Sometimes it's a head-scratcher as to where to start my newsletter. In this case, I'm feeling mighty repetitive in leading off with Kazia (KZIA). Yet, the stock continues to be both my largest holding and my best performer. Therefore,...
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Why I Just Bought Senseonics (SENS) – A High-Conviction Add at Current Levels
I re-entered...
The TW portfolio gained another 10% this past week. We can add that to the prior week’s 15% and the one before that’s 40%. This rally taking place is epic.
What makes this bull market more fun, for us in...
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A short note this morning with more to come. Last night two financings were...
TW's Take: Another solid hire as it's becoming increasingly clear that Aeluma is moving methodically down the path to commercial adoption.
Veteran Intel Semiconductor Leader to Drive Foundry Strategy, Ecosystem Partnerships, and Commercial Scale
GOLETA, Calif., April 27, 2026 (GLOBE...
Last week’s newsletter headline was “Letting It Ride,” where I talked about the blackjack style of my first boss, Geno Eng. His rule was simple: let your winners ride for two more hands. He played for three straight wins,...
TW's Take: excellent news that is going to force analysts to raise estimates for ONDS.
Establishes Direct Access to U.S. Army and Special Operations IDIQ Contract Vehicles and Expands Domestic Manufacturing and Integration Capabilities
Transaction Strengthens Ondas' Position as a Next-Generation...
Company to Showcase Large-Diameter Wafer Platform for
Sensing and Communications at Conference Exhibition
GOLETA, Calif., April 23, 2026 (GLOBE NEWSWIRE) -- Aeluma, Inc. (NASDAQ: ALMU), a semiconductor company specializing in high-performance, scalable technologies for mobile, AI, defense and aerospace, robotics, automotive,...
TW's Take: further confirmation of impending commercial success across multiple markets.
Funding to Accelerate Commercialization of Quantum Dot Lasers for Silicon Photonics
GOLETA, Calif., April 21, 2026 (GLOBE NEWSWIRE) -- Aeluma, Inc. (NASDAQ: ALMU), a semiconductor company specializing in high-performance,...
When I started trading on the Boston Stock Exchange in the summer of 1987, one of my bosses was a very interesting Chinese man named Geno Eng. Geno was a consummate gambler besides being a trader. His favorite game...
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Since my last update, which was only a short time ago, there's been a...
TW's Take: Kazia continues to build out an outstanding oncology platform.
SYDNEY, April 15, 2026 /PRNewswire/ -- Kazia Therapeutics (NASDAQ: KZIA), a clinical-stage oncology company developing differentiated therapies for cancers with high unmet need, today announced the appointment of Dr. Sudha Rao as...
BOCA RATON, Fla., April 16, 2026 (GLOBE NEWSWIRE) -- INmune Bio Inc. (NASDAQ: INMB) (the “Company”), a clinical-stage biotechnology company focused on developing therapies that harness the patient’s innate immune system, today announces new preclinical data for INB03 (XPro1595...
TW's Take: a very, very positive update. WATT continues to fire on all cylinders and the rollout is still in the first inning. Could be a couple very exciting years ahead for Energous.
Fortune 10 customers continuing and expanding...
TW's Take: more positive momentum for Kazia as they continue to add interesting programs on excellent terms. Expect to see meaningful partnerships formed as the year progresses. To quote the company, " believes the program represents a compelling opportunity for...
TW's Take: this is very big news from the standpoint that the partnership and quotes from both Tower Semi and Sumitomo should provide investors with even more confidence in a bright future for Aeluma.
~ Partners With Tower Semiconductor and...
The past week was an excellent one in the market, as hopes arose for a speedy end to the war. As I said last week, my ability to predict when the war will end is not why you read...
TW's Take: a very nice win which will create a lot of visibility for Ondas' drone defense systems while cementing its position as a leader in the industry.
Ondas Sentrycs' Cyber-over-RF Technology to Be Deployed Across Multiple FIFA World...
Markets had a bounce this past week from their oversold level. But, with a couple planes going down over Iran, does anyone believe that the trend has reversed? I'm not going to make big market predictions other than sticking...
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Been a little while since my last trading update. At that time, I put...
I've been negative on the market and nothing I'm reading in the news is giving me reason to change my opinion on a week-to-week basis. As long as the war continues, the market will go lower.
As readers know, I'm...
They say that good Texas Hold 'Em players fold on 80% of the hands. The key to the game is patience. As Kenny Rogers said, "you have to know when to hold them, know when to fold them."
Good investors...
When I first started trading stocks, Microsoft had just gone public. So, yeah, it was a very long time ago...
At that time, trading was actually easy. News would come out and get disseminated quite slowly. A stock, or the...
It was the best of times. It was the worst of times. It was a wild week...
Last Monday and Tuesday were the two best back-to-back days my portfolio has had, ending up 20% on the close Tuesday. By Friday...
This past month was like day 3 at Augusta...Moving Day. Some stocks climbed the leaderboard while others crashed to earth. At the Masters, it's all about positioning yourself for a shot at the green jacket. In the market, it's...
The whole world is talking about the Supreme Court's decision on Trump's tariffs. I have no value to add here so will instead spend this week writing about a lot of my little companies and my current thoughts around...
I've had a long-standing crush on Aeluma (ALMU) for a couple of years now. With its groundbreaking photonics technology, the company stands to benefit from major semiconductor trends, including mobile SWIR imaging and AI infrastructure demands. Validation from respected...
Agency Feedback Provides Regulatory Clarity on Enrichment Strategy and Confirms CDR-SB as Sole Primary Endpoint for Registrational Development
Boca Raton, FL, Feb. 12, 2026 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ: INMB) (“INmune Bio” or the “Company”), a late-stage biotechnology...
Pre-submission package is a process that facilitates early feedback from the United Kingdom (UK) Medicines and Healthcare Products Regulatory Agency (MHRA), designed to streamline the final approval process and reduce time to market
Boca Raton, FL, Feb. 10, 2026 (GLOBE...
Early sales, disciplined language, and a hire built for execution—not hype
This morning (February 10, 2026), Aeluma, Inc. (NASDAQ: ALMU)announced the appointment of Bouchaib Nessar as Senior Vice President of Business Development and Product. Executive hires are common in small-cap...
TW's Take: "Company Generates Initial Sales" is the kind of language we have all been awaiting. This stock is set to soar when commercialization becomes apparent to the world.
~ Key Appointment to Drive Commercialization Strategy as Markets Ramp and...
Markets wasted no time reminding everyone that January optimism doesn’t come with guarantees. The first full week of February delivered renewed volatility, uneven leadership, and a noticeable shift in tone, especially in tech. None of this is unusual, but...
Multi-Product Distribution Agreement Marks Continued Commercial Momentum in Europe
ATLANTA, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Femasys Inc. (NASDAQ: FEMY), a leading biomedical innovator making fertility and non-surgical permanent birth control more accessible and cost-effective to women worldwide, announced today a new...
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The TNBC Data – Brutally Honest Comparison to Celcuity (CELC)
We all know Celcuity has...
The AI boom is real. Artificial intelligence is reshaping the global economy in real time. Companies are becoming more profitable as employee productivity rises, and the earnings impact is showing up quarter after quarter.
The hard-asset boom is also real....
TW's Take: continued execution by the management team. Senseonics is seeing rapid adoption and the stock is poised for a very big 2026.
GERMANTOWN, Md., Jan. 29, 2026 (GLOBE NEWSWIRE) -- Senseonics Holdings, Inc. (NASDAQ: SENS) a medical technology company...
TW's Take: Amgen recently acquired a pre-clinical protein degrader company for payments of up to $840 million. I don't believe this program has any value for KZIA in the stock at this time. Massive upside potential here.
Data identify nuclear...
Boca Raton, FL, Jan. 27, 2026 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ: INMB), a clinical-stage inflammation and immunology company, presents the following letter to investors from David Moss, CEO:
Dear Fellow Shareholders,
As we reflect on 2025, I want to...
Aloha from Oahu—still! What was supposed to be a brief Hawaiian escape has turned into an extended paradise stay, and I’m not mad about it one bit. The weather here is spectacular: blue skies, warm trade winds, perfect surf,...
- AEON confirmed that earlier today it held its BPD Type 2a Meeting with the FDA, in line with prior guidance, and is now awaiting official meeting minutes –
- Separately, AEON shareholders today voted in favor of the proposals...
Have you ever been in rush hour traffic when there's that one guy who lane changes constantly. Back and forth, cutting everyone off. And, in the end, accomplishing nothing as they get there no sooner than you did. It's...
Preliminary unaudited revenue expected to be approximately $14.2 million for Q4 2025, an increase of 71% year-over-year
Introduced 2026 revenue guidance of $58-$62 million
Expects to report fourth quarter and full year 2025 financial results on March 2, 2026
GERMANTOWN, Md., Jan....
Two thousand and twenty five ended with a big party yet there seems to be nothing resembling a hangover. Instead, the confetti has yet to hit the ground and the bar remains open. In short, the bull market is...
WEST PALM BEACH, FL / January 9, 2026 / Ondas Holdings Inc. (NASDAQ:ONDS) ("Ondas" or the "Company"), a leading provider of autonomous aerial and ground robot intelligence through its Ondas Autonomous Systems (OAS) business unit and private wireless solutions through Ondas...
TW's Take: eager to see the clinical data as it could be very meaningful for investors in KZIA. Plus, the other programs are doing well. The value here is amazing.
SYDNEY, Jan. 8, 2026 /PRNewswire/ -- Kazia Therapeutics (NASDAQ: KZIA) today announced that...
I'm just back from Florida, which is a long drive from our hometown of Charlottesville. The last two weeks have seen the birth of my first grandchild and the wedding of my daughter on New Year's Eve. If that's...
It's the holiday season and the markets continue to be in a very giving mood. It's setting up for a great end to the year and investors are certainly going to be celebrating this New Years Eve.
However, markets don't...
TW's Take: the momentum backing ONDS's business is extraordinary. Very bright future.
MOU was signed today during ceremony marking 60 years of diplomatic relations between Germany and Israel
Intended partnership with a focus on counter-UAV (C-UAV) solutions and ISR systems to...
TW's Take: this essentially eliminates AEON's debt and positions the company to efficiently move forward post their important FDA meeting in January.
- AEON and Daewoong Pharmaceutical have executed definitive documentation to exchange $15 million of notes plus accrued interest...
As we move into year-end, stocks are increasingly volatile, especially in the micro-cap space. This is creating a lot of opportunity to make trades and I've been quite active in maneuvering the portfolio to hopefully take advantage of several...
As I sit to write this week's newsletter, I have a lot of thoughts going through my head. The volatility in the portfolio has been extreme and the number of trades I've been making has reached a level never...
Executive Summary
AEON Biopharma remains a compelling asymmetric investment opportunity in the biopharma space, targeting the multi-billion-dollar U.S. botulinum toxin therapeutics market dominated by AbbVie's Botox. With a current fully diluted market capitalization of approximately $36 million (at $0.75 per...
TW's take: early data but quite compelling. With recent financing, KZIA is set up for a monster 2026.
First patient from TNBC trial demonstrated 76% tumor volume shrinkage with corresponding reductions in circulating tumor cells (CTC) and clusters
Reinvigoration...
TW's Take: a key component to commercialization is protecting the IP. ALMU is progressing well and 2026 should be a big year for the company.
Strengthens Aeluma’s Heterogeneous Integration Platform and Expands Intellectual Property Portfolio to 35 Issued and...
Back from Thanksgiving in Massachusetts and it seems like I brought the cold weather home with me. Snow is covering the ground here in central Virginia and temperatures in the teens at night are definitely unseasonably cold for December....
Ondas (ONDS) is executing one of the most aggressive and accretive roll-up strategies in the public defense/autonomous systems space, transforming from a delayed rail-radio story into the leading pure-play public company in counter-UAS, autonomous drones, and robotic defense systems....
TW's Take: Ondas has managed to position themselves as one of if not the leader in drones for the defense industry. This industry is very nascent and the upside is simply huge.
Multi-year, multi-phase program with initial purchase order anticipated...
This morning, Kazia Therapeutics (KZIA) dropped one of the most audacious financing announcements I've seen for a public biotech in years. With shares closing Monday at over $9, the company priced a $50 million private placement (PIPE) of ordinary...
Boca Raton, FL, Dec. 01, 2025 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ: INMB), a clinical-stage biotechnology company developing inflammation and immunology therapies targeting innate immune dysfunction, announces new neuroimaging data from its Phase 2 MINDFuL trial of XPro1595...
TW's Take: while this payment only results in roughly $2.5M going to Lineage, it's an important first step that demonstrates the commitment of Roche to move the program forward.
Lineage Cell Therapeutics, Inc. today (Nov. 24) announced it had achieved...
Volatility reigned in the markets this week as several larger themes dictated trading. These trends, with uncertain outcomes, create dramatic swings in stocks. Trading opportunities for those who are nimble and interesting buying opportunities for those of us who...
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**Kazia Therapeutics (KZIA): TNBC Breakthrough Ignites the Pipeline Fire**
Today’s press release announcing an immune-complete...
TW's Take: this is great news, albeit on one patient. It certainly portends well for the drug and the other data coming at San Antonio Breast Conference in December.
SYDNEY, Nov. 18, 2025 /PRNewswire/ -- Kazia Therapeutics Limited (Nasdaq: KZIA), an oncology-focused drug...
Boca Raton, FL, Nov. 18, 2025 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ: INMB), a clinical-stage inflammation and immunology company, today announces two presentations at the upcoming 18th Clinical Trials on Alzheimer’s Disease conference (CTAD), in San Diego, CA...
To start this week's newsletter, a request. If you own shares of INmune Bio (INMB), please vote on the recent proxy. Vote however you'd like, but do cast your ballot. We need more votes to hit a quorum. Thank...
-- Continued rollout of FemBloc, the breakthrough non-surgical permanent contraceptive solution, expands the Company’s presence in key European Markets --
ATLANTA, Nov. 10, 2025 (GLOBE NEWSWIRE) -- Femasys Inc. (NASDAQ: FEMY), a leading biomedical innovator making fertility and non-surgical permanent birth control...
In the high-stakes arena of public markets, a company's success isn't just about innovative products, sharp management, or even blockbuster earnings reports. It's increasingly about who holds the purse strings. For publicly traded firms, the composition of their investor...
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An update on my thinking around several stocks...in order of actionable in my mind.
Kazia...
Completion of key step in IND transfer for upcoming Phase 2 breast cancer vaccine clinical trial
SAN JOSE, Calif., Nov. 5, 2025 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX), a biotechnology company focused on the treatment and prevention of cancer,...
TW's Take: excellent news for FEMY. If the company executes, the financing risk is really off the table here. Clear runway in front of the company now.
Successful completion of first trial phase enables continued pivotal trial of FemBloc, the...
TW's Take: still awaiting first commercial contract to send this stock soaring...
Bolsters Wafer-Scale Test and Validation Capabilities and Supports Go-to-Market Strategy
GOLETA, Calif., Oct. 28, 2025 (GLOBE NEWSWIRE) -- Aeluma, Inc. (NASDAQ: ALMU), a semiconductor company specializing in high-performance, scalable...
I've been writing about Vicor (VICR) fairly frequently of late, having established a small position in the stock in the late spring. The company's business for the last few years has been one of great promise that always seemed...
Expands global intellectual property coverage in markets with high breast cancer incidence
New patent will provide IP protection of Breast Cancer Vaccine in China into 2040
SAN JOSE, Calif., Oct. 20, 2025 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX), a biotechnology...
As I wrote last weekend, I had four of my college friends in town for three days. We had a blast, playing golf, shooting skeets, drinking a few beers and catching up on each other's lives. It had been...
Boca Raton, FL, Oct. 14, 2025 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ: INMB), a clinical-stage inflammation and immunology company, today announces that David Moss, Chief Executive Officer will participate in a Dermatologic Rare Disease Panel at the Maxim...
We are in an AI bubble. It could keep going for a while or we may have hit the pinnacle. I'm not sure when it ends but taking positions down into strength makes sense to me.
In a sign of...
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I have been a buyer of Kazia (KZIA) in my trading account, building a...
TW's Take: an early stage asset but in a very exciting area of oncology. Likely able to partner this quickly. I view this very positively.
SYDNEY, Oct. 7, 2025 /PRNewswire/ -- Kazia Therapeutics Limited (NASDAQ: KZIA), an oncology-focused drug development company, today announced...
TW's Take: very exciting news. Looking forward to seeing the results, especially on the Keytruda arm, which would be the quickest pathway to an approved product.
Final Clinical Visit Marks Major Milestone in First-in-Human Evaluation of Breast Cancer Vaccine
Comprehensive Immune...
The rally in micro-caps continues. To bang again on a drum that I've beaten fairly frequently, interest rates drive speculation and we have entered a rate-lowering environment. Check out the chart of the Russell 2000...it's been heading straight up...
Boca Raton, FL, Sept. 29, 2025 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ: INMB), a clinical-stage inflammation and immunology company, today announces the submission of a manuscript detailing the results of its Phase 2 MINDFuL trial. The manuscript, titled,...
The prospect of lower rates drove stocks higher all summer. Perhaps this is a case of be careful what you wish for; we had the first rate cut a little over a week ago and this past week the...
-- Femasys leverages Kebomed’s pan-European distribution strength to drive adoption of FemBloc permanent birth control in France and Benelux, unlocking significant market access --
ATLANTA, Sept. 25, 2025 (GLOBE NEWSWIRE) -- Femasys Inc. (NASDAQ: FEMY), a leading biomedical innovator making fertility and...
Addition strengthens FemSperm family of products and enables gynecologists to offer complete in-office sperm handling for FemaSeed Intratubal Insemination
ATLANTA, Sept. 22, 2025 (GLOBE NEWSWIRE) -- Femasys Inc. (NASDAQ: FEMY), a leading biomedical innovator making fertility and non-surgical permanent birth control more...
Phase 1 Data Highlights Potential of First-in-Class Vaccine to Transform Breast Cancer Treatment and Prevention
Comprehensive Results, Supported by U.S. Department of Defense Funding, to Inform FDA Discussions and Advance Phase 2 Development Plans
SAN JOSE, Calif., Sept. 22, 2025 /PRNewswire/ -- Anixa Biosciences,...
