sunny and mild, it's the perfect place for a conference. The last few years, having brought both...
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 against cancer, today announced that it will hold a conference call on December 17, 2019...
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 to cost the Company up to a year on the filing and is a significant...
Tailwinds' Take: in my conversations with Dr. Kumar, I got the sense that the clinical team thought the product was ready to go into patients. But, the lead scientist has final say and his thoughts were that, although the...
The market seems took a little hit this week, then bounced back. The net result of which was the wind coming out of the recent micro-cap rally. This is likely a temporary setback as valuations remain much cheaper and...
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 early adopters and advocates of the product.
SAN JOSE, Calif., Nov. 26, 2019 /PRNewswire/ -- Anixa Biosciences,...
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 fight against cancer, today announced a collaboration with Urology Centers of Alabama (UCA) in the...
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. (NASDAQ: ANIX), a biotechnology company focused on harnessing the body's immune system in the fight...
Tailwinds' Take: with ANIX ready to file an IND within weeks, this patent helps secure their IP around a very promising potential cure for breast cancer. If the IND is approved, initial safety data will be available from an...
Tailwinds’ Take: Dr. Ostuni joining the Scientific Advisory Board (SAB) of Anixa could have major significance to the Company. Investors should really start paying attention to the recent additions to the SAB as they are telling signals into the...
Tailwinds' Take: the gating factor for Cchek obtaining CLIA approval is recording a sufficient quantity of samples. The data continues to be even better than seen in earlier trials and the value of this product (and the platform) is...
Tailwinds' Take: With CLIA approval for Cchek in prostate cancer expected within weeks, Anixa is already moving forward on a second indication. The recent hire of a solid head of the diagnostics' area and the success they are showing...
Tailwinds' Take: hiring an executive to lead business development is key for Cchek as Anixa will be looking to move the product onwards towards a national diagnostic lab company sometime during 2020.
SAN JOSE, Calif., Oct. 15, 2019 /PRNewswire/ -- Anixa...
Tailwinds' Take: the key takeaway from this is that the top scientists in the world are now coming on board to work with Anixa. Dr. Frazer is credited with enabling the creation of the first and only cancer vaccine...
I tend to be very much a buy and hold investor. I take positions, add to them as I gain confidence and generally let them ride. I do add to stocks on weakness and will trim some into strength....
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 partner with a large national lab sometime in the next year or so.
SAN JOSE, Calif.,...
Now that the summer is over, and the fall conference season is ahead I thought it might be a good time for an interview with Dr. Amit Kumar, CEO of Anixa, for an update on their programs. With several...
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 direct applicability to Cchek's efforts in that space.
SAN JOSE, Calif., Sept. 16, 2019 /PRNewswire/ -- Anixa...
Today was the LD Micro SF Summit. As Chris Lahiji said, 27 companies, 27 investors. We all sit around the table and they bring them through one after another for roundtable discussions. It made for a very long, but...
The path to being a good investor is to be able to see what the future holds and place your bets accordingly. If you can do so often, you'll have a portfolio of winners. It's an easy game, right?
There...
Tailwinds' Take: this is the third VA hospital to join the Cchek study. This demonstrates the success the diagnostic must be showing in other hospitals and is a positive sign for obtaining CLIA approval sometime in the October time...
SAN JOSE, Calif., July 24, 2019 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on harnessing the body's immune system to fight cancer, today announced that the United States Patent and Trademark Office (USPTO) has issued US...
SAN JOSE, Calif., July 22, 2019 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on harnessing the body's immune system to fight cancer, today announced that it is partnering with the VA Maryland Health Care System's Baltimore VA...
Operator:Good day, everyone. Welcome to today’s corporate update and discussion of recent alliance with Cleveland Clinic on breast cancer vaccine. At this time, all participants are in a listen only mode. Later, you will have the opportunity to ask...
