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    Ray Dirks Research Recommends: Cleveland BioLabs (CBLI) July 12, 2011
    Posted on admin on July 11, 2011 // 1 Comment RAY DIRKS Research Update CBLI July 12, 2011

    RAY DIRKS Research reiterates Buy recommendation of Cleveland Biolabs (NASDAQ: CBLI) for significant capital appreciation in the near future.

    By Ray Dirks

    Another recent recommendation of RAY DIRKS Research. Cleveland BioLabs, Inc. (CBLI-nasdaq) is grossly undervalued after dropping from a high of $8.46 on April 19th to a recent low of $3.17 before closing on July 11st at $3.26.

    Apparently, investors were disappointed and certain hedge funds and other short sellers were gleeful when certain Underwriters chose to proceed with an offering of stock and warrants priced at $4.00 per unit in a registered direct offering with Rodman & Renshaw, LLC. Acting as the direct placement agent in a registered direct offering. Obviously, it appears quite dilutive, but CBLI has made a series of announcements recently that RAY DIRKS Research thinks will result in dramatic sales and earnings growth for Cleveland BioLabs in the next few years. We think CBLI will recover to around a $10 price level by the end of this year.

    CBLI’s most advanced drug candidate is CBLB502, which is in active development for two primary applications, but has many more. The application furthest along in the FDA process is for “defense” use, which is for rescue from lethal radiation exposure from a nuclear or radiological accident or attack. The compound has been granted both fast track and orphan drug designations by the FDA and is in very advanced development through the Animal Efficacy rule. There are no FDA approved drugs for this indication.

    CBLB502’s demonstrated efficacy in over 27 studies with more than 900 non-human primates and safety and tolerability profile as demonstrated in more than 150 healthy human subjects gives it huge competitive advantages over other approaches in development.

    CBLB502’s potential importance to the global marketplace has recently been highlighted by the Fukushima disaster in Japan. More than 20% of the world’s energy is derived from nuclear power, and some recent reports estimated that in the US alone, there are eight nuclear reactors on the West Coast on or near fault lines and 27 near the New Madrid fault line in the Midwest.

    The US and other international governments are also interested in utilizing CBLB502 against the threat of nuclear terrorism from rogue nations or individuals harboring nuclear materials. Much of CBLB502’s development to date has in fact been funded by the US Department of Defense and US Department of Health and Human Services through BARDA. Development contracts from these and other agencies have yielded more than $50 million in funding for this application to date. Moreover, the Department of Defense has already issued its first conditional purchase order to protect select military personal for $30 million for 37,500 doses. Additional contracts for development support and future purchases for the US Strategic National Stockpile from these agencies are envisioned in the future, as well as sales to foreign nations, such as the State of Israel, and others. Recent procurement contracts from BARDA for similar countermeasures for anthrax or smallpox have ranged from $150-$500 million or more.

    Reasons to Buy:

    1. CBLI has made a series of announcements recently that RAY DIRKS Research thinks will result in dramatic sales and earnings growth for Cleveland BioLabs in the next few years. We think CBLI will recover to around a $10 price level by the end of this year

    2. Potential Direct Anticancer Effect of CBLB502

    3. CBLI already received its first conditional purchase order for CBLB502 from the Department of Defense back in September and is moving steadily towards submission for FDA licensure with both fast track and orphan drug status.

    4. Expected news on BARDA publishing a formal Request for Proposal or RFP for buying of doses of radiation countermeasures for the national stockpile to protect civilians in this country. If you all recall, BARDA is the agency that has been spending hundreds of millions of dollars on these countermeasures over the past few years.

    5. The recent infusion of capital from a single institutional investor, which we believe to be Michael Dell.

    6. CBLI is well positioned to continue its climb in valuation.

    We are reiterating our strong buy for Cleveland BioLabs based on expected near term drivers in the defense business with more development money from BARDA and hopefully a request for buying of doses. We also believe that the start of medical trials for CBLB502 in cancer patients will bring a lot more attention from more traditional biotech investors and push the stock to significantly higher levels.

    Cleveland BioLabs – (NASDAQ: CBLI)

    Price on July 11, 2011: $3.26
    Price Target – within 6 months $10.00
    Price Target – 1 year $15.00

    Disclosure:
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    The information on this Internet Site has been submitted by journalists and analysts or provided by the companies contained herein or other sources believed to be reliable. Corporate Profile, LLC has not independently verified the information provided to it by third parties. Each individual should perform his or her own independent analysis before investing. The information contained herein is neither an offer nor a solicitation to buy any of the securities of the companies contained herein. Investing in securities is speculative and contains a high element of risk.

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