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The cannabis drives the economy: “It has been estimated just in Sonoma County alone that it’s 10% of our economy. Right now, it’s a cannabis-based economy, and that’s before the legality of recreational use. So it is everywhere."
https://www.twst.com/news/cannabis-fires-can-bank-make-money-northern-california/
$ORCL is this professional investors top pick:
“…As technology companies go through these transitions, investors are often skeptical or concerned that they might cannibalize existing license revenue. So that is indeed the case with Oracle right now as it’s transitioning much of its database business to the cloud, and companies that successfully navigate that transition to the cloud often experience higher multiples as a result."
https://www.twst.com/news/oracle-nyseorcl-adobe-nasdaqadbe-microsoft-nasdaqmsft-shift-cloud-buy-now-states-jason-jackman-cio-johnson-investment-counsel/
Professional investment analysts bangs the table:
"I upgraded shares of Umpqua (NASDAQ:UMPQ), and so it’s another one of my top ideas at the moment. I see a lot of positive catalysts there that can drive some upward revisions to EPS in the future. "
https://www.twst.com/interview/Strong-Western-Economy-Leads-to-Favorable-Operating-Environment-for-Banks
This analyst is pounding the table for $PPBI:
I would say one of my top picks is Pacific Premier (NASDAQ:PPBI), and it’s located in Southern California. It’s a strong grower with the deposit profile to back it up, which you don’t always see. The bank consistently puts up double-digit loan growth, its credit is exceptional, its nonperforming assets, they sit at just two basis points of loans and OREO, which is also exceptional. And the loan book is funded by a deposit portfolio that’s 38% noninterest bearing; so just a really well-rounded, strong company.
https://www.twst.com/interview/Strong-Western-Economy-Leads-to-Favorable-Operating-Environment-for-Banks
https://www.twst.com/interview/eyeing-value-oriented-diversified-industrials-heading-into-2018
Amazing potential for this stock according to this money manager:
Crane (NYSE:CR) is another “industrial growth horse” company, a classification we provide for our very best-managed industrials we follow here at William Blair. These companies not only have above-average organic sales growth, profitability, ROIC and free cash generation, but also are all consistently exceptional at accretively redeploying the cash they generate. Crane is a company that has a good secular growth payments and merchandising technologies business that automates electronic and currency transactions around the world as well as produces high-speed currency validation, counting and exchange equipment. Crane is finally beginning to experience its first sequential order and sales growth reacceleration for its fluid-handling business, which generates about two-fifths of the company’s sales, after an extended period of decline beginning in 2012 or 2013. After several years of extensive operational restructuring, fluid handling is now generating very high incremental margins.
These guys sounds like they're on fire:
https://www.twst.com/interview/interview-with-the-president-and-ceo-kratos-defense-security-solutions-inc-nasdaqktos
Nice write up on Napco prior to their Microcap Conference presentation in New York: https://www.twst.com/news/richard-l-soloway-details-value-creation-strategy-napco-security-technology-nssc/
This company is on fire. The CEO has developed an amazing plan for them to grow and really make some noise, here's a recent write up that calls them a cross between $aapl and $crm:
https://www.twst.com/news/beyond-taser-body-cameras-rick-smith-ceo-axon-nasdaqaaxn-reveals-strategy/
Merger with Alibaba?
Interview with Richard Galanti the CFO:
https://www.twst.com/interview-evp-cfo-director-costco-wholesale-corporation-nasdaqcost/
TWST: In 2014, Costco opened an online store in China via Alibaba. How is that going? What are future plans to evolve Costco to meet the rise of online commerce?
Mr. Galanti: First of all, our online e-commerce business worldwide is a little under $4 billion. In the past several years, it’s grown in the mid- to high-teens year over year. It is still small as a percentage of our company, less than 4% of our $100 billion-plus business. In terms of Alibaba Tmall, we are offering approximately 160 items on the Tmall site. Many of them are private-label Kirkland Signature items, and it’s been a success thus far.
Brian Klein, M.D. from Stifel, Nicolaus & Co. really got this right, early, early, early:
https://www.twst.com/interview/clinical-advancements-and-drug-launches-in-therapeutics-fuel-investor-enthusiasm
"...the company’s name is Clovis (CLVS), and the market cap there is about $1.4 billion. Going back to the theme that we talked about of targeted therapies, this company is developing a cancer product for patients with specific a mutation in lung cancer called EGFR mutation, and that stands for epidermal growth factor receptor; it’s a type of receptor on the cancer cell that helps stimulate the growth of cells. And in particular, patients within this EGFR mutated class have developed a resistance pattern to the current standard of care, and then they tend to deteriorate rather rapidly.