In January we proclaimed Anixa to be Tailwinds’ stock of the year. This designation was awarded due to potential major milestones in the both the detection and the curing of cancer. With their Cchek prostate diagnostic shooting for CLIA...
SAN JOSE, Calif., July 17, 2019 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on harnessing the body's immune system to fight cancer, today announced that it has established a strategic alliance and license agreement with Cleveland Clinic for an innovative...
Tailwinds' Take: This is a very technical study, but here are key points: 1. George Dominguez and Amit Kumar from Anixa are co-authors with the scientists at some top cancer centers, including dr. Dmitry Gabrilovich, who is the worlds foremost expert on...
In what is shaping up as a never-ending quest to provide newsletter coverage from anyplace not named "home", this week's letter comes from Raleigh, NC. I'm here to keep my daughter company for the weekend as she is toiling...
This afternoon Anixa (ANIX) filed a mixed-shelf offering of up to $100M in securities. Included in this was a sales agreement with B. Riley for up to $50M in equity sales; essentially an ATM has been put in place.
This...
I'm not sure why, but it seems that every time I feel the Tailwinds' Portfolio is poised for big gains, the market enters a swoon. This time, thanks to the ratcheting up of trade tension, we looked ready for...
Yesterday I had the opportunity to sit down with Anixa’s Dr. Amit Kumar, CEO, and Michael Catelani, CFO. Our discussion was rather wide ranging as Anixa, for a small company with only 6 employees, has a lot going on....
Tailwinds' Take: additional data from the ongoing ResearchDx partnership, which is intended to certify Cchek as a CLIA approved diagnostic, will be presented. Anixa remains on track to deliver their novel AI based prostate diagnostic to the market by...
Day two of B Riley was a slightly abbreviated day for yours truly as I had a flight to catch. I did manage to make it through the morning meetings followed up by lunch with Dr. Amit Kumar of...
Tallwinds' Take: this important milestone has been achieved within the expected development timeline and Cchek is on track for a Q3 launch. With more major milestones coming over the next few months, ANIX remains our top pick for 2019.
SAN...
As the pre-election momentum builds around "MediCare For All", healthcare stocks have become quite jittery. Drug stocks, and in particular the biotech companies, have seen selling pressure over the last few weeks with the major concern being that the...
Tailwinds' Take: this is a very positive step for Anixa as it insures that they have rights to this treatment as a platform for multiple solid tumor cancers. If this CAR-T is successful, it will potentially be the first...
Tailwinds' Take: I believe investors don't quite get the lack of support for the PSA in the medical community. Cchek, if and when approved, has the potential to be a very big product for Anixa. With increasing support, the...
SAN JOSE, Calif., April 3, 2019 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on using the body's immune system to fight cancer, presented the latest data from its ongoing study on prostate cancer detection, utilizing...
On May 15th, Dr. Amit Kumar will be on a panel discussing cancer therapies for solid tumors. This panel is at a conference hosted by the New York Academy of Sciences. Here is the official agenda item, from their...
Tailwinds' Take: two keys to this press release. First, this should provide a steady stream of samples, keeping the timeline intact for developing the diagnostic with ResearchDX and getting it to market in Q3. Secondly, more Key Opinion Leader's...
Tailwinds' Take: another oral presentation, at a key conference no less, is going to help Cchek gain recognition right before its launch. Interestingly, data on other cancers than prostate and breast will be presented. This is a very positive...
Tailwinds' Take: this is positive for a couple reasons. Oral presentations are not handed out willy-nilly...it shows that the medical community is catching on to Anixa and excited about what they're doing. Also, since it's on benign data, which...
This morning, Anixa announced that they have achieved one of their key milestones for 2019, namely that of partnering with an independent clinical laboratory to develop and launch a prostate cancer diagnostic. This is a significant development for the...
Tailwinds' Take: Anixa is executing to their plan. Having a diagnostic in the market by Q3 should be eye-opening for institutional investors who have ignored ANIX to date. We continue to believe this could be our best performing stock...
