True Story: I fell in love with biOasis at a speed dating event. It was, of course, speed dating for investors. Fifteen minutes with a company. Meet the CEO, hear the pitch, shake hands and move onto the next table. Days...
Lowest cost producer coming online in October Future expansion opportunities are abundant (see CEO Interview here) Stock should move to a premium valuation over the next 6 months They say it is best to live in interesting times. Well,...
The internet has been a disruptive force in multiple industries…why not real estate? Gen X-ers are tech savvy and don’t fear dealing online Zillow…the Amazon of online real estate? The internet is the most disruptive business platform ever…yet, real...
Tailwinds' Take: this acquisition positions Mayfield as the next subsidiary to be spun out from Harrow. The value of HROW keeps increasing with each of these transactions. SAN DIEGO, Feb. 07, 2019 (GLOBE NEWSWIRE) -- Harrow Health, Inc. (NASDAQ: HROW),...
We are pleased to welcome Atomera (ATOM) to the Tailwinds Select Portfolio. ATOM is a company we have been watching for a while, but waiting to pull the trigger. Despite the fact that the stock has been strong recently,...
BIOASIS TECHNOLOGIES INC. (OTCQB:BIOAF; TSX.V:BTI), a pioneering biopharmaceutical company focused on overcoming the limitations of therapeutic drug delivery across the blood-brain barrier (BBB), today announced it’s team is attending BIO Europe, November 7th to 9th, in Cologne, Germany. In...
After several years of overproduction and weak prices, oil bottomed in 2016. At $51 a barrel, oil is up over 37% during 2016 and is trading almost double from the lows set in February. However, as we approach the end...
Ucore Rare Metals  /  continues to make confident strides in the commercialization of its Molecular Recognition Technology (“MRT”) platform, contained in an enterprise to be co-owned between Ucore and IBC Advanced Technologies, Inc.  Key to the enterprise is that it has exclusive rights...
ALAMEDA, Calif., Nov. 07, 2016 (GLOBE NEWSWIRE) -- Aqua Metals, Inc. (NASDAQ:AQMS), which is commercializing a non-polluting electrochemical lead recycling technology called AquaRefining™, has provided a corporate update and announced results for the third quarter ended September 30, 2016. Company...
Tailwinds' Take: we are obviously getting closer to product launch when the company brings on an advisor to handle business development. Wagner has an impressive resume and I'm sure he can open many doors for the Company. Exciting times...
Tailwinds' Take: we have been waiting for another acquisition from MTBC. Increasing revenues by 50% with a totally non-dilutive acquisition is a major boon for shareholders. SOMERSET, N.J., May 07, 2018 (GLOBE NEWSWIRE) -- MTBC (NASDAQ: MTBC) (NASDAQ: MTBCP), a leading...
Tailwinds' Take: Anthem is the 2nd largest insurer and California is the biggest market in the country, so major milestone of a launch here. Shares in CATS have been hitting highs recently and this could push them to a...
Tailwinds' Take: Patscan is getting ready for prime-time as they roll out to a second testing location. Next up in my mind is a big partnership announcement. TORONTO, ON (June 28, 2018) – Patriot One Technologies Inc. (TSX.V: PAT) (OTCQX: PTOTF) (FRANKFURT:...
This morning Martin Cronin, the CEO of Patriot One Technologies, took time out of his family holidays to update me on the latest developments. What follows below are the key data points that I gleaned from Martin, as well...
Tailwinds' Take: This is further evidence of the attractive valuation of Patriot One, and also validates the demand the Company is seeing for its technology. The stock will respond quite positively, I believe.  VANCOUVER , June 16, 2017 /CNW/ -...
In a big week for ITUS, the Company announced outstanding results on a study undertaken with Memorial Sloan Kettering Cancer Center (MSK) and Serametrix, along with the issuance of another key patent. MSK is a premier cancer center and their...
On June 21st, 2017, Tailwinds initiated coverage of Catasys, Inc.
Tailwinds' Take: CATS is at an inflection point in their business. Per these quotes, "The Company expects to see enrollment totals through this contract increase considerably starting in the third quarter of 2017...Our next step will be to launch...
TORONTO, ON–(May 31, 2017) – Patriot One Technologies Inc. (TSX VENTURE: PAT) (OTCQB: PTOTF) (FRANKFURT: 0PL) (“Patriot One” or the “Company”), developer of the revolutionary award-winning PATSCAN CMR™ concealed weapons detection system, is pleased to announce and welcomes the...
TORONTO, ON (May 25, 2017) – Patriot One Technologies Inc. (TSX.V: PAT) (OTCQB: PTOTF) (FRANKFURT: 0PL) (“Patriot One” or the “Company”), developer of the revolutionary award-winning PATSCAN CMR concealed weapons detection system, announced today it has entered into a reseller agreement...
Los Angeles, California—June 1, 2017—Catasys, Inc. (NASDAQ: CATS), a provider of proprietary predictive analytics and integrated treatment solutions to health insurance plans, announced today that it is now receiving all of the member data expected from a leading national...
As of this morning, at a price of $4.03, we added Catays, Inc. (CATS) to our portfolio. Catasys leads the health care industry in improving health and reducing claims costs for health plan members with behavioral health (BH) disorders that...
Tailwinds' Take: Great to see that initial demand is coming in ahead of expectations. Comments such as reseller influence growing, or demand accelerating, leads us to believe that is is just the beginning for Patriot One.  TORONTO, ON--(Marketwired - Jun...
Tailwinds' Take: this financing was needed as the Company is seeing a rapid uptick in pre-orders on it's weapons detection system. This provides them with the capital to meet production and sales goals. It also likely sets the Company...
After the horrific attack on the republican congressional baseball team, it should be painfully obvious that it's far too easy for anyone to own a gun in this country. Now, I'm not here to speak about politics or what...
Tailwinds Research has initiated coverage of Patriot One Technologies (PTOTF).
On June 27, 2017, Catasys' CEO Terren Peizer spoke with Tailwinds partner Daniel Carlson, discussing the current business of CATS, the growth plans, and the competitive landscape. Tailwinds has a $16.20 target on CATS and it's a member of...
Tailwinds' Take: more positive traction for PTOTF as they get closer to FCC approval in the US. When their financing is completed, which should be soon, the stock will be poised to move higher. TORONTO, ON--(Marketwired - Jun 29, 2017)...
TORONTO, ON–(May 10, 2017) – Patriot One Technologies Inc. (TSX VENTURE: PAT) (OTCQB: PTOTF) (FRANKFURT: 0PL) (“Patriot One” or the “Company”), developer of the revolutionary award-winning PATSCAN CMR concealed weapons detection system, today announced a reseller agreement with Information...
In March of 2017, Catasys (CATS) reported their fourth quarter results for 2016. This was an important earnings announcement as it marked the first quarter of the product launching with major health plans, which resulted in a large uptick...
My friend and colleague, Sri Peruvemba, has a personal rule of thumb that I call "Sri's Law". It works like this; whenever management gives him a timeline, he multiples it by Pi. Which is a very rough way of...
Los Angeles, California—May 24, 2017—Catasys, Inc. (NASDAQ: CATS), a provider of proprietary predictive analytics and integrated treatment solutions to health insurance plans, announced today that it has launched enrollment under the previously announced contract for its OnTrak™-C solution coverage...
Los Angeles, California—May 16, 2017—Catasys, Inc. (NASDAQ: CATS), a provider of proprietary predictive analytics and integrated treatment solutions to health plans, today announced the appointment of Christopher Shirley as its new Chief Financial Officer, effective immediately. Mr. Shirley succeeds...
Patriot One's newsletter includes updates on the sales pipeline, regulatory path and financing details.
Tailwinds' Take:  a big step for Patriot One, they are on track for imminent approval. "Booking sales into 2018", without an approved product, just shows the pent up demand for their offering.  TORONTO, ON (MARKETWIRED – August 9, 2017) – Patriot...
Tailwinds' Take: HCSC and Anthem are the two largest Blues. Per company guidance, one could reasonably expect both of them to be clients by year end. They represent 50% of all the Blue business, so this story is just...
Tailwinds' Take: Growth in eligible members in July, going up to 24,000, suggests that the company is on track for internal forecasts of around $50M in billings in 2018. Q3 numbers will confirm whether this is true or not,...
Yesterday Catasys reported their second quarter earnings. The report itself wasn't overly impressive as, despite high year over year growth, numbers dropped slightly from the first quarter. This, however, was not unexpected by the market, as the Company has...
Tailwinds' Take: Catasys is executing on their plan. Adding states to existing programs demonstrates that they are having success. Management's comments give increasing confidence to rapid growth in Q3 and beyond. Catasys, Inc. (CATS), a provider of proprietary predictive analytics...
Tailwinds' Take: this is a big step forward, but the bigger shoe to fall will be FCC approval, which appears to be imminent. Once this is the case, expect to see them start detailing sales for 2018.  TORONTO, ON (September...
In the quarter ended June 30, several institutions stepped up and purchased shares of Catasys. This is a first for the Company as, prior to then, there had been no real institutional support for the shares; before the June Q,...
Tailwinds' Take: as evidenced by many recent articles, including today's WSJ, the opioid epidemic is one of the largest problems facing our country. Catasys' OnTrak program is a potential life saver for those suffering from addiction.  Catasys, Inc. (CATS), a provider...
Shares of Patriot One have been trading sideways for a few months...basically since May. We believe that the upcoming FCC approval of their security device could be the the catalyst for breaking out of this range on the up...
Tailwinds' Take: the versatility of the Patriot One PATSCAN system will enable it to be partnered with many other security providers as more public locations seek to limit their exposure to concealed weapons and potential terrorist threats. DALLAS, TX and OTTAWA, Sept. 26,...
Tailwinds' Take: This is major news for Patriot One, which sadly comes on the same day as the largest mass shooting in US history, the type of event that PATSCAN is designed to prevent. Our condolences to the victims...
Today an article came out on Yahoo! Finance suggesting that Catasys would need to raise money in the near future. I won't go into their numbers, as they are quite wrong, to the point of being similar to Fake...