This company is developing a targeted therapy for a specific mutation there, and the data remains early. This company actually is only in the midst of their — in early Phase II, but from the data that we’ve seen the drug appears quite active, and we think that given the targeted nature of the product, the large unmet need in lung cancer and the data that they generated today, it’s possible that the FDA could be quite accommodative here and have this drug on the markets within a couple of years.
TWST: So real fast track on it?
Kumar says SELL:
https://www.twst.com/interview/Strong-Setup-for-Medical-Device-Companies
TWST: Do you have any areas that you are cautious about or want to describe as “sell” recommendations?
Dr. Kumar: We are “sell”-rated on Varian (NYSE:VAR), which is a radiotherapy equipment manufacturer. That is more from a validation perspective. If you look at the industry growth rates, it is somewhere in the 3% to 4% rate now, granted that Varian has grown above those rates because it has been gaining share. We think the top line for this company is more in the 4%-ish range, so it is not hard for us to envision the top line for this company being in the high-single-digit range just given what has happened on the macro side and the cautiousness on the part of hospital customers who are making big capex decisions.
Great new interview with the CEO of EYES:
https://www.twst.com/interview/interview-with-the-president-and-ceo-second-sight-medical-products-inc-nasdaqeyes
the Argus II treats patients with severe to profound blindness due to retinitis pigmentosa, otherwise known as RP, which is a hereditary disease that basically causes the photoreceptor cells on the outermost layer of the retina to degenerate or to die over time. An individual will usually get diagnosed with this in their teens or 20s, and it varies, but over the next eight, 10, 15 or 20 years, they lose more and more vision every day and eventually experience total blindness.
What our technology does is stimulate the retina through an implanted array that has 60 electrodes, which can be thought of as 60 spots of light. This array takes the place of the photoreceptors that have died over time and stimulates the eye. The remaining cells of the eye pick up this stimulation, see it as light and then transfer that via the optic nerve to the brain, which interprets this as vision.
The Argus system includes a pair of glasses, which have an external miniature camera connected to a video processing unit, or VPU, which processes the video image that’s captured by the camera. The VPU converts it to a set of instructions. Those instructions travel via wire back up to a transmitter on the glasses. The transmitter then sends both power and the instructions wirelessly to the array. The array, as I said earlier, then stimulates the eye and creates the artificial vision.
Great interview with Tactile Medical CEO to kick off this board.
https://www.twst.com/interview/interview-with-the-ceo-and-director-tactile
TWST: Help us understand a little bit more about the product and what it is designed to do.
Mr. Mattys: Flexitouch was actually designed by a lymphedema therapist to try to mimic the manual therapy that she was applying in the clinic. The patient can use it at home. It is emulating, through mechanized gentle massage, the therapy that lymphedema therapists apply to these patients to try to get fluid moving from a swollen extremity.
The Flexitouch System is a device that patients can put on and take off by themselves at home for treatment for one hour each day. He or she puts on the garment, pushes the activation button on the device, and then sits back and relaxes while it applies what feels like a nice sports massage to the swollen area.
TWST: Is it appropriate for all lymphedema patients? And then, after you answer that, can you tell us how many lymphedema patients there might be in the United States?
New interview with the CEO posted:
https://www.twst.com/interview/interview-with-the-chairman-and-ceo-isoray-inc-nysemkt
Good intell in there:
TWST: In fiscal year 2016, you had $4.7 million in revenue, with close to 90% of that related to prostate cancer treatment. How quickly do you see some of this revenue diverting to some of these new applications?
Mr. LaVoy: The new applications have been a growing percentage of IsoRay’s business over the past five years. The prostate treatment market represented over 95% of our business five years ago, and over the last two years we have reported that other applications have grown to approximately 12% of IsoRay’s sales. One of the key factors for the surgical applications has been that there has been no reimbursement in place as of yet for these applications. In late 2016, IsoRay collaborated with GammaTile and submitted an application for reimbursement to Medicare for radiation treatment of the brain at the time of surgery. The company also filed for FDA clearance for the device in March 2017.
The GammaTile product was developed by a group of doctors at the highly respected Barrow Neurological Institute. They took a collagen matrix that was developed for brain surgery and inserted our Cesium-131 seeds. In the past radiation was always done after surgery, but with the Cesium-131 application it is performed at the time of surgery. The recurrent brain tumor market is estimated to be approximately 50,000 to 70,000 patients a year. If the reimbursement codes and 510 K clearance is obtained this summer, we will have a new product that could be introduced into the market with significant growth potential over the next one to three years.
