I’m debuting something new: A semi-regular column focused on the ups and downs of small-cap biotech stocks. “Small cap” is defined as a market value of $500 million or less, with some wiggle room, as I see fit. In each column, I’ll choose two or three biotechs to focus on. The facts and the data will be my guide, bulls–t will be called out. I’m taking requests for companies to cover, so reach out to me on Twitter (DMs are open), email, or in the comment section of the column.

In today’s debut small-cap biotech column: Rexahn Pharmaceuticals (REXN) (RNN), Omeros (OMER), and Cel-Sci (CVM).

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  • Read your article on Cel-Sci. I would like to know what your opinion is now. The trial has not reached the 298th event out of the 800 treated in the comparative arms. its been 3 years since the last patient was treated in an 8 year-long study. Since we know the SOC has not changed, what has changed is the introduction of Multikine to the regimen before surgery. I also noticed in a presentation that was done this week at HC Wainright that the CEO now has long term survival data from the Phase II trial . The increase in survival over the SOC was 33.1%. This Phase 3 trial designed with the FDA is only requiring 10% increase for approval. So far, in 8 years, there have been no serious adverse reactions. 0 deaths. What are we missing here? This is a global trial. I find it hard to swallow that they conspired with regulators around the world, the new CRO ( they wont the suit against the old CRO which messed up the trial and caused that issue with the FDA who after reviewing all 928 patients from the trial said to continue as well as the IDMC. no new patients added which at that point would have cause the trial to last another 3 years at least ) something seems to be missing here. This seems to be BULLISH based on known facts, simple math and the addition of the P2 survival data many years later. Your opinion appreciated.

  • Hi Adam,

    For Omeros, do you have any thoughts on the recent debt deal and their initial reporting for Omidria sales? If 721 doesn’t get the go-ahead for fast tracked approval in HSCT-TMA are they going to need further dilution or can Omidria sales theoretically absorb some of those costs?

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