They say that the third time is a trend, so I guess it's time to make it official. Every time a stock doubles from my cost, I'll be doing a write up detailing what caused the move and whether...
Tailwinds' Take: we remain bullish on PTOTF (PAT.V) and this financing only improves the story. The Company needed money to help with their aggressive rollout plans. Now they are financed, will likely get research coverage out of Canaccord, and...
The market is a great discounting mechanism. Current share price is supposed to reflect future earnings, hence discounting the opportunity. Sometimes there is a wide gap between the expectations of the market and what the future really holds. When...
When they received FCC approval for their PATSCAN concealed weapon detection system, Patriot One Technologies achieved a major corporate milestone. With their product now approved for sales, and having already announced that pre-booking of orders for their radar based...
In the 1st of this two-part series, we examine ITUS’ work with its lead product, Cchek, a revolutionary cancer diagnostic. In part 2 we will look at their novel CAR-T solid tumor opportunity. On Thursday afternoon, November 2, we added...
In a recent article, I discussed my model for Catasys and how it shed light on the fact that Q3 billings were going to be flat versus the increase that investors had been anticipating. The process of going through...
Tailwinds' Take: Today’s release distinguishes Catasys in the field...they are more aptly addressing the problem with dealing with addiction, depression and anxiety simultaneously. In addition, CATS is getting health plan support, which actually is putting more money towards treatment...
The Patriot Missile Defense System has been around for several decades, gaining major notoriety during the first Gulf War in 1991. At that time, the Iraqi military was throwing everything they had at their adversaries. In return, the Allied...
SAN JOSE, CA -- (Marketwired) -- 10/27/17 -- ITUS Corporation (NASDAQ: ITUS) today announced that it has satisfied all obligations under its secured debenture by paying the creditor the outstanding principal and interest in cash ahead of its due date. As...
I often refer to investing in public micro-cap companies as "public venture capital". This is because when you get it right, you can have venture-type returns; winning positions have the potential to return multiples on your investment. Venture upside...
A recent addition to the Tailwinds Select Portfolio, ITUS Corporation is a compelling young biotech startup located in San Jose. Led by Dr. Amit Kumar, a well-regarded scientist and business leader who is a board member of the American...
On November 13, ITUS Corporation announced that they had licensed a cancer therapy from the Wistar Institute, a Philadelphia based biomedical research organization. In doing so, ITUS has suddenly become a player in the hottest space in the medical industry,...
Tailwinds' Take: While there remains a lot of work to be done, the pre-clinical work to date has yielded excellent results. Progress in attacking solid tumors with a CAR-T therapy would be first of its kind and very big...
TORONTO, ON (November 14, 2017) – Patriot One Technologies Inc. (TSX.V: PAT) (OTCQB: PTOTF) (FRANKFURT: 0PL) (“Patriot One” or the “Company”), is pleased to advise that it has closed on the previously announced $10M bought deal financing. The financing was with...
This last week Atomera (ATOM) announced the signing of their first license agreement, an event that has been long anticipated by the market. At Tailwinds, we had been concerned that this event wasn’t going to happen in 2019. Our...
Tailwinds' Take: the inflection point seems to have been hit with October billings of $1.1M. Guidance for next year of $20M gives this 3X revenue, which is very inexpensive looking at the size of the opportunity in front of...
Over the last two months, Catasys (CATS) shares traded lower, drifting down on light volume. As I detailed in depth a few weeks ago, this selloff was the result of investor's expectations for a strong Q3 being about 3...
In the twenty-first century, AI techniques have experienced a massive surge in interest following concurrent advances in computer power, large amounts of data, and theoretical understanding. Companies are focused on it, Google has rebuilt their software around it, and Mark Zuckerberg...
Tailwinds' Take: this is a big deal for ITUS as Moffitt is one of the preeminent cancer research centers in the US and their agreeing to collaborate on ITUS' CAR-T therapy is a very nice endorsement of this early-stage...
Los Angeles, California–March 14, 2018–Catasys, Inc. (NASDAQ: CATS), a leading AI and technology-enabled healthcare company, announced today that it has launched enrollment of its OnTrak-H solution with a leading national health plan partner. Eligible Commercial members in 16 states...
Tailwinds' Take: I love it when companies decide not to dilute their investors. ITUS' model is one of partnerships and joint-ventures. This is very positive long-term for shareholders. Plus, love this quote, "many exciting opportunities ahead of us." 2018...
SAN JOSE, Calif., Nov. 28, 2017 /PRNewswire/ -- ITUS Corporation (NASDAQ: ITUS), a company using the power of the immune system to diagnose and treat cancer, today announced that the United States Patent and Trademark Office ("USPTO") has issued a...
Tailwinds' Take: the launch of a 4th national plan with additional expected launches in 2018 means numbers will be going higher for CATS. Very positive as their traction just increases. LOS ANGELES--(BUSINESS WIRE)--Catasys, Inc. (NASDAQ: CATS), a leading AI and...
Last week I had the opportunity to drop in on Catasys' offices in LA and meet up with Christopher Shirley, their CFO. Christopher has been with the Company for close to a year, having come over from GE. We...
While fundamental analysis can be done on a spread sheet, trading is more art than science. Understanding of both, and how they interact, can be very helpful to generating large returns. For example, I am quite confident that Catasys will...
As we enter the new year it is very difficult not to be optimistic...borderline exuberant. The Tailwinds Select Portfolio has been on a tear lately, closing the year with a bang. If gaining 20% in the last two months...
SAN JOSE, CA -- (Marketwired) -- 09/21/17 -- ITUS Corporation (NASDAQ: ITUS) today provides a corporate update before its Annual Meeting of Stockholders to be held on September 22, 2017. ITUS's wholly owned subsidiary Anixa Diagnostics, recently renewed its research agreement with...
SAN JOSE, CA -- (Marketwired) -- 09/18/17 -- ITUS Corporation (NASDAQ: ITUS), today announced that the United States Patent and Trademark Office ("USPTO") has issued U.S. Patent 9,739,783, to inventors Dr. Amit Kumar, Chief Executive Officer, and John Roop, VP...
As 2017 winds down to a close, we have made several changes to the model portfolio. These changes are meant to better position our holdings for 2018. The changes are as follows: adding NDRA at an average weight of the...
Tailwinds' Take: this is a positive development. While it's taking a while for ATOM to sign their first licensee, this provides further confirmation it is going to happen. LOS GATOS, Calif., July 23, 2018 (GLOBE NEWSWIRE) -- Atomera (NASDAQ:ATOM), a semiconductor materials and intellectual...
We have made two changes in the Tailwinds Select Portfolio. MTBC added to the Portfolio. Our discipline is that new names get added to the Portfolio at an average weighting. Since we now have 15 stocks in the Portfolio, MTBC...
Tailwinds' Take: 2017 was a solid year for MTBC operationally as they integrated a major acquisition, returned to positive cash flow, and repaired their balance sheet. 2018 should be an exciting year of both organic growth and acquisitions. SOMERSET, N.J.,...
Tailwinds' Take: as ITUS continues to show clinical success on Cchek, protecting the IP will be critical to maintaining the incredible TAM. ITUS' patent strategy is solidifying their position as the leading player in using a Neural Network in...
Tailwinds' Take: this press release is well timed as a short squeeze appears imminent going into the PR around the Orion acquisition, which should close on Thursday. MTBC shares appear headed higher. SOMERSET, N.J., June 27, 2018 (GLOBE NEWSWIRE) --...
Tailwinds' Take: expansion with an existing client demonstrates success. Additionally, having their own network is big news for them longer term. The Company is executing on all cylinders as we move into 2018.  Catasys (CATS), a leading AI and technology-enabled...
TORONTO, Jan. 31, 2018 /CNW/ - Patriot One Technologies Inc. (TSXV:PAT) (OTCQB: PTOTF) (FRANKFURT:0PL) ("Patriot One" or the "Company") is pleased to announce that it has entered into an agreement with a syndicate of underwriters led by Canaccord Genuity Corp. (the "Underwriters") pursuant to...
Well, I must have been very bad this year as it appears Santa Claus isn't coming to town. The market is trying to take all the joy out of the holiday season. However, it's important to keep...
Tailwinds' Take: 2018 is setting up to be a very big year for CATS, not only in terms of their current customers, but with a full pipeline of additional business. Based on our model, this deal could boost their...
MTBC (NASDAQ) is poised to breakout on recent news. After trading down since its IPO in 2014 on less than 5,000 shares/day, MTBC skyrocketed in April of this year (April) on over 20 million in volume. After a volatile...
In light of the multiple mass murders at schools, theaters, live events and other venues, public safety and security have become increasingly hot topics. How best to secure a venue where hundreds if not thousands of patrons are in...
Tailwinds' Take: to date, all data on C-Chek has been positive and there's no reason to expect anything different if they have been accepted as an abstract at ASCO-SITC. We believe that ITUS' novel cancer detection platform could be...
Tailwinds' Take: Patriot One is positioning itself for a rapid market acceptance...something they must feel confident about based on recent trials taking place.  TORONTO, Jan. 22, 2018 — Patriot One Technologies Inc. (TSX.V:PAT) (OTCQB:PTOTF) (FRANKFURT:0PL) (“Patriot One” or the “Company”), makers of...
Later today, ASCO will release ITUS's abstract for the ASCO/SITC meeting. Investors have been anxiously awaiting the data from the presentation. However, the release of the abstract, while in and of itself a positive, will not reveal the data that...
Martin Cronin, the CEO of Patriot One, took time out of his busy schedule at the World Gaming Protection Conference to touch base with Tailwinds for an update on the Company. While timing of 1st sales still remains a...
Tailwinds' Take: this data fully supports the Company's claims and explains why 7 of the 8 largest health insurers in the US will be using OnTrak to help their at-risk enrollees. Proven success with a high barrier to entry...
TORONTO, Jan. 25, 2018 — Patriot One Technologies Inc., (TSX.V:PAT)(OTCQB:PTOTF)(FRANKFURT:0PL) (“Patriot One” or the “Company”), developer of a revolutionary award-winning concealed weapons detection system, is pleased to provide the following message from Company CEO Martin Cronin. Dear Shareholders, partners and stakeholders, I am...
