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...
In a welcome, and overdue respite, markets rallied this past week. As we have been suggesting would be the case, the relief rally was led by the most beaten up sectors. This of course includes biotech which saw the...
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: SPVNF is well positioned in several growing markets and, as supply chain issues alleviate, sales should begin to accelerate rapidly. SAN JOSE, CA - (PR NewsWire) - (TSXV:SEV) (OTCQB:SPVNF) Spectra7 Microsystems Inc. (“Spectra7” or the “Company”), a leading...
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...
In San Diego, this time of year the mornings can bring coastal fog. Referred to as "June Gloom", it usually lingers until late in the AM. It catches visitors by surprise as they don't expect it to be cold...
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...
TW's Take: SPVNF remains constrained by supply chain issues but is on pace for a big second half and the outlook for the next couple years is very bullish. SAN JOSE, Calif., May 30, 2022 /PRNewswire/ -- (TSXV:SEV) (OTCQB:SPVNF) Spectra7...
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: very positive news for SPVNF as it opens up a new, fast growing market. Spectra7 is poised for a big 2nd half of 2022 and beyond. May 5th, 2022 SAN JOSE, CA - (PR NewsWire) – (TSXV:SEV) (OTCQB:SPVNF) Spectra7...
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: Spectra7 is setting up for a big second half as demand remains robust and supply should increase dramatically. We wish Raouf a speedy recovery. San Jose, CA – May 2, 2022 – (TSXV:SEV) (OTCQB:SPVNF) Spectra7 Microsystems Inc. (“Spectra7” or the “Company”), a leading...
Thus endeth the worst month for the stock market since March of 2020. Friday's meltdown took the S&P to -9% for the month. It's getting very ugly out there. The last time the market was hit like this, it was...
TW's Take: quite positive that this trial is getting attention from ASCO, the preeminent  cancer meeting. We believe Cleveland Clinic is likely to also present some patient data along with the trial design. SAN JOSE, Calif., April 28, 2022 /PRNewswire/ -- Anixa...
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...
~ This article is available for premium subscribers only. Please do not share the information here with non-premium subscribers or with company managements. Thank you. ~ 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...
The bear market rally has ended. I hope you enjoyed the reprieve but it's likely to get worse before it gets better. I am going to keep banging on the drum marked "caution" for the foreseeable future. Love my...
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....
This weekend I'm out in California for a birthday party. The weather is warm, the streets are crowded and the houses are insanely priced. And, for now, going higher. There is nothing going on here that suggest inflation is...
~ This article is available for premium subscribers only. Please do not share the information here with non-premium subscribers or with company managements. Thank you. ~ On Wednesday we had a Zoom call with Dr. Amit Kumar, the CEO of...
TW's Take: while Q1 is weak due to shipment delays, Q2 is setting up to be a solid to very big quarter. Second half could be stellar if they get supply. Design wins keep coming, which is key. April 7th,...
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....
~ This article is available for premium subscribers only. Please do not share the information here with non-premium subscribers or with company managements. Thank you. ~ 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: this is a very strong endorsement for continued rapid growth at Spectra7. March 30th, 2022 SAN JOSE, CA - (PR NewsWire) (TSXV:SEV) (OTCQB:SPVNF) Spectra7 Microsystems Inc. ("Spectra7" or the "Company"), a leading provider of high-performance analog semiconductor products for...
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...
As war continues in the Ukraine the repercussions are just beginning to be felt globally. The longer this battle continues the more it will have a lingering effect on the world. One of these will likely be a dramatic...
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)...
~ This article is available for premium subscribers only. Please do not share the information here with non-premium subscribers or with company managements. Thank you. ~ 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...
~ This article is available for premium subscribers only. Please do not share the information here with non-premium subscribers or with company managements. Thank you. ~ Markets have had a nice rally this week, especially in the beaten down growth...
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...
~ This article is available for premium subscribers only. Please do not share the information here with non-premium subscribers or with company managements. Thank you. ~ 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...
Volodymyr Zelenskyy is a hero. Contrary to what I thought would happen last week, Ukraine is putting up a valiant battle, holding off the Russian invaders and, in doing so, uniting a large portion of the world. It's amazing...
~ This article is available for premium subscribers only. Please do not share the information here with non-premium subscribers or with company managements. Thank you. ~ 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...
~ This article is available for premium subscribers only. Please do not share the information here with non-premium subscribers or with company managements. Thank you. ~ 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...

Good News

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...
