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...
Provention Bio Appoints Jason Hoitt as Chief Commercial Officer
Tailwinds' Take: Provention continues to build a team around the massive opportunity of tepluzimab. Hoitt has an impressive resume. We view his addition very...
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...
Visions of 2020
This last week was actually a very good week for the Tailwinds' portfolio. Despite the overall quiet of a holiday week (or maybe because...
LD Micro Recap and Other Thoughts From Last Week
LA is usually a great place to be in December, compared to the rest of the nation. With the weather being generally sunny and...
Provention Bio Reiterates Regulatory Guidance for PRV-031 (Teplizumab) Following Meeting with the FDA
Tailwinds' Take: while expected, this is great news for Provention. The potential market for this drug is in the billions of dollars and the...
Several Thoughts On Micro-Cap Stocks I Follow
The market seems took a little hit this week, then bounced back. The net result of which was the wind coming out of the...
November Review
Was my sigh of relief audible everywhere? I've been doing this long enough to know that markets are cyclical and that the point of...
Deep Fried Turkey
Those who know me well are well aware that Wednesdays are my favorite night of the week. That's the night I go out mountain...
Show Me The Money
As the stock market hits new highs on all the major indexes seemingly daily, it appears that the market has moved to a “risk...
Provention Bio Reports Third Quarter 2019 Financial Results
OLDWICK, N.J., Nov. 5, 2019 /PRNewswire/ -- Provention Bio, Inc. (Nasdaq: PRVB), a clinical stage biopharmaceutical company dedicated to intercepting and preventing immune-mediated diseases, today...
Provention Bio Announces PRV-031 (Teplizumab) Granted PRIME Designation by the European Medicines Agency
Tailwinds' Take: While this is not unexpected, PRIME designation is still good news for PRVB. We believe that, based on the stock's trading over...
Keeping Calm In Stresa
Greetings from Stresa Italy, a gorgeous town on the edge of Lake Maggiore. With great food, excellent wines and friendly people, Italy is always...
Sean Doherty Joins Provention Bio Board of Directors
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....
Provention Bio Reiterates Regulatory Strategy for PRV-031 and Announces Completion of Follow-on Financing
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...
Volatility Creating Opportunity…
I tend to be very much a buy and hold investor. I take positions, add to them as I gain confidence and generally let...
Provention Bio Announces Pricing of $40 Million Public Offering of Common Stock
Tailwinds' Take: PRVB finally ripped the bandaid off and raised this money. A couple key takeaways.
The headline says $40 million, but the...
Fall Investor Preview Along With A Belated August Recap
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...
Why Provention Bio Is In My Portfolio
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...
If I Had A Nickel For Every Buying Opportunity…
The path to being a good investor is to be able to see what the future holds and place your bets accordingly. If you...