TWST: Are you currently selling internationally?
That interview at https://www.twst.com/ is really good. They used to give a $25 coupon to first time registrants, which means the interview is free, don't know if that's still the case.
TWST: Related to current sales, you are selling a a smart device as a consumer electronic rather than as an FDA-approved medical device, with a difference there being that you are not making any medical claims but rather claiming a certain effectiveness of an electronic chemical detector?
Mr. Yazbeck: Correct, that’s exactly correct.
TWST: OK. What geographies are you selling in, and can you describe that?
I feel like Admiral Zelibor is up to the task:
https://www.twst.com/bio/thomas-e-zelibor/
The interview has some interesting background on the current situation.
sometimes I miss this guy, he gave good interviews at least:
https://www.twst.com/bio/rick-stewart/
Just out: new interview with the CEO:
https://www.twst.com/interview/Interview-with-the-Founder-and-CEO-MyDx-Inc-OTCMKTS-MYDX
The first application we have been focused on is the CannaDx sensor that allows you to detect the chemical composition of cannabis flower and helps patients associate that with ailment relief and feelings. You put a sample in the MyDx unit, it analyzes the THC, CBD, CBN as well as other chemical terpenes in there that impact our physiology, and then MyDx predicts the feeling or ailment relief this sample might give you and asks you to adjust based on your experience.
We have adapted this key core technology into various applications and continue to expand on that. We also have software technology data and algorithms that really take this analog technology and convert it into something user friendly for the consumer to really interpret and understand. It is all hardware, software and data.
TWST: Do you own the technology outright or as part of a licensing agreement?
Whatever happened to this guy? Did he get bounced out on his ass?
https://www.twst.com/bio/thomas-steipp/
I'm confused by this, are they merging with this company too?
https://www.twst.com/update/ascent-solar-technologies-inc-ascent-solar-signs-major-agreement-with-hong-kong-based-consumer-goods-supplier/
Old interview with the CEO kind of interesting:
https://www.twst.com/interview/steven-king-peregrine-pharmaceuticals-inc-pphm?rd=i1
TWST: What function does Avid Bioservices serve? Is this a vehicle where
the company can generate revenues while you progress along with thetrials?
Mr. King: Avid Bioservices, a wholly owned subsidiary of Peregrine, is a contract manufacturing business focused in the area of biologics. Avid’s primary services revolve primarily around monoclonal antibody production and production of other biologics. We run Avid as a separate business.
They provide all of the manufacturing services for Peregrine, but they also provide services for other biotech and pharmaceutical companies.
And yes, Avid is a mechanism by which we can continue to provide support for Peregrine as well as cash for the company. Currently, though, we expect Avid to be self supporting and excess cash flow from that business will be used to create growth in the contract manufacturing business.
whatever happened to the KKR investment? Has that been converted to common stock?
https://www.twst.com/update/kkr-co-lp-kkr-finalizes-strategic-investment-in-wmi-holdings-corp/
Do you think Dr. Harden can rescue this company? Or will they need a new CEO?
https://www.twst.com/interview/interview-with-the-president-ceo-director-capricor-therapeutics-inc-capr
TWST: You mentioned that this is not in clinical trial yet, but I am assuming from what you’re saying, you believe this would get started some time in 2015. Do you have any target date for that?
Dr. Marban: I think it’s possible that the cells will be in patients with Duchenne in the second half of 2015 or in 2016, assuming we get FDA approval to proceed. We will be making announcements along the way as we learn more from the FDA.
Great interview with Dr. Hedrick, the CEO:
https://www.twst.com/interview/interview-with-the-president-ceo-cytori-therapeutics-inc-cytx
Great interview with the CEO of MESO:
https://www.twst.com/interview/interview-with-the-ceo-and-managing-director-mesoblast-limited-nasdaqmeso
Great new interview with Lee Buckler, the CEO:
https://www.twst.com/interview/Interview-with-the-President-CEO-and-Director-RepliCel-Life-Sciences-Inc-OTCMKTS-REPCF
TWST: How would you describe the core technology for your company, particularly when it comes to what you feel represents the most important intellectual property that you have?
Mr. Buckler: We are a biotech company with a companion medical device that has near-term applications well beyond our biologics. At the core of it, we are in the regenerative medicine space where we are taking a patient’s cells and then manufacturing a product that we then inject back into the patient for orthopedic sports injury and aesthetic applications. We are developing two different biologics comprised of different cell populations and a proprietary injector. We believe that device has significant potential to improve the way anything is injected through the skin, over the longer term for our biologics but in the near term for the dermal fillers that represent a $2 billion-plus existing market...
