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TRXC - bad optics ahead of earnings release. Filed yesterday after close of trading.
http://ir.transenterix.com/node/12026/html
LOL. Especially for journalists critical of Putin.
YNDX - Yandex (Russian version of Google/Bidu) self driving Taxi in Las Vegas. CES 2019 demo out on road.
VCEL -10% on earnings release and guided slower growth for MACI (knee product). Low single digit growth for Epicel (skin burn product) which is realistic. 2017/2018 growth in MACI was 60%+. In CC Q&A CEO says guidance is art, not science. LOL and also true.
http://investors.vcel.com/news-releases/news-release-details/vericel-reports-fourth-quarter-and-full-year-2018-financial
TRXC -10% on disappointing Q1 guidance. 2-4 systems guided. Back half loaded sales - typical seasonality on medical device capital sales. I will be disappointed if 2 systems actually came to pass for Q1. Q4 had one system in Hackensack NJ, first one in Switzerland and second in Taiwan. 3mm and advance energy instruments clearances have been most influential on procedures and increased interest.
https://edge.media-server.com/m6/p/3vt6evbt
How fast was he going to mow down a tree and strewn car debris along the way before crashing? I recall a while back that a few Florida teenagers died from crashing a Tesla at high speed. I suppose ICE cars never combust when crashed at high speed. Tesla's are high performance cars and some newbies don't seem to get it. In our town when the S first came out, there was a headon crash when a new owner decided to race his S against a MB on a curvy road. He walked away fine but 2 guys in the other car were killed instantly.
ICPT/Fxr, ENTA - I recall enta data showing that their FxR molecule didn't have the side effect wrt increased cholesterol. However, will enta be able to avoid pruritus side effect since MOA is the same as OCA?
https://www.merckmanuals.com/home/liver-and-gallbladder-disorders/manifestations-of-liver-disease/cholestasis
ISRG's ION lung biopsy robot received FDA 510K clearance days ago going head to head with JNJ after Auris purchase. Essentially the same tech. CVRS trying to get attention with over-the-wire approach with new 510K submission.
TRXC - high volume Da Vinci NYC urologist in Kazakhstan observed Senhance robotic procedure in new center opened in Nov 2018. 55 procedures so far. Not clear if he was there to observe or proctor. Google translate makes it sound like he was there to proctor.
https://www.davidsamadibio.com/
http://bmcudp.kz/ru/news/0/6483?fbclid=IwAR24Fd1UiwUpZsaL61lPek4WUg4Myq5KQqo2cDCl2TQqvXlVNXn3RhmaR9Q
Former Waymo/Uber engineer involved in IP controversy now working on self driving module for trucks. Coast to coast L2 video posted in article. L2 is also what Tesla is doing. Waymo is doing L4.
https://www.ttnews.com/articles/self-driving-truck-startup-pronto-pursues-gradual-path-automation
K22 looks a lot like the Smart EV from Mercedes. I see a few of those in town. Quite expensive for the size but it must make sense for some to buy it.
This is their latest English TV ad from their website. No comparison with other states specifically.
Got a link to the TV ad? The pdf has no mention of CA or any specific states other than FL. The TV ad sounds deceptive as described. My monthly bill is close to that quoted in pdf. But then we don't need to run the A/C in the summer typically or have a pool. SRE is our provider and a big surcharge is included for decommissioning a problematic nuke.
On a statewide basis, CA is 60% higher than FL, not 160%. There are multiple tiers where I am. If you stay in the lower tier (high energy efficiency) than cost per kwh is about national average. Above that, it goes into the 34 cents/kwh area which is at the top of the range. There is an incentive to go solar if you use a lot.
https://www.electricitylocal.com/states/florida//
There is a land rush going on for windy areas in the midwest when I was visiting last year. Same folks that owns overriding o&g royalty. IMO shopping center and hotel owners will own the downstream end of those electrons or at least reap a hefty toll. All the other babels will be skimping pennies. Perhaps the majors can parlay their offshore expertise and build offshore babels. Statoil and Orsted for example. But then there is home charging that will put a lid on margins. Electrons will be priced like bandwidth in my dreams, all you can eat at fixed prices.
Addressing the shortage of infrastructure and how BP views it as a land grab. IMO it is a land grab and existing gas stations are not the best locations.
https://www.bloomberg.com/news/features/2019-02-14/the-world-still-doesn-t-have-enough-places-to-plug-in-cars?srnd=hyperdrive
MYOK - +9% Not sure what the bump is about. There was a 2M shares block that was sold through Morgan Stanley at $39. SNY shares?