~ This article is available for premium subscribers only. Please do not share the information here with non-premium subscribers or with company managements. Thank you. ~ 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...

End Game

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...
~ This article is available for premium subscribers only. Please do not share the information here with non-premium subscribers or with company managements. Thank you. ~ 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...
~ This article is available for premium subscribers only. Please do not share the information here with non-premium subscribers or with company managements. Thank you. ~ 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...
When we had kids I was super excited to watch classic movies with them once they were old enough. Top on my list was Rocky. An all-time great, I imagined my kids humming the theme song as they climbed...
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...
Over the last decade the amount of data generated, and stored, on a daily basis has absolutely exploded. There was more data stored in the last two years than in all prior history. There is no end to this...
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: Spectra7 continues to operate well with design wins and growing backlog but supply chain issues are constraining growth. Still believe this is an excellent 2022 stock to own as we should return to hyper-growth in the 2nd...
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...
Stocks are down again. It's a bloodbath. The micro-cap/biotech selloff has spread like Omicron, affecting everything that trades. There is likely more to come. Because, that's what happens after you have the craziest bull market in history. You enter a...
~ This article is available for premium subscribers only. Please do not share the information here with non-premium subscribers or with company management. Thank you. ~ 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...
So much for thinking 2022 was going to be an improvement over last year. Last Sunday I tested positive for covid then, on Monday, we lost power in a snowstorm. That outage lasted the better part of four days,...
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...
Investing in micro-cap stocks with a 3-5 year time horizon, which is my expectation for a holding period every time I enter a position, will by definition result in lots of volatility. That was certainly the case in 2021,...
TW's Take: 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...
~ Trade alerts discuss changes to Tailwinds' managed portfolios. They are available for premium subscribers only. The information contained here is not meant to be shared, especially with Company managements. Thank you. ~ 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...
Yesterday it was 70 degrees in Charlottesville. While playing platform tennis in a t-shirt and shorts, the comment was made that it seems unlikely to be a white Christmas this year. Not much has appeared "normal" during this seemingly endless...
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...
The irony of it all. While many companies scour the planet searching for potential gold mines, there's a garbage dump in the UK containing 500 million dollars in bitcoin sitting on a lost hard-drive. Bitcoin mining could take on...
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...
~ Trade alerts discuss changes to Tailwinds' managed portfolios. They are available for premium subscribers only. The information contained here is not meant to be shared, especially with Company managements. Thank you. ~ I have made a number of trades...
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,...
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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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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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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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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...
NANTUCKET, MA / ACCESSWIRE / October 11, 2021 / Ondas Holdings Inc. (NASDAQ:ONDS), a leading provider of private wireless data and automated data solutions through its wholly owned subsidiaries, Ondas Networks Inc. ("Ondas Networks") and American Robotics, Inc. ("American Robotics"...
The markets had a nice bounce late last week. This was sparked by the government getting its act together enough to kick the debt ceiling can down the road until December. Yay! I guess having that risk off the table...
TW's Take: 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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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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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...

Cash is King

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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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...
TW's Take: Ondas will be in the Siemens booth at the show. We look forward to seeing just how big a push Siemens is putting behind this partnership. A large effort on Siemens part will speak volumes towards the...
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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TW's Take: positive news for Ondas as their relationship with Siemens is key to driving the railroad business. A nice endorsement indeed. NANTUCKET, MA / ACCESSWIRE / September 16, 2021 / Ondas Holdings Inc. (NASDAQ:ONDS) ("Ondas"), a leading provider of private...
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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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...
I read this week where someone said, "the short story is always sexier." There's certainly a lot of truth in that. Here in September of 2021, we are confronted with a myriad of major problems: a pandemic, runaway inflation,...
TW's Take: 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...
If you've been reading this newsletter for longer than two weeks, you likely have come to realize that I'm an investor not a trader. Quite simply, my philosophy is to look for stocks that have the potential to return...
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TW's Take: another quarter of excellent results and raised guidance. Amryt is firing on all cylinders. With the acquisition of Chiasma officially completed, expect to see revenues continue to increase rapidly and guidance adjusted higher. Oleogel approval and this...
TW's Take: while we await the Alzheimer's data later in August, the INKmune program seems to be showing excellent activity at two weeks. Quellor data coming soon and, with the very fluid covid situation, it's not a surprise that...
TW's Take: this is great news as it not only accelerates the program but demonstrates the FDA's appreciation of the necessity for a solution to CVI. The first patient should be dosed in the next 60 days which is...