Summer is over. When this week's newsletter goes out, it will be September 21st, the official end of the season. For many investors, this is likely a double whammy...not only is the beach weather gone but the market was...
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Shares of Aeluma were having a great week, rising around 10% by Wednesday as...
Aeluma owners and observers, buckle up. If you've been tuned into my Aeluma Inc. ($ALMU) chronicles and the various paths to El Dorado for Aeluma on X (threads from July, August, early September, and that September 16 deep-dive), you...
TW's Take: business development is heating up and this provides Aeluma with the capital to hire the staff and land the business. The fact that a Craig-Hallum deal is trading up 15% in the aftermarket speaks volumes to how...
~ The following blog post was written by and submitted for publication
by Richard Prati ~
$ALMU - Post-Earnings Update on Execution and Asymmetric Upside
$ALMU - "Could this be a game changer the VCs haven't kept private?"
Summary Points
Commercial...
BOCA RATON, Fla., Sept. 15, 2025 (GLOBE NEWSWIRE) -- INmune Bio Inc. (NASDAQ: INMB) (“INmune” or “the Company”), a clinical-stage inflammation and immunology company focused on developing treatments that harness the patient’s innate immune system to fight disease, today...
TW's Take: we believe the VenoValve works and put decent odds on approval through this appeal process.
IRVINE, CA / ACCESS Newswire / September 15, 2025 / enVVeno Medical Corporation (Nasdaq:NVNO) (“enVVeno” or the “Company”), a company setting new standards of care for...
Is this Russell ready for a breakout? While large cap stocks have been the dominant performers in the market for the last few years (or is it decades?), the R2K is quietly approaching the highs set in 2022. Check...
On the back of an unwarranted selloff in the stock, Aeluma, Inc. represents a compelling buying opportunity in the high-growth semiconductor sector, leveraging its proprietary compound semiconductor technology to disrupt industries from defense and AI infrastructure to mobile electronics....
Gold had been trading in a tight band since April. Bouncing back and forth between (roughly speaking) $3,200 and $3,400 per ounce. That trading range ceased to exist as of last week with the precious metal breaking out on...
aTyr Pharma (ATYR) is going to report data from their pivotal trial sometime in the next few weeks (official guidance is mid-September). This has been a highly controversial stock with many smart biotech funds long, countered by an equally...
TW's Take: eventually sales pick up and they can stop dilution. Been a painful trip down.
ATLANTA, Aug. 25, 2025 (GLOBE NEWSWIRE) -- Femasys Inc. (NASDAQ: FEMY) (the “Company” or “Femasys”), a leading biomedical innovator addressing significant unmet needs in women’s health...
As readers know, I have been bullish on a cyclical turn in biotech for a while now. Starting last fall, I felt that the group had underperformed for too long. Throw in a more accommodative FDA and declining interest...
TW's Take: a disaster for investors. Company changed endpoints and had unmentioned rehospitalizations. Not good.
IRVINE, CA / ACCESS Newswire / August 20, 2025 / enVVeno Medical Corporation (Nasdaq:NVNO) (“enVVeno” or the “Company”), a company setting new standards of care for the treatment...
TW's Take: positive news from a program that is highly encouraging yet very slow to enroll. Looking forward to seeing some signs of efficacy in the future.
Fourth Cohort Receiving 30x Initial Dose with No Dose-Limiting Toxicities Observed to Date
SAN JOSE,...
As we get closer to a rate cut (odds are now ~95%), the micro-cap growth and biotechs are starting to attract more interest. Orphaned for a few years during rising rates, these stocks are suddenly starting to actually work....
The market continues to act great and many stocks are making nice moves. It's really game on in micro-caps. With a number of catalysts coming up, here's a list (in no particular order) of what I think looks interesting...
-- Continued Progress on Regulatory Approvals and
Global Commercialization of Fertility Portfolio --
ATLANTA, Aug. 08, 2025 (GLOBE NEWSWIRE) -- Femasys Inc. (NASDAQ: FEMY), a leading biomedical innovator making fertility and non-surgical permanent birth control more accessible and cost-effective to women worldwide, announced...
TW's Take: excellent news for FEMY. Their products are highly innovative and completely ignored by the markets to date. As word spreads, the stock should benefit greatly.
--Initiation of access to FemBloc, a revolutionary non-surgical permanent contraceptive, as global availability...
TW's Take: it's not hard to see the VenoValve getting significant traction once approved, which should happen in this quarter. I think the stock is very cheap relative to the upside potential.
Clinical data and cost-effectiveness analysis demonstrates the VenoValve...
BOCA RATON, FL, Aug. 04, 2025 (GLOBE NEWSWIRE) -- INmune Bio Inc. (NASDAQ: INMB) (the "Company"), a clinical-stage immunology and inflammation company, is pleased to report that its Phase I/II trial (the “CaRe PC” trial) of INKmune™ for men...
I'm not sure about the rest of you, but I'm over the tariff news. Each week it's new tariffs or a delay in the tariffs. I've taken to ignoring them as it seems the whole of the market has...
TW's Take: we are very close to approval of the VenoValve, which should be a major catalyst for NVNO. Believe the company gets acquired within two years, possibly much sooner.
– Cash burn of $3.8 million in Q2 remains in...
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Thoughts on a few stocks that I think can make investors money in the...
"Catch a wave and you're sitting on top of the world!" ~ the Beach Boys
Here we are in the middle of summer and the market's temperature is soaring. It's a veritable heat dome for risk assets. The Trump Trade...
TW's Take: nice to have the support of an excellent KOL in Dr. Sharon Cohen, who has been a PI in most major AD trials.
Boca Raton, July 24, 2025 (GLOBE NEWSWIRE) -- INmune Bio Inc. (NASDAQ: INMB) announced today that...
When Trump, along with Robert Kennedy as his point person, started remaking the FDA, there was a lot of concern. "With massive layoffs, would the notoriously slow agency move at an even slower pace?" seemed to be the most...
TW's Take: Aeluma is positioning themselves as a leader in this nascent industry. Silicon photonics is estimated to grow to a $3B industry by 2030 and ALMU has guided towards a large piece of that pie.
Panel Sessions to...
I'm back to muggy Virginia, having spent two weeks in Seattle and Jackson Hole. Vacation in the day of the internet is not exactly a chance to escape work and INmune Bio (INMB) certainly kept me busy. More on...
LOUVAIN-LA-NEUVE, Belgium & LOS GATOS, Calif.--(BUSINESS WIRE)-- Incize, a Belgian cutting-edge semiconductor characterization and modeling company, and Atomera (Nasdaq: ATOM), a pioneer in advanced semiconductor materials, today announced a strategic collaboration to enhance Gallium Nitride on Silicon (GaN-on-Si) technologies.
This press release features multimedia. View the...
TW's Take: Anixa keeps moving the ball forward, albeit slowly as vaccine development takes a long time to come to fruition.
SAN JOSE, Calif., July 9, 2025 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX), a biotechnology company focused on the...
TW's Take: ALMU continues to move down the path towards commercialization. Still early stage but coming together well as contracts like these validate the technology.
Awards Invest in Aeluma's Highly Manufacturable Semiconductor Platform
GOLETA, CA / ACCESS Newswire / July 9, 2025...
The results of the MINDFul phase 2 trial in early Alzheimer's Disease came out this week. As far as XPro is concerned, the trial was a success. From an investor in INmune Bio's perspective, the results were at once...
The S&P 500 hit a new high this week. Let that sink in for a minute...
A new high in the market despite a trade war with tariffs that economists predicted would derail the US economy and spark massive inflation....
Boca Raton, Florida, June 27, 2025 (GLOBE NEWSWIRE) -- INmune Bio Inc. (NASDAQ: INMB) (the “Company”), a clinical-stage inflammation and immunology company, today announced that it has entered into securities purchase agreements with two healthcare focused institutional investors for...
Company to host a conference call to discuss results at 8:00am EDT on June 30, 2025
Boca Raton, Florida, June 26, 2025 (GLOBE NEWSWIRE) -- INmune Bio Inc. (NASDAQ: INMB) (the “Company”), a clinical-stage inflammation and immunology company, will host...
TW's Take: while not unexpected, this is an important milestone for the company. With the Trump administration more focused on issues around women's health, this could help speed things up in the US as well.
--European CE mark approval of...
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I guess Atomera (ATOM) can now make some positive announcements and go to a...
TW's Take: slow but steady progress from this program.
Fourth cohort dose is three million CAR positive cells; thirty times higher than the first cohort dose
SAN JOSE, Calif., June 23, 2025 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX), a...
Today (Saturday, as I write this newsletter) is summer solstice, the longest day of the year. From here on out the daylight decreases as does the time to major catalysts within TW's universe. Last week I discussed a lot...
TW's Take: more support of the technology. Next step will be large scale commercial contracts which we hope to get insight into later this year.
Award Invests in Aeluma's Large-Scale Semiconductor Photodetectors Applicable to Defense and Aerospace, and AI...
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Lots of volatility in the portfolio. Time for a quick update, especially as I...
Volatility is back. After watching every attempted rally get squashed for several years, it now appears that some micro-cap stocks can actually move higher. It's still a selective market but, for those companies who are executing well, investors are...
TW's Take: sales growth has disappointed to date but increased acceptance at facilities like this one should eventually lead to the acceleration in sales that investors are expecting.
-- Femasys continues to expand access and market share for its first-line...
XPro™ Treatment Post-TBI Prevents Short- and Long-Term Alzheimer’s-like Pathology in transgenic mice
Boca Raton, Florida, June 10, 2025 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ: INMB) (the “Company”), a clinical-stage inflammation and immunology company focused on developing treatments that harness...
TW's Take: the program continues to show great promise.
SAN JOSE, Calif., June 9, 2025 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX), a biotechnology company focused on the treatment and prevention of cancer, today announced that Dr. Robert Wenham, Chair...
We are approaching the halfway point of 2025 and it's playing out somewhere near the lines that I predicted. I was looking for a volatile market in 2025 with stocks likely down overall. At this stage, the S&P 500...
The last couple weeks I've suggested selling into the rally that is taking place. One very smart fund manager who I follow has been doing just that. He also writes a newsletter and has generously allowed me to quote...
TW's Take: the products are great it's just bridging the divide until revenues really kick in that has been the issue for FEMY. Hopefully this round of financing can do that.
ATLANTA, May 30, 2025 (GLOBE NEWSWIRE) -- Femasys Inc....
TW's Take: ALMU is setting the stage for a fabulous future. The timing of the uptake is the only question.
Successful Demonstration Shows Promise for High-Performance and Mass-Manufacturable Quantum Photonic Circuits on Silicon
GOLETA, CA / ACCESS Newswire / May 29, 2025...
Last week I wrote about selling the rally. The economy is slowing and inflation isn't going away. It's a trader's market and moves need to be faded. Last week's weakness in the markets fell right in line with my...
TW's Take: approval is highly likely in the coming months which is hopefully the spark to launch this stock towards a more respectable valuation.
IRVINE, CA / ACCESS Newswire / May 19, 2025 / enVVeno Medical Corporation (NASDAQ:NVNO) (“enVVeno” or the “Company”), a...
TW's Take: positive progress with meaningful catalysts coming in the future. The science is strong, the programs need to advance further for investor interest to really pick up.
SAN JOSE, Calif., May 19, 2025 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ:...
This is a classic trader's market. Every move is temporary and gets reversed. Just a few short weeks ago I suggested that the Trump Tariff Tantrum, which was crushing the stock market, would be ancient history later this year....
BOCA RATON, Fla., May 14, 2025 (GLOBE NEWSWIRE) -- INmune Bio Inc. (NASDAQ: INMB) (the “Company”), a clinical-stage biotechnology company targeting inflammation and immunology through the innate immune system, today announces that the Company will be presenting at the 2025...
TW's Take: game changing technology making great strides...next up are commercial contracts which we hope to see later this year.
Upcoming Presentations at CS Mantech in May and OIP in June Highlight Aeluma's Scalable Photonic Platforms for High-Performance Computing,...
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It's been a while since I've updated premium subscribers on several stocks so I...
TW's Take: we continue to believe that the risk/reward behind the VenoValve is excellent and that NVNO is likely acquired sometime in the 6-12 months post approval.
Promising results from the first-in-human study demonstrated that, at three-years post implantation,...
TW's Take: slowly but surely, this program moves forward.
SAN JOSE, May 12, 2025 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX), a biotechnology company focused on the treatment and prevention of cancer, today announced that Dr. Pamela D. Garzone, Chief...
Just back from an epic trip to Montenegro, Croatia and Italy. And, for once, the markets were rather sanguine, if not actually really positive, for TW during my absence. I wasn't ready to come home and most investors probably...
Markets staged a nice rally this week (I'm writing this Friday morning so I hope this holds true by the end of the day). The rally was sparked by what seems to be a calming down somewhat of trade...
TW's Take: approval later this year is going to change the perception of the stock.
IRVINE, CA / ACCESS Newswire / April 23, 2025 / enVVeno Medical Corporation (Nasdaq:NVNO) (“enVVeno” or the “Company”), a company setting new standards of care for the treatment...
TW's Take: further endorsement of ALMU's technology and a big push towards eventual commercial applications is a solid win for Aeluma.
Funding to Accelerate Development of Low-Cost Photodetectors Applicable to Mobile, AR/VR, and Industrial Markets
GOLETA, CA / ACCESS Newswire / April...
Confusion continues to reign in the world of investing. There is, however, one notable exception. With multiple gaps in the upward direction over the past couple weeks, GOLD has been making a firm move in one direction for over...
Boca Raton, Florida, US, April 16, 2025 (GLOBE NEWSWIRE) -- INmune Bio Inc. (NASDAQ: INMB), a clinical-stage biotechnology company targeting inflammation and immunology through the innate immune system, today announced a major intellectual property milestone with respect to its...
SAN JOSE, Calif., April 14, 2025 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX), a biotechnology company focused on the treatment and prevention of cancer, today announced that it has received a Notice of Allowance from the United States Patent...
Stevenage, UK, and Boca Raton, Florida, US, April 14, 2025 (GLOBE NEWSWIRE) -- INmune Bio Inc. (NASDAQ: INMB) a clinical-stage biotechnology company targeting inflammation and immunology through the innate immune system has partnered with the Cell and Gene Therapy Catapult...
What a crazy roller coaster ride the market was on this past week. Last week I predicted the market opening lower on Monday and that being a turning point. And, that's exactly what happened. The VIX is a great...
Patent Broadens Immunogenic Compositions for Preventive Vaccine Approach
SAN JOSE, Calif., April 9, 2025 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX), a biotechnology company focused on the treatment and prevention of cancer, today announced that the United States Patent and...
Trump's tariffs were announced this week and the markets decided they didn't like them. What I find most interesting is how even the markets, which are meant to be a discounting mechanism, can't predict Trump's actions. Such a violent...
MINDFuL Phase II Blinded, Randomized, Placebo-Controlled Data Anticipated June 2025
Boca Raton, Florida, April 01, 2025 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ: INMB) (the “Company”), a clinical-stage inflammation and immunology company focused on developing treatments that harness the patient’s innate immune...
TW's Take: The data continues to be highly supportive of the VenoValve. Approval likely later this year.
IRVINE, CA / ACCESS Newswire / March 31, 2025 / enVVeno Medical Corporation (NASDAQ:NVNO) (“enVVeno” or the “Company”), a company setting new standards of care for...
Markets tried to rally this week and failed. As readers know, I've been predicting a correction for a while and I believe we are in the middle of it. I believe it gets worse before it gets better. But,...
TW's Take: ramp is happening albeit we had hoped for stronger guidance.
-- Company expands commercial product offering with FemBloc® permanent birth control (delivery system) approval in Europe and signed partnerships for distribution in Spain --
ATLANTA, March 27, 2025 (GLOBE NEWSWIRE)...
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Yesterday afternoon Atomera (ATOM) announced that Shawn Thomas had left the company. Shawn had...
SAN JOSE, Calif., March 24, 2025 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX), a biotechnology company focused on the treatment and prevention of cancer, today announced that the United States Patent and Trademark Office (USPTO) has issued a Notice...
TW's Take: FemaSeed rollout is going well and street revenue estimates will likely go higher for FEMY.
Femasys continues to expand access and market share for its first-line infertility treatment option
ATLANTA, March 19, 2025 (GLOBE NEWSWIRE) -- Femasys, Inc.,...
TW's Take: inking distribution partnerships provides further evidence that FemBloc will receive full EU approval shortly. This product has blockbuster potential.
-- Company taps first EU distributors, Comercial Medico Quirurigca, SA and Durgalab, as the first globally to be granted...
Markets bounced nicely on Friday but it was another down week overall. The fourth in a row. It feels really bad right now yet the S&P is down around 10% from its all-time high. A very minor correction indeed....
Femasys (FEMY) has been around for 21 years, started by a woman who saw women’s reproductive health lagging behind the rest of medicine. They’re a small medtech company with two main products: FemaSeed, which is already out in the...
TW's Take: great step towards approval. We now await approval of the polymer, which is the final step in the EU approval process. Typically, this next step would be within several weeks from the device approval. Getting very close...
...
According to my browser's A.I., "The bloom is off the rose" means that something has lost its freshness, novelty, or excitement; it's no longer as appealing or interesting as it once was, like a rose that has faded after...
It was another tough week in the market, especially for smaller stocks. The S&P is now down for the year, being led in this direction by the Russell 2000. It's rapidly turning into a risk-off environment, as one can...
TW's Take: while still a few years from the market, this device/procedure is generating compelling data in terms of safety, efficacy and cost. Potentially a multi-billion dollar product in a handful of years.
--Positive data from prospective, multi-center trials confirmed...
TW's Take: NVNO continues to present a strong case for approval of the VenoValve later this year.
Cash Burn of $5.2 million in Q4 remains in line with projected $4-5 million quarterly range
Cash and investments on hand are...
TW's Take: enrollment continues to make slow and steady progress. Looking forward to seeing some efficacy data later this year.
SAN JOSE, Calif., Feb. 26, 2025 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX), a biotechnology company focused on the treatment...
TW's Take: Anixa's CAR-T therapy continues to move forward slowly but with very interesting results. Potentially a blockbuster, just needs more patients treated to garner investor attention.