SOMERSET, N.J., Dec. 11, 2017 (GLOBE NEWSWIRE) -- Medical Transcription Billing, Corp. ("MTBC" or the "Company") (NASDAQ: MTBC) (NASDAQ: MTBCP), a leading provider of proprietary, cloud-based healthcare IT solutions and services, today announced the closing of its public offering...
SOMERSET, N.J, Dec. 01, 2017 (GLOBE NEWSWIRE) -- MTBC (NASDAQ:MTBC) (NASDAQ: MTBCP), a leading provider of cloud-based healthcare IT solutions and services, today announced that MTBC's Board of Directors has unanimously approved the recommendation of its  Founder, Chairman and CEO, Mahmud...
SAN JOSE, Calif., Jan. 29, 2018 /PRNewswire/ -- ITUS Corporation (NASDAQ: ITUS), today announced that it presented positive data from its early cancer detection technology on January 26th at the American Society of Clinical Oncology-Society for Immunotherapy of Cancer (ASCO-SITC) Clinical...
Tailwinds' Take: with their sales team now fully integrated into the company, along with an industry leading product line, we can expect to see more customer announcements like this going forward.  SOMERSET, N.J, Jan. 29, 2018 (GLOBE NEWSWIRE) -- MTBC...
Last week, ITUS reported data on a study of their novel cancer diagnostic, C-Chek. I had the opportunity to check in and discuss this data, and other corporate developments, with the Company's CEO, Dr. Amit Kumar. Tailwinds (TW):  Lets get...
Catasys, Inc. (NASDAQ:CATS), a leading AI and technology-enabled healthcare company, announced today that the Company’s Senior Vice President and Chief Medical Officer, Omar Manejwala, M.D., will be presenting at the nation’s largest behavioral health event, the National Council for...
About two weeks ago, I had the opportunity to sit down with the management team at Catasys for a corporate update. I left the meeting more excited than ever about both the near-term and long-term prospects of Catasys. The...
SAN JOSE, Calif., March 12, 2018 /PRNewswire/ -- ITUS Corporation (NASDAQ: ITUS), today announced that it will present data from its ongoing study utilizing Cchek™, ITUS's artificial intelligence (AI) driven early cancer detection technology.  The presentation will be made at...
Tailwinds' Take: Serametrix has a substantial volume of MDSC testing results, both historical and ongoing, on which Cchek can be evaluated. My guess is they did substantial back-testing before considering this partnership with Cchek's results impressing them. SAN JOSE, Calif.,...
Tailwinds' Take: another expansion of an existing program demonstrates that Catasys continues to deliver positive results to both patients and health plans. Earnings tomorrow should be a positive event. Los Angeles, California–March 6, 2018–Catasys, Inc. (NASDAQ: CATS), a leading AI...
On March 5th, ITUS announced an alliance with Serametrix Corporation in which the power of Cchek™ would be paired with Serametrix’s substantial expertise in immune monitoring assays. Despite the fact that shares in ITUS rallied almost 20% on this...
Full Year 2017 Financial Results: ● Revenue of $31.8 million for the year, 30% growth over 2016 ● GAAP net loss of $5.6 million, an improvement of $3.2 million from 2016 ● Adjusted EBITDA of $2.3 million or 7.2% of revenue for the year, a...
Tailwinds' Take: CATS is hitting their inflection point with billings up 40% sequentially and eligible members increasing very rapidly. I believe this will be a seminal year for Catasys. LOS ANGELES--(BUSINESS WIRE)--Catasys, Inc. (CATS), a leading AI and technology-enabled healthcare...
Tailwinds' Take: MTBC is pushing hard to position themselves not only as the low cost leader, but as the most technologically advanced solution in the EHR industry. The story becomes a bigger and longer one with each announcement. MTBC...
LOS GATOS, Calif., March 12, 2018 (GLOBE NEWSWIRE) -- Atomera (ATOM), a semiconductor materials and intellectual property licensing company focused on deploying its proprietary technology into the semiconductor industry, today announced it will be exhibiting and presenting at the upcoming IEEE Electron...
SAN JOSE, Calif., March 16, 2018 /PRNewswire/ -- ITUS Corporation (NASDAQ: ITUS), today announced that it will present the latest data from its ongoing early cancer detection study at the annual meeting of the American Association of Immunologists (AAI) in...
This morning ITUS Corp. announced that they have moved forward the development timeline of their CAR-T therapy being developed in conjunction with the Moffitt Cancer Center. This is incredibly meaningful news not only for investors, but also for women...
Tailwinds' Take: This is a nice little coup, getting this guy on board. SOMERSET, N.J., April 02, 2018 (GLOBE NEWSWIRE) -- MTBC (NASDAQ: MTBC) (NASDAQ: MTBCP), a leading provider of proprietary, cloud-based EHR and practice management solutions, today announced that Ryan...
SOMERSET, N.J, April 06, 2018 (GLOBE NEWSWIRE) -- MTBC (the "Company") (NASDAQ: MTBC) (NASDAQ: MTBCP), a leading provider of proprietary, cloud-based healthcare IT solutions and services, today announced the sale in a public offering of 420,000 shares of its...
Tailwinds' Take: amazing endorsement of ITUS' Cchek technology by the premier cancer center. Cchek appears to have the potential to completely disrupt cancer diagnostics. SAN JOSE, CA – March, 27, 2018: ITUS Corporation (NASDAQ: ITUS) today announced that it has...
Tailwinds Take: with an aggressive timeline, ITUS' CAR-T therapy could be in humans in less than a year from today. If successful, it would be the first CAR-T for solid cancer, a market far bigger than any approved CAR-T...
Tailwinds' Take: very positive development in the most exciting space in healthcare. SAN JOSE, Calif., June 26, 2018 /PRNewswire/ -- ITUS Corporation (NASDAQ: ITUS) today provided a status update and accelerated development timeline for its CAR T therapy for Ovarian Cancer,...
While their products are technological enhancements for the production of semiconductors, Atomera's stock is more akin to that of a biotech company. For, while a biotech awaits trial results that will either make or break their company, Atomera awaits...
While companies plod along executing on their business plans, frequently taking months or years to bring products to market and develop meaningful profits, the stocks underlying the Company can be incredibly volatile. While the business itself takes time to...
Tailwinds' Take: More excellent, albeit early, data out of ITUS. Their Cchek platform is showing amazing efficacy in multiple cancers and has the potential to become a ubiquitous test for many (if not all) types of cancer over time....
Summary Chosen as "stalking horse" in acquisition bid; projected 50% revenue bump to 2018 full year. Multiple price target upgrades. 2018 Q1 hits record for quarterly adjusted EBITDA, once again. Added to Russell Micro-Cap Index. MTBC must still execute...
Tailwinds' Take: nice to see the Y/Y increase in revenues. These guys are great at cutting costs out of businesses. If they can close the next acquisition, they will start throwing off cash. With Q1 typically the weakest in...
Yesterday, Catasys (CATS) reported Q1 results. The figures reported by CATS were very solid and should be well received by investors. For, while Q4 seems to have been the point in time when their business started really accelerating, Q1...
Tailwinds' Take: Looking forward to the call today and for the first license to be signed sometime soon, we hope. The customer traction is stronger than ever. It appears to be just a matter of time for ATOM to...
Quarterly earnings season is the four times each year in which companies give investors an inside look as to what's going on. They not only reveal their sales and profits, but, typically, they provide guidance (either specifically or in...
Tailwinds' Take: great April leads to expectations that things are moving towards their guidance of $20MM in billings for 2018. Company is on the right track. LOS ANGELES Q1 2018 Record Billings of $3 Million, Up 33% Year over Year...
Tailwinds' Take: once this transaction closes, MTBC will quantify the revenue and EBITDA increases and I think it will blow away estimates. The 50% increase in revenue is a conservative forecast based on preliminary due diligence. The EBITDA increase...
Last month Grail Inc. raised $300 million in a Series C equity financing. This brings their total raised to around $1.5B over the last couple years. Now, I honestly don't know what valuation this last round was done at,...
I had the chance to speak with Martin Cronin, CEO, and Jeff Tindale, Director, of Patriot One over the last two days. The shares of Patriot One have been weak since they announced the acquisition of EhEye Inc. a...
Whoever believes that Patience is a Virtue must not be an investor. In this day and age, particularly in publicly traded stocks, it would appear the average investor has about as much patience as my favorite superhero, Deadpool; any...
Tailwinds' Take: ITUS has a potentially game-changing diagnostic here. Dr. Kumar's comments about benign studies are quite foreshadowing. We can expect to hear more about this in the future. Also note the multi-billion valuations on liquid biopsy diagnostic companies;...
I had a follow-up call with Dr. Kumar, CEO of ITUS, today. Basically, I was looking to understand more about the benign versus cancerous tumor diagnosing being performed by ITUS. We covered this and a few other points. Here...
Tailwinds' Take: very important press release. Not only did they need capital to grow, but this shows they are delivering on their promises. Perhaps the even more important information, however, is contained in the subtitle, "product innovations to broaden...
SAN JOSE, Calif., Sept. 28, 2018 /PRNewswire/ -- ITUS Corporation (the "Company") (NASDAQ: ITUS), a biotechnology company focused on using the body's immune system to fight cancer, today announced that on October 1, 2018, the Company will officially change its...
The recent press release issued by ITUS regarding its CAR-T program was spectacular news for the company. However, based on some questions I have received, it appears that there was a lot of confusion around the results in the investor...
LOS GATOS, Calif., Feb. 13, 2018 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and intellectual property licensing company focused on deploying its proprietary technology into the semiconductor industry, today provided a corporate update and announced financial results for the fourth quarter...
  LOS GATOS, Calif., Jan. 30, 2018 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and licensing company focused on deploying its proprietary technology into the semiconductor industry, today announced that one new customer has entered into Integration Phase (Phase 3), and  one...
Tailwinds' Take: very positive. Once this transaction closes, expect a PR detailing the accretion. A great value with strong growth coming through their acquisition strategy. SOMERSET, N.J., June 29, 2018 (GLOBE NEWSWIRE) -- MTBC (NASDAQ: MTBC) (NASDAQ: MTBCP), a leading provider...
