IF Alpha?

My biggest concern last fall was, "what if Bernie gets into office?" This fear was driven partially by the fact that the market would...

Building Our Case for Fortress (FBIO)

In this, our third article about Fortress Biotech (FBIO), we discuss the value of two in-house subsidiaries, Journey Medical and Caelum BioSciences. Both entities...

Take a Deep Breath…Updates on the Market and Several Stocks

My Take on The Market This was a good week in the market, which was a welcome relief. We had a big bailout announced by...

There’s Blood In The Streets…

Normally I love my Saturday mornings. This is when I write the weekly newsletter and it gives me a chance to review the prior...

Fortress Biotech Reports Record Fourth Quarter and Full-Year 2019 Financial Results and Recent Corporate...

Tailwinds' Take: 2019 was a very impressive year of accomplishment for FBIO. The stage is set for a big 2020 as well, with many...

It’s Definitely a Beer Market

Sometimes a typo can hit the sweet spot, right? When I got the text that we're entering a beer market...well, let's just say that...

Checkpoint Therapeutics Reports Full-Year 2019 Financial Results and Recent Corporate Highlights

Tailwinds' Take: with a pivotal trial ongoing, CKPT is another hidden gem in FBIO's vault. Funded through YE 2021 with hopes for BLA submission...

February Recap and More Thoughts From Last Week…

As I look out my office window here in NorCal and see the blossoms on the tree, it's tough to remember that it's still...

Fortress Biotech, Chapter 2: Mustang Bio

Fortress Biotech (FBIO) has an interesting business model that involves an operating subsidiary focused on dermatology and multiple other partially owned subsidiaries that are...

Mustang Bio Announces First Subject Treated in Phase 1/2 Trial with the Optimized CD20-targeted...

Tailwinds' Take: very exciting news for FBIO's 1/3 owned subsidiary, Mustang Bio. Expect to see the street taking targets up for MBIO, which is...

Thoughts From The Last Week…

Lots going on in Tailwinds' universe recently. Here I recap conversations and observations from the prior week's trading... This screen shot says it all...if Druck...

Avenue Therapeutics Announces New Drug Application for IV Tramadol Accepted for Review by FDA

Tailwinds' Take: ATXI is one step closer to being acquired by Cipla. We believe FDA acceptance is a very likely outcome for IV Tramadol...

Slogging Through Winter

I was skiing outside Seattle last weekend. Steven's Pass ski resort, to be precise. They have gotten a lot of snow up there this...

Wasn’t That An Amazing Sunset?

On Thursday this week, as we finished dinner I looked out the window and the sky was on fire. It was quite possibly the...

Understanding Fortress Biotech Part 1, Avenue Therapeutics

With a plethora of balls in the air, Fortress Biotech is a very difficult company to value. Their financials, being a combination of the...

Early Returns

New Years always brings out the prognosticator in all of us. Everyone likes to predict what the market will do, what sectors will shine...

Fortress Biotech Announces Rare Pediatric Disease Designation for CUTX-101 for the Treatment of Menkes...

Tailwinds' Take: Fortress' value add is in finding underdeveloped drugs that have excellent scientific research and bringing them through the FDA process and to...

Checkpoint Therapeutics Announces Confirmation of Registration Path for Cosibelimab in Metastatic Cutaneous Squamous Cell...

Tailwinds' Take: the many shots on goal under the FBIO umbrella is one of the most compelling aspects of the company. This is great...

Journey Medical Corporation Recaps 2019 Growth

Tailwinds' Take: Journey is growing rapidly as they execute on the overall strategy of FBIO; licensing low-risk products and bringing them to market. This...

What to Expect When Everyone’s Expecting (An Up Market)

What a difference a year makes. Christmas 2018 marked a time of anguish for investors. The market was in the toilet and, for us...
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