SAN JOSE, Calif., Feb. 24, 2025 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX),...
Almost two months into 2025 and chaos reigns in DC as DOGE axes bureaucrats and executive orders fly fast and furious. Meanwhile, our allies are in a similar state of confusion as the US foreign policy is changing course...
TW's Take: the data continues to be highly supportive of VenoValve. Approval later this year is highly likely and the key catalyst for the stock.
One-year follow-up data demonstrates sustained improvements across venous specific quality-of-life (QoL) indicators.
PMA application...
Amendment expands the potential benefits of CAR-T therapy allowing a second dose and includes more ovarian cancer histologies
SAN JOSE, Calif., Feb. 18, 2025 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX), a biotechnology company focused on the treatment...
Last week's newsletter talked about how I couldn't get comfortable with Atomera (ATOM) heading into earnings. This is a company that is like an Amtrak train pulling into the station...the closer it gets, the slower it goes.
The good news...
TW's Take: disappointing guidance belies underlying strength in the customer pipeline. Buying opportunity.
LOS GATOS, CA / ACCESS Newswire / February 11, 2025 / Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and technology licensing company, today provided a corporate update and announced financial results for the fourth quarter...
Medical review of Phase 1 cohorts demonstrated no safety issues
Data to be presented at the 10th Annual Innate Killer Summit, March 3-5
BOCA RATON, Fla, Feb. 12, 2025 (GLOBE NEWSWIRE) -- INmune Bio Inc. (NASDAQ: INMB) (the "Company"),...
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I have bought some July $10 calls in Atomera (ATOM) in my trading account.
Atomera...
The Company reports results of a double-blinded, randomized, placebo-controlled study, known as “MissionEB,” investigating CORDStrom for treatment of RDEB in pediatric patients, which evidence a favorable benefit-risk profile in support of the intended applications for marketing authorization.
CORDStrom,...
Having just returned from Canada, I feel fortunate to have gone there before the One Day Tariff War. Two weeks ago they still liked Americans. Now, it's anyone's guess.
As we sit approximately 10% (already?!?) of the way through 2025,...
TW's Take: more excellent data. Approval seems highly likely. Reimbursement coming next could be the spark to light the fire here...been smoldering forever.
Two-year follow-up data from 34 subjects in the VenoValve pivotal trial show sustained clinical improvement and...
This past week a friend of mine told me he would, "never buy individual biotech stocks again." I could have sworn I heard a distant bell tolling as he did so.
Truth is, there is never a bell ringing at...
Markets got a nice bounce this week on the back of lower than expected CPI for December. This is going to be a very volatile year for the markets with Trump coming into the White House, DOGE trying to...
Last week I wrote about Atomera (ATOM), INmune Bio (INMB) and enVVeno (NVNO), laying out the thesis for each of these catalyst driven companies to have an excellent 2025. If one looks back to the beginning of December, all...
If you're not a fan of volatility, last week was not a good one for you. Coming into the last two days of 2024, the TW portfolio was sitting on a 33% gain for the month of December. That...
Happy New Year!!! I hope everyone is enjoying the holiday season with family and friends. I'm up in chilly Mass. this week with family. With a long drive home coming on Saturday, this Friday evening version of the newsletter...
For a while it appeared that Santa was coming to town. Markets continued to ascend the heights and the Wall Street pundits jumped on board, claiming 2025 was going to be another year of gains for stocks. Betting against...
TW's Take: the eVVe system is what will drive sales to eventual peaks in the billions. Great progress for a very underloved company.
Successful Completion of All Planned Implants in GLP Study
enVVe Delivery System Demonstrates Consistent Performance
Company Maintains Timeline for...
Boca Raton, Florida, Dec. 10, 2024 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ: INMB) (the “Company”), a clinical-stage inflammation and immunology company focused on developing treatments that harness the patient’s innate immune system to fight disease, announced today that...
With Nvidia being the biggest, baddest stock on the planet, it feels like we must be in the middle of a massive semiconductor rally. How could the group not be racing higher, playing follow the leader, to new highs...
TW's Take: another indication of a well run clinical trial.
Vivo Empowers Clinical Development Teams to Accelerate Decision-making and Analyses in Clinical Trials for Improved Outcomes
HOUSTON and BOCA RATON, Fla., Dec. 04, 2024 (GLOBE NEWSWIRE) -- OmniScience and INmune Bio (NASDAQ: INMB) today...
“When I see a bubble forming, I rush in to buy,
adding fuel to the fire." ~ George Soros
Is bitcoin a bubble? Heck yeah. By any definition, what we are seeing in the price movement of bitcoin certainly qualifies as...
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I have made some trades in my trading account. Swapping out of Anixa (ANIX)...
TW's Take: phenomenal results out of this program sets it up for approval in 2025 and eventual acquisition.
85% Clinical Meaningful Benefit Responder Rate
7.91 Point Average rVCSS Improvement for the Clinically Meaningful Benefit Responder Cohort
75% Median Reduction in Pain (VAS)
87%...
TW's Take: the data being presented should be excellent and approval is highly likely along with reimbursement codes.
Definitive One Year Data from PMA Application to be Presented Wednesday at 51st Annual VEITH Symposium
Company to Host a Conference Call with...
TW's Take: this program continues to (slowly) show amazing potential. The third cohort could be what gets Wall Street interested.
Third cohort dose is one million CAR positive cells; ten times higher than the first cohort dose
SAN JOSE, Calif., Nov....
I'm not sure where to start this week's newsletter as my head is still reeling from the past week. Should we go big picture or discuss the little stock that imploded? Either way, it's about as enjoyable as getting...
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Yesterday afternoon came the very disappointing news that TFF Pharma (TFFP) is winding down...
Boca Raton, Florida, Nov. 13, 2024 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ: INMB) (the “Company”), a clinical-stage inflammation and immunology company focused on developing treatments that harness the patient’s innate immune system to fight disease announced today that it completed...
Many investors have compared the current A.I. hype-cycle in the market with the internet bubble back in 2000. At that time there was a "picks and shovels" company (Cisco) printing cash and a lot of other stocks running to...
TW's Take: positive data but need to see phase 2 results versus placebo before the stock will launch.
Data continues positive trend as additional patients are enrolled in 3 cohorts
Vaccine was safe and well tolerated by participants in...
TW's Take: very positive news as PFAS destruction can be a big market and PESI appears to have the best commercial solution available.
ATLANTA, Nov. 07, 2024 (GLOBE NEWSWIRE) -- Perma-Fix Environmental Services, Inc. (NASDAQ: PESI) (the “Company”) announces the successful completion...
They say that patience is a virtue. Looking at the news from this past week, I am feeling very virtuous. For our companies, it appears that everything is trending the right way. However, these are long-term trends and, in...
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Today I took a swing for the fences...I have bought some calls on Atomera...
“Why EMACC is the Optimal Tool for Measuring Cognitive Change in Early Alzheimer’s Trials” Webinar to be Held on November 7, 2024, at 1 PM ET.
Poster on EMACC Sensitivity and Performance in Phase II Alzheimer’s Trial to be...
TW's Take: I'm particularly looking forward to seeing the data from the Keytruda arm as that's what they intend to take forward immediately. Likely candidate for acquisition by MRK in the next year.
SAN JOSE, Calif., Oct. 28, 2024 /PRNewswire/ -- Anixa...
TW's Take: excellent news as this is highly likely to be a blockbuster product in rapid fashion after approval.
First wave of implants successfully completed with updated delivery system performing very well
Company on schedule to be in position...
The general tone of the market, as relates to TW's universe, is starting to feel better. I'm seeing upticks in more than a handful of stocks and, with only a few days left, October is looking like a good...
Data from Animal Model Study Demonstrate XPro™ converts microglia from a demyelinating cell to a remyelinating cell
Multi-year study published has implications for many CNS diseases including Alzheimer’s
Boca Raton, Florida, Oct. 24, 2024 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ:...
Last week there was no newsletter as I was mountain biking in Downieville, CA. Interesting factoid about Downieville, in 1853 the town was vying to become the capital of California. Happily for CA, that mistake was avoided as Downieville...
TW's Take: great early stage results from what could be a blockbuster therapy with the potential for efficacy across many indications.
Patient showed clinical activity after initial treatment, with necrosis, inflammation, and T cell infiltration observed in tumor biopsy from...
SAN JOSE, Calif., Oct. 7, 2024 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX), a biotechnology company focused on the treatment and prevention of cancer, today announced the appointment of Suyasha Gupta as Senior Director of Clinical Development....
The only thing more rare than a 10-bagger in the stock market? A Street analyst suggesting that a stock will be a 10-bagger. Yet, that's just what we saw here last week in aTyr Pharma (ATYR) when Wells Fargo...
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In my last update, I covered several stocks in my trading accounts. In particular,...
TW's Take: the safety profile of Anixa's treatment is obviously excellent if they are seeking approval for a second dose. Potential blockbuster treatment that is still in early stages but demonstrating huge potential so far.
Amendment will allow a...
Boca Raton, Florida, Sept. 30, 2024 (GLOBE NEWSWIRE) -- INmune Bio Inc. (NASDAQ: INMB) (the “Company”), a clinical-stage inflammation and immunology company targeting microglial activation and neuroinflammation as a cause of Alzheimer’s Disease (AD), announced today that it closed enrollment for...
They say that a definition of a gold mine is a piece of land with a liar standing on it.
This generally plays out in the markets as a large percentage of all gold exploration companies will never mine an...
TW's Take: not sure why the company needed to pad the balance sheet, but this is a nice endorsement from some smart shareholders.
IRVINE, CA / September 26, 2024 / enVVeno Medical Corporation (NASDAQ:NVNO) (“enVVeno” or the “Company”), a company setting...
TW's Take: more proof that thin-film-freezing is highly effective as a drug delivery methodology. Monetizing the technology is simply taking too long.
Newly published data in the Journal of Drug Delivery Science and Technology demonstrate more uniform drug distribution...
TW's Take: excellent safety and initial efficacy. Later cohorts will determine just how efficacious this product will become.
BOCA RATON, Fla., Sept. 26, 2024 (GLOBE NEWSWIRE) -- INmune Bio Inc. (NASDAQ: INMB) (the "Company"), a clinical-stage immunology and inflammation company,...
TW's Take: This is a potentially big deal as results from this trial will start getting released to the market sometime in 2025. The combination with Keytruda makes a TON of sense and could provide a nice incentive for...
This past week, the FED cut interest rates by 50 bps. This was likely the least unexpected rate cut in history, yet stocks took the news positively with the S&P hitting another record high. We just keep chugging along.
Normally,...
TW's Take: this novel therapy is gaining increasing recognition from the scientific community.
SAN JOSE, Calif., Sept. 18, 2024 -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX), a biotechnology company focused on the treatment and prevention of cancer, today announced that...
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I've not been very active in my trading accounts, however I've recently made a...
BOCA RATON, Fla., Sept. 17, 2024 (GLOBE NEWSWIRE) -- INmune Bio Inc. (NASDAQ: INMB) (the "Company"), a clinical-stage immunology and inflammation company, today announced that results of additional analysis of blinded data from its AD02 Phase II Alzheimer's...
There are times when I have high conviction on the market. This is not one of those times.
Twice in the past month and a half, markets have suffered a sudden and steep break to the downside, only to come...
TW's Take: puts roughly two additional Q's of cash on the balance sheet post expected data early next year.
Boca Raton, Florida, Sept. 13, 2024 (GLOBE NEWSWIRE) -- INmune Bio Inc. (Nasdaq: INMB) (the “Company” or “INmune Bio”), a clinical-stage...
TW's Take: BARDA is a great endorsement for the technology. TFFP's balance sheet issues notwithstanding, the value here for the tech is insane.
Partnership funded by BARDA and other US government agencies
TFF formulation may provide flexibility of delivery and improve...
TW's Take: more proof of the power of the TFF platform. If only funding were in place, the value here is crazy cheap.
TFF-dry powder HA antigen vaccine candidates induced neutralizing antibody titers in ferrets against H1 and H3 influenza...
This week the market got the flu. Unfortunately, so did I.
Perhaps the best way to deal with a weak market is from the sick bed...stock price movement didn't seem like the biggest problem I had at the time. Instead...
TW's Take: giving the opening keynote address is a big honor and demonstrates just how exciting ANIX's CAR-T program is. The therapy continues to fly beneath the radar screen but not for much longer.
SAN JOSE, Calif., Sept. 3, 2024 /PRNewswire/ -- Anixa...
TW's Take: NVNO is making all the preparations for a big launch next year. Exciting times ahead for the company.
MedTech Marketing Leader with Significant New Product Launch Experience for Cardiovascular Devices
Key Addition to Commercial Team as Company Begins Planning...
This weekend I'm heading up to New York to watch the US Open. It's my first time going and I'm super excited. Albeit a little less so when Carlos Alcaraz flamed out of the event in the second round....
The dramatic turnaround in the market after the swoon in early August continued this week with the indexes all making strong moves higher. For the S&P 500, we are within spitting distance of all-time highs.
Driving stocks higher are the...
In the last two weeks we have seen markets collapse, only to rapidly recover lost ground. The spike in the volatility index was indicative of a coming crash. Instead, however, we got by far the fastest drop back to...
TW's Take: the company is doing everything right as they march forward towards approval.
VenoValve PMA Approval Application Process Consists of the Submission of 5 Modules to the FDA
4 Modules Have Now Been Submitted, Reviewed, and Approved by the FDA
Company...
Rodney Dangerfield made a fortune out of playing the role of an underappreciated comedian. Famous for the line, "I get no respect," Dangerfield's skits went beyond self-deprecating. Thankfully he chose to be a comedian as he got well paid...
TW's Take: a great update as TFF-TAC continues to demonstrate outstanding efficacy and safety. The drug has an increasingly high likelihood of being a blockbuster. I expect they will be able to partner the program off sometime in 2025,...
If you watch Texas Hold 'Em on TV, it's exciting. Lots of great hands, crazy bluffs and big pots. The game is exciting and makes you want to go to Vegas. However, believe it or not, reality doesn't exactly...
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I managed to catch up with Amit Kumar, the CEO of Anixa. He provided...
ATLANTA, July 30, 2024 (GLOBE NEWSWIRE) -- Perma-Fix Environmental Services, Inc. (NASDAQ: PESI) (the “Company”) announces it has acquired the Environmental Waste Operations Center (EWOC) near Oak Ridge, Tennessee. The EWOC facility has been leased by the Company for...
AAIC Poster Presentation Highlights XPro's™ Significant Effects on a Wide Range of Synaptic Proteins and Pathways
BOCA RATON, Fla., July 29, 2024 (GLOBE NEWSWIRE) -- INmune Bio Inc. (NASDAQ: INMB) (the “Company”), a clinical-stage inflammation and immunology company focused on developing...
TW's Take: nice industry recognition for what is looking, in the early stages, like a very interesting therapy with great potential for Anixa.
SAN JOSE, Calif., July 29, 2024 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX), a biotechnology company focused...
Small cap stocks continue to put in a great rally, one that was long overdue. This past week saw the Russell 2000 gain 3% while the S&P 500 lost 1%. The pendulum is finally swinging back in the direction...
Publication of detailed analysis on INKmune biology compared to cytokine stimulated cells demonstrates important anti-tumor memory like NK cell characteristics
BOCA RATON, Fla., July 23, 2024 (GLOBE NEWSWIRE) -- -- INmune Bio Inc. (NASDAQ: INMB) (the “Company”), a clinical-stage inflammation and immunology...
TW's Take: this is a very positive outcome for someone in the lowest dose cohort of this trial. While we need to see this across more patients, if this continues, the therapy could be on track for blockbuster status...
TW's Take: nice to see they are optimistic enough to increase the burn and his joining is validation. Where are the partners?
LOS GATOS, Calif.--(BUSINESS WIRE)-- Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and technology licensing company, today announced the appointment of Shawn Thomas as...
An interesting week in the markets as the shooting of Donald Trump's ear caused, at least at first, a continuation of the rally we had been seeing in small cap stocks. By the close Tuesday, the R2K had rallied...
TW's Take: this is a display of confidence in the upcoming results from both programs. I expect to see positive CAR-T data in particular over the coming months.
SAN JOSE, Calif., July 15, 2024 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ:...
What a week in the TW universe. It started out slow with more of the consistent, across the board selling that has come to be the norm for 2024. Then, seemingly out of the blue, a minor rally on...
TW's Take: seems like exciting news but need to get more understanding of the levels of performance increase which would need to be significantly high to drive adoption. Continue to believe in the future here but taking forever.
Ultra-Thin MST-Enabled...
This week I'm starting the newsletter with a discussion on INmune Bio (INMB). There are two reasons for this. Firstly, the company put out a Press Release on Thursday that I deem to be highly significant. We'll discuss that...
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I have exciting news to announce to everyone. Starting July 1, I will be...
TW's Take: this is a very positive update confirming the endpoint's effectiveness and the trial design. We are nearing the end of enrollment, with data to come approximately six months later. Very exciting times for INMB.
The planned interim...
TW's Take: very positive update as they remain on track and on budget for getting their pivotal trial approved and launched later in 2024.
FDA Provided Constructive Feedback to Help Guide Next Steps in TFF TAC Clinical Development
Company...
TW's Take: enrollment is going much better now as it appears that the safety profile is excellent while there are initial signs of efficacy. Looking forward to seeing some clinical data around efficacy later this year, which, if positive,...
This week the action in IN8bio (INAB) pretty much sums up the last couple years for growth focused micro-caps. The stock made a nice move into data being presented at the European Hematology Association. The stock had moved from...
TW's Take: more outstanding data from INAB. The program is expensive but appears to be successful in keeping patients alive.
100% of treated leukemia patients (n=10/10) achieved durable complete remission (CR) at 1-year, including high-risk and relapsed acute myeloid...
TW's Take: this is a great opportunity for PESI and we look forward to seeing what kind of revenues can be generated by this product over the coming years...could be quite substantial.
Selects ProcessBarron for fabrication and assembly of...
This week we had a chance to interview Dr. Harlan Weisman, the CEO of TFF Pharma (TFFP). Dr. Weisman related the current travails at TFF to his experience at Centocor, a biotech company which he helped get off the...