Tailwinds' Take: great news for MTBC although we would have liked to see more details in the press release about the size of acquired revenue and EBITDA forecasts. I think we'll need to wait for this information to come...
Tailwinds' Take: it appears that ITUS is seeing clinical success in multiple cancer types for them to be selecting a second indication at this early stage. This is a positive step in Cchek ultimately becoming a ubiquitous test for all...
I get a lot of questions about Catasys, which is my biggest holding. When the stock went up about 150% in the first 6 months of the year, many readers were asking me if I was selling. The answer...
Tell me about the Orion acquisition MTBC acquired substantially all of the revenue cycle management (“RCM”), practice management, and group purchasing organization assets of Orion Healthcorp, Inc. and 13 of its affiliates for $12.6 million. The Orion acquisition will further...
Los Angeles, California–July 18, 2018–Catasys, Inc. (NASDAQ: CATS) ("Catasys" or the "Company"), a leading AI and technology-enabled healthcare company, today announced Jeremiah Stone's appointment as the Company's Chief Technology Officer, a newly created position within the Company. He will...
Shares of Patriot One Technologies (PTOTF) have trended lower this year as they have yet to bring their product to market. That seems to reflect a general theme in the market these days; stocks fade when major catalysts are...
Tailwinds' Take: solid results and excellent guidance. MTBC is a very well run company set to take big share over time in a consolidating industry. A top pick for Tailwinds. Second Quarter 2018 Financial Results: ● Revenue of $8.7 million, 12% growth...
LOS GATOS, Calif., Aug. 08, 2018 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and intellectual property licensing company focused on deploying its proprietary technology into the semiconductor industry, today provided a corporate update and announced financial results for the second...
For the past few years modifying T-Cells to express Chimeric Antigen Receptors, a practice known as “CAR-T”,  has been the hottest space in cancer therapy. Through CAR-T therapy, there have been amazing strides made in saving patients suffering from...
Tailwinds' Take: We are expecting many more of these integration licenses, which are great steps on the roadmap to ATOM becoming a large licensing player in the semiconductor space. LOS GATOS, Calif., Oct. 02, 2018 (GLOBE NEWSWIRE) --  Atomera Incorporated (NASDAQ: ATOM), a...
Tailwinds' Take: long expected news is close to being public information. Once this is inked, Patriot will be in a position to start making inroads into the security market on a global basis. PATSCAN has the potential for industry-wide...
Tailwinds' Take: an excellent quarter as they are executing on all metrics. More to follow post the conference call. Q2 2018 Record Billings of $5.2 Million, Up 152% Year over Year Achieved a Record $2.4 Million in Billings in...
Yesterday Catasys announced earnings and had their quarterly call with investors. This call was of particular importance to me as it really drove home the point that CATS has reached the point of no return. The train has left...
Tailwinds' Take: this is an indication that the company could have potentially huge news soon on differentiating between benign and malignant tumors. As Dr. Kumar says, "Our recent Cchek™ data demonstrates that many of these unneeded biopsies may be...
Every year for the past 36 years, Byron Wien has put out a list of “Top 10 Surprises” for the coming year. The list is comprised of potential macroeconomic events that have, according to Mr. Wien,...
Tailwinds' Take: this is a positive development as ANIX moves towards potentially having a diagnostic product during 2019. Our opinion is that the call in January could be a seminal moment for the Company as investors wake...
SOMERSET, N.J., Sept. 04, 2018 (GLOBE NEWSWIRE) -- MTBC (NASDAQ: MTBC) (NASDAQ: MTBCP), a leading provider of proprietary, cloud-based healthcare IT and practice management solutions announced a strategic partnership with Salus Telehealth (“Salus”), a leading provider of telehealth solutions globally....
Tailwinds' Take: these meetings are important steps towards approval of an IND and are not at all perfunctory as they involve significant time and energy spent by the FDA putting together a team and reviewing a lengthy package submitted...
Tailwinds' Take: this group of SAB members includes scientists who are working on Anixa's CAR-T therapy, which is a major endorsement of the product and platform. This is a very distinguished team and includes some of the world's top...
Tailwinds' Take: we are now positioned for the next acquisition. Expect that to be announced in the next few months. This remains one of our least expensive stocks on an EV to EBITDA basis and they are great buyers...
Last week I caught up with Bill Korn, the CFO of MTBC. Bill is one of my favorite CFOs. He runs a tight ship and knows what he's doing every step of the way. This is a well run...
Tailwinds' Take: we see no reason that OnTrak can't continue its expansion across the whole United States. As this customer, which is likely Aetna, continues expanding, one can assume they are seeing excellent results. We believe there will be...
This weekend we'll be hanging our stockings on the mantel. Come Christmas morning, they'll be lying on the floor, overflowing with presents. At least, that's what has traditionally happened. There always remains the risk of finding your stockings filled...
We got the chance to speak with Dr. Amit Kumar, the CEO of ITUS Corp. this last week. Having heard little about the progress of Cchek of late, and knowing that their CAR-T drug is going to be presented...
Tailwinds' Take: this removes the only negative in the story as they now have plenty of cash to see them through to cash flow positive. However, it's not positive in that they must be further from a license than...
Tailwinds' Take: more positive data just before they meet with the FDA. Important notes from the data include potential "Phase 0" detection and the possibility that Cchek can be used for ongoing maintenance of breast cancer survivors. While the...
On Thursday evening, one of Tailwinds' readers, sensing a rally, asked me which stock in the TW universe had the following three characteristics: Down for no reason Not going to be subject to tax loss selling A big catalyst...
Tailwinds' Take: setting up for their next acquisition? Doubling of an uptapped credit facility is a telling sign. MTBC stock is cheap, the company is well run, and the space is fragmented. Great long term hold here at Tailwinds. SOMERSET,...
Tailwinds' Take: a very detailed update from PTOTF, which should put an end to the selling. We like the paid trial program as a smart way to begin installations and training of resellers. With a defense contractor...
LOS GATOS, Calif., Oct. 10, 2018 (GLOBE NEWSWIRE) -- Atomera Incorporated (Nasdaq: ATOM) today announced that it intends to offer and sell shares of its common stock in an underwritten public offering.  Atomera also expects to grant the underwriters...
Tailwinds' Take: we are encouraged to see the technological challenges appear to have been solved and that products will be available in the market in Q4. Next up is the important partnership announcements, which shouldn't be too far off. TORONTO,...
Tailwinds' Take: while not a full manufacturing license, this is still an important step for ATOM. My guess is the stock is up today, but this is just the beginning of the extended move as the dam could very...
Tailwinds' Take: continued rollout of OnTrak-A (aka Aetna) demonstrates that the program is working as advertised. We see nothing stopping this continued expansion of customers and geographies for CATS. Catasys, Inc. (CATS) (“Catasys” or the “Company”), a leading AI and...
Tailwinds' Take: with two products approaching FDA submissions for clinical trials, ANIX is positioned for significant catalysts and value generation over the next few months. SAN JOSE, Calif., Oct. 15, 2018 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company...

LD Micro Recap

This week saw several extraordinary events come together simultaneously. On Tuesday the market dipped to the 4th largest point loss in Dow history. Wednesday saw markets closed (thankfully) in honor of the late...
Tailwinds' Take: This is outstanding data. The detection of cancer remains in line with prior releases, but the ability to detect benign versus malignant is huge! Almost 80% of biopsies are unnecessary. Removing over 50% of these will be...
It seems like a long time ago, but it was only last December when I said that Catasys was a “Top Pick for 2018”. That was at $3.50 a share. Since then, shares in CATS have rallied dramatically, reaching...
Tailwinds' Take: although this is a minor delay from previous (best case) guidance, it is still fabulous news that Anixa expects to have a CAR-T drug in humans next summer. We expect to see the stock at much higher...
The bigger the party, the longer the prep work and greater the expense, right? Well, Patriot One is in the middle of their coming out party. It’s taken longer than anyone had foreseen and probably cost a lot more...
Tailwinds' Take: this is a big moment for Patriot One as it marks the beginning of their commercial rollout. We love the product and believe that, once the integrated offering is available, it will represent a compelling, "must have",...
Tailwinds' Take: Melt is potentially the hidden gem in the Imprimis portfolio. I don't think the market equates any significant value to this subsidiary, yet it could be bigger than the two that they have spun out. With ETON...
Tailwinds' Take: very positive development getting Cchek in front of the FDA for preliminary discussions, especially how quickly the meeting was accepted. With two programs on track, ANIX is very undervalued by the markets. SAN JOSE, Calif., Oct. 24, 2018...
Tailwinds' Take: the PATSCAN system is revolutionary for security. This partnership with a global leader demonstrates the compelling strengths of PAT's system and positions them for a large ramp in the near future. TORONTO, CANADA -- (GLOBENEWSWIRE –October 24, 2018)...
Tailwinds' Take: while not a huge client, this shows continued execution on the part of Catasys. Expect more of these client announcements going forward and strong guidance on the Q3 call in early November. Catasys, Inc. (CATS) (“Catasys” or the...
In recent weeks, Anixa has met with the FDA regarding their CAR-T therapy and has now scheduled a discussion around Cchek for early December. These are important events as the FDA will review data submitted before even agreeing to...
This morning a major endorsement for the WiSA standard was issued when LG Electronics announced that all their high-end OLED and UHD televisions would have embedded support for the WiSA standard; they will be “WiSA Ready”. FromTailwinds’...
SOMERSET, N.J, Oct. 26, 2018 (GLOBE NEWSWIRE) -- MTBC (Nasdaq: MTBC) (Nasdaq: MTBCP), a leading provider of proprietary, cloud-based healthcare IT and practice management solutions today announced that it has entered into a new group purchasing contract with one...
Tailwinds' Take: Patriot One likely needed to get this deal done for working capital as they start to ramp production and sales. If business takes off, as anticipated, this could be the last chance to get cheap stock... VANCOUVER, BC...
Tailwinds' Take: Anixa continues to demonstrate nothing but very positive results, so expect more from this presentation. We continue to believe the risk / reward of ANIX is very compelling as data continues to be positive on both products...
