zzlangerhans

CAPS Outperform Pitch

zzlangerhans wrote about PLURISTEM THERAPEUTICS, INC. (PSTI) . 9:32 AM

PSTI Outperform

I had a feeling the day would come when I green thumbed Pluristem. Of course, I still consider this company to be the worst of the worst in biopharma at the present time, but I don't think the street has come to the same conclusion yet and I expect [more]

CAPS Outperform Pitch

zzlangerhans wrote about Delcath Systems, Inc. (DCTH) . 7:22 AM

DCTH Outperform

Delcath's little rebound last week might have seemed mystifying to those unfamiliar with zombie biotechs, but it's nothing I haven't seen a hundred times before. After a splatterfest like the 16-0 Ad Comm vote against Melblez, most of the investors [more]

CAPS Outperform Pitch

zzlangerhans wrote about Repligen Corp (RGEN) . 3:26 PM

RGEN Outperform

I missed the bump in Repligen's share price in the spring because I set an outperform threshold of 6 that never quite clicked. The stock has been pulling back over the last month but I still like the growing bioprocessing revenues, courtesy of the [more]

CAPS Outperform Pitch

zzlangerhans wrote about Vical, Inc. (VICL) . 10:36 AM

VICL Outperform

The shine seems to have come off of Vical ahead of the results of the phase III trial of Allovectin-7 in melanoma to be released in Q3 2013. Sensible minds seem to be dominating trading activity for now, or perhaps bad data has already been leaked. [more]

CAPS Outperform Pitch

zzlangerhans wrote about Infinity Pharmaceuticals, Inc. (INFI) . 10:28 AM

INFI Outperform

It's been a harsh fall for Infinity from the high of 50 seen at the beginning of April. While the steepest and most recent part of the decline was ascribed to safety concerns regarding IPI-145 data presented at ASCO in early June, the descent really [more]

CAPS Outperform Pitch

zzlangerhans wrote about Keryx Biopharmaceuticals (KERX) . 12:44 PM

KERX Outperform

Now that the GSK takeout rumor has been put to rest, the debate on Zerenex can return to the more rational concerns over IP protection and commercial viability against generic competition. These are certainly valid concerns but I believe they will be [more]