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Thx. Something to go along with Core's answer on cyclic gas injection EOR.
https://www.sciencedirect.com/science/article/pii/S2405656116302541
The correct spelling is "Kitimat". Petronas was in talks to buy a stake back in March. There is a lot of gas resources in BC and most of it exported to the US via Alberta pipelines. Don't know how the Shell project impacts Chevron/Woodside plans.
https://canada.chevron.com/our-businesses/kitimat-lng-project
One data point in wrt Tesla volumes. Up soon will be how big of a miss BMW reports, and Daimler after that.
There also is the Kitmat LNG project that will probably get the nod.
How long does it take to rehab hip fracture or surgery? Doesn't that matter to how long the drug is used?
Not surprised since they were apparently close to a settlement already. Just now rolled diagonally Oct 19 250p into Oct 5 290p for 1.6 credit so now I'm short the 290p weeklies expiring in 4 days. I find humor in the role reversal between Musk/SEC wrt to share price movement. The real data will be in how bad BMW missed and output/sales volume at Tesla. Early innings of one game. Other games are still waiting their turns. I see and feel the antipathy towards ev's in my current travels.
FYI - I am still short the oct 250p. Checked it yesterday and it moved about 1/5 of the SP. Not very concerned and will look at it when i return from trip.
Chinese self-driving R&D scramble in the south SF bay area. Toyota's self driving R&D headquarter already in Los Altos.
https://www.bloomberg.com/news/articles/2018-09-24/to-find-china-s-best-driverless-technology-look-in-silicon-valley?srnd=hyperdrive
EYPT - seems to have a heartbeat. Perhaps in anticipation of durasert PDUFA 11/5. I have small position.
Ford scrambles to catch up with veteran self driving engineers.
https://www.bloomberg.com/news/features/2018-09-25/this-driverless-startup-has-one-mission-save-the-future-of-ford
You don't know the difference between float and O/S?
The biggest risk seem to be mineral oil getting in the lungs so IMO this is a non-issue unless the centers didn't monitor their patients.
Looking at the author info from 2017 trial description, I would think the 470 heart centers know what placebo to use and not cause side effects or harm as I would expect the author's affiliated centers to know what they are doing being tops in the field.
https://www.ncbi.nlm.nih.gov/pubmed/28294373?dopt=Abstract
NIO has around 6X the outstanding shares of TSLA.
Agreed and I expect some negative reaction at competing HF related companies. I could ask for example why clip shouldn't be used instead of valve replacement in non-severe MVR cases so that would have implications for EW products. Not so far.
interesting market reaction to mitraclip news. Other companies related to heart failure and valve implants going up strong as well as ABT. EW and MYOK for example. Not sure how all the boat gets lifted thinking goes. Definitely good for post MI heart failure patients though.
My understanding is that metabolites of 7811 are 7344 plus a few others for dogs, rabbits, monkey and human liver experiments. Those metabolites show up during chromatographic separation. My interpretation of BJ's comment was that one of these non 7344 metabolites may be an inhibitor of CYP3A. So my question is whether peaks 1, 2 or 3 are potential inhibitors of CYP3A and how it would compare with somebody drinking fruit juice. Actually, in the human liver experiment, there seems be a 4th peak that elutes just before 7811 that was not labelled.
Is my understanding correct? If not, how would one answer BJ's concern other than human trials? Or perhaps there is no lab procedure that can address the concern so we have to wait for human results.
Apologies. I forgot to include the figure containing HPLC/MS charts. C is primate. D is human.
http://dmd.aspetjournals.org/content/36/11/2393.long#F2
Thx for the informative link. Can you be more specific as to which of the spikes wrt the metabolite being discussed. 1, 2 or 3 in the primate chromatograph?
Also what would the spike look like relative to above if a person were to have a glass of grapefruit juice?
There was absolutely nothing surprising about this FDA finding. It was very disgusting to see how big name short sponsored negative press just to make a buck off the backs of elderly folks that could have benefited from nuplazid.
More on Toyota AI/robotics efforts. Muddled. Also the table showing players absent a few heavyweights. AAPL, INTC, TSLA and IMO NVDA also.
https://www.bloomberg.com/news/features/2018-09-19/toyota-s-vision-of-autonomous-cars-is-not-exactly-driverless
PS. Hyundai is way ahead of Toyota. Check out KIA Niro EV long range test drive posted by Bjorn Nyland on youtube. He is a Tesla X owner and has a number of video reviews of autopilot and now KIA's version.
thx wrt NASH vs NAFLD difference and safety results yet to be gathered. As MZ noted in a later post, Viking is not just about NAFLD/nash so there is some pipeline diversity that needs additional evaluation.