Tailwinds' Take: working with the leader in MDSC research has enabled the progress of their Cchek diagnostic and will likely lead to more potential opportunities over time.
SAN JOSE, Calif., and PHILADELPHIA, Feb. 21, 2019 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ:...
Shares in Oncocyte (OCX) are up over 200% today. This move is on the back of positive results from their liquid biopsy diagnostic for detecting lung cancer. The results from the test showed 90% sensitivity and 75% specificity, both...
On Thursday January 24th, Anixa Biosciences held an investor update call. In the preview to the call, management had talked about 2019 being a "transformative" year for the Company. Based on their conference call, if they deliver on their...
Tailwinds' Take: excellent news for ANIX. Their CAR-T therapy, being developed in partnership with Moffitt Cancer Center, has not only shown efficacy in ovarian cancer but is a potential platform for other solid tumor cancers. Having patent protection is...
Tailwinds' Take: we are very excited for this call. "Transformative" is the key word from this press release as it hints at major successes to be announced soon.
SAN JOSE, Calif., Jan. 16, 2019 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX),...
When last we spoke with Anixa, they had just finished meeting with the FDA to discuss their Cchek program. The Company has scheduled a call for January 24th, which would have been about a week after they received the...
Tailwinds' Take: this is a positive development as ANIX moves towards potentially having a diagnostic product during 2019. Our opinion is that the call in January could be a seminal moment for the Company as investors wake...
Tailwinds' Take: more positive data just before they meet with the FDA. Important notes from the data include potential "Phase 0" detection and the possibility that Cchek can be used for ongoing maintenance of breast cancer survivors. While the...
Tailwinds' Take: expecting more positive data out of Cchek. Big meeting with FDA in December will tell us how quickly this product can come to market. With positive results in two cancer indications with no alternative quality early stage...
SAN JOSE, Calif., Nov. 12, 2018 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on using the body's immune system to fight cancer, today announced that its two presentations at the 33rd Annual Meeting of The Society for...
Tailwinds' Take: Anixa continues to demonstrate nothing but very positive results, so expect more from this presentation. We continue to believe the risk / reward of ANIX is very compelling as data continues to be positive on both products...
In recent weeks, Anixa has met with the FDA regarding their CAR-T therapy and has now scheduled a discussion around Cchek for early December. These are important events as the FDA will review data submitted before even agreeing to...
Tailwinds' Take: very positive development getting Cchek in front of the FDA for preliminary discussions, especially how quickly the meeting was accepted. With two programs on track, ANIX is very undervalued by the markets.
SAN JOSE, Calif., Oct. 24, 2018...
Tailwinds' Take: although this is a minor delay from previous (best case) guidance, it is still fabulous news that Anixa expects to have a CAR-T drug in humans next summer. We expect to see the stock at much higher...
Tailwinds' Take: This is outstanding data. The detection of cancer remains in line with prior releases, but the ability to detect benign versus malignant is huge! Almost 80% of biopsies are unnecessary. Removing over 50% of these will be...
Tailwinds' Take: with two products approaching FDA submissions for clinical trials, ANIX is positioned for significant catalysts and value generation over the next few months.
SAN JOSE, Calif., Oct. 15, 2018 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company...
Tailwinds' Take: this group of SAB members includes scientists who are working on Anixa's CAR-T therapy, which is a major endorsement of the product and platform. This is a very distinguished team and includes some of the world's top...
Tailwinds' Take: this is an indication that the company could have potentially huge news soon on differentiating between benign and malignant tumors. As Dr. Kumar says, "Our recent Cchek™ data demonstrates that many of these unneeded biopsies may be...
SAN JOSE, Calif., Sept. 28, 2018 /PRNewswire/ -- ITUS Corporation (the "Company") (NASDAQ: ITUS), a biotechnology company focused on using the body's immune system to fight cancer, today announced that on October 1, 2018, the Company will officially change its...