The "bull" market continued this past week although it showed signs of tiring. Which is good because the bull ride we've been on resembles one at the Calgary Stampede. While the S&P 500 hits new highs, micro-cap growth is...
TW's Take: very exciting news as TFF's internal program (with partner Augmenta) appears to be effective against all strains of Covid-19. Expect to see the drug partnered sometime in the future as they progress it towards clinical trials. TFF...
TW's Take: Very exciting news. The data is compelling and improves over time. Meanwhile, having a rigorous, placebo controlled trial that only lasts 6 months demonstrates just how exciting this is. INmune will be done with their placebo controlled,...
Last week wasn't a bad week for the markets at all. With a nice two day rally to end the week, the Russell 2000 and S&P 500 both gained 1% over the five trading days. This was quite the...
TW's Take: Markman rulings are roughly 90% predictive of the winner of a court case, so this is obviously very good news for Parker. It should also help them in their attempts to settle other, smaller disputes. Expect to...
TW's Take: this is very positive pre-clinical data in a large disease with not many good treatment options. LP-184 is a potentially multi-billion dollar drug opportunity for Lantern and doesn't get enough credit in the market. DALLAS, July 20, 2021...
TW's Take: INmune's data on reducing neuro-inflammation is industry leading. Their lack of cognitive testing has led to a discounted valuation versus peers that should begin to close as they move into phase 2. The trial design will likely...
With the S&P 500 hitting new highs recently, continuing the rally from last March's lows, we are all having a great time, right? Uhhh, maybe not. The last nine months of 2020, and first two of this year, are fading...
TW's Take: a smart move putting quality investors into the stock and getting enough cash to take them through phase 2. Painful to stop the short term move but momentum should return in front of the upcoming Alzheimer's data...
TW's Take: we continue to believe that TAC represents a potential $1B drug and the data continues to be much better than expected or standard of care. This drug alone more than justifies a significant premium to the current...
TW's Take: great news as this program had been long-delayed by Covid. NK companies routinely achieve valuations higher than INMB's current market cap. This exciting program has the potential to generate significant returns to investors over the next couple...
In a holiday shortened week, this newsletter comes from Kentucky where the TW household is attending a family wedding. Throw in a side journey to hit the Bourbon Trail and it's a fun-filled weekend that got an additional shot...
TW's Take: we believe the market is missing the exciting opportunity in the vet space for LexaGene. Cash flow increasing monthly. Vet alone can make this a profitable company.  BEVERLY, Mass., July 07, 2021 (GLOBE NEWSWIRE) -- LexaGene Holdings, Inc. , ( OTCQB: LXXGF ; TSX-V:...
To steal a line from Charles Dickens, "It was the best of times. It was the worst of times. Then it was pretty darn good again." And now we have reviewed the first six months of 2021 and can...
TW's Take: LexaGene's progress towards an EUA continues. The valuation is compelling and if an EUA is achieved, expect to see the stock trading much higher. BEVERLY, Mass., July 02, 2021 (GLOBE NEWSWIRE) -- LexaGene Holdings, Inc. , ( OTCQB: LXXGF ; TSX-V: LXG ) (the “ Company ”),...
TW's Take: Journey continues to expand and is an underappreciated, cash-flow generating, piece of the Fortress puzzle. NEW YORK and SCOTTSDALE, Ariz., June 30, 2021 (GLOBE NEWSWIRE) -- Journey Medical Corporation (“Journey Medical”), a partner company of Fortress Biotech, Inc....
As the market seems to be slowly settling into summer, volatility is dropping and news flow is getting sparse. Amazing to think this is the last newsletter before the 4th of July. The pandemic seemed to drag on forever...
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TW's Take: this is potentially a major breakthrough for regions of the world where cold-chain drug distribution doesn't exist. Looking forward to more information in the near future on this exciting program. MENLO PARK, Calif. and AUSTIN, Texas, June 22,...
Back in February, on our trip to Miami, I was fortunate to be introduced to a friend of a friend named "Phil". Phil just happens to be one of, if not the, best backgammon players in the world. Backgammon is...
TW's Take: the platform being developed by LexaGene has great functionality. The MiQLab is a disruptive force for diagnostics. BEVERLY, Mass., June 17, 2021 (GLOBE NEWSWIRE) -- LexaGene Holdings, Inc., ( OTCQB: LXXGF ; TSX-V: LXG ) a molecular diagnostics company, is pleased to announce that...
Yesterday afternoon, INmune Bio (INMB) announced that they had taken out a loan from Silicon Valley Bank with the use of proceeds a repurchase of warrants owned by Xencor (XNCR). This is an outstanding financial deal for INmune and...
