Dr. KSS will use the discussion section below to comment and update on what he learns from the 2018 Investor Conference/MicroCap Showcase hosted by Noble Capital Markets, taking place January 29 and 30. He expects to begin coverage by midday on January 29.
Author Bio
I am an MD with an additional PhD in biochemistry, and for the past 20 years, in addition to practicing, being a researcher, and conducting clinical trials, I have been investing in biotech companies. I earned my degrees at a top 10 US institution, where I was an NIH scholar and graduated with top honors. I have extensive post-doctoral research experience and am board certified in internal medicine and gastroenterology. I am a member of Phi Beta Kappa and Alpha Omega Alpha (academic honor societies, the latter in medicine) and am a Fellow of the American College of Physicians, the American equivalent of being FRCP in certain Anglophone countries. My hobbies are traveling (I have been to 100 countries), chamber music, literature, film and Asian pottery.
My goal as a Stock Gumshoe contributor is to discuss companies and use discussions of their technology, their drugs or planned drugs, as ways of teaching about physiology and disease states, along with their issues and opportunities.
Dr. KSS was a paid contributor to Stock Gumshoe, he ceased contributing new content as of 2018. He agreed to our trading restrictions, chose his own topics, and his words and opinions were and are his own.
Author Archives
January 12, 2018
The Twelve Biotechs of Christmas 2018: Balthasar
No, Balthasar is not a biotech company. Think fast! Aragorn, Legolas and Gimli. Athos, Porthos and Aramis. Jaclyn, Farrah and Kate. Kirk, Spock and Bones. Barry, Robin and Maurice. Shadrach, Meshach and Abednego. History and culture bestow trios upon us because threesomes keep us rapt. The Three Magi, liking the Gummune as they do, have […]
January 8, 2018
Dr. KSS Posts from Biotech Showcase 2018, San Francisco
Dr. KSS will be reporting from the Biotech Showcase in San Francisco in the comments below. Enjoy!
December 21, 2017
Dispelling Certain Aurinia ($AUPH) Rumors
[Ed. Note: Dr. KSS is our biotech and medical maven, who writes for the Irregulars. He has agreed to our trading restrictions, chooses is own topics, and his words and opinions are his own. You can find all of his previous articles and most recent comments on his Stock Gumshoe page.] Although the drive to […]
December 18, 2017
Special Update from $ARTH CEO Norchi
Arch Therapeutics ($ARTH) has withdrawn its 501(k) device-approval marketing application with the FDA. I spoke with CEO Terrence Norchi, MD, MBA, by phone this morning for clarification and to ask a few questions. Norchi explained that he regards Arch’s relationship with the FDA as “good and friendly” and wants to be cautious not to jeopardize […]
December 11, 2017
Is a Misperception Subduing Share Price at Aptose ($APTO)?
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. He’s agreed to our trading restrictions, chooses his own topics, and his words and opinions are his own. You can see his past articles and most recent comments here.] The death of Mr. Chiang, who was always kind, has never set well […]
December 2, 2017
Special Comment: Update from $ARTH CEO Terrence Norchi, MD, MBA
[Ed. Note: Dr. KSS writes about biotech and medicine for the Irregulars. He adheres to our trading restrictions, choses his own topics, and his words and opinions are his own. His past articles and most recent comments can be found at his Stock Gumshoe page.] Dr. Norchi called me at home this morning to provide […]
The conference is exclusively one on one meetings that each attendee has with each presenting company, so lots of face time and note taking. I will disperse my notes from this conference in the comment thread below.
October 20, 2017
Aurinia R&D Day, New York City, October 20, 2017
Dr. KSS will be live blogging in the comments section below.
October 6, 2017
Tear Sheet: CohBar Inc. ($CWBR)
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for our Irregulars. He chooses his own topics, and his words and opinions are his own. He has agreed to our trading restrictions. Visit his Stock Gumshoe page for more.] Bacteria are prokaryotes. Animal cells, fungi and plants are eukaryotes. Prokaryotes tend to be acellular and […]
October 5, 2017
MicroCap Conference, Essex House, New York City, October 5, 2017
Dr. KSS will be live blogging from the conference in the comments below.
September 19, 2017
Cisco, Chang & Charlie Part 3
Sometimes literary gimmicks backfire. In May 2015, we premiered “Cisco, Chang & Charlie” (sans Oxford comma) as a James Joycean brooding on the letter C, third letter of the alphabet, in three iterations. At the time, three stocks whose names begin with C were vying for attention and prompting questions from readers. The original plan […]
September 12, 2017
Rodman and Renshaw Presentation Notes, Day Two
This will be used for “live blogging” in the discussion section below.
September 11, 2017
Rodman and Renshaw Presentation Notes, Day One
This will be used for “live blogging” in the discussion section below.