We got the chance to speak with Dr. Amit Kumar, the CEO of ITUS Corp. this last week. Having heard little about the progress of Cchek of late, and knowing that their CAR-T drug is going to be presented...
Tailwinds' Take: these meetings are important steps towards approval of an IND and are not at all perfunctory as they involve significant time and energy spent by the FDA putting together a team and reviewing a lengthy package submitted...
For the past few years modifying T-Cells to express Chimeric Antigen Receptors, a practice known as “CAR-T”, has been the hottest space in cancer therapy. Through CAR-T therapy, there have been amazing strides made in saving patients suffering from...
Tailwinds Take: with an aggressive timeline, ITUS' CAR-T therapy could be in humans in less than a year from today. If successful, it would be the first CAR-T for solid cancer, a market far bigger than any approved CAR-T...
Tailwinds' Take: More excellent, albeit early, data out of ITUS. Their Cchek platform is showing amazing efficacy in multiple cancers and has the potential to become a ubiquitous test for many (if not all) types of cancer over time....
Tailwinds' Take: it appears that ITUS is seeing clinical success in multiple cancer types for them to be selecting a second indication at this early stage. This is a positive step in Cchek ultimately becoming a ubiquitous test for all...
The recent press release issued by ITUS regarding its CAR-T program was spectacular news for the company. However, based on some questions I have received, it appears that there was a lot of confusion around the results in the investor...
This morning ITUS Corp. announced that they have moved forward the development timeline of their CAR-T therapy being developed in conjunction with the Moffitt Cancer Center. This is incredibly meaningful news not only for investors, but also for women...
Tailwinds' Take: very positive development in the most exciting space in healthcare.
SAN JOSE, Calif., June 26, 2018 /PRNewswire/ -- ITUS Corporation (NASDAQ: ITUS) today provided a status update and accelerated development timeline for its CAR T therapy for Ovarian Cancer,...
I had a follow-up call with Dr. Kumar, CEO of ITUS, today. Basically, I was looking to understand more about the benign versus cancerous tumor diagnosing being performed by ITUS. We covered this and a few other points. Here...
Tailwinds' Take: ITUS has a potentially game-changing diagnostic here. Dr. Kumar's comments about benign studies are quite foreshadowing. We can expect to hear more about this in the future. Also note the multi-billion valuations on liquid biopsy diagnostic companies;...
Last month Grail Inc. raised $300 million in a Series C equity financing. This brings their total raised to around $1.5B over the last couple years. Now, I honestly don't know what valuation this last round was done at,...
In a big week for ITUS, the Company announced outstanding results on a study undertaken with Memorial Sloan Kettering Cancer Center (MSK) and Serametrix, along with the issuance of another key patent.
MSK is a premier cancer center and their...
Tailwinds' Take: amazing endorsement of ITUS' Cchek technology by the premier cancer center. Cchek appears to have the potential to completely disrupt cancer diagnostics.
SAN JOSE, CA – March, 27, 2018: ITUS Corporation (NASDAQ: ITUS) today announced that it has...
Tailwinds' Take: as ITUS continues to show clinical success on Cchek, protecting the IP will be critical to maintaining the incredible TAM. ITUS' patent strategy is solidifying their position as the leading player in using a Neural Network in...
SAN JOSE, Calif., March 16, 2018 /PRNewswire/ -- ITUS Corporation (NASDAQ: ITUS), today announced that it will present the latest data from its ongoing early cancer detection study at the annual meeting of the American Association of Immunologists (AAI) in...
SAN JOSE, Calif., March 12, 2018 /PRNewswire/ -- ITUS Corporation (NASDAQ: ITUS), today announced that it will present data from its ongoing study utilizing Cchek™, ITUS's artificial intelligence (AI) driven early cancer detection technology. The presentation will be made at...