RUN - Sunrun solar. The dark side of leased residential solar installations.
https://www.bloomberg.com/graphics/2019-sunrun-solar-panels/?srnd=premium
AAPL - more on their autonomous car efforts. Sounds like it is still limping around the starting line.
https://www.bloomberg.com/news/articles/2019-02-13/apple-s-autonomous-cars-need-much-more-human-help-than-rivals?srnd=premium
JNJ - buys Auris (private). $3.4B for a system with low barrier to entry and technology licensed to ISRG for non-vascular procedures. ISRG also has lung biopsy system using the same tech as a result. Guess I better hang on to my trxc.
https://www.medtechy.com/articles/2019/johnson-johnson-announces-agreement-to-acquire-auris-health
LADWP gets average of 34% from the gas plants, 29% renewables (combo of hydro, solar and wind) and 19% imported from coal plants in adjacent states. I think they would do better just switching over to EIX and SRE. They are cleaner, ie no coal for a while now. $15B will buy you a lot of solar at current prices and there is no shortage of desert just over the mountains. Some city own utilities (Palo Alto for example) are seeing lower and lower bids for electricity generated in socal deserts. NEE can provide wind generated electrons at 2.5 cents/kw. $15B would buy 600GW theoretically. Almost 10X what the entire LA uses currently if my math is right. There is better use for beach front property in LA.
https://en.wikipedia.org/wiki/Los_Angeles_Department_of_Water_and_Power
A complementary article describing the adaptation of oil majors to energy transition. NEE looks well positioned. Perhaps XOM should just buy them instead of starting on their own.
https://www.bloomberg.com/opinion/articles/2019-02-12/oil-companies-and-renewable-energy-cautious-for-now?srnd=premium
That could be. I would like to see what happens when audience are blinded to AI vs human voices. ie to remove the sensory biases, have same person talk for both sides verbatim or have machines talk for both verbatim.
TRXC - COO/CEO/CFO/CMO granted options, exercises options and holding. ER and guidance due out in a month.
http://ir.transenterix.com/node/11986/html
AMZN takes a stab at self-driving via VC funding. Wonder what AAPL will end up doing after collapse of in house effort and if INTC purchase of Mobileye will be written off eventually.
https://www.bloomberg.com/news/articles/2019-02-07/aurora-self-driving-startup-gets-funding-from-sequoia-amazon?srnd=premium
Deep Learning AI - MIT online lectures.
https://deeplearning.mit.edu/
Lecture on current state-of-the-art in self driving.
I forgot to ask your opinion wrt drug companies having partners in China. AZN/FGEN for example. I have deep suspicions about the idea that China will allow big net profits from selling drugs there.
I remember the first time I worked on a China project and one of the managers said to me - these guys (China "partner") want to compete with us internationally in a decade. We were still at an early stage learning the ropes wrt dealing with our counterpart/customer and those were wise comments from a young manager that rose fast and high to C level in short order. China is not a whole lot different than Venezuela when it comes to nationalisation of assets while restricting profits. They are just more sophisticated in their approach - taking advantage of the greed side of capitalism.
Yet another example of "free market" gullibility.
https://www.bloomberg.com/opinion/articles/2019-02-06/alstom-and-siemens-show-how-not-to-deal-with-china-and-vestager
ISRG- Korean competition for ROW market begins this year. Korean system is branded Revo-I.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=146630468
More direct competition to Da Vinci from Korean Revo-I copycat this year with start patent expirations.
https://www.jurology.com/doi/full/10.1016/j.juro.2018.02.542
SU - more from CEO about Alberta production limits.
https://www.bloomberg.com/news/articles/2019-02-06/suncor-sees-alberta-oil-cuts-ending-early-as-prices-over-correct?srnd=premium
MYOK - A device option looks promising for HF cohort that MYOK wants to treat. 25-40% ejection fraction looks more like the pumping efficiency that is associated with heart failure compare to the 60%+ EF that myok shows in their trials.
https://www.impulse-dynamics.com/us/news/fda-panel-votes-favor-optimizer-system/
more about it in last year's HRS abstract
http://abstractsonline.com/pp8/#!/4554/presentation/7909
EYPT - background and stats on posterior segment uveitis.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=146572197
Yutiq for Posterior segment uveitis. Some background and stats. Looks like around 30K cases per year, mostly adults.
http://retinatoday.com/2016/08/the-burden-of-noninfectious-uveitis-of-the-posterior-segment-a-review/
https://jamanetwork.com/journals/jamaophthalmology/fullarticle/2551695
Eypt - Yutiq for eye inflammation launch PR.
http://investors.psivida.com/news-releases/news-release-details/eyepoint-pharmaceuticals-announces-us-commercial-launch-yutiqtm
Pricing ~ $8700 per implant.
https://www.blinkhealth.com/yutiq
When will non-Chinese companies learn about JVs with Chinese companies when it comes to IP?
Newish story
https://www.bloomberg.com/news/features/2019-02-04/huawei-sting-offers-rare-glimpse-of-u-s-targeting-chinese-giant?srnd=technology-vp
Old story and there are ones much older with Nortel, JDSU, Cisco, etc...
http://tinyurl.com/yd3y42qz
EYPT - correction Dexycu for cataract surgery is a sustained release suspension and not an insert. Yutiq is a sustained release bioerodible insert for chronic eye inflammation. Besides OCUL, there is also GKOS with iStent for relieving IOP in glaucoma patients and currently no overlap with eypt or ocul. See below.
http://s21.q4cdn.com/471661912/files/doc_presentations/2019/Glaukos-Presentation_January-2019.pdf
Like RDS, harvesting cash from NW. Australia after years of big capex.