TW's Take: very positive expression of confidence on the part of management and a wonderful deal for shareholders. Very happy to be rid of the overhang from those warrants. LA JOLLA, Calif, June 14, 2021 (GLOBE NEWSWIRE) -- INmune Bio,...
TW's Take: a nice acquisition at 5X EV/EBITDA is immediately accretive and fits in with their strategy perfectly. Expect more like this in the near future as Quest continues to roll up this fragmented industry. QRHC is a very...
TW's Take: LexaGene is making great headway in the veterinary space. Very encouraged by their progress of late and believe there is a ton of value in this stock. BEVERLY, Mass., June 14, 2021 (GLOBE NEWSWIRE) -- LexaGene Holdings, Inc. , ( OTCQB: LXXGF ; TSX-V:...
It was another great week for TW as the pendulum appears to be swinging full speed in our direction. This while the overall market continues to push to new highs and all eyes remain fixated on the Fed, inflation,...
TW's Take: this data just reinforces that Alexion will move forward with their purchase. With Alexion set to be acquired later this year themselves, that will start a 6 month clock to close with Caelum. Fortress stands to be...
TW's Take: the safety and efficacy data are excellent. Looking forward to the KOL call next week for additional details. WORCESTER, Mass., June 11, 2021 (GLOBE NEWSWIRE) -- Mustang Bio, Inc. (“Mustang”) (NASDAQ: MBIO), a clinical-stage biopharmaceutical company focused on...
TW's Take: the science behind MiQLab continues to demonstrate disruptive qualities. While the market awaits EUA approval, the stock has languished and represents a compelling opportunity. BEVERLY, Mass., June 10, 2021 (GLOBE NEWSWIRE) -- LexaGene Holdings, Inc. , ( OTCQB: LXXGF ; TSX-V: LXG ) a molecular...
Yesterday the FDA gave a highly controversial approval to Biogen (BIIB) for the first ever treatment of Alzheimer's. In doing so, the FDA has not only given Biogen a shot in the arm but has dramatically changed the prospects...
TW's Take: watch the testimonial! This product is disruptive and going to be a big deal over the next year once it gets FDA approval and starts being sold into labs for human samples. BEVERLY, Mass., June 07, 2021 (GLOBE...
TW's Take: this call should lay out a compelling thesis for the long-term disruptive case for thin film freezing. We believe this delivery technology will be ubiquitous in a few years. AUSTIN, Texas, June 07, 2021 (GLOBE NEWSWIRE) -- TFF...
TW's Take: more good news on Oleogel-S10. If the drug is approved, as expected, AMYT is a bargain at current prices. DUBLIN, Ireland, and Boston MA, June 7, 2021, Amryt (Nasdaq: AMYT, AIM: AMYT), a global, commercial-stage biopharmaceutical company dedicated...
Greetings from Ashland, Oregon where my tour of the west coast is ending in fine fashion. The biking here is outstanding, the meals our crew cooks up are incredible but the ability to write a coherent newsletter is rather...
TW's Take: the size of the veterinary market is greatly underappreciated by the market and makes LexaGene a great value play here. BEVERLY, Mass. USA – June 3, 2021 – LexaGene Holdings, Inc., (TSX-V: LXG; OTCQB: LXXGF) (the “Company”), a molecular diagnostics...
TW's Take: this is excellent news and positions AMYT for a big move in the second half of 2021. With the Chiasma acquisition, if the EB drug is approved, Amryt will be generating a LOT of free cash-flow over...
TW's Take: The key quote from this PR, "We look forward to advancing this novel compound into Phase 2 studies in two CNS indications later this year.” Enough said. LA JOLLA, Calif, June 02, 2021 (GLOBE NEWSWIRE) --  -- INmune...
TW's Take: continued positive execution for Amryt. We hope to see priority review designation with approval later this year. AMYT should move higher into the PDUFA date as they are extremely undervalued and the clinical results are highly supportive...
TW's Take: a positive step that demonstrates the company's confidence in getting approval in the US for their diagnostic product. BEVERLY, Mass. USA – June 1, 2021 – LexaGene Holdings, Inc., (TSX-V: LXG; OTCQB: LXXGF) (the “Company”), a molecular diagnostics...
Thin Film Freezing, the drug delivery method being developed by TFF Pharma (TFFP), is an exciting technology that has the potential to change the method of delivery for a significant portion of the therapeutics currently in existing as well...