On March 5th, ITUS announced an alliance with Serametrix Corporation in which the power of Cchek™ would be paired with Serametrix’s substantial expertise in immune monitoring assays. Despite the fact that shares in ITUS rallied almost 20% on this...
Tailwinds' Take: Serametrix has a substantial volume of MDSC testing results, both historical and ongoing, on which Cchek can be evaluated. My guess is they did substantial back-testing before considering this partnership with Cchek's results impressing them.
SAN JOSE, Calif.,...
Last week, ITUS reported data on a study of their novel cancer diagnostic, C-Chek. I had the opportunity to check in and discuss this data, and other corporate developments, with the Company's CEO, Dr. Amit Kumar.
Tailwinds (TW): Lets get...
SAN JOSE, Calif., Jan. 29, 2018 /PRNewswire/ -- ITUS Corporation (NASDAQ: ITUS), today announced that it presented positive data from its early cancer detection technology on January 26th at the American Society of Clinical Oncology-Society for Immunotherapy of Cancer (ASCO-SITC) Clinical...
Later today, ASCO will release ITUS's abstract for the ASCO/SITC meeting. Investors have been anxiously awaiting the data from the presentation. However, the release of the abstract, while in and of itself a positive, will not reveal the data that...
Tailwinds' Take: to date, all data on C-Chek has been positive and there's no reason to expect anything different if they have been accepted as an abstract at ASCO-SITC. We believe that ITUS' novel cancer detection platform could be...
Tailwinds' Take: I love it when companies decide not to dilute their investors. ITUS' model is one of partnerships and joint-ventures. This is very positive long-term for shareholders. Plus, love this quote, "many exciting opportunities ahead of us." 2018...
SAN JOSE, Calif., Nov. 28, 2017 /PRNewswire/ -- ITUS Corporation (NASDAQ: ITUS), a company using the power of the immune system to diagnose and treat cancer, today announced that the United States Patent and Trademark Office ("USPTO") has issued a...
On November 13, ITUS Corporation announced that they had licensed a cancer therapy from the Wistar Institute, a Philadelphia based biomedical research organization. In doing so, ITUS has suddenly become a player in the hottest space in the medical industry,...
Tailwinds' Take: this is a big deal for ITUS as Moffitt is one of the preeminent cancer research centers in the US and their agreeing to collaborate on ITUS' CAR-T therapy is a very nice endorsement of this early-stage...
Tailwinds' Take: While there remains a lot of work to be done, the pre-clinical work to date has yielded excellent results. Progress in attacking solid tumors with a CAR-T therapy would be first of its kind and very big...
A recent addition to the Tailwinds Select Portfolio, ITUS Corporation is a compelling young biotech startup located in San Jose. Led by Dr. Amit Kumar, a well-regarded scientist and business leader who is a board member of the American...
In the 1st of this two-part series, we examine ITUS’ work with its lead product, Cchek, a revolutionary cancer diagnostic. In part 2 we will look at their novel CAR-T solid tumor opportunity.
On Thursday afternoon, November 2, we added...
SAN JOSE, CA -- (Marketwired) -- 10/27/17 -- ITUS Corporation (NASDAQ: ITUS) today announced that it has satisfied all obligations under its secured debenture by paying the creditor the outstanding principal and interest in cash ahead of its due date. As...
SAN JOSE, CA -- (Marketwired) -- 09/21/17 -- ITUS Corporation (NASDAQ: ITUS) today provides a corporate update before its Annual Meeting of Stockholders to be held on September 22, 2017.
ITUS's wholly owned subsidiary Anixa Diagnostics, recently renewed its research agreement with...
SAN JOSE, CA -- (Marketwired) -- 09/18/17 -- ITUS Corporation (NASDAQ: ITUS), today announced that the United States Patent and Trademark Office ("USPTO") has issued U.S. Patent 9,739,783, to inventors Dr. Amit Kumar, Chief Executive Officer, and John Roop, VP...