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Bought another slice at $1.20
May, June, July, August... It's going to be upon us before long.
Best of luck with your investments!
Nucor/NuScale MOU
https://www.nuscalepower.com/en/news/press-releases/2023/nuscale-and-nucor-sign-mou-to-explore-using-smrs-to-power-electric-arc-furnace-steel-mills
Continuing to fill the sales pipeline.
Best of luck with your investments!
Pre-launch activities, PDUFA August 29, 2023, just three short months away.
Particulate Matter & Ophthalmic Standards
I don't remember seeing this slide before. Another strong point for OTLK's approval.
1. High standards
2. Monoclonal Antibody Shearing/Fragmentation During the Repackaging Process (Slide 11)
3. "Extended storage of the drug in the syringe can potentially increase the chance of particle formation, especially in silicone-based systems. Unwanted particles in the solution can cause irritation in the eye and potentially react with the active drug to lower efficacy.¹" (slide 12)
4. "Storage of a protein solution in a plastic syringe can extract leachable material from the syringe barrel and rubber plunger tip. Compounds can induce protein aggregation and potentiate adverse effects in patients such as immunogenicity. Therefore, properly developed therapeutic proteins are not stored in plastic containers." (Slide 13)
Their April presentation has additional info.
https://ir.outlooktherapeutics.com/static-files/e2080eef-8a6b-438b-8447-bf12984db904
Best of luck in your investments!
10 Commercial Therapies at the end of Q1 2023
First Quarter 2023 Results
Hi VMLG17,
What I'm reading from it is the price pressure to remain competitive.
1. "Meanwhile, insurers — primarily Medicare in the U.S. — have been looking to reduce the costs of paying for physician services."
2. "Vabysmo [...] $2,190 a shot, is competitive with Lucentis biosimilars, which cost around $1,000 a shot."
From memory, OTLK is targeting a price structure under $1,000, and above the current compound pharmacies. In other words, in a sweet spot which will make it attractive to payers and quite competitive against the established players.
And since it's positioned to replace the need to use unapproved repackaged IV bevacizumab, which is fairly widely used today, it's not going to be a big step to move there.
All in all, the price pressure makes sense and OTLK can carve a nice place in this market.
My 2 cents.
Best of luck with your investments!
Doosan Enerbility & Export-Import Bank of Korea Agreement
Apr. 25, 2023 5:45 PM ET
During the President of the Republic of Korea’s visit to the United States, NuScale and its partners revealed a business development milestone, highlighting Global Supply Chain Development Opportunities
Boston IVF Agreement: Reproductive Material Shipments Across the U.S.
Apr. 25, 2023 8:30 AM ET
That's big Flipper!
May 20th, UCLA Brain Tumor Conference
Immunotherapy for Brain Tumor Patients
9 AM
What is immunotherapy? Come learn about immunotherapy and how the body’s natural T-cells have the potential to destroy cancer cells.
Robert Prins PhD
UCLA Department of Neurosurgery & Department of Molecular and Medical Pharmacology
http://events.provideriq.com/
Best of luck to Patients, Longs, and NWBO!
Hoffman, paint me impressed with the contributions you make to this board.
Thank you for your research and sharing your findings!!!
Best of luck to Patients, NWBO, and Longs!
UAMPS moves forward with NuScale
https://www.reuters.com/business/energy/western-us-cities-vote-move-ahead-with-novel-nuclear-power-plant-2023-02-28/
Citadel Defense Testing Trial Balloons:
1) AF made me do it, Citadel can't be liable. We can spoof if some blogger says the trial is a failure. Right?
2) LL worked at Enron. Throw away the lawsuit. We can spoof if anyone at NWBO worked at Enron. Right?
That the defense? Good luck with that!
I watched some of the Murdaugh proceedings. They made the ex big shot lawyer squirm, pouncing on the details of such trivial things as phone records. Here, Posner has the goods on the spoofing details. This could be real fun for Longs.
Best of luck to Patients, NWBO, and Longs!
Approval Pipeline, as of Feb. 2023
That is the main slide I'm interested in as an investor.
That's where income growth can be boosted. If CYRX signs on 11 new approved therapies in 2023, that can only validate the entire growth approach, moving therapies from Ph I to Ph II to Ph III to commercial. Trials are at 654 as of Dec. 2022. From on quarter to the next, that's my first focus.
Best of luck with your investments!
Expanding Capabilities across Regions, Growth Factor
CYRX global footprint has expanded again, with more offerings on the entire logistical chain.
