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...
Writing this newsletter in on May 31st as I'm heading out to another graduation, this time in South Carolina. I've driven through the state, on I-95, several times but have never spent any time there. Hence, I'm looking forward...
One of my readers has been leaving me a lot of messages about Anixa (ANIX) of late. The general gist of his communication is that the stock isn't performing. He's upset, which I totally get. It's no fun watching...
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...
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I wanted to drop a quick note with my updated thinking on a few...
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...
Last week I took off from publishing as I was meant to be skiing out west. Well, not exactly skiing in the traditional sense of having nice rides up the mountain and smooth sailing down groomed trails. The version...
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: SPVNF is poised to grow rapidly if they can execute on landing a large piece of the US data center market's upgrade to 800G. The second half could be very interesting for S7!
New 800G/1.6TB Datacenter Products...
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,...
My thesis heading into 2023 was to expect a trader's market. This looked to be a year filled with catalyst driven moves and high volatility, but lacking a definitive trend and, as was the case for the prior 18...
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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...
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I have bought shares of IN8bio (INAB) in my trading account. This stock is...
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: solid results but it's all about their guidance for data center wins in the 2nd half of 2023. If this comes to fruition, the stock should do very well.
SAN JOSE, Calif., -- (TSXV:SEV) (OTCQB:SPVNF) Spectra7 Microsystems Inc. ("Spectra7"...
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...
If you like roller coasters, investing in TW's universe certainly gave you thrills in the first Q. Our portfolio was up 15% in January, topped out around up 20% in February but closed the month unchanged, and took it...
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,...
When I moved to San Francisco in 1989, Herb Caen was a renowned columnist for the San Francisco Chronicle. His was an unabashed lover of the city he called Baghdad by the Bay and his articles were a treasure...
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...
How do you know when you're in a bear market? The simplest answer is this, All News Is Bad. When a company puts out a press release describing an accomplishment that simply becomes a generator of trading activity and...
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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...
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In my trading accounts, I had bought a position in Spectra7 (SPVNF) in December...
TW's Take: there is definite interest in S7's technology in the next generation of data center designs. We look forward to seeing this translate into increased orders.
March 13, 2023 SAN JOSE, CA - (PR NewsWire) – (TSXV:SEV) Spectra7 Microsystems Inc....
Funding just got tougher.
My frequent description of TW's universe is that of "public venture capital". Our stocks share many of similarities with those companies funded by the VC community, being small, high growth and cash burning. With the market's...
TW's Take: This is very positive as it removes the financing overhang and positions the company for a high-growth phase that it anticipates entering later this year.
TORONTO, ON, March 10, 2023 -- (TSXV: SEV) (OTCQB: SPVNF) Spectra7 Microsystems Inc....
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...
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Yesterday INmune Bio (INMB) reported earnings and hosted an investor update call. Not much...
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...
A lot of market forecasters have been declaring this past week to have seen the end of the recent bull market. Having missed the upward movement as a group, they are now doubling down on their bearish forecasts. And,...
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...
TW's Take: positive development as we wait to see if Spectra7 can earn design wins into the large North American market. If they do start booking wins, stock should be off to the races.
San Jose, CA – February 14,...
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: the 2nd half of 2023 looks to be make or break for investors in SPVNF as the company is positioning themselves for big wins. If they come through, the stock should be a big performer.
Santa Clara, CA...
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: Spectra7 is positioning themselves to try to enter the US data center market. If they can get design wins in 56 or 112 gbps PAM4 architecture, the stock will likely soar.
Santa Clara, CA – February 1, 2023...
Jumping the gun by a couple days here, but January has been a very good month for stocks. The average stock in TW's universe is up (as of 2pm on Friday when I'm writing this) 26% for the first...
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This week, in my trading accounts (not my long-term accounts), I have sold out...
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...
In 2022, interest rates killed micro-cap. This year, with increased expectations of a recession and an associated end of rate increases, the smaller stocks are back in play.