Despite turning the company around operationally, shares of TFF Pharma (TFFP) have fallen dramatically since Dr. Harlan Weisman took over the reins as CEO in Oct. of 2022. It is our belief that the company's internal products have more...
TW's Take: good data as INAB continues to show efficacy in a very difficult disease.
92% of evaluable patients treated with INB-200 for glioblastoma exceeded a median progression-free survival (PFS) of seven months achieved with the standard-of-care regimen (Stupp...
For pre-revenue companies, times are tough. Funding remains incredibly hard to come by and, for those who display any weakness, the markets are simply brutal. After suffering through what some have called the longest bear market in the history...
In San Diego, one might think that June would be one of the best months for weather. You would be partially right. Almost every morning in that part of the world, the heat of the Central Valley brings in...
NEW YORK, May 24, 2024 (GLOBE NEWSWIRE) -- IN8bio, Inc. (Nasdaq: INAB) a clinical-stage biopharmaceutical company developing innovative gamma-delta T cell therapies, today announced multiple presentations at the International Society for Cell & Gene Therapy 2024, to be held May 28th to...
TW's Take: while this won't result in revenue any time soon, it's further proof of the technology. As TAC moves into its pivotal trial, partners should be more interested due to the validation of thin film freezing. Having DARPA...
TW's Take: this funding, while surprising to the market, should enable them to rapidly develop their PFAS solution; a very timely area of focus.
ATLANTA, May 22, 2024 (GLOBE NEWSWIRE) -- Perma-Fix Environmental Services, Inc. (Nasdaq: PESI) (“Perma-Fix” or the...
TW's Take: Further proof of the potential for the Thin Film Freezing platform technology. Another shot on goal and this one paid for through a grant. The value inherent in the stock right now is borderline insane.
FORT WORTH, Texas,...
TW's Take: This therapy has the potential to be worth billions of dollars to Anixa and we could be getting results later this year...
Novel and proprietary CAR-T approach holds potential to be first effective CAR-T therapy for solid...
This weeks newsletter comes from the Valley of the Sun. It's hot already in Phoenix, where they are currently in a stretch of 100+ days. The only thing hotter could be the S&P, which is on a tear.
Adding to...
TW's Take: more outstanding results from TAC as this drug has all the makings of being a best-in-class blockbuster within a couple years. Now, how to finance that future success???
Patient Enrollment Has Accelerated with Now 10 Patients Enrolled...
In March, I wrote the following..
Markets are nothing if not forward looking. Typically, the start discounting events six months in advance. With election day being November 5th, I'm going on record and predicting the stock market starts sputtering in...
TW's Take: a decent quarter but the stage is set for a great last three months of 2024.
ATLANTA, May 09, 2024 (GLOBE NEWSWIRE) -- Perma-Fix Environmental Services, Inc. (NASDAQ: PESI) (the “Company”) today announced financial results and provided a business update...
TW's Take: strong execution sets the stage for continued growth in the business and in the stock price.
Double-Digit Growth in Gross Profit Resulting from Business Expansion and Efficiency Gains
Significant New Business Wins and Pipeline Growth Reflect Company’s...
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A few things to discuss today...
Aaron Fletcher of BIOS Partners will be joining us...
TW's Take: quite a positive step as partnering with the renowned Cleveland Clinic on additional vaccines speaks to how well the current trials are proceeding.
– Company currently collaborates with Cleveland Clinic on breast cancer and ovarian cancer vaccines –
SAN JOSE,...
TW's Take: Needed capital gives TFF the runway to get through some big milestones including FDA go ahead to launch pivotal trials, which should be a key value inflection point. Crazy cheap, weak balance sheet and investor base.
FORT WORTH,...
TW's Take: mind-blowing results from an admittedly small "n". I am not aware of any other clinical trial in AD that has had one patient stable after more than a year. In their phase 1 trial, XPro is 2...
TW's Take: more compelling evidence supporting TFF TAC. Valuation here remains crazy low. When will partners care?
Data Now Available on Company Website Following 8-K Filing
Data Demonstrate that Treatment with TFF TAC Prevents Lung Transplant Rejection at Only...
TW's Take: enrollment is going great and we should see some clinical data over the summer. This program has the chance to catch the market by surprise as it's overlooked but has multi-billion dollar potential. Exciting year for INMB.
Boca...
Until they mature and hit profitability, small-cap growth companies rely on financings to fund their operations. Sometimes that money is easy to come by and sometimes it simply isn't. This is most likely the one key fact to consider...
TW's Take: this financing is a high-quality deal with only one investor who was limited to $9.7M to stay below 5% of the company. INmune is now primed for a push into data with nothing holding them back.
Boca Raton,...
TW's Take: QRHC is just beginning a strong, organic growth phase that should propel this stock to new highs.
Additional Significant Client Win to Start Off the Second Quarter
Financial Results and Earnings Conference Call to be held at...
TW's Take: INmune is getting their ducks in a row for a large phase 3 trial, which we hope to see starting near the end of 2025. This is an exciting time for INMB as the next year is...
TW's Take: this approval should help accelerate patient enrolling in this program.
Approximately 33% of all non-small cell lung cancer patients in East Asia are never smokers – a growing and unaddressed patient population.
Dr. Yashushi Goto a leading...
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This morning, INmune Bio (INMB) announced a small financing. I believe this financing has...
TW's Take: this provides the capital to get the company through top-line AD data. I suspect the shorts are going to be very worried about that.
Boca Raton, Florida, April 22, 2024 -- INmune Bio, Inc. (NASDAQ: INMB) (the “Company”), a clinical-stage...
TW's Take: organic growth is strong at QRHC and the company remains very reasonably priced for their potential.
Quest’s Turnkey Waste, Recycling, and Food Waste Diversion Solutions to be Implemented Across UNFI’s U.S. and Canada Facilities
THE COLONY, Texas, April 18, 2024...
TW's Take: adding Dr. Juneja to the board should really help drive awareness of Anixa's programs.
SAN JOSE, Calif., April 18, 2024 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX), a clinical-stage biotechnology company focused on the treatment and prevention of cancer, today announced...
TW's Take: data from this trial exceeds all expectations.
IRVINE, CA / April 16, 2024 / enVVeno Medical Corporation (NASDAQ:NVNO) (“enVVeno” or the “Company”), a company setting new standards of care for the treatment of venous disease, today announced that additional...
TW's Take: TFF-TAC continues to have the data to support potential blockbuster status. Once the balance sheet issues are resolved, the value here will be recognized.
New Gene Expression Analysis from Ongoing Phase 2 Study Provides Strong Biomarker Evidence...
One recurring theme I've stressed in this newsletter is concern around the Federal deficit, a looming disaster that seemingly is ignored by most politicians. Our debt level is the highest ever with deficits only projected to grow. With the...
TW's Take: this is a solid hire as his experience dovetails nicely into getting the VenoValve acquired by a larger device company post approval.
Appointment bolsters Company’s transition from being a clinical stage to a commercial entity planning for the...
TW's Take: outstanding data sets the stage for potential partnering of INB03.
Novel Immunotherapy Approach Targets Soluble Tumor Necrosis Factor to Overcome Resistance and Enhance Therapeutic Outcome in High-Risk Breast Cancer
Boca Raton, Florida, April 08, 2024 (GLOBE NEWSWIRE) --...
Greetings from Sicily, a land of great beauty, great food and great wine. It's a lovely time of year to visit here, neither too hot nor too crowded. We've toured the city streets and climbed the hills to visit...
TW's Take: Great news for MOVE as they needed cash and this is a nice endorsement by insiders and a quality strategic.
Financing included a strategic seed investment by a tier-1 multi-billion dollar medical device company and participation from...
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Greetings from Barcelona. As I'm traveling, I'm not putting out a newsletter this week...
TW's Take: further endorsement of the value of TAC. I believe partners will be highly interested in this program going forward as the data is compelling.
Oral Presentation to Present Updated Data from Phase 2 Trial Demonstrating Successful Transition...
Markets had another strong week as the bull market continues apace. I continue to be constructive on micro-caps as the relative disparity remains far larger than historical norms. As long as the markets expect rate cuts this year, opportunities...
TW's Take: the balance sheet continues to be the biggest risk to TFFP. Once that's squared away, the stock should perform quite well.
FORT WORTH, March 20, 2024 (GLOBE NEWSWIRE) — TFF Pharmaceuticals, Inc (Nasdaq: TFFP) (the “Company” or “TFF...
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This morning TFF Pharma came out with a press release discussing data from both...
TW's Take: very positive announcement in many ways. The data for both drugs is excellent with TAC surpassing even the highest expectations. If VORI can be partnered, the company will be very well positioned to have a blockbuster drug...
TW's Take: organic growth finally taking off. Well positioned for a big 2024.
New Business Wins, Client Renewals, Revenue Growth, and Pipeline Growth Reflect Accelerated Momentum Across Business
Completed Integrations of All Previously Announced Acquisitions; All Clients Onboarded onto...
You ever have that dream where you're being chased and your feet just won't move? You're stuck in the ground and, no matter what you do, you just can't get going. Welcome to the nightmare of micro cap investing.
Despite...
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A brief message for premium subscribers as I think there's a great opportunity here...
TW's Take: Quite an honor for Mark. His “goal of creating a scalable cancer immunotherapy that can be easily delivered to a large number of patients without the need for complex logistics” is underway with INKmune and it’s nice...
TW's Take: Anixa's cancer vaccine continues to demonstrate excellent immune responses and is hopefully partnered off sometime in the next year at a significant premium to the current share price.
SAN JOSE, Calif., March 11, 2024 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX),...
Last weekend we were in Seattle visiting the kids. It was wet and cold, a very typical Seattle winter weekend, kinda similar to what we had been experiencing in Charlottesville.
Upon arrival back in Virginia on Monday, however, the world...
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This morning enVVeno (NVNO) published the top-line results at the six-month mark of their...
TW's Take: outstanding data makes reimbursement and approval highly likely with significant post-approval uptake. I believe this sets the stage for an acquisition within the next 6-12 months.
97% of VenoValve Study Patients Showing Clinical Improvement at Six Months (as...
TW's Take: INAB continues to demonstrate strong science backing their gamma-delta T Cell programs.
New preclinical data demonstrating proof-of-concept for the non-signaling gamma-delta T cell CAR (nsCAR) platform candidate targeting CD-33 and CD-123 will be presented.
The platform has...
It was a great end to the week as March 1st brought about one of the best days TW has seen. A 6% gain for the portfolio came on a broad based move with every position in the green....
TW's Take: data next week is the missing ingredient to finally send NVNO to a decent valuation. Next gen product positions them for eventual billion dollar or more exit.
$46.4 million cash and investments on hand sufficient to fund...
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A brief update on several stocks, starting with a small trade. As I've been...
The biggest news around TW's universe last week came in a Tuesday morning press release from enVVeno (NVNO).
Topline Efficacy Data from the enVVeno Medical VenoValve® Pivotal Trial to be Presented at the VENOUS2024 American Venous Forum Annual Meeting on...
TW's Take: more proof of the importance of MST. We remain more convinced than ever in the eventual commercial success of Atomera.
WHO:
Hideki Takeuchi, Vice President of Engineering of Atomera Incorporated (Nasdaq: ATOM), a semiconductor materials and technology licensing company
WHAT:
In-person presentation of...
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Yesterday enVVeno (NVNO) was featured on a call hosted by LifeSci Advisors. A replay...
TW's Take: looking forward to, what I believe will be, outstanding data presented in just over 2 weeks. These results could be the catalyst that propels NVNO towards a greatly improved valuation and likely sparks interest from potential acquirers.
IRVINE,...
TW's Take: ADCs are a hot space right now and RADR could be the key to getting Lantern involved rapidly and cost effectively. Exciting work that is pre-clinical but could move quickly into human testing.
Lantern, in collaboration with...
TW's Take: nice endorsement of IN8's therapy. No new news in this article, however.
Peer-reviewed publication discusses current strategy and future direction of new treatment for glioblastoma using novel gamma-delta T cell based adoptive cellular therapy
NEW YORK, Feb. 14,...
TW's Take: moving on to the second cohort is a big step forward as the initial cohort completes with zero significant adverse events, something that has plagued other company's solid tumor CAR-T therapies.
Dose escalation for fourth patient follows...
It generally pays to take the opposite side of the group consensus. When the analyst community all forecasts the same outcome, it's safe to say that said outcome is already priced into the market. Taking the other side of...
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Trading action in TW's names has been rather slow with microcap stocks in general...
TW's Take: further confirmation that ALMU's technology is well positioned to become a highly disruptive technology for the manufacturing of advanced chips at large volumes.
New Award to Develop Foundry-Compatible Quantum Materials Leveraging Aeluma's Large-Scale Semiconductor Technology
GOLETA, CA / ACCESSWIRE...
TW's Take: we are expecting increased institutional interest in INmune and this conference could help highlight a great program that, with the FDA hold removed, is starting to hit funds' radar screens.
Boca Raton, Florida, Feb. 06, 2024 (GLOBE NEWSWIRE)...
TW's Take: This is good news as it firms up the balance sheet as the programs advance towards more milestone and eventual royalty income streams.
CARLSBAD, Calif.--(BUSINESS WIRE)--Lineage Cell Therapeutics, Inc. (NYSE American and TASE: LCTX), a clinical-stage biotechnology company developing...
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While I'm not actively trading right now, there are a few things going on...
TW's Take: Finally! This doesn't change the phase 2 timeline but sets the stage for phase 3 and also opens the door for more US institutional investors to look at the company. Top line data readout around year-end is...
After staring at various charts, returns and other indicators, I have come to the conclusion that January was just different. Of the stocks I follow, three were down around 20% and three were up double digits...with no rhyme or...
TW's Take: nice recognition at an industry conference demonstrates how exciting this program is and why partners will be looking at TFF very closely as they get to full data release later this Q.
FORT WORTH, Texas, Jan. 24, 2024...
TW's Take: Anixa is slowly developing a portfolio of cancer vaccine assets and this is another step in that direction.
SAN JOSE, Calif., Jan. 23, 2024 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX), a clinical-stage biotechnology company focused on the treatment and prevention...
TW's Take: finally shipping. Company needs to really beef up their balance sheet before the stock will perform.
PLEASANTON, Calif., Jan. 22, 2024 /PRNewswire/ -- Movano Health (Nasdaq: MOVE), a pioneer in health technology, announced that its female first wearable, the Evie Ring,...
Winter has come to Virginia this week. It's snowy and cold, with average highs in the 30's. If there's one thing I miss about California, it's the weather in January and February.
Cold weather is a good excuse to hunker...
TW's Take:
DALLAS--(BUSINESS WIRE)-- Starlight Therapeutics— a Lantern Pharma (Nasdaq: LTRN) subsidiary focused exclusively on the clinical development of therapies for central nervous system and brain cancers with limited or no effective therapeutic options— today announced that Marc Chamberlain, M.D....
It's certainly been an interesting start to 2024 with double digit percentage moves in most stocks I follow. The swings have been strong but the direction varied. Half the movers are up and half down with no real rhyme...
TW's Take: we continue to believe that Atomera is on the fast track to royalties with STM and this PR is simply further proof of that eventuality.
LOS GATOS, CA / ACCESSWIRE / January 10, 2024 / Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and technology...
TW's Take: showing a mortality benefit would be a key differentiator for TFF's programs. While the data set is still too small for this, the ball is certainly moving in the right direction. Mortality benefit equals premium pricing and...
Stocks have started out the new year with a resounding thud. This shouldn't come as a big surprise as the first part of January frequently reverses any late year moves. The market is not cheap, particularly when looking at...
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As we enter the new year, markets are having a rough start. This is...
TW's Take: great to see this exciting program entering the clinic. 2024 is a catalyst-filled year for INMB.
Boca Raton, Florida, Jan. 02, 2024 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ: INMB) (the “Company”), a clinical-stage immunology company focused on developing...
With the holiday season now firmly upon us, I'd like to thank every one of TW's subscribers. The last couple years have been challenging in micro-caps but the strong end to 2023 is a welcome gift as we finish...
TW's Take: great news as both drugs are exceeding expectations in both efficacy and safety. Number of patients still low but increasing and accelerating the programs is a sign of confidence.
Treatment with TFF VORI resulted in positive treatment...
TW's Take: the FDA continues to confound and frustrate INmune as their trial moves forward expeditiously outside the US. Perceptual negative but no real impact on the company.
Enrollment in the Company’s Phase II study using XProTM to treat...
TW's Take: very expected move creates a buying opportunity in front of upcoming data releases.
Common Stock Will Begin Trading on a Split-Adjusted Basis on December 19, 2023
FORT WORTH, Texas, Dec. 15, 2023 (GLOBE NEWSWIRE) — TFF Pharmaceuticals, Inc. (NASDAQ: TFFP),...
TW's Take: having more quality people joining the board is a good sign heading into important data releases and needed financing. At this price, TFF is in the bargain basement and stands a great chance to rally heading into...
TW's Take: Positive data post yesterday's financing is a great set up for INAB.
Durable complete remission (CR) achieved in 100% of treated patients, including high-risk and relapsed acute myeloid leukemia (AML) patients and those who had failed multiple...
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When last I posted trading thoughts heading into December, I suggested holding INmune Bio...
TW's Take: solid deal removes the overhang and enables them to get more funding in the future without needing to go to market. Some serious dilution but the stock is now reset and poised to do very well as...
For those who remember Carnac The Magnificent, the answer is "management is highly confident".
Back in the dark ages of life before the internet, Johnny Carson was the king of late night television. One of his signature skits was performing...
TW's Take: excellent data from this novel vaccine program is setting the stage for Anixa to possibly change the whole landscape of cancer vaccine development. Very exciting news for breast cancer patients and investors in ANIX.
Antigen-specific T cell...
The turkey hangover can last several hours or even up to a few days. You have overindulged and need to digest for a while before you'll even consider stepping back up to the buffet. But, if you're anything like...
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In my last update with the year-end game plan, I had laid out the...
TW's Take: good to see this finally coming to market. I await glucose monitoring before I get too excited, however.
PLEASANTON, Calif., Nov. 29, 2023 /PRNewswire/ -- Movano Health (Nasdaq: MOVE), a pioneer in health technology, today announces the successful ecommerce launch of...