Tailwinds' Take: another oral presentation, at a key conference no less, is going to help Cchek gain recognition right before its launch. Interestingly, data on other cancers than prostate and breast will be presented. This is a very positive...
Los Angeles, CA – November 1, 2018 – Catasys, Inc. (NASDAQ: CATS) (“Catasys” or the “Company”), a leading AI and technology-enabled healthcare company, today announced the appointment of Edward Zecchini, Sharon Gabrielson, and Diane Seloff to its Board of...
LOS GATOS, Calif., Nov. 01, 2018 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and intellectual property licensing company focused on deploying its proprietary technology into the semiconductor industry, today provided a corporate update and announced financial results for the third...
What’s the biggest difference between watching a movie at home versus at the theater? I mean besides the cost of popcorn (crazy, right?). For me, personally, it’s the overwhelming feeling you get from the movies. Sometimes, you can almost...
October has a reputation for being a bad month to own stocks. For the current generation of investors, this reputation was earned primarily from several disastrous meltdowns. These include Black Monday in 1987 when the market lost 23% in...
Tailwinds' Take: the WiSA Association continues to gain traction. Foxconn is a huge endorsement. The next thing we hope to see is traction from retailers. SAN JOSE, CALIF. (November 6, 2018) – WiSA® LLC, WiSA, the (Wireless Speaker and Audio)...
In last week's newsletter, I highlighted how the more liquid stocks in TW's universe had rallied. I also speculated that there is the potential for catch up in the names that didn't rally. Quite simply, if I'm correct on...
● Revenue of $17.0 million for Q3 2018, a 127% increase over Q3 2017 ● Revenue of $34.0 million for YTD 2018, a 45% increase over 2017 ● GAAP net loss of $1.6 million for YTD 2018, an improvement of $3.8...
To all readers, I have retracted my latest piece on Patriot One. It appears that some of my speculation could possibly be deemed as promotional from the Company's perspective. Therefore, I have withdrawn the note. I would like to...
SAN JOSE, Calif.--(BUSINESS WIRE)-- Summit Wireless Technologies, Inc. (NASDAQ: WISA), a leading provider of immersive, wireless sound technology for intelligent devices and next-generation home entertainment systems and founding member of WiSA, the Wireless Speaker and Audio Association, today announced James Cheng has joined...
SAN JOSE, Calif., Nov. 12, 2018 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on using the body's immune system to fight cancer, today announced that its two presentations at the 33rd Annual Meeting of The Society for...
Tailwinds' Take: management is typically very conservative, so we expect this 2019 guidance to be exceeded as a baseline estimate. There should be at least two accretive acquisitions during the year as well, so significant upside exists. With an...
Tailwinds' Take: EhEye adds a critical component to the Patriot One ecosystem. The key comments here, beyond EhEye relate to the plans for "more paid trial deployments in Q1". The rollout is happening and PTOTF is on the verge...
Tailwinds' Take: we expect to have many more companies adopting this standard in the near future, as well as big box retail. If WISA gets 10% of the enabled products to purchase WiSA surround sound systems, that would mean...
SAN JOSE, Calif.--(BUSINESS WIRE)-- WiSA LLC, WiSA, the (Wireless Speaker and Audio) Association, an industry group comprised of over 40 leading brands including founding member Summit Wireless Technologies (NASDAQ: WISA), introduces “WiSA Endorsed™” for audio amplifiers designed for use...
SAN JOSE, Calif.--(BUSINESS WIRE)-- Summit Wireless Technologies, Inc. (NASDAQ: WISA), the leading provider of immersive, hi-fidelity, wireless sound technology for intelligent devices and home entertainment systems, and a founding member of WiSA, the Wireless Speaker Audio Association, today announced a...
SAN DIEGO, Nov. 13, 2018 (GLOBE NEWSWIRE) -- Imprimis Pharmaceuticals, Inc. (NASDAQ: IMMY) today reported results for the third quarter 2018. Third Quarter 2018 and Other Recent Notable Highlights: Revenues increased 66% year-over-year to $10.7 million Ophthalmology revenue increased 81%...
If you've been paying attention to me, you know that I've been very bullish on Imprimis Pharmaceuticals (IMMY). In particular, my thinking was that the stock was cheap and would perform very well going into the Eton IPO. This...
Q3 2018 Record Billings of $6.3 Million, Up 210% Year over Year and Up 21% from Q2 Q3 2018 Record GAAP Revenue of $4.4 Million, Up 266% Year over Year and up 33% from Q2 Reiterates 2018 Billings...
Tailwinds' Take: expecting more positive data out of Cchek. Big meeting with FDA in December will tell us how quickly this product can come to market. With positive results in two cancer indications with no alternative quality early stage...
Tailwinds' Take: award winning speakers ready to hit the market in June is a sign that WiSA is arriving. Looking forward to earnings call when we get some guidance on sales uptake. SAN JOSE, Calif.--(BUSINESS WIRE)-- WiSA® LLC, the Wireless Speaker...
Tailwinds' Take: "upcoming customer product launches and driving 2019 revenue growth." WISA is poised for a big 2019 and beyond as the standard gets adopted by TV manufacturers and put in big box retailers. SAN JOSE, Calif.--(BUSINESS WIRE)-- Summit Wireless Technologies,...
Catasys (CATS) reported their earnings this week, along with hosting an earnings conference call. I had high expectations going into the call. They were exceeded. The call covered not only their current business, but provided a first look at guidance...
SAN JOSE, Calif.--(BUSINESS WIRE)-- Summit Wireless Technologies, Inc. (NASDAQ: WISA), the leading provider of immersive, hi-fidelity, wireless sound technology for intelligent devices and home entertainment systems, and a founding member of WiSA, the Wireless Speaker and Audio Association, today announced...
Overview: Vicor is a $1.5B market cap power electronics company that is just hitting the sweet spot of a hockey stick type secular transition to 48 volt architecture in exciting, high growth markets. These target markets include data centers, AI...
Tailwinds' Take: this acquisition adds to the capabilities of PATSCAN as Patriot One is building out a complete threat detection system. Their ability to integrate different threat detection systems, using an AI algorithm, will create an industry leading product...
When last we spoke with Anixa, they had just finished meeting with the FDA to discuss their Cchek program. The Company has scheduled a call for January 24th, which would have been about a week after they received the...
Tailwinds' Take: a positive development as this opens the Company up to a whole new pool of institutional investors. It also ticks off one of their promised Q1 goals, which could give investors confidence that the other ducks will...
Last week, AMD unveiled their next generation Epyc processor Zen2 at CES...and based on the claims we see here, it seems like people are connecting the dots with VICR.  it's probably not an accident that the same week VICR...
Tailwinds' Take: 2019 is going to be the breakout year for WISA as their ecosystem looks set to expand dramatically and big box retailers should be rolling out product displays. All sources confirmed that the acceptance at CES was...
Tailwinds' Take: we are very excited for this call. "Transformative" is the key word from this press release as it hints at major successes to be announced soon. SAN JOSE, Calif., Jan. 16, 2019 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX),...
I managed to catch up on the phone with Martin Cronin today. Which was good as I had many urgent issues to discuss with him. I mean, it had been well over a month since we last spoke and...
Tailwinds' Take: excellent news for ANIX. Their CAR-T therapy, being developed in partnership with Moffitt Cancer Center, has not only shown efficacy in ovarian cancer but is a potential platform for other solid tumor cancers. Having patent protection is...
Xilinx is a $28B semiconductor company with global operations. As such, it can been seen as a bellwether for business in many different locales and segments of the market. Last night they reported a very strong quarter and guided...
On Thursday January 24th, Anixa Biosciences held an investor update call. In the preview to the call, management had talked about 2019 being a "transformative" year for the Company. Based on their conference call, if they deliver on their...
Tailwinds' Take: this non-dilutive joint venture adds yet another interesting technology to the expanding PATSCAN suite of products. With commercial rollout just around the corner, Patriot One stock is looking very attractive. TORONTO, Jan. 29, 2019 (GLOBE NEWSWIRE) -- Patriot One...
Shares in Oncocyte (OCX) are up over 200% today. This move is on the back of positive results from their liquid biopsy diagnostic for detecting lung cancer. The results from the test showed 90% sensitivity and 75% specificity, both...
Good things come to those who wait, right? As we wrote about in our last article on Patriot One, investors have been getting impatient waiting for the Company to deliver on their promise. Based on changes to the corporate...
Today in a press release, Harrow announced the Series A financing of their (formerly) wholly owned subsidiary, Melt Pharmaceuticals. This is a very positive announcement for Harrow and I believe the value of MELT is in no way reflected...
Tailwinds' Take: we think MELT will end up bing a home run for Harrow, which is building a portfolio of solid companies. SAN DIEGO and BOSTON, Feb. 13, 2019 (GLOBE NEWSWIRE) -- Melt Pharmaceuticals, Inc., a specialty pharmaceutical company recently...
This morning, Anixa announced that they have achieved one of their key milestones for 2019, namely that of partnering with an independent clinical laboratory to develop and launch a prostate cancer diagnostic. This is a significant development for the...
Tailwinds' Take: this is a big deal for ETON, a company in which Harrow owns 3.5 million shares and has a royalty agreement. There is certainly potential for several million dollars per annum of royalty income to ETON. Bausch...
Tailwinds' Take: working with the leader in MDSC research has enabled the progress of their Cchek diagnostic and will likely lead to more potential opportunities over time. SAN JOSE, Calif., and PHILADELPHIA, Feb. 21, 2019 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ:...
Tailwinds' Take: while still early stage, and unsure of the monetization path, this project could be significant for MTBC and bears watching as it progresses. SOMERSET, N.J., Feb. 21, 2019 (GLOBE NEWSWIRE) -- MTBC (NASDAQ:MTBC) (NASDAQ: MTBCP), a leading provider...
Tailwinds' Take: Love this quote from LG, "Together, we're setting the standard for display technology and audio experience." WISA is going to be a big deal for home entertainment. SAN JOSE, Calif.--(BUSINESS WIRE)-- WiSA® LLC, the Wireless Speaker and Audio Association...