TW's Take: nice to see the support for this early stage program from the NIH. SAN JOSE, Calif., May 26, 2021 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on the treatment and prevention of cancer and infectious...
TW's Take: PRKR is going to keep the Western District of Texas busy with lawsuits as the list of infringers continues to grow. Expect to see many of these cases settle, a trend started last week by Buffalo, Inc....
The pendulum had swung too far. Simply put, companies that are funded and executing on their gameplan cannot go down forever. Eventually they find a bottom and bounce. The lower the bottom, the bigger the bounce. This week we bounced....
TW's Take: this is close to the best possible news Anixa could have asked for. It appears they will definitely be dosing their first patients before EOY. With two potentially blockbuster programs entering human trials in 2021, ANIX is...
TW's Take: after years of battle, Parker has finally landed their first blow. This is a significant victory in that it demonstrates the tide has turned and will set a precedent for other litigants to follow. I expect we'll...
TW's Take: a very strong quarter. QRHC remains an under-appreciated growth stock trading at a very reasonable price. The ESG aspect of their business could result in a significant re-rating of the stock soon. THE COLONY, Texas, May 17, 2021...
TW's Take: this is a high risk trial with a very large potential reward if successful.  WORCESTER, Mass. and DUARTE, Calif., May 18, 2021 (GLOBE NEWSWIRE) -- Mustang Bio, Inc. (“Mustang”) (NASDAQ: MBIO), a clinical-stage biopharmaceutical company focused on translating...
TW's Take: Disappointing sales from their Journey dermatology division however other programs continue to move forward and Fortress' sum of the parts remains much greater than its current valuation.  NEW YORK, May 16, 2021 (GLOBE NEWSWIRE) -- Fortress Biotech, Inc....
This past week saw yet another ugly market for micro-caps as the whole investment community seems to be increasingly worried about inflation and interest rates. Between this and the fact that there was no gas at the pumps in...
TW's Take: better than expected data leading to TFF increasing the target sales for TAC to over $1B is a positive development, especially as they plan to start their pivotal trial later this year. Sales from Plus Products should...
The pandemic-inspired rally of 2020 was an unexpected surprise for many companies, particularly those in biotech, which soared last year. The access to capital, low interest rates and government spending on Covid programs led to a major rally in...
TW's Take: business continues to accelerate at WISA. It appears the long-awaited inflection point has been reached and sales are expected to continue growing rapidly going forward. SAN JOSE, Calif.--(BUSINESS WIRE)-- Summit Wireless Technologies, Inc. (NASDAQ: WISA), a leading provider of immersive,...
TW's Take: Cosibelimab has the potential to be a very big drug in the PD-(L)1 space with best in class safety and better pricing than competitors. Data this Q4, approval sometime around year-end 2022. NEW YORK, May 12, 2021 (GLOBE...
TW's Take: This drug is a good fit for FBIO and potentially a massive home run if efficacy can be shown in Chronic Kidney Disease. NEW YORK, May 10, 2021 (GLOBE NEWSWIRE) -- Fortress Biotech, Inc. (Nasdaq: FBIO) (“Fortress” or...
TW's Take: we are encouraged to see the Company rapidly expanding their sales team. Vet diagnostics is easily a big enough industry to drive LexaGene to profitability and we look forward to seeing rapid adoption in this space. BEVERLY, Mass.,...
Okay, I was early. I admit it. But, unless growth stocks never rally again, biotech in particular, I'm 100% convinced that buying at these levels is absolutely the right thing to be doing. Check out where my stocks are trading...
TW's Take: enough progress to lead to the creation of a new company focused on developing these therapeutics is a positive development. This is a low cost program with large potential and is likely not at all reflected in...
TW's Take: INmune continues to make solid progress on all fronts. The rest of 2021 should have some exciting catalysts with Quellor data, Xpro data and phase 2 starting, and INKmune dosing first patients. We continue to be big...
TW's Take: nice to see the guidance increased and it's obvious that the core business is going very well at Amryt, but the key today is their acquisition of Chiasma, a deal we love. 8.7% YoY revenue growth in...
TW's Take: we have been expecting Amryt to make an acquisition and this one is exciting. The prospects for MYCAPSSA are quite strong and the synergies between the two firms are outstanding. Amryt's big date is later this year...
Biotech stocks continue to take it on the chin. This is the result of an overall shift from growth to value in the market as investors continue to pile into the post-Covid reopening plays. In the near-term, this trade...