TW's Take: more exciting data that should perk interest in potential partnering of INB03. Pre-clinical but clinically relevant and potentially very meaningful for patients.
INB03 increases uptake of deruxtecan, the immunotoxin associated with trastuzumab deruxtecan (T-DXd, ENHERTU®), in models of resistant...
TW's Take: INMB is accelerating progress towards full enrollment. Results will be coming in late 2024, which is the key catalyst investors have been awaiting.
Boca Raton, Florida, Nov. 27, 2023 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ: INMB) (the...
TW's Take: while early stage, this is based on the same technology as their breast cancer vaccine which is showing great results in phase 1.
SAN JOSE, Calif., Nov. 27, 2023 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX), a biotechnology...
TW's Take: Solid progress with more data expected in December. IN8bio continues to execute but the balance sheet remains an issue and partnering has been elusive to date.
All patients treated with INB-200 who completed mandated doses to date...
As we head into the home stretch for 2023, the markets are back in rally mode. Performing best is the S&P 500 and Nasdaq as larger cap stocks continue to shine. I have been anticipating the end of the...
TW's Take: much needed capital but this company remains very capital constrained.
PLEASANTON, Calif., Nov. 17, 2023 /PRNewswire/ -- Movano Health (Nasdaq: MOVE) ("Movano Health" or the "Company"), a purpose-driven healthcare solutions company at the intersection of medtech and consumer devices...
TW's Take: very positive results sets the stage for approval if the efficacy data comes through as expected. We'll see that data in the first half of 2024.
No Deaths or Pulmonary Embolisms Occurring During the 30 Day MAE...
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It came out a week later than expected but Atomera (ATOM) announced the installation...
TW's Take: more jurisdictions approving the AD trial not only bodes well for enrollment but sets the company up for a well received phase 3. Love how the company is very prudent with their cash burn and balance sheet.
...
TW's Take: with the installation of MST in a customer's facility, ATOM has crossed a significant hurdle towards achieving their goals. While we are still over a year from royalty revenue, that light at the end of the tunnel...
TW's Take: the promise of TFF's technology continues to be advanced.
Research shows the Company’s Thin Film Freezing can reformulate broad range of monoclonal antibodies in combination with Aptar Pharma’s Unidose (UDS) Powder Nasal Spray System for intranasal delivery
FORT...
TW's Take: INAB's programs are showing great early-stage efficacy. Getting a late-breaking poster slot is proof that more, high-quality data is coming from IN8bio.
Company will present “late-breaker” poster detailing updated clinical data from Phase 1 trial of INB-200
...
TW's Take: data on Nov. 17th will likely be compelling. INAB continues to keep patients alive and progression free far longer than expected.
Data demonstrate the ability of single and repeat doses of INB-200, DeltEx drug-resistant immunotherapy (DRI) gamma-delta...
TW's Take: while early stage, allogeneic gamma-delta T-cells would be a very big deal. INAB continues to execute on their vision.
This data represents a step forward in developing next-generation ‘off-the-shelf’ iPSC derived gamma-delta T cells. Our proprietary expansion...
TW's Take: more positive data. INAB is executing and patients continue to do very well on their drugs.
New data on the completed dose-escalation of this Phase 1 trial highlights promising efficacy of INB-100 in patients with hematologic malignancies; updated data on...
TW's Take: as this trial is now in its second cohort, good to see it getting some industry recognition.
Company to present on its ongoing Phase 1 ovarian cancer CAR-T trial
SAN JOSE, Calif., Oct. 31, 2023 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or...
TW's Take: good news as they are working towards a solution for blood pressure in their Evie Ring, but still quite a ways off.
Leveraging the Company's 4 x 6.7 mm System-on-a-Chip (SoC), the clinical study results are a...
TW's Take: the INKmune program is getting up to speed with patient enrollment now meeting or beating expectations. Patentability is key for the long-term in these cells lines and this opinion is very favorable for INmune.
INmune Bio receives...
TW's Take: more pre-clinical support for INB03. This program is a potential partnering opportunity or will be taken into phase 2 once the AD program reads out next year. Either way, lots of interesting upside from a program that...
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As we head into the end of the year, markets are making it very...
SAN JOSE, Calif., Oct. 23, 2023 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX), a biotechnology company focused on the treatment and prevention of cancer, today announced that it has appointed Mark A. Goldberg, MD, to its Cancer Business Advisory...
Last week, when discussing supply and demand, I wrote that "the landscape is tilted towards lower stock prices." That was certainly the case the last five days as the market took a beating. Suffering more than the average bear...
TW's Take: this is clear evidence that INmune is on the right path to an effective treatment for Alzheimer's. Improvement in the pathologies at the earliest stages of the disease (as opposed to later like the anti-amyloid treatments) is...
This weekend's newsletter comes to you from Napa Valley, CA, where Mrs. Carlson and I are attending a wedding. Napa is not a bad place to get married and it's nice to be back in CA for a few...
TW's Take: Great news as this exciting therapy advances towards larger doses and, hopefully, efficacy.
- With no dose-limiting toxicities observed, treatment of second dose cohort to begin
SAN JOSE, Calif., Oct. 13, 2023 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX),...
TW's Take: Solid progress from INAB in this very promising therapy.
Enrollment is now open in the company-sponsored Phase 2 clinical trial of INB-400 in patients with newly diagnosed glioblastoma multiforme (GBM).
Enrollment completed in the dose escalation phase...
I have been espousing several themes in this newsletter for quite a while now. These themes are the big picture drivers that impact our ability to make money in the market. This past week was an overall great example...
enVVeno (NVNO) put out a hat trick of press releases today. The news ranged from getting $28 million in a private placement to fundamental updates on both their products. On the surface it all seemed great and the stock...
TW's Take: this product has multi-billion dollar potential and it's great to see the timeline moved up by 6 months. Non-surgical implantation is a game-changer that greatly expands the market.
– enVVe development cycle to be reduced by 6 months
–...
TW's Take: company is exceeding expectations on all fronts. Great news.
– 18 VenoValve patients enrolled over the final two months of the study
– Surge in VenoValve demand exceeded the enrollment limit
– Topline safety and efficacy readout and PMA eligibility...
TW's Take: very positive getting top-notch investors to pay above the market. Financing risk now completely eliminated and the company is exceeding timelines on both products as announced in other press releases today. I remain very bullish on NVNO.
Up...
TW's Take: early stage but an exciting program based on work from the inventor of their breast cancer vaccine, which is going very well.
SAN JOSE, Calif., Oct. 3, 2023 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX), a biotechnology company...
TW's Take: patients continue to see progression-free survival far in excess of expectations. The presentation will continue to highlight this fact. INAB is executing on their business.
NEW YORK, Sept. 29, 2023 (GLOBE NEWSWIRE) -- IN8bio, Inc. (Nasdaq: INAB), a...
TW's Take: All systems firing for INAB as they look to get more interest in their programs which are doing well despite the share price.
Management presentations will highlight IN8bio’s clinical and scientific programs, including upcoming data releases at...
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A couple months ago I loaded up on enVVeno (NVNO) on the basis that...
TW's Take: LTRN is starved for clinical data and this program could be a driver of significant value over the coming year as LP-184 appears to be highly potent. Results could start coming in during Q4.
LP-184 is being...
Last week the average TW stock was down 2.8%, roughly in line with (or slightly better than) the overall market. As a group, the performance was rather muted versus the indexes. However, the individual stock performance reflected anything but...
TW's Take: positive execution on their business strategy which positions them even better for potential partnering activity.
~ Newly granted patents expand the use of the DeltEx Drug Resistant Immunotherapy (DRI) platform to encompass Chimeric Antigen Receptor T-cell (CAR-T) and...
TW's Take: this is a very strong group of individuals. Hopefully the establishment of this board leads to a meaningful partnership on one or more of their programs in the not too distant future.
SAN JOSE, Calif., Sept. 19, 2023 /PRNewswire/ -- Anixa...
DALLAS--(BUSINESS WIRE)-- Lantern Pharma Inc. (NASDAQ: LTRN), an artificial intelligence (AI) company developing targeted and transformative cancer therapies using its proprietary AI and machine learning (ML) platform, RADR®, with multiple clinical stage drug programs, today announced that the United...
This past week was dreadfully dull. Volume across the board was anemic and the tone from traders was muted. August may in fact be over but it appears no one told that to the market.
Back in July I wrote...
TW's Take: good news as this approval should not only accelerate enrollment but is a positive sign as we await expected EU and FDA approvals.
The authorization provides approval for the Company to expand the ongoing Phase 2 trial of XPro™ in patients...
Sadly, the dog days of summer are over. September is here and investment bankers, traders and most of Europe will be returning to work. The quiet market of August is hopefully a thing of the past and I'm hopeful...
TW's Take: enrollment is finally picking up and the therapy has shown an excellent safety profile and some moderate efficacy at the initial, sub-therapeutic levels. Looking forward to getting data later this year and hopeful that enrollment continues to...
TW's Take: RADR is a powerful tool. How Lantern will monetize this remains the biggest question mark around the product. Eventually the value of RADR will be demonstrated to the market.
Expansion of RADR® platform adds new AI capabilities for...
"The single most important thing for me in the stock market
is to know what you own." ~ Peter Lynch
It's tough out there. Markets are trading down on higher rates, volumes are light and apathy seems to rule the day....
Inflation data keeps coming down, analysts continue to see an end to rate increases, yet markets are weak. What gives? My opinion, it all comes down to what Fitch warned about recently; the large and increasing debt level of...
TW's Take: much needed capital provides a runway through data in Q4. Insider participation in the financing is a positive and it's now time for TFF's management to execute on these trials and generate some value for shareholders.
Announced...
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Last night TFF Pharma (TFFP) raised $5 million at $0.25. With the expected over-allotment,...
TW's Take: more scientific validation for this unique therapy provides further evidence of a potentially blockbuster solid-tumor cancer platform.
SAN JOSE, Calif., Aug. 14, 2023 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX), a biotechnology company focused on the treatment and...
The big news this past week was INmune (INMB)'s earnings release and conference call. Or was it? The stock was down over 10% on Tuesday, following the shareholder update, but finished the week down a whopping 3.4% which is...
TW's Take:
State-of-the-art facility will expand preclinical, clinical and process development capabilities to advance the company’s pipeline of innovative gamma-delta T cell therapies
The new site supports IN8bio’s commitment to develop a strong biotechnology presence in the Birmingham region
NEW...
The women-led board will leverage their medical and scientific expertise to enhance Evie's product roadmap and provide trusted content
PLEASANTON, Calif., Aug. 10, 2023 /PRNewswire/ -- Today, Movano Health (Nasdaq: MOVE), a purpose-driven healthcare solutions company at the intersection of medical and consumer devices...
TW's Take: my thinking behind this "news story" is that management is frustrated by the lack of value being assigned to the company in light of the outstanding data from this program.
SAN JOSE, CA / ACCESSWIRE / August 10,...
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In my last update, I detailed how I thought enVVeno (NVNO) was likely to...
TW's Take: this trial will have meaningful results in December which could be the closest game-changing event for Anixa. Very exciting opportunity that the market is dramatically under-appreciating.
SAN JOSE, Calif., Aug. 7, 2023 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ:...
TFF Pharma has been a terrible stock. It has gone straight down for longer than I care to remember. I admit to having been wrong on this one so far.
At the time when I first bought the stock the...
TW's Take: yet another sign that the product works and is uniquely improved over the currently approved version of the drug.
Voriconazole Inhalation Powder (TFF VORI) is an investigational, inhaled formulation of voriconazole developed using TFF Pharmaceuticals Thin Film...
When explanations make no senseWhen every answer's wrongYou're fighting with lost confidenceAll expectations gone
If those words from Swing Out Sister's song "Breakout" don't sum up the state of investing in biotech these days, nothing does. Overall, markets are strong...
TW's Take: this program has great potential and is overlooked by the market, but is very early stage so not really impactful to today's stock price.
SAN JOSE, Calif., July 27, 2023 /PRNewswire/ -- Anixa Biosciences, Inc. ("Anixa" or the "Company") (NASDAQ: ANIX), a...
The Holy Grail is a treasure that serves as an important motif in literature. With mystical powers, the belief is that drinking from this chalice can provide eternal youth and infinite sustenance. In short, everything you could wish for.
In...
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Last week I was buying enVVeno (NVNO) as the stock had been hit on...
Now that we've officially declared "Global Warming" as misleading, having rebranded it to "Climate Change", the world seems to be heating up faster than ever. Both land and ocean temperatures are hitting record highs and the only thing rising...
TW's Take: we continue to believe this device is going to succeed and be a big deal for NVNO.
IRVINE, CA / July 14, 2023 / enVVeno Medical Corporation (Nasdaq:NVNO) (“enVVeno” or the “Company”), a company setting new standards of care...
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enVVeno (NVNO) got hit this week after their CEO spoke at a conference. His...
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This week has seen three press releases out of INmune Bio (INMB), including data...
TW's Take: as this keynote address demonstrates, INmune is the leader in using biomarkers of inflammation to demonstrate cognitive decline. Removing soluble TNF with XPro1595 has the potential to be a part of anti-aging therapies, a field that is...
TW's Take: the company continues to build their patent portfolio while we await more data from the program. Hopefully we will learn more in the coming weeks.
Technology currently being evaluated for the treatment of ovarian cancer in Phase...
TW's Take: very positive data that should open some eyes at AAIC next week. INmune continues to lead the field in developing new biomarkers for AD; biomarkers on which XPro has a very positive clinical benefit.
Analysis of MRI scans...
TW's Take: more highly supportive evidence of the beneficial effects of neutralizing soluble TNF. Adds to the growing body of evidence supporting XPro.
Neutralizing soluble TNF with XPro™ promotes remyelination in cuprizone model after increasing astrocyte and microglia activation responses
Boca...
TW's Take: this is very positive as it will lead to more industry recognition and really accelerate growth.
THE COLONY, Texas, July 10, 2023 (GLOBE NEWSWIRE) -- Quest Resource Holding Corporation (NASDAQ: QRHC) ("Quest"), a national leader in environmental waste and recycling services,...
Holiday weeks are generally the slowest times in the market both in terms of activity and also news flow. With the 4th of July happening mid-week this year, that trend is more pronounced than normal. Yet, there is still...
TW's Take: trial progressing well, results will come early next year which is a modest delay from the original timeline but expected in any trial run during Covid. Overall, very excited for the future here.
57 patients enrolled to...
TW's Take: more confirmation of the potential of thin-film-freezing in this excellent endorsement from NIH. We continue to await data from their lead programs later this year.
National Institute of Health/National Institute of Allergy and Infectious Disease Direct to...
TW's Take: Lantern's early stage data is compelling and sets the table for these programs, which are nicely funded already, through key milestones.
Non-Hodgkin’s lymphoma (NHL) is the seventh leading cause of cancer in the US, with 20-40% of...
This week I'm writing about a topic I like to refer to as "Free Call Options". Honestly, the name is a little misleading but the concept works like this; There are stocks whose current valuation is based solely on...
Last week I wrote extensively about INmune Bio (INMB), my favorite stock idea heading into the second half of 2023. The numerous catalysts and significant upside to the stock, combined with increasing clinical execution, make it an intriguing stock...
TW's Take: needed breathing room in front of some major upcoming catalysts.
PLEASANTON, Calif., June 13, 2023 -- Movano Health (Nasdaq: MOVE) ("Movano Health" or the "Company"), a purpose-driven healthcare solutions company at the intersection of medical and consumer devices and makers of...
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A couple stocks to discuss with premium subscribers. I'm going to continue to update...
TW's Take: an important step, LP-184 is a potential blockbuster and this program should have results prior to the end of 2023. Lantern, with a ton of cash, is looking increasingly attractive.
LP-184 is a novel, synthetically-lethal, small molecule...
When I initially got involved with INmune Bio (INMB), one of the first pieces I published on the company was titled, "INmune’s Efforts in Alzheimer’s…Low Risk to Phase 1b Success???" At that time, it was quite apparent to anyone...
TW's Take: Lantern's A.I. database for cancer therapeutic development is the largest in the world and positions them to be a leader in ADC development, a booming class of drugs.
Lantern will leverage its proprietary AI platform, RADR®, to...
TW's Take: 100% exceeding PFS with dose response and minimal toxicity is all anyone could ask for from this program. Next up for INAB is a partnership, which would be a major catalyst.
100% of treated patients (n=8) to...
TW's Take: INKmune continues to have outstanding data that makes it potentially the market leader in NK cell therapies. The data being presented looks certain to open eyes in regards to how INKmune stacks up to the competition.
Presidential...
TW's Take: nice to see this program gaining some momentum. Due to changes in their recruitment process, expect to see enrollment accelerate and results from patients should start coming out fairly consistently going forward. Success in a solid tumor...
TW's Take: INAB is looking to partner their programs and the strong results in conjunction with TMZ, the standard of care in many cases, should provide strong impetus to bring partners to the table.
Preclinical results showcase the potential...
TW's Take: nice to see that the technology continues to impress enough to sign a CRADA but we await the real news of phase 2 results from VORI and TAC.
FORT WORTH, Texas, — TFF Pharmaceuticals, Inc. (NASDAQ: TFFP) (“the...
TW's Take: More positive data that pulls in another possible avenue for partnering.
Preclinical data demonstrates that gamma-delta T cells have the ability to target other solid tumors such as ovarian cancer, supporting the development of these technologies outside...
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I have continued adding to my IN8bio (INAB) position. There are only a handful...
TW's Take: nice to see that this program continues to advance. TFF has been quiet for a while. Expect to see some more news on their internal programs here in Q2, which could be a nice catalyst.
FORT WORTH, Texas,...
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Last night Atomera (ATOM) announced the inking of a commercial license with ST Micro....
TW's Take: very exciting news for ATOM as they are closer than ever to getting into production. The finish line is coming into sight for these guys. And, it's a massive win if/when they cross over it.
LOS GATOS, Calif.--(BUSINESS...
TW's Take: obviously good data with an oral presentation, INAB continues to kick butt in all their clinical programs.
NEW YORK, (GLOBE NEWSWIRE) -- IN8bio, Inc. (Nasdaq: INAB), a leading clinical-stage biopharmaceutical company focused on innovative gamma-delta T cell therapies,...