Glenn Newberry in an earlier post today was asking whether Benlysta from GlaxoSmithKline (GSK), being trialled for lupus nephritis, poses any threat to Aurinia (AUPH). Benlysta is a monoclonal antibody that binds to and inhibits BAFF (B-cell activating factor). A company called Anthera (ANTH) is trialling blisibimod, an oral agent that does the same thing. […]
June 28, 2017
Oncotutorial
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. He has agreed to our trading restrictions, and his words and opinions are his own. You can find his bio and his past articles on his Stock Gumshoe page.] “The universe (which others call the Library) is composed of an indefinite and […]
April 27, 2017
Long Idea of the Year
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. He has agreed to our trading restrictions, chooses his own topics, and his words and opinions are his own. You can see all of his old articles and his most recent comments on his Stock Gumshoe page.] “Keep it quiet. (Go slow.) […]
April 23, 2017
Live Blog: Akari Therapeutics R & D Day, April 24, 2017
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. He has agreed to our trading restrictions, chooses his own topics, and his words and opinions are his own. You can see all of his past articles and most recent comments on his Stock Gumshoe page.] On Monday, April 24, 2017, Dr. […]
April 22, 2017
The Conversation: ScyNexis ($SCYX) CFO Eric Francois
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. He has agreed to our trading restrictions, chooses his own topics and his words and opinions are his own. You can see all of his past articles and most recent comments at his Stock Gumshoe page.] In June 2016, we advanced ScyNexis […]
April 2, 2017
Quickster: Update on Corbus
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. He chooses his own topics, and his words and opinions are his own. He has agreed to our trading restrictions. To see all of his column and his latest comments, go to his Stock Gumshoe page.] [Author’s note: This commentary has been […]
Recent Author Comments
Posted on February 1, 2018
Posted on February 1, 2018
It's utterly pathetic. The troublemaker in question wrote to Travis to stir up trouble between him and me and so now everyone in question is quite thoroughly up in arms. Thank you for that. I' ve had really a rough day exerting myself on behalf of.....no, [...]
Posted on February 1, 2018
The issue is purely a Thoreauvian one....give yourself over entirely to your fellow man and they deem you cheap and worthless. Thus I utterly bust my ass in SF providing night and day coverage and the board here degenerates into rancor, name-calling and Pa[...]
Posted on February 1, 2018
Placebo non-responders are not re-randomized. They were already randomized. They cross over into the therapy arm, which consists solely of placebo non-responders. It's the protocol NIMH is now using. The placebo and test drug therapy durations prior to end[...]
Posted on February 1, 2018
My sentiments precisely. Since lately people are so rancorous that everything i DARE to post incurs a need for 20 more posts to deal with the aftermath of trying to be helpful, I'm not posting any more for a few days. Stop expecting me to be other than hum[...]
Posted on February 1, 2018
Tenenbaum is CEO, not CFO, of Bellerophon.[...]
Posted on February 1, 2018
It wasn't directed at you or at anybody. It's just me stating that at certain kinds of tasks, I don't do well. I am not good at scheduling and organizing events, and don't feel comfortable when tasked with such. Just my nature. I am good at showing up and [...]
Posted on February 1, 2018
It's not screening applicants. Actually, I ran the trial design by my close friend Vasiliy Vlassov, MD, PhD, an internationally revered expert in trial design and trial analysis, and he said it's highly novel but ethically sound, just a very amped up adapt[...]
Posted on February 1, 2018
Something I've tried to convey to readers is that sometimes there are things I know are about to happen with companies where I can't reveal it....that I have been explicitly told to be keep quiet about it. This is one of those times with $APTO. A cluster o[...]
Posted on February 1, 2018
I honestly don't understand the question.[...]
Posted on February 1, 2018
Honestly, I don't think it's right or fair that I prepare all the content for the call and work myself as hard as I have this week but that I also have to be responsible for scheduling the call and absorbing ALL the feedback from those who don't want it wh[...]
Posted on February 1, 2018
I've still got a number of post-meeting follow-up things to do.....lists and lists, piles of business cards to respond to. My suggestion is that we move it to next week. We had spoken of trying it on Saturdays. My suggestion is Saturday, 10 Feb, at 1 pm ET[...]
Posted on February 1, 2018
https://www.fiercebiotech.com/biotech/mit-study-finds-14-trials-see-approvals-higher-than-first-thought?mkt_tok=eyJpIjoiT1RNNVpXRm1NalJrWkRCaSIsInQiOiJ6QyswRWYrNUJtWFhtSG0zWVJHODZTK2ZtK3pjb0diQ0RyY2VoRndPWFI1MndXYmVBMVYzc2NNZzhXcnVMVDJVb05YaWQxWGhwYlZkWldH[...]
Posted on February 1, 2018
Well, the two agents from Naurex and Vistagen aren't directly comparable: Naurex's drug is exclusively iv. But, yes, I think Singh would like shareholders to think of that as a template for the prospective future. It's fairly clear that beyond writing out [...]
Posted on February 1, 2018
Lumpy: $EBIO looks pretty good to me here. I'm not personally in it-----merely for lack of funds-----but I would personally hold on to it here even after a 50 percent run. Don't take that as formal advice, it's just what I would do. It's still way underval[...]
Posted on January 31, 2018
This could be any of us https://splinternews.com/how-to-not-die-in-america-1822555151/amp[...]
Posted on January 31, 2018
The trick here is that people tend to assume that when oncolytic viruses do their thing, that they shrink tumors by causing breakup of tumor cells (kind of like what bacteriophages do to bacteria). But that's only half right. Listen, when you shred tumor c[...]
Posted on January 31, 2018
They'd not be having an R&D day if there was not something positive to present and a way forward. I HAVE said for months I predict positive data in phase 2 despite the fact that things do look dodgy on first impression. No personal position in $HTBX at pre[...]
Posted on January 31, 2018
Ja...I met with the CEO last night and have been emailing with him this am. Think we're going to definitely run with this one this year. I want to poke around for a couple more weeks and review kallikrein pharmacology, but I suspect they are clasping at so[...]
Posted on January 31, 2018
Nice work, Curt. Proud of you. Folks I am travelling today....may not get to post much.[...]
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You certainly are. I resent what you have done. You are a monster and are not welcome on my threads. You have deeply and profoundly offended me and do not deserve the kindness I have shown you. You've flung a lot of shit tonight mister and caused a lot of [...]