DALLAS, May 3, 2021 /PRNewswire/ -- Lantern Pharma Inc. (NASDAQ: LTRN), a clinical stage biopharmaceutical company using its proprietary RADR® artificial intelligence ("A.I.") platform to transform oncology drug discovery and development today announced financial results for the first quarter ended March...
TW's Take: this is very exciting news for Lantern as it is the first time they have licensed their RADR platform for third party drug development. As RADR grows more powerful, we expect many more licensing opportunities to present...
There are times when stock picking isn't the most important part of your investment strategy. When all that matters is being in the right sector of the market. At those times, traders are looking great and investors, those of...
~ Trade alerts discuss changes to Tailwinds' managed portfolios. They are available for premium subscribers only. The information contained here is not meant to be shared, especially with Company managements. Thank you. ~ I have sold out of Sequans (SQNS)...
~ Trade alerts discuss changes to Tailwinds' managed portfolios. They are available for premium subscribers only. The information contained here is not meant to be shared, especially with Company managements. Thank you. ~ I have added to Quest Resource Holding...
TW's Take: we continue to believe that Quest represents a differentiated offering in the traditional business of waste disposal. In a world increasingly focused on recycling, ESG, low carbon footprint, etc, QRHC is very well positioned. THE COLONY, Texas, April...
TW's Take: the rapid growth of datapoints on their A.I. platform is cementing Lantern (LTRN) as a leader in this field. A.I. is changing the pace of oncology drug development and their unique RADR® product has Lantern well positioned...
~ Trade alerts discuss changes to Tailwinds' managed portfolios. They are available for premium subscribers only. The information contained here is not meant to be shared, especially with Company managements. Thank you. ~ ParkerVision (PRKR) stock had done quite well...
TW's Take: very disappointing number and guidance, which points towards management mistakes. SQNS is very well positioned for 5G and IoT, which is looking increasingly like 2022 revenue drivers. The Company is well positioned and fully funded. Patience being...
TW's Take: our take is that LP-184 has the potential to be a billion dollar or more asset as it has shown potential potency and efficacy in many kinds of cancers. Lantern's A.I. screening program, RADR, continues to drive...
Earlier this year I was preaching caution. The markets were en fuego and, simply put, this cannot last. While I run pretty fully invested and am looking for long-term gains, I'm not naive. Most people reading this newsletter aren't...
TW's Take: more overwhelmingly positive data from the VenoValve presented at the leading global vascular symposium. We continue to think the product will be approved by midsummer 2023 but likely sold prior to this at multiples of the current...
We had the opportunity to meet virtually with INmune Bio (INMB) recently. In that meeting, with their CFO, David Moss, and Director of Neuroscience, CJ Barnum, we discussed the role of inflammation in many diseases and how XPro1595 works...
TW's Take: Obviously not a positive, but I'm not concerned about this making it into the clinic eventually. It's a high-risk/high-reward program. The vast majority of the value here is in the vaccine program which looks really low risk...
Last week I wrote about INmune Bio (INMB). In that piece, In Defense of INmune, I discussed the increasing spread between perception of what's going at INmune versus the reality. On Friday it seems someone noticed as the stock...
TW's Take: "Atomera's MST technology enables further transistor dimensional scaling for faster computation without compromising power efficiency in leading and mature nodes." Bringing in an engineer experienced in development and transfer of technologies into customer facilities is further demonstration...
TW's Take: excellent data as LexaGene now starts ramping up their sales team. The vet space has the potential for thousands of units and is ripe for MiQLab to take significant share of the significant rapid screening requirements of...
TW's Take: while the size of the contract is not specified, getting into a DARPA program is a very positive validation of TFF's technology. We continue to believe Thin Film Freezing is a disruptive tech that will change the...
I invest in "public venture capital" stocks. The typical company around here is early stage, has no revenue and is burning cash on a daily basis. They are not without risk. On the other hand, the potential for each of...
TW's Take: an incremental positive for HJLI. Stock needs to get above $7 and clean out the last of the sellers from the recent financing before it can really start to move higher, sustainably. IRVINE, CA / ACCESSWIRE / April...
TW's Take: Lynrock Lake is a very high quality, fundamental investor and this financing is a strong endorsement for Sequans. SQNS is entering a period of expected rapid growth and the stock appears very timely for an investment in...
TW's Take: the WiSA ecosystem continues to grow. I'm convinced that integration with Sonos is coming soon, which could dramatically accelerate the market for their products. SAN JOSE, Calif.--(BUSINESS WIRE)-- WiSA® LLC, founded by Summit Wireless Technologies (NASDAQ: WISA), today announced the launch...