TW's Take: simply outstanding data from this program. While the balance sheet remains an issue, the value being created here is substantial and we could be in for a long run in the stock once they get more cash...
A few weeks back I wrote about catalysts that weren't going to help your stocks. It was meant to be a little tongue in cheek but it's truly that kind of market. In case you require further proof of...
TW's Take: this trial demonstrates that inhibiting TNF arrests the development of amyloid pathology in TBI patients, but also gives hope that this works across al patients, which would be a huge step towards demonstrating that TNF is indeed...
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Yesterday Anixa (ANIX) traded down 25% on the back of a data release from...
TW's Take: very positive data from this program. Market continues to under-appreciate this company and its data.
SAN JOSE, Calif. -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on the treatment and prevention of cancer today announced that Cleveland Clinic...
Tailwinds Research (TW) – Your presentation at AACR looked impressive, but how should investors interpret the data?
Dr. Amit Kumar (AK) – In this first phase of the trial, we wanted to confirm that it was safe, that we could...
TW's Take: more solid progress from INAB. The disconnect between the valuation and the success the science demonstrates continues to grow.
NEW YORK, April 17, 2023 (GLOBE NEWSWIRE) -- IN8bio, Inc. (Nasdaq: INAB), a clinical-stage biopharmaceutical company discovering and developing...
This past week saw very big gains in my two largest holdings, with Anixa (ANIX) trading up 34% and INmune Bio (INMB) closing up almost 27%. I'll be very honest when I say that it feels quite wonderful to...
DALLAS--(BUSINESS WIRE)-- Lantern Pharma Inc. (NASDAQ: LTRN), a clinical-stage biopharmaceutical company using its proprietary RADR® artificial intelligence ("AI") and machine learning (“ML”) platform to transform the cost, pace, and timeline of oncology drug discovery and development, today announced that the...
TW's Take: more positive news from INAB which appears to be very successful with all their programs to date.
NEW YORK, April 11, 2023 (GLOBE NEWSWIRE) -- IN8bio, Inc. (Nasdaq: INAB), a clinical-stage biopharmaceutical company discovering and developing innovative gamma-delta...
TW's Take: INB03 has been shown to have a very positive impact in reducing the tumor micro-environment, which enables other therapeutics to perform better. This is further proof of this impact and helps position INB03 for partnering.
Boca Raton, April...
Not to spend too much time looking in the rear view mirror, but a note I got from BTIG this past week did a nice job of summarizing the pain we have been facing in our biotech names.
How Long...
TW's Take: good progress on what looks like a very promising treatment in solid tumors. Nice to see the latest patient in the AML trial is doing well and showing memory-like NK cells. INKmune has a lot of potential...
TW's Take: the prior trials of LP-300 showed a dramatic improvement in this smaller subsection of the population, making this trial quite likely to show clinical benefit.
DALLAS--(BUSINESS WIRE)-- Lantern Pharma Inc. (NASDAQ: LTRN), a clinical-stage biopharmaceutical company using its...
TW's Take: looking forward to seeing the results of this breakthrough vaccine which should be a major catalyst for Anixa.
SAN JOSE, Calif., March 27, 2023 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on the treatment and prevention of cancer,...
TW's Take: we greatly look forward to the results from the glucose monitoring tests that are due to start "imminently".
PLEASANTON, Calif., March 20, 2023 /PRNewswire/ -- Today, Movano Health (Nasdaq: MOVE), a purpose-driven healthcare solutions company at the intersection of medical and consumer...
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I have repurchased Atomera (ATOM) across all my accounts. I have also bought it...
TW's Take: yet more very positive data from INAB. As more patients get dosed in trials, this is setting up to be a very successful platform opportunity. Expect to see a partnership sometime in the near future.
NEW YORK, March...
TW's Take: the key line from this PR is that the SoC is being tested on patients in this current month of March. Those results will be pivotal for the company as glucose monitoring is the key to a...
TW's Take: excited for this call as I have long felt that Lantern's LP-184 has billion dollar potential.
DALLAS--(BUSINESS WIRE)-- Lantern Pharma Inc. (NASDAQ: LTRN), a clinical stage biopharmaceutical company using its proprietary RADR® artificial intelligence (AI) and machine learning (ML)...
TW's Take: Movano is positioning themselves well in this market with potentially best in class performance and FDA approval driving adoption.
PLEASANTON, Calif., March 7, 2023 /PRNewswire/ -- Movano Health (Nasdaq: MOVE), a purpose-driven healthcare solutions company at the intersection of medical and consumer...
This past week was a surprisingly great week in TW's universe. I say surprisingly as, after watching INmune Bio (INMB) take a morning bath on Friday, the number of comments I received lamenting the portfolio's recent performance made it...
TW's Take: Lantern is positioning themselves for success in clinical trials. Once they get rolling, the market should start to pay attention.
DALLAS--(BUSINESS WIRE)-- Lantern Pharma Inc. (NASDAQ: LTRN), a clinical stage biopharmaceutical company using its proprietary RADR® artificial intelligence (AI)...
TW's Take: this is a positive step but we would like to see many more of these, creating a portfolio of partnering opportunities around RADR, in order to get really excited.
DALLAS--(BUSINESS WIRE)-- Lantern Pharma Inc. (NASDAQ: LTRN), a clinical...
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...
In the last two newsletters, I have been saying that the markets looked ready to move lower. More exactly, two weeks ago I said the following...
Baton down the hatches and keep some gunpowder in reserve. I think the next...
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This morning I've been adding to TFF Pharma (TFFP) across all my accounts.
As I...
TW's Take: Exciting data that should help drive important partnering conversations for INAB with potential large pharma partners.
NEW YORK, Feb. 23, 2023 (GLOBE NEWSWIRE) -- IN8bio (Nasdaq: INAB), a clinical-stage biopharmaceutical company discovering and developing innovative gamma-delta T cell therapies, announced...
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...
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Having just written my weekly newsletter, I wanted to put out a note to...
TW's Take: more positive progress on this innovative platform. Exactly how they monetize this data is still the question in my mind, but I'm certain that it's coming at some point.
DALLAS -- Lantern Pharma Inc. (NASDAQ: LTRN), a clinical...
After a great start to the year, this last week the stock market reminded investors not to get too complacent. As I've said several times over the past few newsletters, the market was pricing in a Goldilocks Scenario. When...
TW's Take: Looking forward to getting updates on their in-house programs. The stock is very inexpensive but investors need to gain some degree of comfort in the progress of the trials.
FORT WORTH, Texas, Feb. 08, 2023 (GLOBE NEWSWIRE) —...
TW's Take: INmune is a very good steward of investor capital, as this demonstrates. This adds an additional quarter of funding to INMB in a completely non-dilutive manner.
BOCA RATON, Fla., Feb. 08, 2023 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ:...
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Yesterday ParkerVision (PRKR) announced a settlement with Intel. While the settlement is a "win"...
Last year I wrote an article comparing playing backgammon to investing. The key to success in backgammon is focusing on the doubling cube. Knowing when the odds are in your favor and stepping into a bet in a big...
TW's Take: positive to get some financing done which should allow the company to achieve key milestones without additional financing. The biggest risk to this story was and remains financing as their burn rate is high. However, they should...
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This morning INmune Bio (INMB) put out a press release discussing a program being...
TW's Take: exciting news as the "wonder drug" that is XPro demonstrates exciting data in yet another major, untreated disease.
Boca Raton, Florida, Jan. 25, 2023 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ: INMB) (the “Company”), a clinical-stage immunology company focused...
TW's Take: our view on NVNO remains that the product will gain approval and substantial sales, but likely remains off investors' radar screens until closer to approval. This PR is more evidence that the company is headed in the...
TW's Take: continued execution as they move this incredibly promising drug into human trials sometime in the not too distant future. LTRN still trading for close to cash value.
DALLAS--(BUSINESS WIRE)-- Lantern Pharma Inc. (NASDAQ: LTRN), a clinical stage biopharmaceutical...
It has been a great start to 2023, particularly for smaller, growth stocks. The most likely explanation for this is investor expectations regarding inflation and future interest rates. While FED officials keep harping on further rate increases, the bond...
TW's Take: this is a great step, bringing in house the expertise needed to take products through clinical development and commercialization or partnering.
FORT WORTH, Texas, Jan. 09, 2023 (GLOBE NEWSWIRE) — TFF Pharmaceuticals, Inc. (NASDAQ: TFFP), a clinical-stage biopharmaceutical...
TW's Take: Gamma-Delta T-Cells is a very hot space and IN8bio is proving to be a leader here. The stock is dramatically undervalued relative to competitors with better data. The potential here is very, very large if they continue...
TW's Take: expecting good news from their GBM program this coming week before they start presenting to investors in San Francisco.
NEW YORK, Jan. 03, 2023 (GLOBE NEWSWIRE) -- IN8bio, Inc. (Nasdaq: INAB), a clinical-stage biopharmaceutical company discovering and developing...
In the hills just west of Charlottesville lies the Crozet Tunnel. Built in the mid 1800's, it was a major supply route in the Civil War. Considered an amazing feat of engineering, the elliptical design of the tunnel allowed...
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Year end tends to be a very volatile time of the year. Portfolio managers...
TW's Take: if they can get FDA approved, will be a key differentiation versus the competition. Movano is significantly undervalued relative to peers and we should start to see that change as they roll the product out.
PLEASANTON, Calif., Dec. 28,...
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I have initiated a position in IN8BIO (INAB) in my long-term and managed accounts....
in 2022 I will not be filling your inbox on Christmas Day, instead taking a week off from publishing. This will give everyone a chance to enjoy the holiday without me delivering more coal to readers. A good thing...
TW's Take: The data the company has generated is strong enough that one can see them having an FDA approved device, which would be a big differentiator for Movano versus the competition.
PLEASANTON, Calif., Dec. 14, 2022 -- Movano Health (NASDAQ:MOVE), a purpose-driven...
TW's Take: Movano is moving forward on their commercial launch, expected to be formally introduced at CES in January.
WINSTON-SALEM, N.C. and PLEASANTON, Calif., Dec. 13, 2022 -- Today, Novant Health, a not-for-profit integrated system of medical centers with more than 1,800 physicians...
DALLAS--(BUSINESS WIRE)-- Lantern Pharma Inc. (NASDAQ: LTRN), a clinical stage biopharmaceutical company using its proprietary RADR® artificial intelligence ("A.I.") and machine learning (“M.L.”) platform to transform the cost, pace, and timeline of oncology drug discovery and development, today announced...
TW's Take: more exciting but only pre-clinical data for Lantern. The company is positioning itself for an exciting 2023 as they roll into clinical trials. The valuation here, trading for around cash, remains insanely cheap.
DALLAS -- Lantern Pharma Inc....
Earnings and Interest Rates drive everything in the stock market. At the core of investing, this is all you need to know. When earnings are increasing, stocks go higher. When interest rates are going down, stocks go higher. When...
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: positive news but, until enrollment picks up or the solid-tumor trial in the US starts, this program is not going to get any respect from the market.
Boca Raton, Florida, Dec. 08, 2022 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ:...
TW's Take: excellent pre-clinical data sets the stage for the long-term success of INB-03. Another reason that, once the FDA hold is removed, this stock is set to soar.
Boca Raton, Florida, Dec. 06, 2022 -- INmune Bio, Inc. (NASDAQ: INMB)...
TW's Take: this has been a long time coming with the company's outstanding technology never seeming to get out of the starting gate under Glenn's leadership. Hopefully the promise of thin-film-freezing will become a reality sometime in the near...
TW's Take: this PR sums up quite succinctly what makes INmune different from other companies targeting Alzheimer's Disease. Once the FDA approves the trial here in the US, we believe that INMB will be the subject of significant investor...
One of the strangest Thanksgiving Day traditions in this country is the annual pardoning of the Turkeys. This tradition, started by John F. Kennedy in 1963, in its current form, enables two large birds to escape the butcher's block....
TW's Take: more outstanding pre-clinical data. Lantern will take LP-184 into phase 1 trials in 2023, which should be very interesting for investors.
DALLAS -- Lantern Pharma Inc. (NASDAQ: LTRN), a clinical stage biopharmaceutical company using its proprietary RADR® artificial...
As a kid, I grew up in the Boston area. Which makes me a life-long Red Sox fan. Since 2003, this has been a good thing but believe me when I say, I lived a tormented childhood with every...
TW's Take: removing the financing overhang is great news for investors. The company now has a runway to reach key milestones over the next few quarters without staring at an impending offering. I suspect we see a nice rally...
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This afternoon, TFF Pharma ($TFFP) announced a financing. Due to participation in this transaction,...
TW's Take: this is excellent data. Showing the long-term benefits is going to be key to marketing the product and getting potential partners excited. The data here is consistent and outstanding, overcoming the fact that it's only a small...
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Quest Resource Holding ($QRHC) reported earnings on Monday. Due to a one-time non-cash charge...
TW's Take: good progress but really need to get the FDA's approval to dramatically move the needle on enrollment. Frustrating but will come.
BOCA RATON, FL., Nov. 14, 2022 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ: INMB) (the “Company”), a clinical-stage immunology...
Wil the last one in the Crypto room please turn out the lights?
The last time I wrote about Crypto was in August when I had this to say, "I think Bitcoin is about to make another downward move on...
TW's Take: this trial continues to run ahead of expectations and increased awareness will position ANIX for a strong move into data in 2023.
SAN JOSE, Calif., Nov. 8, 2022 -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on the treatment...
TW's Take: enVVeno is executing flawlessly in this trial, setting the company up as a great risk/reward when you look out a little over a year when top-line data will be released.
IRVINE, CA / November 7, 2022 / enVVeno Medical...
As a kid did you eat your vegetables first or save them for last, hoping your parents wouldn't notice? I always ate them first with a fear of missing out on dessert if I didn't eat them. So, in...
TW's Take: this bodes very well for the upcoming Intel trial, which takes place in three months. Establishing precedent of companies licensing their patents is a big positive to put in front of a jury.
JACKSONVILLE, FL / ACCESSWIRE /...
TW's Take: another early stage partnership that positions TFF well for next-gen vaccines but does little to overcome the concerns around the company's finances. TFF is as exciting as ever, long-term, but needs to show a clear path to...
Yesterday afternoon TFF Pharma ($TFFP) announced delays in data from both their VORI and TAC phase 2 studies. In previous guidance, given by the CEO around three weeks ago, investors were told interim data from these programs would be...
TW's Take: tough to understate just how disappointing these delays are to investors. Management's guidance on the timing of these programs has been flat-out wrong continually.
FORT WORTH, Texas, Nov. 01, 2022 — TFF Pharmaceuticals, Inc. (NASDAQ: TFFP), a clinical-stage...
TW's Take: positive results that are meaningful to the big picture here but will be ignored in light of the continual delays in this trial that were also announced this afternoon.
FORT WORTH, Texas, Nov. 01, 2022 — TFF Pharmaceuticals, Inc. (NASDAQ:...
TW's Take: not sure why this senior litigator would join the board unless he felt that PRKR has a compelling case. Interesting development to say the least.
JACKSONVILLE, FL / ACCESSWIRE / October 31, 2022 / ParkerVision, Inc. (OTCQB:PRKR) announced today...
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: the company continues to make excellent progress. Data next year will be the game-changing event for the stock.
IRVINE, CA / October 27, 2022 / enVVeno Medical Corporation (NASDAQ:NVNO) (“enVVeno” or the “Company”), a company setting new standards of...
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,...
Everyone has heard the saying, "can't see the forest for the trees." Roughly translated this speaks to getting so caught up in the minutiae that you miss the big picture. Heading out to go surfing on some really good...
DALLAS--(BUSINESS WIRE)-- Lantern Pharma Inc. (NASDAQ: LTRN), a clinical stage biopharmaceutical company using its proprietary RADR® artificial intelligence ("A.I.") and machine learning (“M.L.”) platform to transform the cost, pace, and timeline of oncology drug discovery and development, today announced that the United...
TW's Take: very positive news, albeit pre-clinical. This program is set to hit US trials in 2023, which would be a big deal for INmune when that happens.
BOCA RATON, Fla, Oct. 19, 2022 (GLOBE NEWSWIRE) -- INmune Bio, Inc....
TW's Take: the body of data supporting Thin Film Freezing continues to expand. We need to see some partnerships for the share price to respond in kind.
FORT WORTH, Texas, Oct. 11, 2022 (GLOBE NEWSWIRE) — TFF Pharmaceuticals, Inc. (NASDAQ: TFFP),...
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...
With almost three months left in 2022, we are very close to setting a new record in the stock market. That would be the number of Fridays where the S&P is down over 1%. After this past Friday's shellacking,...
TW's Take: solid news in that the market potential is FAR greater here. NVNO is a leader in this space and I have high expectations they (or these products) will be acquired sometime in the next two years.
IRVINE, CA...
TW's Take: LP-184 continues to show interesting results in many different types of cancer. Can't wait to see this get into clinical trials.
DALLAS--(BUSINESS WIRE)-- Lantern Pharma Inc. (NASDAQ: LTRN), a clinical stage biopharmaceutical company using its proprietary RADR® artificial intelligence ("A.I.") and...
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's Take: this is excellent news as it confirms the benefits of thin film freezing in Voriconazole, ie reduced toxicity, better efficacy. As VORI proceeds through phase 2, potential licensees are going to be very excited by this data....
Sometimes you get it right. Here's what I said in my last July newsletter, as I previewed August.
Overall, I continue to be very optimistic for the TW universe and not so much about the larger cap stocks. The government...
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This week, Quest Resource Holding (QRHC) reported earnings. The stock has been strong on...
TW's Take: very exciting hire and commentary about what the future holds for enVVeno. Key points, "first-in-class device" and "multiple clinical trials over the next several years". The risk/reward of NVNO is outstanding.
IRVINE, CA / August 16, 2022 / enVVeno...
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...
Market movements are similar to the arc of a pendulum. They swing way past fair value in one direction only to see the inertia stop and a reversal in the other direction. This consistent back and forth happens with...
TW's Take: building out the go-to-market team. All systems go as we await the game-changing glucose monitoring data later this year.
