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...
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...
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...
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....
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...
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...
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...
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: 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...
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...
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