Update: Rexahn Q3 Earnings, Bull Thesis Reiterated

In May I wrote a PRO article on Rexahn (NYSEMKT:RNN) with a thesis stating that Rexahn's novel drug candidate, RX-3117, has shown enough potential in clinic to warrant a partnership, which could drive immediate shareholder value. This expectation was aligned with management's stated goal to acquire a partner for RX-3117 around mid 2014. Admittedly, however, my initial expectation was not met because no partnership for RX-3117 has been established. Furthermore, I argued that this compound, along with Rexahn's two other primary drug candidates, Supinoxin and Archexin, diversify Rexahn's risk profile, given that each program is being advanced concordantly, and thus the risk of failure of one program could be mitigated by the success of another. After the Q3 earnings event, I see no reason to modify my bull thesis, since R&D is on track to achieve important value driving catalysts, bolstered by a strong cash position that should provide enough runway into 2H 2016.

See full article at Seeking Alpha: http://seekingalpha.com/article/2694025-update-rexahn-q3-earnings-bull-thesis-reiterated

MabVax Is Under The Radar, But Undervalued: CEO David Hansen

Today, I am discussing an emerging biotech company called MabVax Therapeutics (OTCQB:MBVX).

In order to gain more insight, I conducted an email interview with David Hansen, President and CEO of MabVax.

See interview at Seeking Alpha: http://seekingalpha.com/article/2688235-mabvax-is-under-the-radar-but-undervalued-ceo-david-hansen

OXiGENE: Q3 Earnings And Avastin Approval, Bull Thesis Reiterated

In March I wrote a bullish article on OXiGENE (NASDAQ:OXGN), stating the company was undervalued, but weak financials, poor historical stock performance and a suboptimal manufacturing capacity would impede the company's progression to the cancer market. I argued that these inefficiencies could prompt management to sell the company at a discount relative to what I believe to be the true value of OXiGENE's lead ovarian cancer synergy, Zybrestat/Avastin. After all, OXiGENE has disappointed investors time and time again on many fronts, namely by conducting frequent capital raises and failing to execute properly in clinic.

This week, however, shareholders received some encouraging news: OXiGENE's Q3 earnings report corroborates management's plan to advance Zybrestat/Avastin to a late-stage clinical trial, with an adequate cash position to reach that objective. Precisely, management stated that it expects cash on hand to provide enough runway for R&D through 2016, which includes advancing the Phase 2 study for Zybrestat and GI-NETs, the Phase 1 B2 study in ovarian cancer, the OXi4503 Phase 1 program, and the Baylor University research collaboration. Nevertheless, it is important to note that it is possible, if not likely, that additional capital could be raised before that date. This is one of the many perils faced by micro-cap biotech companies. Shareholders should be aware that capital raises are oftentimes detrimental to the value of the stock.

See full article on Seeking Alpha: http://seekingalpha.com/article/2683765-oxigene-q3-earnings-and-avastin-approval-bull-thesis-reiterated

Update: OXiGENE Presents Zybrestat/Avastin Data, Bull Thesis Remains Intact

In March I wrote a bullish article on OXiGENE (NASDAQ:OXGN), stating the company was undervalued, but weak financials, poor historical stock performance and a suboptimal manufacturing capacity would impede the company's progression to the cancer market. I argued that these inefficiencies could prompt management to sell the company at a discount relative to what I believe to be the true value of OXiGENE's lead ovarian cancer synergy, Zybrestat/Avastin. After all, OXiGENE has disappointed investors time and time again on many fronts, namely by conducting frequent capital raises and failing to execute properly in clinic. Monday, however, shareholders were met with somewhat positive news, as researchers presented data from the Phase 2 study of Zybrestat/Avastin. While the stock remains volatile, I reiterate my "somewhat bullish" thesis on OXiGENE as researchers recommend advancing the program to a late-stage trial.

See the full article on Seeking Alpha: http://seekingalpha.com/article/2668875-update-oxigene-presents-zybrestat-avastin-data-bull-thesis-remains-intact

OXiGENE Inc. May Be A Buyout Target

OXiGene Inc. (OXGN) is primed for a full data readout of the Phase 2 Zyb/Avastin Study. I suspect that this should create Big Pharma interest and drive shares higher soon. Stay tuned!

Is A Giant Leap For MannKind Possible?

http://seekingalpha.com/article/2261363-is-a-giant-leap-for-mannkind-possible

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Stay tuned,

Trevor

AstraZeneca: Pfizer Wants It, So Should You

http://seekingalpha.com/article/2260183-astrazeneca-pfizer-wants-it-so-should-you