PLEASANTON, Calif., Aug. 11, 2022 /PRNewswire/ -- Movano Inc. (Nasdaq: MOVE), a purpose-driven healthcare solutions company at the intersection of medtech and consumer...
TW's Take: Movano is executing on their plan to bring industry-leading technology to market at a reasonable cost. Their data continually achieves best in class. More to come later this year, particularly on the all-important glucose monitoring.
PLEASANTON, Calif., Aug. 9,...
This week, in what was a somewhat nostalgic moment for me, Cryoport (CYRX)'s earnings hit the newswire. For long time readers of TW, you will remember Cryoport as the first big winner I hit, returning multiples on my investment...
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A quick recap of earnings that came out this week. I'm going to touch...
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This post is intended to be a brief update on two stocks that I...
Just when it's hottest in NY, and all the bankers have taken off for the Hamptons, we get to earnings season for the micro-caps of the world. Generally this is not a very big deal as our early stage...
TW's Take: positive progress for this totally beaten down stock. When will the market wake up to this opportunity? MBIO is a partner company to Fortress Bio (FBIO).
WORCESTER, Mass., July 27, 2022 (GLOBE NEWSWIRE) -- Mustang Bio, Inc. (“Mustang”)...
Markets had a solid week but Friday was a classic example of what can happen during the slow summer months. Liquidity dries up and, when the algorithms sell, it can get ugly really quickly in micro-caps. A good week...
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...
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I believe Anixa (ANIX) is very attractive for an investment or a trade at...
This week my group had a Zoom call with TFF Pharma (TFFP). Over the past year TFF has become a very polarizing stock. There are those, like myself, who are enamored with the technology. In our minds, thin-film-freezing is...
TW's Take: this quote, "as many of our partnered programs move to clinical evaluation", is what the investment community is looking for. When TFF gets partnered programs into trials, the stock will rerate significantly higher.
FORT WORTH, Texas, July 14, 2022 (GLOBE...
TW's Take: this trial has the potential to change the perception of Lantern as success here would immediately revalue this company. Results expected sometime late in 2023.
DALLAS--(BUSINESS WIRE)-- Lantern Pharma Inc. (NASDAQ: LTRN), a clinical stage biopharmaceutical company using its proprietary RADR® artificial...
TW's Take: good progress for Parker as the court case against Intel get closer and closer...
JACKSONVILLE, FL / ACCESSWIRE / July 6, 2022 / ParkerVision, Inc. (OTCQB:PRKR) announced today a number of recent rulings with respect to its patent infringement...
TW's Take: important step towards full coverage of the Venovalve. NVNO trades below cash, is funded through approval, and the product will likely be acquired sometime in the next 12-18 months by a larger device company if, as expected,...
DUBLIN, Ireland, and Boston MA, July 7, 2022, Amryt (Nasdaq: AMYT), a global, commercial-stage biopharmaceutical company dedicated to acquiring, developing and commercializing novel treatments for rare diseases, presented new positive analyses from EASE at the 2022 Society for Pediatric...
Okay, so I lied. I said that I wouldn't have a newsletter this week but couldn't help myself and here we are with a brief note on June as it was a month that certainly deserves attention for several...
TW's Take: positive news for AMYT as they now have a 4th product on the market. This is a sleeper stock with solid growth and a low valuation.
DUBLIN, Ireland, and Boston MA, June 23, 2022, Amryt (Nasdaq: AMYT), a...
TW's Take: this completely locks up CNS for any DN-TNF therapies for over 10 years (with a possible extension). Very good news for INmune.
Boca Raton, Florida, June 22, 2022 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ: INMB) (the “Company”), a...
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...
TW's Take: INB03's ability to change the tumor-micro-environment enables a whole new set of patients to take Herceptin and other drugs. Potentially game-changing for immunotherapies.
Boca Raton, Florida, June 16, 2022 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ: INMB) (the “Company”),...
DUBLIN, Ireland, and Boston MA, June 13, 2022 - Amryt (Nasdaq: AMYT), a global, commercial-stage biopharmaceutical company dedicated to acquiring, developing and commercializing novel treatments for rare diseases, presented positive clinical data from the open-label extensions (OLEs) of two...
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...
DUBLIN, Ireland, and Boston MA, June 8, 2022 Amryt (Nasdaq: AMYT), a global, commercial-stage biopharmaceutical company dedicated to acquiring, developing and commercializing novel treatments for rare diseases, today announced that it will be presenting positive data from two Phase...
TW's Take: data later this year could be a nice catalyst for a very cheap stock.
MIAMI, May 31, 2022 (GLOBE NEWSWIRE) -- Fortress Biotech, Inc. (NASDAQ: FBIO) (“Fortress”), an innovative biopharmaceutical company focused on efficiently acquiring, developing and commercializing...
In big market crashes, virtually every stock gets pummeled in unison. The market moves to an extremely oversold condition and the buying opportunity of a lifetime (or at least a decade) stares investors in the face. For those who...
Yesterday INmune Bio (INMB) announced that their phase 2 Alzheimer's trial, which has already commenced in Australia, was being placed on clinical hold by the FDA. This is quite obviously not good news for the Company and shares of...
TW's Take: disappointing news as this puts a delay on the trial that will likely take somewhere between 6 to 9 months. This will likely be a buying opportunity at the end of the day as the FDA's issues...
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...
TW's Take: very positive results bode well for this program as they near the IND filing, which could be a major catalyst sometime in early 2023.
WORCESTER, Mass., May 19, 2022 (GLOBE NEWSWIRE) -- Mustang Bio, Inc. (“Mustang”) (NASDAQ: MBIO),...
TW's Take: QRHC continues to grow rapidly and the future looks very bright as indicated by this quote from the CEO, "We expect continued momentum in 2022 and the next several years from both organic and acquisitive sources."
THE COLONY,...
Dan Carlson, TW Research (Dan)
RJ and CJ, thanks for joining us today. I’d like to start out by saying I find it very interesting how, for a small company, first with inflammation and now with biomarkers such as EMACC...
Two weeks ago this newsletter was titled, "Don't Fight The Fed". That week I discussed why the market was headed lower. The bottom line was, and remains, liquidity is being taken from the system. This leads to lower valuations...
TW's Take: another positive step for Movano as they look poised to become the leaders in non-invasive glucose monitoring.
PLEASANTON, Calif., May 12, 2022 /PRNewswire/ -- Movano Inc. (Nasdaq: MOVE), a purpose-driven healthcare solutions company at the intersection of medtech and consumer devices, announces it...
TW's Take: continued visible progress on their internal programs, and behind the scenes on partnerships, positions TFF for a number of major catalysts over the balance of 2022.
FORT WORTH, Texas, May 11, 2022 (GLOBE NEWSWIRE) -- TFF Pharmaceuticals, Inc. (NASDAQ: TFFP),...
TW's Take: this is excellent data that demonstrates remyelination in gray matter on top of the white matter data previously presented by IMEKA. XPro is proving itself to be a potentially game-changing treatment for a broad range of CNS...
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...
BOCA RATON, FL., May 05, 2022 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ: INMB) (the “Company”), a clinical-stage immunology company focused on developing treatments that harness the patient’s innate immune system to fight disease, today reported its financial results for the...
TW's Take: we continue to believe that, trading around 20% below cash on the books, NVNO represents a compelling risk/reward opportunity. The science here is very solid and the product stands an excellent chance of being approved and eventually...
TW's Take: the versatility of thin-film-freezing is set to open up a broad swath of products that will benefit from this technology. Continue to believe that TFFP is a disruptive platform that will take over a significant portion 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 present some patient data along with the trial design.
SAN JOSE, Calif., April 28, 2022 /PRNewswire/ -- Anixa...
LOS GATOS, CA / ACCESSWIRE / April 27, 2022 / Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and technology licensing company, today provided a corporate update and announced financial results for the first quarter ended March 31, 2022.
Recent Company Highlights
Entered into new Joint Development Agreement...
TW's Take: further validation sets the stage for Atomera to become a disruptive force in the semiconductor industry over the coming years.
LOS GATOS, CA / ACCESSWIRE / April 27, 2022 / Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and technology licensing company, today announced that...
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This morning Nkarta (NKTX) released phase 1 data from their CAR-NK program. The published...
TW's Take: solid results from this FBIO partner company. CAR-T doesn't have the cachet it did a couple short years ago, but this program firing on all cylinders positions Mustang Bio for long-term success.
WORCESTER, Mass., April 25, 2022 (GLOBE...
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...
TW's Take: good news for a product that had been basically taken out of Wall Street's models.
DUBLIN, Ireland, and Boston MA, April 22, 2022, Amryt (Nasdaq: AMYT), a global, commercial-stage biopharmaceutical company focussed on acquiring, developing and commercializing novel...
TW's Take: this is excellent data and positions Niclosamide well for potentially being a very useful covid-19 therapeutic. We are highly optimistic that UNION will exercise their option to take over development of the drug which, if it happens,...
TW's Take: Movano continues to position the company in advance of their products becoming available to the market.
PLEASANTON, Calif., April 18, 2022 /PRNewswire/ -- Movano Inc. (Nasdaq: MOVE), a purpose-driven healthcare solutions company at the intersection of medtech and consumer devices, announced the expansion...
TW's Take: further progress for Atomera as the technology's adoption has been slowed by Covid and the global semi-shortage but remains inevitable in our opinion. The finish line is getting closer and closer.
LOS GATOS, CA / ACCESSWIRE / April 14, 2022 / Atomera...
TW's Take: exciting news as this trial is now off and running. I expect enrollment will be fairly quick as the trial design is exciting for patients and the data is highly supportive of the potential here.
Boca Raton, Florida,...
TW's Take: Mycapssa will likely be a blockbuster for Amryt in the next few years. The data is compelling and the oral versus injectable will win market share all day long.
DUBLIN, Ireland, and Boston MA, April 13, 2022, Amryt...
TW's Take: very positive data that demonstrates INB03 could be a potential partner drug for both the herceptin and TKI classes of drugs. Potentially multi-billion dollar market opportunity.
Boca Raton, Florida, April 11, 2022 (GLOBE NEWSWIRE) -- INmune Bio, Inc....
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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....
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As you all know, I have stuck with TFF Pharma (TFFP) through the rough...
TW's Take: INKmune is proving itself to be the best performing NK therapy in both surviving in the toxic Tumor Micro Environment and demonstrating memory-like phenotypes, allowing INKmune treated cells to persist long after others have failed.
Boca Raton, Florida,...
"Change is the only constant in life" ~ Heraclitus
On Friday morning the first thing that caught my eye on Twitter was the happy announcement that we finally had a biotech acquisition taking place. Yep, Friday was April Fools Day.
April...
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...
TW's Take: all patients treated with INKmune are doing better but this is just a teaser to the patient case studies that they will be presenting at the conference. Looking forward to more information on this exciting program.
Boca Raton,...
TW's Take: all systems go for the VenoValve. Company funded through pivotal data and trading below net cash. 2nd generation product unveiled this summer. Lots to like, especially at this price.
IRVINE, CA / March 28, 2022 / enVVeno Medical Corporation...
TW's Take: based on surveys conducted at AD/PD it's increasingly clear that inflammation is becoming a leading target for treating Alzheimer's, which positions INmune with the leaders in cutting edge therapeutic development in this space.
Boca Raton, Florida, March 25,...
TW's Take: continued progress including being on schedule with the single chip solution is excellent news. Stock remains a binary play on RF glucose monitoring's efficacy.
PLEASANTON, Calif., March 24, 2022 /PRNewswire/ -- Today, Movano Inc. (NASDAQ:MOVE) reported financial results for the three...
TW's Take: lots going on with TFF. While the street awaits partnerships, their internal programs advance on all fronts and they are hiring to increase bandwidth to handle all the opportunities. Exciting future awaits.
FORT WORTH, Texas, March 24, 2022 (GLOBE NEWSWIRE)...
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A few things I want to discuss today. First off, INmune (INMB) is trading...
TW's Take: positive progress on this rare disease therapeutic. Trading below cash and holdings in public companies, Fortress is a great value play with many meaningful catalysts coming over the next couple years.
MIAMI and SOLANA BEACH, Calif., March 21,...
Markets are a discounting mechanism. In real time they discount future actions. There are very few times that events catch the market by surprise. They might catch you or me by surprise but, in most cases, markets have already...
TW's Take: we are finally(!) getting a TFF covid vaccine into testing. This is a positive sign as USAMRIID must like what they have seen so far from TFF to enter into a second CRADA. Progress has been slower...
TW's Take: this is the biggest Alzheimer's conference in Europe. INmune having 9 presentations is very impressive for a small company and really speaks to the quality of the data that XPro is generating in reducing neuro-inflammation as well...
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....
TW's Take: an obvious setback for PRKR. We are trying to ascertain the significance of this ruling and will have more details soon.
JACKSONVILLE, FL / ACCESSWIRE / March 11, 2022 / ParkerVision, Inc. (OTCQB:PRKR) today announced that on March...
TW's Take: excellent execution on their strategy of acquisitions and organic growth is propelling QRHC to record numbers. The multiple here remains a fraction of where peers have traded recently.
THE COLONY, Texas, March 10, 2022 (GLOBE NEWSWIRE) -- Quest Resource...
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I touched base with Anixa (ANIX)'s CEO Dr. Amit Kumar yesterday. Here's a brief...
TW's Take: we believe that the VenoValve has a high likelihood of success in their pivotal trial and will likely be partnered/acquired shortly after results are published sometime in 2023.
IRVINE, CA / ACCESSWIRE / March 9, 2022 / enVVeno Medical...
TW's Take: it appears, now that Oleogel has failed, that the worst is over for Amryt and the value of the company will become evident through strong sales growth, cash flow generation and expanded opportunities for current products.
DUBLIN, Ireland,...
TW's Take: positive news as the opportunity in NET is substantial and an oral solution would be greatly preferred by doctors and patients alike.
DUBLIN, Ireland, and Boston MA, March 8, 2022 Amryt (Nasdaq: AMYT), a global, commercial-stage biopharmaceutical company...
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As most of my premium subscribers know, I missed the update call yesterday due...
TW's Take: "silicon verified improvements" means that potential customers can have high confidence in performance improvements from designing MST into their chips. MST remains a question of timing of adoption, not whether it will come or not.
LOS GATOS, Calif.--(BUSINESS...
TW's Take: a solid endorsement of TFF's technology by one of largest manufacturers in the business. Catalent, an $18B company, will be using their 150 salespeople and 1,000 clients to help drive customers to developing thin film freezing versions...
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Last week, TFF Pharma (TFFP) published pre-clinical data showing that their inhaled version of...
TW's Take: an expected outcome post the first CRL received by the Company. I believe this removes the overhang and investors can now focus on the great value here along with accelerating growth.
DUBLIN, Ireland, and Boston, MA, February 28,...
By the time you read this newsletter, there's a good chance that the Ukraine will be begging for a ceasefire and, basically, surrendering to Russia. The lines are being redrawn on the next cold war, reinforcing the two facts...
TW's Take: the VenoValve continues to have pristine data from their first in human trial. The ongoing pivotal trial has a high likelihood of replicating this, putting the product in a great position to be sold at a substantial...
TW's Take: this is a very important PR for TFF. Not only does this demonstrate that TFF's version of niclosamide could be the best therapeutic against SARS-CoV-2 variants but UNION is highly likely to pick up their option in...
There's been an ongoing joke in the TW Slack chat room. It goes like, "please tell not to issue any more bullish press releases...we investors can't take any more pain." While the joke might not sound tremendously funny,...
TW's Take: NVNO is making continued progress towards eventual approval of the VenoValve. Currently trading below cash, NVNO is a compelling opportunity.
IRVINE, CA / February 16, 2022 / enVVeno Medical Corporation (NASDAQ:NVNO) (“enVVeno” or the “Company”), a company setting new...
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Late last year in my trading account, I sold some INmune to fund buying...
TW's Take: Movano's unique glucose monitoring technology is the key to this company. We look forward to hearing the results from this sometime in the near future.
PLEASANTON, Calif., Feb. 17, 2022 /PRNewswire/ -- Movano Inc. (NASDAQ:MOVE), a health technology company designing devices...
TW's Take: solid new hires with great backgrounds will help the launch of new products but also provides nice insider validation of the technology and the direction of the company.
PLEASANTON, Calif. , Feb. 15, 2022 /PRNewswire/ -- Movano Inc. (Nasdaq: MOVE), a health...
Another wild week in the markets, which is simply par for the course. At this time investors are speculating over the number and timing of interest rate increases? Is inflation here to stay? Is the consumer about to freak...
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This is a change from the trend of the last year. On the back...
TW's Take: the inevitability of MST taking significant market share is closer to reality than ever. Eventually licensees turn into royalty streams. With the stock down dramatically, the opportunity here is excellent.
LOS GATOS, Calif.--(BUSINESS WIRE)-- Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials...
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This blog piece is meant to summarize a few calls I had this week...
What a week in the markets, right? The past five days saw the biggest ever one day loss by a single company, followed shortly thereafter by the largest ever single day gain. Facebook's pummeling led to Amazon's surge. All...
TW's Take: we continue to be concerned over the likelihood of Oleogel approval but find Amryt compelling based on approved products and its current valuation. Would be a buyer post the upcoming FDA decision on Oleogel.
DUBLIN, Ireland, and Boston...
TW's Take: with data from this program expected sometime in March, Niclosamide could be a very big value driver for TFF. UNION would have 45 days from data to pick up their option, which calls for $210M in milestone...
TW's Take: INKmune is just now beginning to break out of its shell. The world knows very little about this drug, but the results to date are outstanding. I expect to see market recognition of the value of this...
TW's Take: very good news as this drug looks to be best in class in a $25B market. Fortress ($FBIO) owns approximately 20% of Checkpoint ($CKPT) plus will receive a 4.5% royalty on the drug.
WALTHAM, Mass., Jan. 25, 2022...
TW's Take: A positive, but not overwhelmingly so, result for ParkerVision that really sets things up nicely for the upcoming court cases against Intel.
JACKSONVILLE, FL / ACCESSWIRE / January 25, 2022 / ParkerVision, Inc. (OTCQB:PRKR) announced today that the Patent...