Tailwinds' Take: solid numbers right in line with guidance. We are waiting for the Company to make another acquisition. The next one could push revenue over $100M per annum and take MTBC to the next level. SOMERSET, N.J., May 08,...
SAN DIEGO, Aug. 6, 2018 /PRNewswire/ -- Imprimis Pharmaceuticals, Inc. (NASDAQ: IMMY) today reported results for the second quarter 2018. Notable Highlights from the Second Quarter of 2018: Revenues of $10.4 million, up 51% year-over-year Gross ophthalmology-related revenue of $8.3 million, up 74% year-over-year Gross...
SAN DIEGO, Aug. 1, 2018 /PRNewswire/ -- Imprimis Pharmaceuticals, Inc. (NASDAQ: IMMY) through its ImprimisRx ophthalmology business today announced its Canadian partner, Advanced Dosage Forms Inc., will begin enrolling patients at McGill University Health Centre (MUHC) for a clinical trial of Imprimis's leading Dropless®...
SAN DIEGO, May 30, 2018 /PRNewswire/ -- Imprimis Pharmaceuticals, Inc.'s (NASDAQ: IMMY) ophthalmology compounding division, ImprimisRx, is pleased to announce the findings from a study published in the Journal of Cataract and Refractive Surgery in January 2018, which followed 483 eyes with...
Tailwinds' Take: Anixa is executing to their plan. Having a diagnostic in the market by Q3 should be eye-opening for institutional investors who have ignored ANIX to date. We continue to believe this could be our best performing stock...
SAN JOSE, Calif., April 3, 2019 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on using the body's immune system to fight cancer, presented the latest data from its ongoing study on prostate cancer detection, utilizing...
Tailwinds' Take: below is the transcript from Summit Technologies (WISA) 4th quarter and full year 2018 update call. Key takeaways include Best Buy rollout starting in Q2, guidance for $3-5MM in the second half of 2019, and potential sales...
Tailwinds' Take: the momentum of the WiSA association continues. We are looking forward to the upcoming earnings call to gauge how retail adoption is coming together. The second half of 2019 could be very big for WISA. SAN JOSE, Calif.--(BUSINESS...
It's always nice when some of the smartest people in the world tell you that what you're doing makes sense. In the case of Harrow, they have just received an unspoken endorsement from KKR. Not bad, guys. How exactly did...
Tailwinds' Take: Disappointing numbers, but not totally unexpected. The commentary on the call was very upbeat and guidance for bookings up 15% and trending towards $100M by year end was very positive. The stock will likely be lower tomorrow,...
Tailwinds' Take: this is positive for a couple reasons. Oral presentations are not handed out willy-nilly...it shows that the medical community is catching on to Anixa and excited about what they're doing. Also, since it's on benign data, which...
Tailwinds' Take: launching into treatment of another disorder demonstrates the potential of the OnTrak platform for horizontal expansion across any behavioral health issue. Catasys is in the early stages of a massive opportunity. Los Angeles, CA – May 9, 2019...
Yesterday Vicor reported disappointing results. Sales came in below expectations, bookings were down and, generally speaking, the Company managed to leave shareholders with a bad taste in their mouths. Yet, continuing with their recent trend, Vicor’s management, in particular CEO...
Tailwinds' Take: CATS has been under pressure lately on rumors of an equity financing. This press release disproves that thesis and also should encourage investors heading into tonight's earnings release with the use of the term "accelerating growth". We...
LOS ANGELES--(BUSINESS WIRE)-- Catasys, Inc. (NASDAQ: CATS), a leading AI and technology-enabled healthcare company, today reported its financial results for the fourth quarter and year ended December 31, 2018. The Company provides big data-based analytics and predictive modeling driven healthcare services to...
This week Harrow won a partial summary judgement in their legal tussling with Allergan. This incremental positive supports the companies long-term business model and helps justify their decision to ramp up legal spending. Since their most recent earnings, shares of...
Tailwinds' Take: two keys to this press release. First, this should provide a steady stream of samples, keeping the timeline intact for developing the diagnostic with ResearchDX and getting it to market in Q3. Secondly, more Key Opinion Leader's...
On May 15th, Dr. Amit Kumar will be on a panel discussing cancer therapies for solid tumors. This panel is at a conference hosted by the New York Academy of Sciences. Here is the official agenda item, from their...
Tailwinds' Take: this is a major endorsement from THX, which is the premier name in audio. The gaming market is large and growing rapidly. More importantly, gamers spend on hardware. Expect Approved by THX™ products to drive sales for...
Los Angeles, CA - May 8, 2019 - Catasys, Inc. (NASDAQ: CATS) ("Catasys" or the "Company"), a leading AI and technology-enabled healthcare company, today announced a strategic partnership with Circulation, a leading manager of non-emergent medical transportation (NEMT) programs...
Tailwinds' Take: further execution by the Company as they continue to hit targeted milestones. This is a big quarter for them as PATSCAN begins commercial deployment. TORONTO, ON (April 8, 2019) – Patriot One Technologies Inc. (TSX-V: PAT) (OTCQX: PTOTF) (FRANKFURT: 0PL)...
Tailwinds' Take: great news as they bring in a major defense contractor as a partner. Even better, from an investor's perspective, is they have done so within the timeline to which they guided. This should alleviate investors' concerns over...
Tailwinds' Take: Carol's background seems ideally suited for this role. Meanwhile this quote, "new level of growth and market expansion", from Terren suggest that things continue to go very well at CATS. Los Angeles, CA – April 9, 2019 –...
ANDOVER, Mass. and KYOTO, Japan, April 10, 2019 (GLOBE NEWSWIRE) -- Kyocera Corporation (TOKYO: 6971) and Vicor Corporation(NASDAQ: VICR) will collaborate on next-generation Power-on-Package (PoP) solutions to maximize performance and minimize time-to-market for emerging processor technologies, the companies announced today. As a part of the...
Tailwinds' Take: I believe investors don't quite get the lack of support for the PSA in the medical community. Cchek, if and when approved, has the potential to be a very big product for Anixa. With increasing support, the...
Tailwinds' Take: this is a very positive step for Anixa as it insures that they have rights to this treatment as a platform for multiple solid tumor cancers. If this CAR-T is successful, it will potentially be the first...
SOMERSET, N.J., April 17, 2019 (GLOBE NEWSWIRE) -- MTBC, Inc. (NASDAQ:MTBC) (NASDAQ: MTBCP), a leading provider of cloud-based healthcare IT solutions and services, today announced the promotion of Howard L. Clark, Jr., a renowned business leader and current member of MTBC’s Board of Directors...
As the pre-election momentum builds around "MediCare For All", healthcare stocks have become quite jittery. Drug stocks, and in particular the biotech companies, have seen selling pressure over the last few weeks with the major concern being that the...
Tailwinds' Take: further expansion by an existing customer demonstrates the success of OnTrak. We expect to see Eligible Lives approach 100,000 when CATS reports earnings in two weeks. Catasys, Inc. (CATS) (“Catasys” or the “Company”), a leading AI and technology-enabled...
Tailwinds' Take: this is the trough quarter. Expect to see growth from here, but it remains to be seen how quickly it ramps. Either way, we expect a good second half for VICR. ANDOVER, Mass., April 23, 2019 (GLOBE NEWSWIRE) -- Vicor Corporation (NASDAQ:...
LOS GATOS, Calif., May 01, 2019 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and intellectual property licensing company focused on deploying its proprietary technology into the semiconductor industry, today provided a corporate update and announced financial results for the first...
Tailwinds' Take: this is not totally unexpected news for Atomera, but is quite positive nonetheless. It all comes down to timeline to adoption. Which can't come soon enough. LOS GATOS, Calif., May 01, 2019 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and...
As we enter the second quarter of 2019, Patriot One is nearing an inflection point. The Company has been steadily marching forward on developing not only their PATSCAN weapon detection system but a whole suite of products built around...
Tallwinds' Take: this important milestone has been achieved within the expected development timeline and Cchek is on track for a Q3 launch. With more major milestones coming over the next few months, ANIX remains our top pick for 2019. SAN...
I'm not a big fan of getting involved in stocks with big short positions. Short sellers, in general, are very smart investors. They do their homework and are usually right a lot more often than they are wrong. They are...
SAN DIEGO, May 09, 2019 (GLOBE NEWSWIRE) -- Harrow Health, Inc. (NASDAQ: HROW) today reported results for the first quarter 2019. First Quarter 2019 and Other Recent Notable Highlights: Consolidated revenue increased 39% year-over-year to a new record of $12.3...
Tailwinds' Take: Cigna continuing expansion is further proof of the effectiveness of OnTrak. CATS is poised to blow away forecasts over the next 12-24 months based on its rapid growth in eligible lives which are far exceeding earlier company...
SAN DIEGO, April 30, 2019 (GLOBE NEWSWIRE) -- ImprimisRx, the ophthalmology-focused pharmaceutical compounding subsidiary of Harrow Health, Inc. (NASDAQ: HROW), today announced its participation at the American Society of Cataract and Refractive Surgery (ASCRS) Annual Meeting to be held...
LOS ANGELES Q1 2019 Record Revenue of $6.8 Million, Up 256% Year over Year and Up 21% from Q4 2018 Outreach Pool of Eligible Members Increases to Approximately 92,000 in May 2019, up 124% from 41,000 at December 31,...
Very frequently, I'm early to a stock. In the microcap space, it's better to be early than late. If you're late, you might never get into the stock in a meaningful way; shares have a tendency to vacuum higher...
I’ve been a shareholder in Atomera for a while. In my opinion, ATOM stock has always been a lottery ticket; a winning ticket, most likely, but with the date of the drawing unknown. What they are doing to improve...
Tailwinds' Take: WiSA is set to be a very significant force in home audio, as evidenced by this quote from another Summit PR today...“WiSA’s technology is the most important innovation for high-end audio in decades,” said Ole Witthoft, founder...
Tailwinds' Take: Centene is expanding coverage, demonstrating the positive impact of OnTrak. Depression and anxiety are much bigger indications than addiction in terms of eligible lives. Thursday's earnings call should have lots of positive things to say about expansion...