Great new interview with CEO Chun K. Hong:
https://www.twst.com/interview/interview-with-the-president-ceo-and-director-netlist-inc-nasdaq-nlst
TWST: Recently you’ve had some positive outcomes in litigation involving the ITC, U.S. International Trade Commission case. Can you tell us about that? How significant is that to you?
Mr. Hong: The case is very significant for us. After years of negotiations with Hynix, third-largest semiconductor company in the world, we were unable to reach an agreement. We therefore asserted six of our patents in the ITC and the Central District Court in California against SK Hynix on their server memory products, which account for multibillions of dollars of annual revenues. We just finished the week-long trial at the International Trade Commission in Washington, D.C., and we believe we provided comprehensive and strong arguments for our case. The initial ruling will come in October, so we expect to continue to talk with the other side, but we expect to see a positive outcome from these litigations.
Recent interview with the CEO has some good intell:
https://www.twst.com/interview/interview-with-the-president-and-ceo-anavex-life-sciences-corp-nasdaqavxl
TWST: What drug candidates are the farthest along in the pipeline? Where are they, and when could they potentially be commercialized?
Dr. Missling: The most of advanced compound in our pipeline is ANAVEX 2-73, which is now in a Phase IIa clinical trial in 32 mild-to-moderate Alzheimer’s patients. The next most advanced compounds are ANAVEX 3-71 and ANAVEX 1-41, which are both at the pre-IND stage. The next stage of clinical trials is in preparation for ANAVEX 2-73: a larger Phase II/III study as well as another Phase II in an orphan indication, and it could be Rett syndrome.
See if Delcath keeps its promises when reviewing this old interview:
https://www.twst.com/interview/richard-taney-delcath-systems-inc-dcth-2
TWST: What else is in the pipeline? Is liver cancer your primary focus?
Mr. Taney: Liver disease is our primary focus and that focus can be even further sharpened to the treatment of cancers of the liver. We currently have two Phase III trials testing melphalan and doxorubicin in high doses with our system for a number of cancers of the liver. Other applications for the Delcath System involve the ability to work with a variety of drugs in the treatment of a
variety of cancers and liver diseases.
Interview with the CEO and Chairman: StrikeForce Technologies Inc. (OTCMKTS:SFOR):
"We still have the challenge of paying off overall debt, which we still have to do. We’ve been paying off a number of debt instruments, and we still have our regular debt and regular notes that we plan to pay off. We should be able to pay off the debt we owe with the $9 million due us on the option we have on the GuardedID patents and MobileTrust and GuardedID products, and possibly sooner through revenues or other potential patent wins.
Sales this year could be huge. "
https://www.twst.com/interview/interview-with-the-ceo-and-chairman-strikeforce-technologies-inc-otcmktssfor
See if the CEO keeps his promises, check out this recent interview:
https://www.twst.com/interview/interview-with-the-ceo-and-chairman-strikeforce-technologies-inc-otcmktssfor
You can check their progress against this old interview with their CEO: https://www.twst.com/interview/thomas-a-moore-advaxis-inc-adxs
Does ADXS keep its promises?
Genius stock analyst called this one weeks ago, see his other picks:
https://www.twst.com/news/citigroup-nysec-senior-analyst-explains-new-biotech-ecosystem-liquid-biopsy-cancer-genetics-nasdaqcgix-may-lead-personal-genomic-medicine-loxo-oncology-nasdaqloxo/
May 3, 2017
Yigal Nochomovitz, Ph.D. is a Director and Smid-Cap biotech analyst at Citigroup (NYSE:C) Investment Research & Analysis. In a recent interview with the Wall Street Transcript, Dr. Nochomovitz states that “Loxo has a drug for a rare type of cancer, and so it is going to need to engage with companies that are developing next-generation sequencing tests to do more genetic profiling of tumors.” Specifically, according to Loxo Oncology (NASDAQ:LOXO):
Great interview with GLYC CEO: https://www.twst.com/interview/interview-with-the-co-founder-and-ceo-glycomimetics-inc
TWST: When you say rational design, what do you mean by that?
Mrs. King: As contrasted to screening approaches where some people select small molecules by screening millions of compounds against the target, in our case what we are doing instead is understanding the native interaction and how the normal biology works, and then creating a molecule that will interact with that particular target. We are rationally designing it.