DUBLIN, Ireland, and Boston MA, April 6, 2021, Amryt (Nasdaq: AMYT, AIM: AMYT), a global, commercial-stage biopharmaceutical company dedicated to acquiring, developing and commercializing novel treatments for rare diseases, is pleased to announce the appointment of Sheila Frame as President...
~ Trade alerts discuss changes to Tailwinds' managed portfolios. They are available for premium subscribers only. The information contained here is not meant to be shared, especially with Company managements. Thank you. ~ I've initiated a position in Performant Financial...
TW's Take: with Covid, and its various strands, destined to be here for a while, this is a nice development in a low cost but potentially high reward program. Looking forward to approval of their CAR-T IND as the...
TW's Take: approval of the IDE in under 30 days demonstrates both the need for the product as well as the robust data provided from the first-in-human trial. We believe this product will be approved and will likely be...
My wife and I spent Good Friday in the car, driving up to Massachusetts to visit my number one newsletter fan; my mother. It was a long day but certainly well worth the effort. The drive was eerily reminiscent of...
TW's Take: on the surface a nice positive, adding a $24M product to the portfolio. Look forward to understanding the terms of this transaction more and what it means for cash flow generation. SCOTTSDALE, Ariz. and NEW YORK, April 01,...
TW's Take: while disappointed in the stretched timeline for EUA approval, this is a very positive update. The vet market is sufficiently large to build a very profitable business on its own and LexaGene's product is best-in-class. Hiring additional...
TW's Take: LP-184 is a very potent molecule. Combined with the resources of RADR, Lantern continues to find more potential treatments for the drug. Hopkins is a leader in brain cancer and a very positive endorsement of the opportunity...
TW's Take: if approved, Oleogel-S10 is likely to become Amryt's largest drug franchise in very short order. Expect to hear about the acceptance and priority review status in Q2. Possible Priority Review Voucher grant in Q4 as well, which...
TW's Take: very encouraging data as a label expansion into FCS would potentially double the addressable market for the drug. Amryt continues to increase the value of their existing franchises while moving forward on their potentially blockbuster EB product,...
TW's Take: solid news that the company has raised some capital and this, "we remain confident that we will soon have new licensees of our technologies." Disappointed that the court has pushed it out to late in the year,...
TW's Take: further progress as they march towards hopeful approval in EB, which should make Oleogel-S10 their largest product in short order. DUBLIN, Ireland, and Boston MA, March 29, 2021, Amryt (Nasdaq: AMYT, AIM: AMYT), a global, commercial-stage biopharmaceutical company...
Investing in micro-caps always involves a high degree of risk. This risk can come in many different forms as well. For example, looking at the Risk Factors section on TFF Pharma (TFFP)'s recent 10-K filing they have the following...
TW's Take: enough cash to bring in another program, created an internal sterile vaccine line and last until 2024 is a good thing at this stage of the game. The deal was well placed as evidenced by the excellent...
A week in the market seems like an eternity these days, right? I mean, just last week Anixa (ANIX) was trading at $8 a share. They were on the verge of filing their second IND and fundamentally firing on all...
TW's Take: the future for high-end TVs is speakerless and WiSA is the easiest, best sounding and cheapest solution on the market. Continued traction at the high end will drive brand recognition and adoption across the mass market eventually. SAN...
TW's Take: very positive step forward in broadening the indications for Myalept. Management of Amryt continues to execute well and the stock remains deeply discounted relative to its peer group. DUBLIN, Ireland, and Boston MA, March 23, 2021, Amryt (Nasdaq:...
TW's Take: "potentially best in class efficacy" sounds very good to us. LP-184 has great potential in many types of cancer. Lantern has a potential blockbuster drug on their hands. DALLAS, March 23, 2021 /PRNewswire/ -- Lantern Pharma Inc. (NASDAQ: LTRN), a clinical...
TW's Take: this IND filing has been years in the making, with Moffitt making many upgrades to the program. Success in solid tumors would be the first for any CAR-T program and likely result in significant upside for shares...
TW's Take: this further expands the market opportunity for Myalepta, allowing continued growth of this franchise. We remain excited about AMYT as the expected approval of their EB therapeutic later in 2021 approaches. DUBLIN, Ireland, and Boston MA, March 22,...
My Investment Style...It's Not For Everyone But It Works For Me I'm often asked why I don't trade more often. Many of my stocks make big (25-50% or more) moves and I sit on my hands. Hopefully this helps explain...