TW's Take: good news for Lantern as they can qualify for a PRV (estimated value of $100M) with approval here, which certainly helps the ROI for this indication. Lantern is trading below cash value with compelling early-stage programs. When...
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...
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This past week I had the opportunity to catch up with Mark Lowdell, PhD,...
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...
TW's Take: LP-184 has blockbuster potential. Excited to see it enter human trials later this year.
DALLAS, Jan. 12, 2022 /PRNewswire/ -- Lantern Pharma (NASDAQ: LTRN), a clinical stage biopharmaceutical company using its proprietary RADR® artificial intelligence ("A.I.") platform to transform the cost,...
TW's Take: DERM continues to build out a strong core business. It is going to come down to execution and how well the sales team performs. The upside opportunity continues to expand.
SCOTTSDALE, Ariz., Jan. 13, 2022 (GLOBE NEWSWIRE) --...
TW's Take: we believe that Mycapssa's unique oral delivery versus the competition will drive substantial sales for the product. Amryt is a compelling risk/reward opportunity but we remain concerned about the company's upcoming PDUFA date on Oleogel S-10 and...
TW's Take: Movano continues to progress towards development of an industry-leading health monitoring device. The glucose study in Q2 is very exciting as that represents the holy grail of non-invasive device monitoring.
PLEASANTON, Calif., Jan. 3, 2022 /PRNewswire/ -- Movano Inc. (NASDAQ:MOVE), a...
TW's Take: Movano looks ready to exit stealth mode. We are big believers in the future of wearable medical technology and feel that Movano has an interesting, differentiated approach and the strong management team necessary to be a winner...
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I believe we are looking at an...
TW's Take: we continue to believe, and the data supports this, that TFF's internal programs are worth more than the current market cap of the Company. VORI will likely be partnered off during 2022 for an upfront in the...
TW's Take: more positive pre-clinical data supports the thesis that LP-284 may be effective in several types of rare cancers.
DALLAS, Dec. 14, 2021 /PRNewswire/ -- Lantern Pharma (NASDAQ: LTRN), a clinical stage biopharmaceutical company using its proprietary RADR® artificial intelligence...
TW's Take: the anti-inflammatory INB03 (also called XPro1595 in CNS indications) has broad-scale potential as TNF appears to be the master-cytokine, sparking inflammation that affects multiple diseases. I hope to see INB03 used in trials with partner drugs to...
TW's Take: excellent news as QRHC adds to their revenue and EBITDA substantially without issuing more shares, making this highly accretive. Quest is entering a sustained growth phase as they hit critical mass. The Company is well-run and the...
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...
TW's Take: this drug, which has demonstrated great efficacy in a rare disease with no treatments, is likely to receive approval. With a PRV and $20 million upfront, this could be a nice catalyst for FBIO, which owns the...
TW's Take: the performance of Thin Film Freezing continues to excel in all aspects. This science day should help explain the multiple competitive advantages of TFF's powderization process.
AUSTIN, Texas, Dec. 06, 2021 (GLOBE NEWSWIRE) -- TFF Pharmaceuticals, Inc. (NASDAQ: TFFP), a clinical-stage biopharmaceutical...
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...
TW's Take: long-lasting, memory-like NK cells is the holy grail of NK programs. While early stage (1st patient only), the data is compelling and this program is completely ignored by the market, creating an asymmetrical risk/reward scenario for INMB...
TW's Take: more technological advances. ATOM is well positioned for the next generation of chipmaking. Not IF but WHEN we will start to see revenue is the biggest question around them.
LOS GATOS, Calif.--(BUSINESS WIRE)-- Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and...
The latest strain of Covid-19, officially called B.1.1.529 but dubbed Omicron, struck fear in the markets last week. Omicron appears to have 30 different mutations with many of them affecting the spike protein, which is the target of the...
TW's Take: we will know by March 17th if IV Tramadol is approved or not. Obviously, very binary for ATXI. Perhaps the better playgoing into the event is FBIO, which has limited upside, but possibly negligible downside from a...
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...
TW's Take: this request for additional information certainly increases the risks around the Oleogel PDUFA. Amryt is a reasonably priced stock even if it gets rejected.
DUBLIN, Ireland, and Boston MA, November 23, 2021, Amryt (Nasdaq: AMYT, AIM: AMYT), a...
DUBLIN, Ireland, and Boston MA, November 22, 2021, Amryt Pharma plc (Nasdaq: AMYT, AIM: AMYT) (“Amryt” or the “Company”), a global, commercial-stage biopharmaceutical company dedicated to acquiring, developing and commercializing novel treatments for rare diseases, today announces its intention to cancel the admission...
TW's Take: shares of LTRN are incredibly cheap and they have funding for at least 3 years, so this move makes a ton of sense. Glad to see management appreciates the value they are creating here even if the...
Similar to how the richest billionaires are getting a disproportionate amount of the wealth in the US, the companies they founded are becoming an ever larger swath of the market by taking an increasing amount of the gains. Meanwhile,...
TW's Take: we believe that MST will be a game-changing technology that gains board scale acceptance over the coming years. Although it's expensive today, the stock will still be a great one over the next couple years if our...
TW's Take: great growth taking place here as Quest is achieving critical mass. Completely off the radar screen ESG opportunity. We expect the stock to be back at all-time-highs shortly as the Deere strike (large customer) ends.
THE COLONY, Texas,...
TW's Take: Fortress continues to execute well and the sum of the parts here is greater than the current market cap.
NEW YORK, Nov. 15, 2021 (GLOBE NEWSWIRE) -- Fortress Biotech, Inc. (NASDAQ: FBIO) (“Fortress”), an innovative biopharmaceutical company focused...
TW's Take: a great update. Feels like TFF is on the precipice of big things. In a year, we will have forgotten all about the concerns over when the company will ink their first big deal.
AUSTIN, Texas, Nov. 15, 2021 (GLOBE...
Higher interest rates and inflation are not good for long-term investment plays. When earnings are years out, a change in the discount rate can create a big swing in the current value of a company. Biotech is the worst...
TW's Take: this IPO is a positive for Fortress which owned 70% of DERM prior to the IPO. I believe the pricing is very attractive and expect DERM to trade up over the next year, adding value to Fortress...
TW's Take: more positive news on LP-184. This compound, although early in development, looks very promising and has blockbuster potential.
DALLAS, Nov. 11, 2021 /PRNewswire/ -- Lantern Pharma (NASDAQ: LTRN), a clinical stage biopharmaceutical company using its proprietary RADR® artificial intelligence ("A.I.") platform...
TW's Take: with a current market cap of $78 million, and funded through approval, the risk/reward here is compelling. I expect the product will be acquired if/when positive patient data comes through and the price will be a minimum...
TW's Take: more positive momentum for their business, this acquisition comes at around 5X EBITDA before synergies, so very reasonably priced with a great opportunity for additional organic growth.
THE COLONY, Texas, Nov. 10, 2021 (GLOBE NEWSWIRE) -- Quest Resource Holding...
On November 9th, I managed to catch up with Dr. Mark Lowdell, who runs the INKmune cancer program at INmune Bio (INMB). The call was overall extremely positive. He provided me with a lot more detail about the timing...
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In my trading accounts, over the last...
TW's Take: the functionality of MiQLab allows LexaGene to continually expand the range of the tests it can perform. The market is still awaiting EUA approval from the FDA as the big catalyst here, but, under the surface, the...
TW's Take: Voriconazole is a great example of a drug whose efficacy and addressable market can be greatly improved by Thin Film Freezing. Looking forward to seeing the data later this year and having the program move into a...
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: another shot on goal here, this time for the enantiomer of LP-184.
DALLAS, Nov. 4, 2021 /PRNewswire/ -- Lantern Pharma (NASDAQ: LTRN), a clinical stage biopharmaceutical company using its proprietary RADR® artificial intelligence ("A.I.") platform to transform the cost,...
TW's Take: nice to see the additional data on INKmune as the first patient in the program continues to exceed expectations.
BOCA RATON, Fla., Nov. 03, 2021 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ: INMB) (the “Company”), a clinical-stage immunology...
TW's Take: still firing on all cylinders. Nov. 30th PDUFA date is key for Amryt. Approval of Oleogel gives them a PRV worth $100 million and a product with $1B potential. If approved, I expect the stock to more...
TW's Take: more good news as the lawsuits all seem to be trending in Parker's favor. We remain eager to see progress in the Qualcomm case moving towards a trial and are hopeful timelines don't shift for the Intel...
TW's Take: with over $73M in cash and a lot of programs moving into trials, Lantern is an amazing risk/reward opportunity.
DALLAS, Nov. 1, 2021 /PRNewswire/ -- Lantern Pharma (NASDAQ: LTRN), a clinical stage biopharmaceutical company using its proprietary RADR®...
TW's Take: continued progress in building out the leading A.I. platform for oncology drug development. The value of RADR is hidden in the share price but will be monetized at some point in the future.
DALLAS, Nov. 1, 2021 /PRNewswire/...
Back when i was a kid, every Halloween the news covered stories of some whack job that would hand out apples to kids. The apples supposedly contained razor blades hidden in them and were intended to do some real...
TW's Take: This is very exciting news for LexaGene as there is big potential around a possible Army contract and this should also help with the FDA on the human testing side.
BEVERLY, Mass. USA – October 29, 2021 – LexaGene...
TW's Take: positive about the EPI tool finally being installed and fully functional. Also, comments about JDA customer and future ones very positive. Street looking for signed deals, so stock probably continues treading water here in the low 20's.
LOS...
TW's Take: long-awaited news could lead to a rapid trial and UNION picking up the option on this drug sometime in Q1. This drug has broad possibilities beyond Covid-19 and could be a big winner for TFF over time.
AUSTIN,...
TW's Take: yet further evidence that Lantern is on the leading edge in AI adoption and operations in drug development. Will make it easier and faster for them to scale and manage internal insights and the code that drives...
TW's Take: INmune is changing the way CNS drug development will happen in the future with their innovations. These presentations highlight the innovation they are bringing to clinical designs and outcomes for CNS. i.e., these look more like cancer...
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In my long-term investment accounts, I have...
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...
TW's Take: getting FDA approval would change the behavior of LexaGene stock dramatically. We hope to see this sometime in the first half of 2022.
BEVERLY, Mass., Oct. 25, 2021 (GLOBE NEWSWIRE) -- LexaGene Holdings, Inc. , ( OTCQB: LXXGF ; TSX-V: LXG ) (“LexaGene” or the...
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,...
TW's Take: we believe the VenoValve will be a rapidly adopted and a very big product if and when it gets approved. The market opportunity is large and there are no competing products in the market. Meanwhile, the data...
TW's Take: nice to see these patents issued. More importantly, however, we are approaching the PDUFA date for Oleogel. With AMYT languishing around $12, the stock is a great risk/reward at this time.
DUBLIN, Ireland, and Boston MA, October 19,...
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...
As the Delta variant of Covid-19 has demonstrated quite clearly, despite the success of the vaccine programs, the virus is here to stay. Getting vaccinated is by far the best way to ensure that the coronavirus will have minimal...
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I have added to my TFF Pharma...
TW's Take: very bullish news. This is the first dry powder (inhalable) treatment to show positive results. It also validates the mAb platform as well as Augmenta's process. TFF and Augmenta are partners on two other products that should...
TW's Take: another significant positive for Fortress, which owns 72% of Cyprium. They also qualify for a Priority Review Voucher, worth roughly $100M. NIH does get 25% of that, but still very significant value for FBIO if approved, which...
Technology Accurately Identifies Pathogens and Predicts Antimicrobial Resistance
In less than 30 years, drug resistant bacteria are predicted to kill 3 times more people on an annual basis than COVID-19 did in 2020
MiQLab is a diagnostic tool used...
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...
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I have trimmed Atomera (ATOM) today, taking...
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,...
TW's Take: the veterinary market is an underserved, and underappreciated by investors, arena that can drive LexaGene's business over time as we await progress with the FDA.
BEVERLY, Mass., Sept. 30, 2021 (GLOBE NEWSWIRE) -- LexaGene Holdings, Inc. , ( OTCQB: LXXGF ; TSX-V: LXG ) (“LexaGene”...
TW's Take: This provides Fortress with over $60 million in immediate cash and potentially close to another $150 million in milestones. That's around 60% of the current market cap so expect to see gains somewhere in the range of...
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A couple trades today. In my trading...
TW's Take: Lantern continues to be on the leading edge of combining A.I. and oncology drug development. This partnership should help them not only with getting LP-300 to market faster but on future clinical trials as well. With a...
After several weeks of lower stock prices, the market this past week decided that the looming bankruptcy of the world's largest real estate debt issuer wasn't a big deal after all. The fact that China's Evergrande was being compared...
TW's Take: very positive data. Inhaled tacrolimus is showing itself to be everything TFF claims for their products; equally efficacy at lower doses, resulting in fewer side effects. TAC alone represents a billion dollar opportunity for TFF and more...
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In my trading account, I have sold...
TW's Take: while the news out of HJLI is not earth-shattering, the conference call was very bullish. It appears the opportunity in front of the VenoValve has gotten larger and the excitement around the product is growing. "Paradigm changing...
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...
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There is an underlying theme that I've...
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: good news that we expected would come as the Company continues to execute very well. The Chiasma acquisition will lead to much higher revenues over the next couple years and if their, very important, PDUFA date for...
As I wrote about last week, we are entering what is historically the worst stretch of time for the market. I'm not sure why this is the case, but September is by far the toughest month for stocks. This...
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In the past I have provided trade...
TW's Take: while the Company didn't need the money at this time, bringing on board Perceptive Advisors, which is probably the best healthcare fund in existence, is a coup for Hancock Jaffe. I expect to see this deal trade...
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/...
TW's Take: more positive news for the MiQLab, which is rapidly becoming the best in class product for veterinary lab use.
BEVERLY, Mass. – September 3, 2021 – LexaGene Holdings, Inc. (OTCQB: LXXGF; TSX-V: LXG) ("LexaGene" or "the Company"), a molecular...
TW's Take: this is yet more positive news as ParkerVision moves down the path in their much larger suits against Qualcomm and Intel. Very encouraged that they see additional settlements in the "near future". Since Zyxel is a manufacturer...
TW's Take: the veterinary market could grow into a cash cow for LexaGene over the next few years. We should start to see uptake from these conferences in terms of orders and increased market recognition.
BEVERLY, Mass., Sept. 03, 2021...
TW's Take: Lantern is making all the right moves to set themselves up for long-term success.
DALLAS, Sept. 2, 2021 /PRNewswire/ -- Lantern Pharma (NASDAQ: LTRN), a clinical stage biopharmaceutical company using its proprietary RADR® artificial intelligence ("A.I.") platform to transform the...
TW's Take: outstanding that demonstrates XPro195 is very effective in clearing neuroinflammation and reducing biomarkers associated with declining cognition. Very important PR that positions INmune as a leader in Alzheimer's therapies. This is a step in the direction of...
TW's Take: I feel like a broken record when I continually say that LP-184 is proving itself to be a highly potent molecule with potential blockbuster status across several different types of cancer.
DALLAS, Aug. 30, 2021 /PRNewswire/ -- Lantern Pharma (NASDAQ: LTRN),...
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...
I'm calling it a month. Normally, I'd wait until August is officially over before recapping things, but, since we only have two days of trading left, and since we are looking at a September to Remember (fingers crossed, big...
In July, INmune Bio (INMB) dosed their first cancer patient with INKmune. Last night, we got an update on the program. Admittedly, there's only been one patient dosed but...with this statement from the press release, INmune has just leapfrogged...
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,...
While the bankers and fund managers are heading out to the Hamptons for vacation, micro-cap earnings season kicked in last week and news flow in general seems to be picking up. I've been saying that the 2nd half of...
TW's Take: balance sheet now improved, PFMT is a great value investment here at $3.80.
LIVERMORE, Calif.--(BUSINESS WIRE)-- Performant Financial Corporation (Nasdaq: PFMT) (the "Company"), a leading provider of technology-enabled audit, recovery, and related analytics services in the United States...
TW's Take: more positive news on LP-184 which we believe has blockbuster potential. GBM is a serious disease with no treatment options for patients. Success here would be huge for many people.
DALLAS and BALTIMORE, Aug. 19, 2021 /PRNewswire/ -- Lantern Pharma...
TW's Take: Excellent news as the 2-year data will be helpful when they file for approval on the upcoming pivotal trial. Expect to see patients entered into that trial starting in September. The value here, with great product execution,...
TW Research (TW): Dr. Lowdell, thanks for speaking with us today. I know you’ve been involved with INKmune since the very beginning and was hoping that we could start with the origins of the program. Where did the idea...
TW's Take: another strong quarter of solid execution. Quest is a generating cash, growing rapidly, and well positioned as an ESG play.
THE COLONY, Texas, Aug. 16, 2021 (GLOBE NEWSWIRE) -- Quest Resource Holding Corporation (NASDAQ: QRHC) ("Quest"), a national...
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...
TW's Take: LP-184 is a compelling opportunity in multiple cancers. We continue to believe that Lantern is dramatically undervalued relative to the opportunities they have with multiple therapies in the clinic and a differentiated A.I. platform technology.
DALLAS, Aug. 16,...
The markets seem to be quieting down as summer heats up and traders are heading to the beach for the last few weeks of August. It really feels like we are entering a "stock pickers" market as the action...
TW's Take: TFF continues to have lots of balls in the air. The second half should be exciting with many catalysts coming together.
AUSTIN, Texas, Aug. 12, 2021 (GLOBE NEWSWIRE) -- TFF Pharmaceuticals, Inc. (NASDAQ: TFFP), a clinical-stage biopharmaceutical company focused on developing and commercializing...
TW's Take: LexaGene is building the leading point of care PCR diagnostic system. Eventually, the market will catch on to what they are doing.
BEVERLY, Mass., Aug. 12, 2021 (GLOBE NEWSWIRE) -- LexaGene Holdings, Inc., (OTCQB: LXXGF; TSX-V: LXG) a...
TW's Take: more positive news backing development of LP-184, which is proving itself to be a potentially blockbuster drug with potential efficacy in many indications.
DALLAS, Aug. 11, 2021 /PRNewswire/ -- Lantern Pharma (NASDAQ: LTRN), a clinical stage biopharmaceutical company using...