You don't see much upside from here for those two? Have been thinking ENTA for a while using ICPT's EV as a guide. With so many players and different pathways wrt NASH, what IYO is the best approach if not spreading the bets.
What's your latest thinking regarding MDGL and VKTX and how the latter's P2 results impact the buyout and valuation prospects for MDGL? IMO MDGL is still intent on M&A given their lean staffing but now there is a potential that they may not have the best molecule. I have a little of both and wishing I was more aggressive with VKTX.
SA fund puts $1B into Lucid. So it does look like they are spreading their bets on EV/Estorage. Lucid concept sedan is an offshoot of Tesla S and will probably compete in that segment initially. Lucid formed as part of the diaspora from Tesla 10 years ago when former VP of E storage got reorg'd out with prior CEO when Tesla had to drop everything except the Roadster. It may as well be a start up that competes with Tesla since the German luxury car makers are so reluctant to join the EV race.
NIO - Hits $14B MC in overnight trading. BYD is in the same ballpark. Somebody noted that one of the models displayed in front of NYSE had no side windows and inside the cabin was a mini living room like arrangement. Very Supercalifragilisticexpialidocious.
Merkel's decision to decommission nuclear plants early becoming more apparent by the day.
https://www.bloomberg.com/graphics/2018-germany-emissions/
I should have been aggressive at the secondary price. It will take a few years to tell whether they are able to fully penetrate market. Over the next year, we need to see that system sales come back with new systems that are capable of implants (prior version harvest only). Still like them since they have clear field with no competition.
I see a sell side thesis that ICPT (FxR) would be a good combo with MDGL/VKTX type molecule and thus it deserves a valuation similar to MDGL. ICPT has gone up but it seems ENTA's molecule is much more optimized relative to ICPT's. Would be interested in your thoughts on both the combo idea and valuation thesis.
$6.4B IPO valuation and no in house manufacturing capability yet. Tesla had $2B valuation at IPO. Not sure if that was after the first Roadster or not. IMO the long term value will be in the software and services side. Mercedes EQC looked good on the outside as a concept, and then you realized that they just jury rigged electric components into a GLC when the photos were released recently with specs about the same as the latest NIssan Leaf. NIO doesn't have to worry about a legacy business model but then they are outsourcing to ICE auto factory. Not sure how that works out.
It's a very "flatish" peak. The biggest factors prior to EV hockey stick after 2024 is from energy efficiency gains and NG use. Also the model projects a need for new field development through 2040 to counter depletion in older fields.
They are essentially predicting that a hockey stick adoption curve for mass market cars doesn't happen until after 2024.
A few comments about the model.
1. No heroic assumptions required regarding cost curve projections, energy/GDP intensity nor government climate policies.
2. Highest sensitivity is solar PV cost and therefore adoption curve.
3. EV to ICE cost crossover estimated at 2024 so doesn't have a noticeable impact on transportation component of oil demand until then in the model.
4. IMO climate models are inaccurate with respect to details of regional feedback loops (warming of poles, ice sheets and permafrost methane hydrates release). So 2 degrees celsius warming budget is just a rough guess at best.
5. Long term peak energy peak demand is a myth. If energy cost is low enough, we will find many new things to do with that. If we are already stuck on a hot house climate (+4-6C) path, then energy will be used to create artificial environments all over the globe.
Ok fine. 12/31/2023 23:59:59
Deepwater is in deepdodo.
https://eto.dnvgl.com/2018/download
Sooner but IMO within error bar of Shell's estimated distribution of outcomes.
That's a weird site you linked. My virus filter says it is unsecure. And then there is the strange accusation of Tesla sabotaging battery life remotely. Seriously? (also see the other story lines on other subjects)
There is a service issue in Norway that's been in the press and on youtube for weeks now. There are also youtube videos of do it yourselfers buying totaled model S from insurance companies and repairing them with salvaged parts with no help from Tesla (liability issues). Once you start working on the car electronics or battery yourself, Tesla adopts a hands off policy since they don't want the liability. Body work gets done at Tesla approved shops. IMO service is and will be the achilles heal since they lack a dealership/service network.
currently short oct 250 puts at 21.09 basis.
policies haven't changed if you go through tesla finance.
https://www.tesla.com/support/lease-end-options
I assume that extra deduction goes away soon so perhaps there is some incentive to switch to buying for some lessors.
GME - Should belong to demographic headwinds thread if one exist. Up on rumors that the company hired advisors to auction off company. Company is due to report earnings 9/6. Who would be willing to step up and save the company from online gaming and downloads? Looks like blockbuster or Radio Shack replays to me. Head scratcher. No shares to borrow.