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If Detroit or Tesla doesn't get their act together, there will be others.
http://workhorse.com/
I should have mentioned that even though these big oil analytical groups are a miniscule amount of the overhead, they have a much higher order magnitude effect on how projects are prioritised and DCF are determined, eg what oil price profile to use for forecasting DCF. Buried in the BP pile are evidence of laziness or perhaps a feeling of it doesn't matter anyway.
There could be some material there for jokes about Alabama and GOP politics. We digress, what is the short thesis for Nuplazid? I know it doesn't work for everybody but it works well for some.
True and it has been mostly a waste of time for anything further out than 5 yrs or so even back in the days of OPEC dominance with no ICE alternative in sight. They all need to clean house and start over to rid themselves from inertia.
BP's energy outlook, version 2018. What a waste of corporate resources IMO. When your in house analytical group can't manage to forecast 1 year ahead, why bother forecasting 20+ years ahead? (they were off 100% on EV adoption rate from 2017 version) Yes I actually went through 2/3 of it and skimmed the rest. CEO should just tell the group to shorten it to 2 years and make it a bayesian model there after.
https://www.bp.com/content/dam/bp/en/corporate/pdf/energy-economics/energy-outlook/bp-energy-outlook-2018.pdf
Could this be the reason for bullishness in Sorrento?
Tesla EU luxury car market share giving others headaches. Gas at nearly $6/gal equivalent and low maintenance cost make the EU transition faster. Are Daimler and BMW really serious about gutting their high profit margin business and switch to EVs? So far it is vaporware.
http://europe.autonews.com/article/20180220/ANE/180219831/tesla-model-s-outsells-german-luxury-flagships-in-europe
RE the data war happening now for self driving cars.
https://www.bloomberg.com/news/features/2018-02-21/nobody-wants-to-let-google-win-the-war-for-maps-all-over-again
RBC analyst appears much more familiar with differences between ISRG and TRXC. More informative session in comparison to Leerink's event IMO.
https://www.veracast.com/webcasts/rbc/healthcare2018/01111295893.cfm
TRXC/ISRG - RBC Q&A. Discussions regarding dynamics wrt ISRG's main market vs TRXC's lap surgery market near the end. Sounds like they are mostly avoiding each other.
https://www.veracast.com/webcasts/rbc/healthcare2018/01111295893.cfm
Most recent levelised cost of energy review from Lazard.
https://www.lazard.com/perspective/levelized-cost-of-energy-2017/
It is about weapons and not energy. They can arbitrage solar at below 3 cents/kwh and plenty of natural gas. Nuclear is not going to be any cheaper in SA then in the USA.
Eastern Europe starts to adopt robotic surgery. Link below regarding training center for Astana and comments about other systems in former USSR. Not sure exactly why they resisted going with Intuitive's system before this, could be cost and closed system.
http://bmcudp.kz/ru/news/0/6086
That's from 5 years ago. Not sure what they have now but we do know where Tencent Holdings put their money and it wasn't KNDI.
Leerink presentation (fireside format) with CEO that goes along with PR yesterday. I mistakenly thought the FD release had to do with RBC presentation next week. Analyst covers ISRG and his questions suggest TRXC as an after thought for him and questions framed from his ISRG perspective.
http://wsw.com/webcast/leerink30/trxc/index.aspx
Related to NASH, biopsy vs imaging.
http://onlinelibrary.wiley.com/doi/10.1111/liv.13653/full
Fed otm call bids, small-ly.
ICPT - I haven't read the CC transcript yet but I guess other things are more important than Korea and Japan based upon market reaction. The analysts PT are binary. GS and MS wrt others.
Goes along with discussions on MYOK and other potential heart failure meds.
https://www.sciencedirect.com/science/article/pii/S0022282817303589
TRXC - Update on 510k submission for expanded indications and sales. No mention of eastern European deliveries via Bowa-medical so implication is that those systems are leased.
http://ir.transenterix.com/releasedetail.cfm?ReleaseID=1057455
ps. ISRG working with Berkeley on atraumatic instruments (spring loaded) as a path towards automation. IMO you still need haptics for safety reasons.
myok - listening to the jpm presentation, surgery was mentioned as the primary alternative to drugs with no mention of ASA. I was under the impression that ASA had penetrated further given its lower morbidity. FWIW below are the American and European registry data. Hard to tell what the higher order effect is when looking at structural issues (leaflets, muscles) vs hypercontractility.
http://www.onlinejacc.org/content/58/22/2322.full
https://academic.oup.com/eurheartj/article/37/19/1517/1748770
These are all very sick patients nyha III and IV. You would want this done at a center with open myomectomy skills and volume in case backup is needed.
MDGL/ICPT shifting the perception on NASH.
