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...

Chardan Research Investor Call Summary

Tailwinds' Take: although PRVB remains one of my larger holdings, I haven't written much about it lately. That's because we're really in a holding...

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...

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...

Provention Announces Positive Data from Phase 1b PREVAIL Study of PRV-3279

Tailwinds' Take: very positive results from this drug place PRVB in a great position of having two potential blockbuster products. OLDWICK, N.J., March 12, 2020...

Provention Bio Highlights Critical New Research Studies on Type One Diabetes

Tailwinds' Take: these are important studies as they not only demonstrate the potential market size, but they show, very importantly, that testing can and...

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...

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...
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