In late-breaking news on Thursday afternoon, a jury has ruled in the case of Allergan vs. Imprimis Pharmaceuticals. If you recall, Allergan had been seeking millions in damages, claiming that false advertising on the part of Imprimis (owned by...
One of my favorite shows to watch on airplanes used to be The Deadliest Catch. This real life drama portrays a group of Alaskan king crab fisherman as they ply their trade in the Bering Sea. Every year during crab season, these...
Patriot One has been receiving a number of questions from investors around 3 areas of the business - (1) PATSCAN CMR Patents, (2) FCC Certification and (3) Corporate-level Partnerships. These questions have been sent by investors to the company's...
Today was the first day of the B Riley Conference in Los Angeles at the Beverly Hilton, a hotel that has a 60's feel to it. It's updated and in great shape, but the layout of the space is...
Tailwinds' Take: while we wait for CMR deployments, VRS is moving forward. This shows Patriot One is not a one-trick pony. As VRS deployments pick up, it also positions the Company for sales of other products into the established...
Day two of B Riley was a slightly abbreviated day for yours truly as I had a flight to catch. I did manage to make it through the morning meetings followed up by lunch with Dr. Amit Kumar of...
SAN JOSE, Calif.--(BUSINESS WIRE)-- WiSA® LLC, the Wireless Speaker and Audio Association founded by Summit Wireless Technologies (NASDAQ: WISA) and comprised of leading consumer electronics brands, today announces the certification of the Monaco 5.1 Wireless Home Theater speaker system from...
SAN JOSE, Calif.--(BUSINESS WIRE)-- Summit Wireless Technologies, Inc (NASDAQ: WISA), a leading provider of immersive, wireless sound technology for intelligent devices and next-generation home entertainment systems and founding member of the WiSA Association, today announced the pricing of its...
Tailwinds' Take: additional data from the ongoing ResearchDx partnership, which is intended to certify Cchek as a CLIA approved diagnostic, will be presented. Anixa remains on track to deliver their novel AI based prostate diagnostic to the market by...
Tailwinds' Take: in is a very strong endorsement of the disruptive nature of Atomera's technology and revenue potential, investors are paying a premium to yesterday's closing price for the opportunity to pick up more shares. I'm more excited than...
Atomera is going to blow up. I mean this in a good way, not in the implosion sort of manner. ATOM is a ticking time bomb that is going to have a ballistic launch path sometime in the next...
Yesterday I had the opportunity to sit down with Anixa’s Dr. Amit Kumar, CEO, and Michael Catelani, CFO. Our discussion was rather wide ranging as Anixa, for a small company with only 6 employees, has a lot going on....
I'm not sure why, but it seems that every time I feel the Tailwinds' Portfolio is poised for big gains, the market enters a swoon. This time, thanks to the ratcheting up of trade tension, we looked ready for...
Los Angeles, CA – June 6, 2019 – Catasys, Inc. (NASDAQ: CATS) ("Catasys" or the "Company"), a leading AI and technology-enabled healthcare company, today announced a strategic partnership with digital therapeutics company Canary Health. "Catasys has built a unique, proprietary...
This afternoon Anixa (ANIX) filed a mixed-shelf offering of up to $100M in securities. Included in this was a sales agreement with B. Riley for up to $50M in equity sales; essentially an ATM has been put in place. This...
Tailwinds' Take: "widespread adoption" happening is music to our ears. WISA represents an opportunity to pick up a developer of a unique platform technology at the inflection point in revenues. SAN JOSE, Calif.--(BUSINESS WIRE)-- WiSA® LLC, the Wireless Speaker and Audio...
ANDOVER, Mass., Oct. 16, 2018 (GLOBE NEWSWIRE) -- Vicor Corporation (NASDAQ: VICR) today reported financial results for the third quarter and nine months ended September 30, 2018.  These results will be discussed on October 18, 2018 at 5:00 p.m. Eastern Time, during management’s quarterly investor conference call. ...
BEIJING, Oct. 15, 2018 (GLOBE NEWSWIRE) -- Vicor Corporation (NASDAQ: VICR) has announced a 3-phase, AC-DC converter module (“RFM”), capable of delivering 10kW of regulated 48VDC in a power tablet configuration measuring 9.4 x 5.9 x 0.6in (24 x 15 x 1.5cm). The RFM™ provides...
In what is shaping up as a never-ending quest to provide newsletter coverage from anyplace not named "home", this week's letter comes from Raleigh, NC. I'm here to keep my daughter company for the weekend as she is toiling...
Tailwinds' Take: with the launch of WiSA ready in Best Buy coming soon, expanding the eco-system is important to driving the standard. Expect to hear more about the launch and revenue ramp in coming weeks and months. SAN JOSE, CA...
Los Angeles, CA – June 26, 2019 – Catasys, Inc. (NASDAQ: CATS) ("Catasys" or the "Company"), a leading AI and technology-enabled healthcare company, today announced the appointment of Daniel Prewitt as the senior vice president of sales. In this...
SOMERSET, N.J., July 09, 2019 (GLOBE NEWSWIRE) -- MTBC, Inc. (NASDAQ:MTBC) (NASDAQ: MTBCP), a leading provider of proprietary, cloud-based healthcare IT and practice management solutions announced it has been named the preferred revenue cycle management (“RCM”) partner of Physicians...
When last I visited Atomera, the Company had recently announced breakthrough performance from their MST technology, which had sparked investor interest. Timing being everything, my journey to their offices came on the same day that they completed a financing....
Tailwinds' Take: This is a very technical study, but here are key points: 1. George Dominguez and Amit Kumar from Anixa are co-authors with the scientists at some top cancer centers, including dr. Dmitry Gabrilovich, who is the worlds foremost expert on...
In January we proclaimed Anixa to be Tailwinds’ stock of the year. This designation was awarded due to potential major milestones in the both the detection and the curing of cancer. With their Cchek prostate diagnostic shooting for CLIA...
SAN JOSE, Calif., July 17, 2019 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on harnessing the body's immune system to fight cancer, today announced that it has established a strategic alliance and license agreement with Cleveland Clinic for an innovative...
Los Angeles, CA - July 18, 2019 - Catasys, Inc. (NASDAQ: CATS) ("Catasys" or the "Company"), a leading AI and technology-enabled healthcare company, today announced the appointment of Mr. Robert L. Rebak to its Board of Directors, replacing Mr....
TORONTO, July 18, 2019 (GLOBE NEWSWIRE) -- Patriot One Technologies Inc. (TSX: PAT) (OTCQX: PTOTF) (FRANKFURT: 0PL) (“Patriot One” or the “Company”), developer of the PATSCAN™ Multi-Sensor Covert Threat Detection Platform (“PATSCAN”) reports that its business development team is...
Operator:Good day, everyone. Welcome to today’s corporate update and discussion of recent alliance with Cleveland Clinic on breast cancer vaccine. At this time, all participants are in a listen only mode. Later, you will have the opportunity to ask...
SAN JOSE, Calif., July 22, 2019 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on harnessing the body's immune system to fight cancer, today announced that it is partnering with the VA Maryland Health Care System's Baltimore VA...
Tailwinds' Take: this is potentially the most significant announcement in CATS' history. They are using their AI to expand their product line significantly. I suspect, from the language being used here, that we are closer than ever to national...
SAN JOSE, Calif., July 24, 2019 /PRNewswire/ -- Anixa Biosciences, Inc. (NASDAQ: ANIX), a biotechnology company focused on harnessing the body's immune system to fight cancer, today announced that the United States Patent and Trademark Office (USPTO) has issued US...
Sometimes big news falls on deaf ears. Which, by the way, is one of the reasons I like the micro-cap space. With only a few analysts, if any, focused on a company, meaningful news can often be overlooked for...
TORONTO, July 25, 2019 -- Patriot One Technologies Inc. (TSX: PAT) (OTCQX: PTOTF) (FRANKFURT: 0PL) (“Patriot One” or the “Company”), developer of the PATSCAN™ Multi-Sensor Covert Threat Detection Platform (“PATSCAN”),  is pleased to announce that it has completed an exclusive global commercial...
ANDOVER, Mass., July 25, 2019 (GLOBE NEWSWIRE) -- Vicor Corporation (NASDAQ: VICR) today reported financial results for the second quarter and six months ended June 30, 2019.  These results will be discussed later today at 5:00 p.m. Eastern Time, during management’s quarterly investor conference call. ...
Tailwinds' Take: this is the third VA hospital to join the Cchek study. This demonstrates the success the diagnostic must be showing in other hospitals and is a positive sign for obtaining CLIA approval sometime in the October time...
Tailwinds' Take: the HROW machine just keeps chugging along. Mayfield could be the most exciting spinoff yet, with multi-billion potential. The markets they're going after are large and unserved. Expect to hear about funding within a number of weeks,...
TORONTO, ON – July 31, 2019 – Patriot One Technologies Inc. (TSX: PAT) (OTCQX: PTOTF) (FRANKFURT: 0PL) (“Patriot One” or the “Company”), developer of the PATSCAN™ Multi-Sensor Covert Threat Detection Platform (“PATSCAN”),  is pleased to announce that it has signed...
Tailwinds' Take: add another subsidiary to the list of companies formed under the Harrow umbrella. Potential market of $2B they are looking to address. The good news just keeps coming... NASHVILLE, Tenn., Aug. 02, 2019 (GLOBE NEWSWIRE) -- Harrow Health,...
Tailwinds' Take: the key statement here is "Speakerless WiSA Ready TVs are anticipated to enter the market in 2020". WiSA is the best sound standard for home entertainment systems. With a 5% attachment rate to these 20 million WiSA...
Tailwinds' Take: MTBC is becoming a little cash cow. While not wild about the core business, we have a ton of respect for management and the job they are doing in this space. Expect them to announce another acquisition...
Tailwinds' Take: while not official "guidance", the Company obviously believes that their products will generate substantial revenue and cash flow in 2020 and beyond. With a market cap under $20M, the stock trades at less than 1/2 the total...
LOS GATOS, Calif., Aug. 07, 2019 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and intellectual property licensing company focused on deploying its proprietary technology into the semiconductor industry, today provided a corporate update and announced financial results for the second...