They are making themselves more attractive to their target companies as a one stop shop and establishing the foundation for a world wide operation and across functions. They keep betting on growth. A medium/long term strategy. Now the revenue needs to keep in line with the strategy, and so far, the pipeline points that way.
Best of luck with your investments!
Thanks BreezeWoodAcres,
We've had a number of predictions over the years, the majority did not pan out. However, you are one of the very few to follow up when yours did not come to pass. I take that as someone with moral standings and who in fact did believe in his claim and the rationale behind it.
Cheers!
Best of luck to Patients, NWBO, and Longs!
SA Article
A fairly balanced view on CYRX, with the basic company overview, the possible catalysts, etc.
Conclusion:
+ 9.57 % on highest volume for the last 6 months today (1.477M ).
Also
Cantor Fitzgerald Initiates Coverage On Outlook Therapeutics with Overweight Rating, Announces Price Target of $4
Still waiting for June/July/August for a real move upwards, but always nice to see in the meantime.
Best of luck with your investments!
NPR Science Friday Podcast, feat. NuScale
https://www.sciencefriday.com/episodes/february-3-2023/
A good way to get the word out. Again, mid-long term investment.
Best of luck with your investments!
Blackrock increases CYRX position
https://www.nasdaq.com/articles/blackrock-increases-position-in-cryoport-cyrx
Probably the reason for the 10%+ PPS increase toay.
Best of luck with your investments!
And another partnership. The growth strategy is clear.
https://www.prnewswire.com/news-releases/cryoport-announces-new-strategic-partnership-with-syneos-health-to-advance-cell--gene-therapies-301724255.html
NRC is amending its regulations to certify the NuScale standard design for a small modular reactor.
https://www.federalregister.gov/documents/2023/01/19/2023-00729/nuscale-small-modular-reactor-design-certification
I assume this is for the 50 MWe (not the 77).
As a follow up to the SA bearish article, here are another couple of reports on the European push to nuclear.
1. https://www.lefigaro.fr/conjoncture/la-france-commence-l-annee-en-redevenant-exportatrice-d-electricite-selon-rte-20230110
France is now exporting electrical power due to a strong push to revitalize its parc
2. https://www.lefigaro.fr/societes/la-belgique-prolonge-de-dix-ans-deux-centrales-nucleaires-20230109
Belgium is renewing for at least 10 years its nuclear ambitions
3. https://world-nuclear-news.org/Articles/Poland-s-Respect-Energy-considers-deploying-French
Poland is looking at NuWard (French SMR) to decarbonize:
Interesting bearish article on SA
I disagree with most of the article.
For example:
Nice volume and PPS action today. Not sure why today in particular, but not surprising it would happen. I anticipate some PPS uptrend closer to June / July / August, but now is good too.
Best of luck with your investments!
Hi ae kusterer
Who is 'Fred' and what qualifications does 'Fred' have to comment on the status of MAA, MIA, etc?
Thanks!
Best of luck to Patients, NWBO, and Longs!
Customer Opportunity as of Jan 2023
For now, they have two commitments:
* UAMPS (Utah)
* RoPower (Romania)
I think the next one will be KGHM in Poland. After that, it's a bit less clear, so another 2 to identify from the list above.
The above slide also shows the global reach of NuScale. I would not be surprised if going abroad - with the help of the US DOE in some cases - would prove to the entire process and help greatly for the US market. Some countries, like eastern Europeans ones, need to wean off Russia oil&gaz. Those may accelerate once the concept keeps being proven by actual process milestones leading to full deployment and operations.
2023 Goals
If they do get the next 3 commitments this year, that will be a very big plus.
The SDA Application Approval (not the SDA approval) may take a while, some back and forth. That would be another big news. The process could then start for the SDA approval, which itself takes a couple of years and a lot more back and forth!
2022 Achievements
From the January2023 Investor Presentation:
https://www.nuscalepower.com/-/media/nuscale/pdf/investors/2023/investor-presentation-jan2023.pdf
Best of luck with your investments!
Moving project forward: BPF and DCRA update
Keeping commitments in the face of inflationary pressure on materials. That's another good news here.
Carbon Free Power Project’s Project Management Committee passes resolution to move the Project forward on schedule
Romania 1st SMR Contract for Phase 1 of Front-End Engineering and Design Work
That's a milestone. Lots of work needed to happen before the Phase 1 contract. NuScale is starting the year on a strong note.
NuScale Secures RoPower as the Company’s Second Committed Customer