TW's Take: when WiSA hits the inflection point and truly becomes a "must-have feature", the stock will likely have already run. Timing the turn is always difficult, but I think it happens when WiSA becomes interoperable with Sonos. At...
TW's Take: the stereoisomer of LP-184, which has shown tremendous potential in many solid tumors, this new therapeutic also has many exciting potential uses in targeting various cancers. By employing their proprietary RADR A.I. technology, Lantern can find appropriate...
I've always thought that technical analysts were like lawyers; you can always find one who will tell you what you want to hear. That said, there are some technical indicators that I believe have merit in helping at times of...
With a disruptive platform comes lots of opportunity. I have been hammering on investors for months, saying that TFF Pharma (TFFP) has the opportunity to change the delivery of a broad range of therapeutics. Up to 40% of all...
TW's Take: growth is coming quicker, which is going to really show the street how cheap this stock is. A hidden gem in my portfolio. Low risk, great team, likely trading much higher over the next couple years. THE COLONY,...
TW's Take: 2021 is just getting started for Anixa which will launch trials of one vaccine program and expects to file an IND in CAR-T for ovarian cancer soon. Major catalysts on two programs being developed in partnership with...
TW's Take: WISA is set to dominate the low cost side of home AV systems. Once integration with Sonos becomes a reality, I suspect volumes will start to take off. SAN JOSE, Calif.--(BUSINESS WIRE)-- Following the 2020-21 success of the...
TW's Take: the company is executing on all fronts, highlighted by this partnership with the US government which is very validating of the technology. The company remains undervalued based on either of the internal programs, both of which are...
TW's Take: 2021 is shaping up as an exciting year with many milestones on the calendar, the highlight of which will be multiple IND-enabling studies on LP-184, which looks like a very promising drug candidate. DALLAS, March 10, 2021 /PRNewswire/...
TW's Take: yet another shot on goal for TFF. The broad potential of their drug delivery platform is driving companies to work with them across multiple drug classes and product lines. TFF has yet to fail to convert a...
TW's Take: Greenlight Biosciences is well funded and led by a highly-regarded scientist. The potential behind this partnership is significant. TFF is by far the best technology for RNA delivery. The market will likely not get it immediately, but...
TW's Take: Harrow is back on the winning track now that Covid-related issues are fading away. We like the Company and believe it's a long-term winner. This year should see some good value drivers in their private portfolio on...
TW's Take: Amryt's team has continually demonstrated positive progress in expanding their existing franchises.  DUBLIN, Ireland, and Boston MA, March 8, 2021, Amryt (Nasdaq: AMYT, AIM: AMYT), a global, commercial-stage biopharmaceutical company focussed on acquiring, developing and commercializing novel treatments for...
Good Morning Vietnam! Okay, I'll confess to exaggerating a little; I neither live nor work in a war zone. It only just felt like someone was taking napalm to my portfolio on a daily basis the last couple weeks....
~ Trade alerts discuss changes to Tailwinds' managed portfolios. They are available for premium subscribers only. The information contained here is not meant to be shared, especially with Company managements. Thank you. ~ Although I haven't made any trades, I...
TW's Take: important progress as Anixa gets ready to file their IND for this potentially blockbuster solid-tumor CAR-T therapy. SAN JOSE, Calif., March 4, 2021 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on the treatment and prevention of...
TW's Take: both internal programs continue to exceed expectations. If there was ever a doubt that TFF's product works, this should definitively put that to bed. We believe both TAC and VORI will be billion dollar products eventually and...
Growing nicely and trading under 20 times 2020 EBITDA, Amryt Pharma (AMYT) has somehow managed to build a global franchise in rare diseases yet to stay off of most investors’ radar screens. However, with a big catalyst coming later...
TW's Take: positive news for LexaGene putting more cash on the balance sheet as the company moves ever closer to their EUA filing. BEVERLY, Mass., March 02, 2021 (GLOBE NEWSWIRE) -- LexaGene Holdings, Inc. , ( TSX-V: LXG ; OTCQB: LXXGF ) (the “ Company ”), a molecular diagnostics...
TW's Take: an incremental positive. Next big announcement is going to be another JDA, which I would think is likely a 2nd half event. LOS GATOS, CA / ACCESSWIRE / ­­ March 2, 2021 / ­­ Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and technology licensing company,...
Many people commented that I took a good week to be on vacation, what with the market (especially in micro-cap growth) being decimated. Nothing could be further from the truth. The reality is, despite being a long-term investor, I spent...