Atomera (ATOM) reported earnings on Wednesday after the close. The numbers are rather meaningless for Atomera as they are pre-revenue. What investors are looking for is clues to when revenues will start and the likelihood that customers will adopt...
This was a very hectic week in the market, with major swings in the indexes and in our universe of smaller companies. Earnings season for most smaller companies is the first two weeks of August, which creates ample reasons...
Tailwinds' Take: this expansion should easily bring their eligible lives to well over 100,000. It also demonstrates that the program is working as Aetna continues to expand their involvement. The investor update call on Wednesday could really send shorts...
OLDWICK, N.J., Aug. 8, 2019 /PRNewswire/ -- Provention Bio, Inc. (Nasdaq: PRVB), a clinical stage biopharmaceutical company dedicated to intercepting and preventing immune-mediated disease, today announced that it has dosed the first patients in its PREVAIL (PRV-3279 EVAluation In Lupus) study, a...
OLDWICK, N.J., Aug. 6, 2019 /PRNewswire/ -- Provention Bio, Inc. (Nasdaq: PRVB), a clinical stage biopharmaceutical company dedicated to intercepting and preventing immune-mediated diseases, today reported financial results for the second quarter ended June 30, 2019 and provided a business update. "The data from the...
OLDWICK, N.J., Aug. 5, 2019 /PRNewswire/ -- Provention Bio, Inc. (Nasdaq:PRVB), a clinical stage biopharmaceutical company dedicated to intercepting and preventing immune-mediated disease, today announced that the U.S. Food and Drug Administration (FDA) has granted Breakthrough Therapy Designation (BTD) to teplizumab (PRV-031)...
Tailwinds' Take: it's all about consumer uptake now. We are at the inflection point in revenue. Will be an interesting next few months. SAN JOSE, Calif.--(BUSINESS WIRE)-- Summit Wireless Technologies, Inc. (NASDAQ: WISA), a leading provider of immersive, wireless sound technology for intelligent...
NASHVILLE, Tenn., Aug. 14, 2019 (GLOBE NEWSWIRE) -- Harrow Health, Inc. (NASDAQ: HROW) today reported results for the second quarter 2019. Second Quarter 2019 and Other Recent Notable Highlights: 46% year-over-year increase in ImprimisRx ophthalmology gross revenue to $12.1 million ...
Tailwinds' Take: solid growth, although shy of the Street forecasts. Guidance, as always, very strong. Conference call will determine near-term direction. Longer-term, things look great. LOS ANGELES--(BUSINESS WIRE)--Catasys, Inc. (NASDAQ: CATS) (“Catasys” or the “Company”), a leading AI and technology-enabled...
Shares of Summit Wireless (WISA) have been savaged over the last year. Since their IPO all of 14 months ago, the stock has collapsed 80%, recently trading below $1. There are reasons why the stock has been weak, however,...
SAN JOSE, Calif., Sept. 14, 2018 (GLOBE NEWSWIRE) -- Summit Wireless Technologies, Inc. (NASDAQ: WISA), a leading provider of immersive, wireless sound technology for intelligent devices and next-generation home entertainment systems, today filed its Form 10-Q for the quarter ended June...
Shares of Catasys (CATS) are down over 15% as I write this article. Trading at close to $15 a share, the stock has retreated over 25% from the recent 52 week highs that it hit a few months ago. This...
Tailwinds' Take: great news for Patriot One. Johnson Controls is an international behemoth and this release both endorses the PATSCAN platform and opens up a ton of potential sales opportunities. TORONTO, ON – August 15, 2019 -- Patriot One Technologies Inc. (TSX:...
~ Trade Alerts are sent to premium subscribers in real time. This alert was sent out yesterday, however I feel it should be shared more broadly as it contains important information on Harrow. ~ Shares of HROW are down significantly...
The path to being a good investor is to be able to see what the future holds and place your bets accordingly. If you can do so often, you'll have a portfolio of winners. It's an easy game, right? There...
Quite often when I write about companies I'm just about the only one doing so. It's in these situations that Tailwinds can add value by not only highlighting our investment thesis, but in educating investors about a company in...
LA JOLLA, Calif., Oct. 21, 2019 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ: INMB), an immunology company developing treatments that harness the patient’s innate immune system to fight disease, announced today that Dr. Malú Tansey presented data that show the use...
LA JOLLA, Calif., Aug. 05, 2019 (GLOBE NEWSWIRE) -- INmune Bio, Inc. (NASDAQ: INMB), an immunology company focused on developing treatments that harness the patient’s innate immune system to fight disease, reported positive preliminary data today during a presentation at Cambridge Healthtech...

LD Micro Recap

Today was the LD Micro SF Summit. As Chris Lahiji said, 27 companies, 27 investors. We all sit around the table and they bring them through one after another for roundtable discussions. It made for a very long, but...
We are pleased to have had the opportunity to interview Bill Kerby, the CEO of Monaker Group. Tailwinds recently initiated coverage on Monaker and our overview is available here. Tailwinds Research (TW) - As this is our first CEO interview,...
WESTON, FL – August 22, 2019 – Monaker Group, Inc. (Nasdaq: MKGI), a technology leader in the travel and vacation rental markets, today announced it has completed an asset purchase with leading travel technology provider, IDS Technology to enhance its Monaker Booking Engine (MBE) and nexttrip.biz platform, adding new capabilities and an additional 500,000 properties in North America. The terms of the agreement...
WESTON, FL – July 18, 2019 – Monaker Group, Inc. (NASDAQ: MKGI), a technology leader in the travel and vacation rental markets, reported that another well-established, leading travel company has completed its integration and certification of the Monaker Booking...
Recently the Centers for Medicare & Medicaid Services ("CMS") issued an update to the Hospital Outpatient Prospective Payment System. This updated guidance, that has an effective date of October 1, 2019, provided clarification on guidance for intraocular or periocular...
SOMERSET, N.J., Sept. 05, 2019 (GLOBE NEWSWIRE) -- MTBC (NASDAQ: MTBC) (NASDAQ: MTBCP), a leading provider of proprietary, cloud-based healthcare IT and revenue cycle management solutions, announced that Medi-Weightloss Franchising, USA, LLC, a premier national medical weight loss provider has...
I’ve held off on my August recap much like a war veteran will refrain from telling tales from the trenches. Not that my experiences are nearly as terrible as a real war, but in the figurative sense, August left...
Tailwinds' Take: while there is no one technology that is the key to security, integrating multi-sensor technology and using Artificial Intelligence to assist in threat detection can bring performance of a system like PATSCAN to levels much higher than...
I’m a big fan of Alternative Lodging Rentals (ALR). Having a large family that is now spread out around the country, when we travel we like to stay in one location. Hence, renting a house or apartment has become...
Tailwinds' Take: it's very telling that Cisco brought Patriot One into this project. This demonstrates their confidence in the technology and is a great sign that, once it's commercially deployed, Cisco will be a great sales and distribution channel. TORONTO,...
Tailwinds' Take: adding to the team at a time where the biggest question mark is financing says that management isn't concerned about funding. Volumes are ramping now and the rollout is starting. WISA represents a great play on what...
Tailwinds' Take: The Lasker Award is a big honor and demonstrates the strength of Anixa's scientific board. Dr. Shepard's work in breast cancer has direct applicability to Cchek's efforts in that space. SAN JOSE, Calif., Sept. 16, 2019 /PRNewswire/ -- Anixa...
Now that the summer is over, and the fall conference season is ahead I thought it might be a good time for an interview with Dr. Amit Kumar, CEO of Anixa, for an update on their programs. With several...
Investors in Patriot One (PAT) have been waiting for revenues to kick in for a while. This is not without just cause as the launch of the original PATSCAN product was supposed to have occurred over a year ago....
OLDWICK, N.J., June 9, 2019 /PRNewswire/ -- Provention Bio, Inc. (Nasdaq:PRVB), a clinical stage biopharmaceutical company dedicated to intercepting and preventing immune-mediated disease, today announced that results from the National Institutes of Health (NIH)-sponsored "At-Risk" Study were published on-line in The...
Tailwinds' Take: endorsement from KOL's like the Potomac Urology Center is key to getting Cchek broad acceptance and a maximum valuation when they eventually partner with a large national lab sometime in the next year or so. SAN JOSE, Calif.,...
Tailwinds' Take: PRVB finally ripped the bandaid off and raised this money. A couple key takeaways. The headline says $40 million, but the total was $60 with Amgen providing $20 million on the same terms. A very positive...
I tend to be very much a buy and hold investor. I take positions, add to them as I gain confidence and generally let them ride. I do add to stocks on weakness and will trim some into strength....
Tailwinds' Take: this is very big news for several reasons. Goldman is a very high quality lender who can obviously get much larger in size as Catasys grows. Their due diligence prior to making this loan is an endorsement...
OLDWICK, N.J., Sept. 24, 2019 /PRNewswire/ -- Provention Bio, Inc., (Nasdaq: PRVB), a clinical-stage biopharmaceutical company dedicated to intercepting and preventing immune-mediated diseases, today reiterated its regulatory strategy regarding PRV-031 (teplizumab) for the prevention or delay of clinical type...
Tailwinds' Take: this is a very high quality addition to the board and lends a ton of credence to their diabetes programs. OLDWICK, N.J., Sept. 26, 2019 /PRNewswire/ -- Provention Bio, Inc. (Nasdaq: PRVB), a clinical stage biopharmaceutical company dedicated to...
On Tuesday Catasys (CATS) announced that their long-awaited lending partner is none other than Goldman Sachs. We believe this is a very positive development for Catasys as it removes the financing overhang from the stock and provides them with...

Ciao!

In Italy, the word Ciao is a salutation for both hello and goodbye. It's appropriate for this week's newsletter as, while you're reading this, I'll be en route to Italy. Ciao Italia! Of course, if you're reading this at your...
Tailwinds' Take: great news as the rollout of Wisa is starting here and now. Q4 should be very exciting for WISA. SAN JOSE, CA (October 1, 2019) – WiSA® LLC, the Wireless Speaker and Audio Association, comprised of over 60...