GS: $ICPT downgrade to Sell. PT $45 (from $74). $GILD $MDGL $VKTX pic.twitter.com/Ym8X45rf0l
— chillipickle (@chillipickle7) February 7, 2018
I remember that Merck study well. It went on for a long time trying to prove that lowering cholesterol further than other statins reverses plague and survival. They were obviously very disappointed that it didn't show much beyond people with DM. There must be some presumption that HeFH is like some early death sentence but I don't see that in our tree. The early generation presented with blockages/MI in their sixties and some live on till old age 90+, ie the ones I know of. Not unlike the overall population. We have good living habits, no DM that I know of. One that can compete at the national level at his favorite sport.
So back to my original question that is, HeFH folks have good enough options now, at least in my family tree. Where do you see the value added (market) for the new molecules?
We checked. All of us and the cousins because of MI incidents in the older generation males. Not always just the male side although predominantly so. One cousin had tot chol in the 600s and caused a panic. Yes, vytorin is simvastatin/Ezetimibe combo already. What I mentioned is rosuvastatin/ezetimibe combo as shown in medpage link posted earlier.
GE - One of the divisions that's working . Bought when Enron blew up.
https://nawindpower.com/ge-secures-nearly-3-gw-north-american-wind-orders
I am in that cohort as is one of my kids and many cousins. LDL is in the high 200's if I don't take statin and go on a vegan diet, corresponding total chol in the mid 300's. Vytorin more than halved the total with HDL in the 60's. Rosuvastatin low dose gets total down below 200, HDL in the 70s. I may add Zetia to see what happens. My doc is very cooperative in trying different combos. No heart related issues in my generation and younger. Older generation didn't know what hit them. PS.... I felt like crap when on a vegan diet for a couple of months while waiting for the labs.
MDGL/VKTX/ESPR - Now that zetia has gone generic, seems like there are already pretty good options for most. Would be interested in your experience and thoughts with trying the combos listed in the link below. I have in the past been on the low dose vyotorin and it worked just as in the link. Now I am just on low dose rosuvastatin.
https://www.medpagetoday.com/meetingcoverage/acc/19010
DVAX/BMY- Seems like TRIL is ahead with human testing since last year and now enrollment makes a big step change.
https://clinicaltrials.gov/ct2/show/NCT02890368
Thx. Here is the article (first link) in its entirety. The second article is probably what the NYT piece referred to. Based on current renewable bids, looks like electrical rates relative to inflation will go down with the renewables and as the cost trends continue, even with subsidies ending in 2020. Future still include a significant NG component. Electricians are hard to find in our area at $80/hr. They will even be harder to find in a few years.
https://www.denverpost.com/2017/09/03/colorado-coal-future-xcel-energy/
https://www.denverpost.com/2018/02/01/xcel-energy-coal-plants/
I added a little trxc pre-market. SP and ev now below what it was when their robotic lap surgical system got clearance back in Oct 2017. Still no formal company news on system sales since last Q report. German partner has informal postings on a few new eastern EU installations on their FB page. Company stated in past reports that sales cycle is around 4-6 quarters to major hospitals.
RE "the increase in electricity rates that far outstrip inflation since it was passed"
Pls provide details or link. Did the same happen in Tx, now the top producer of wind in the US? I was under the impression that electrical rates in Tx have benefited from wind generation. If so, why would it not be the same for Co?
RE wind and solar in Colorado vs coal and NG
https://www.nytimes.com/2018/02/06/opinion/utility-embracing-wind-solar.html
You must own XOM .... how is that doing in this drawdown?
re NVS/MYOK molecules for HF and HoCM. Many of these patients have AF as a result of the same processes/pathology that cause CM.
http://www.nejm.org/doi/full/10.1056/NEJMoa1707855?query=TOC
RE Aramco IPO. Lots of articles discussing the likely exchange. IMO if they don't list on NYSE, there is probably something fishy about their reserves numbers. Listing on NYSE must come with an audit of the reserves by D&M. If they are unwilling to go through that process, I will wonder how much water they are cycling to get 10.5 MBOPD production, and how fast that water is increasing. Beyond that, there is political risk.
Upon seeing the reaction AH yesterday, I doubled down this AM. Still a small position originally started in the low 4s.
PS on ICPT. Fed the call bids again, yesterday and today. A bit more aggression since the label change is out, airline instead of concert tickets.
So you are saying SLB management don't know what they are seeing wrt offshore spending on frontier data acquisition and processing and shooting themselves in both feet. Or are you saying they are bluffing for the majors to put up or shut up?
RE opening of OCS for drilling.
Here is SLB's response to Trump's offshore opening. DOA because majors know better. It will take much higher oil prices for CPR to start.
https://www.offshoreenergytoday.com/westerngeco-exiting-seismic-acquisition-business/
OK. Tell us the capital spend for the last 10 years.
That has nothing to do with taxes and the amount allocated is hovering at post oil crash lows. CVX will have the same profile as do most other majors. The difference is that XOM didn't have big LNG capital projects over the past 10 yrs to fund although they did have Kashagan which was disastrous.