This is increasingly apparent within the TW universe where, despite the market...
TW's Take: Glad to see that the company will be approaching, if not achieving, EBITDA positive operations very soon. Stabilizing the cash flows and balance sheet positions the company well for what we believe will be an eventual acquisition.
SAN...
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...
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I had a couple of interesting conversations over the last week that are impacting...
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...
Entering 2023, I'm fairly confident that everyone who subscribes to TW's service knows my thoughts on the overall market. In a nutshell, I believe inflation is going to be stickier than we would like, a recession is quite likely...
TW's Take: when SPVNF finally starts ramping sales of active copper cables into data centers, the stock should launch.
LAS VEGAS, Jan. 5, 2023 /PRNewswire/ -- (TSXV: SEV) (OTCQB: SPVNF) Spectra7 Microsystems Inc. ("Spectra7" or the "Company"), a leading provider of high-performance...
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...
This past week, thanks to a big move on Friday, saw the markets start the new year on a positive note. Investors increasingly believe that the "Goldilocks Scenario" is likely to play out. For this to happen, inflation has...
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...
This past week I had a rather interesting conversation with a very shrewd investor who has done quite well over the course of his career. He also happens to be on the board of one of my companies and...
TW's Take: solid growth from AR/VR lines offset the continued disappointment from the data center business. Spectra7 is a "show me" stock with a very low valuation and a lot of upside if/when they start executing on all product...
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...
This past week Mrs. Carlson and I got the opportunity to tour the West Wing of the White House. A really unique and exciting experience, we got to walk through the working offices in the after hours and, making...
TW's Take: very positive news as Raouf is an experienced veteran who has had liquidity events in the past and knows how to position SPVNF for a profitable exit sometime in the next couple years.
October 25th, 2022 SAN JOSE, CA...
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....
Yesterday I wrote my weekly newsletter. I wasn't happy with it. It lacked clarity of thought and didn't deliver upon the theme I was trying to express. I lost sleep over it. This morning I got up at 5...
TW's Take: customer uptake in the data center business is obviously not happening at the pace forecasted by management. It now appears 2023 is when business will start to launch. Spectra7 remains well positioned but the stock will continue...
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,...
I guess I should have been more specific about who was in charge of the markets while I went on vacation. Because, whoever took over things in my absence did a terrible job!
Right before heading to Portugal, TW was...
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...
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Since I'm heading out tomorrow for Portugal and will not be writing newsletters the...
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...
At The Masters golf tournament, day three of the event is often referred to as "Moving Day". This is the time at which the true contenders separate themselves from the pack, moving up the leaderboard and earning a spot...
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...
After a head-fake rally heading into Chairman Powell's long-awaited annual FEC policy speech in Jackson Hole, markets came to the realization that the FED is on an anti-inflation crusade and rates are going higher, quickly, until we see that...
TW's Take: we view this as positive in that when most deals are upsized, it's because of overdemand. Once this financing is over, SPVNF should have some clear sailing as the fundamentals keep improving.
TORONTO, Aug. 23, 2022 /CNW/ -- (TSXV:SEV) (OTCQB:SPVNF) Spectra7...
TW turned in a very strong performance last week, with our accounts up 4% relative to a loss of 2% in the S&P 500 and a larger negative 3% return for the Russell 2000. Looking at the performance of...
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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: this is great news for the company as it takes funding risk off the table, allowing them to focus on their rapidly growing book of business. Solid insider participation as well.
TORONTO, July 26, 2022 /CNW/ -- (TSXV:SEV) (OTCQB:SPVNF) Spectra7...
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...
It's tough to read too much into a small sample size but the first week of July's stock performance has me thinking that my call last week, "June may have been the turning point for the TW universe", is...
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...
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...
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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...
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...
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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....
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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: 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)...
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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...
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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...
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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...
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...
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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...
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...
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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...
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...
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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...
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...
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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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I'm initiating a position in Spectra7 Microsystems...
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...
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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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 ever