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Thx. What is the reason that trials don't try to reflect the timing in patient intake (infection plus average delta-time) before dosing?
ENTA - And other RSV inhibitors. IYO how well has challenged studies in RSV translate to actual practice when patients present closer to peak viral loads? Are there enough rsv challenge trials to form an opinion?
TM - Lexus to release their version of crossover EV in 2 weeks. This is a variant of the Subaru Solterra and BZ4X platform.
https://www.lexus.com/future/RZ
Ukraine energy myth - here is part of the genesis of the theory from an Ukrainian author. These folks need to talk to some folks that have actually done exploration work in the region. eg FX Energy.
https://hir.harvard.edu/ukraine-energy-reserves/
Zero if not negligible. Why would Putin care about Ukraine energy when there is more than enough within their own boundaries to supply all of EU? That's the principal problem with the theory. And the amount in Ukraine is laughable.
Ok so how much gas, gas-condensate, and oil did he specify in his opinion piece. How does that compare to what's available via pipeline from Israel?
Author obviously doesn't know anything about oil or gas resources, or the global distribution. WSJ really needs ownership that value facts.
IMRA - the odds of failure for early bioscience stories has always been high and there are now even more "pre" preclinical publicly traded via SPACs and PIPEs.
Today’s $IMRA setback made me curious so I checked:
— Adam Feuerstein ✡️ (@adamfeuerstein) April 5, 2022
There are 163 biotech/drug stocks on U.S. exchanges (NYSE, AMEX, Nasdaq) valued at $50M or lower, per a Finviz screen.
288 bio/drug stocks with market caps $100M or less.
AFMD - AFM13-cbNK (anti cd30 NK) one year later. ER yesterday and Innate Cell Summit (san diego) today revealed 100% ORR continues at rp2d. Plus deepening of response with 2nd cycle. MDACC paper accepted for plenary session at next week's AACR annual mtg. Only non big pharma bio chosen. Data cutoff for that was October 2021. Shall add interesting color to response and duration. Company discussion with payers suggest car-t level pricing if fda cleared.
If not lengthy, what's better and why? I remember back in grad sch days a game where we had to submit offshore bids when everybody was given the same data and financial models. If everybody followed the model, there would be a tie. Winner's curse.
An interesting article about the characteristics of some people that want to pursue careers in finance.
https://www.bloomberg.com/opinion/articles/2022-03-23/why-finance-attracts-the-least-trustworthy-among-us
PLTR - Ferrari places 1st and 2nd in Bahrain grand prix. On the surface doesn't seem like a big deal. Then I looked at the time differences and who won prior races in 2021 2019. Mercedes and Lewis Hamilton must be pissed.
https://www.palantir.com/newsroom/press-releases/palantir-technologies-extends-partnership-with-ferrari-to-bring-data-driven/
TM - author that wrote article below about 1st gen EV (same as Subaru's Solterra) finally had race track test drive last week and gave nice review today in email note. Pricing will be substantially below TSLA model Y but not sure what that means since there is a lot of room below ~$70K. Range will be around 250 miles. Have seen a few Rivian's in town - looks like a regular pickup but much cleaner looking lines and distinct headlights. VW's ID Buzz will be a big hit IMO despite rumored high price tag.
https://www.bloomberg.com/news/articles/2021-10-29/toyota-rolling-out-new-electric-suv-for-world-s-top-car-markets
It could be the color. I haven't seen blue pylons before this particular video.
Nicely done. I didn't realize I had such influence. Apologies for not following up on private reply.
The policy would be blanket no video postings at all for ALL beta testers. You can't just show the good stuff and hide the bad stuff for marketing purposes.
Obviously not but impressive nonetheless. The version I experienced in FL was not beta and the drivers were very careful in following rules. It is probably best L2 driving assist out there and gets frequent updates.
TSLA - fires employee for posting video of FSD beta V10.10 stress test on streets of San Jose done on a weekend. Sound like he is part of the power train engineering team. Musk really need to look in the mirror about his FSD beta testing procedures (or algorithm) instead of firing employees-customers for things that require testing on public roads. Employee was purportedly fired for improper use of FSD. I experienced an entire week of FSD recently in FL and I did not notice any indicators (warning mssgs) that were violated in the video. So if anything or anyone is to be blamed, it would be the AI and sensors failing to recognize traffic pylons of the shape and size used in San Jose.
It took the Germans 10 years post Fukushima to hit 50%. Probably takes longer here since we don't have Norske Hydro as backstop.
It will be a combination of renewables, local storage, and national grid connections, including EVs in the future. New peaker plants are already uncompetitive in my region and will be completely (nationwide) uncompetitive within 10 years (excluding Alaska). One reason GE turbine has had a tough go.
https://assets.greentechmedia.com/assets/content/cache/made/assets/content/cache/remote/https_assets.greentechmedia.com/content/about/utility-scale_solar_competitiveness_1654_1062_85.jpg
IMO is not that at all as Musk (and Biden) recently opined that oil majors need to ramp up to deal with shortages and energy transition. It is more the legacy energy lobbying companies spreading propaganda that renewables are unworkable and uneconomic and making it a political issue. The smaller independents and marginal well producers mostly got taken out to the back shed during the Aramco dumping during March 2020. Hess's time estimate seems reasonable if he uses that start of significant decline at prices greater than $50/bbl. It would peak much earlier if prices stay at current levels.
Sustainability needs to be in there. The limit of the thesis of every country gets a middle class with increasing living standards has always been access to cheap energy. I think the only modification to the thesis needed is the source of that cheap energy. Fossil fuels have obvious limits as we are experiencing. Cheap energy must be sustainable so renewables are the future. And the resources and technology to make the energy storage systems are critical paths. Fossil fuels are a storage medium for solar energy that is super inefficient to extract and use and should really be viewed as carbon storage for the way the planet works in terms of livability. There is also the conventional economic thinking that growth requires ever increasing populations. That's also unsustainable.
EV's would serve a duo role as mobile charger and storage for home use as the last part of article discussed.
PLTR - Ukraine invasion COO on Morgan Stanley Q&A webcast mentioned tank defensive movements/placements as software app being used in answer to gov contracts discussion. Only a small part of the biz but interesting nevertheless.
Yes. There was definitely some chemical taste to it. I was guessing some sort of surfactant similar to inadvertently getting soap in mouth.
BYND - finally tried it after sitting on the fence. Tasted soapy to me. Texture was fine. Prefer ground turkey or the real stuff. I need to find some AQB salmon to try.
IMO ASML et al (frontend equipment) are the real options for Taiwan invasion. Speaking of invasion, look at the effect on LUKOY. That's shock and awe in a different dimension.
PLTR - Annual letter is more of a corporate philosophy/mission statement, released a few days ago prior to ER. Commercial revs continues growing faster than gov revs as expected.
https://www.palantir.com/2022-annual-letter/letter-en.pdf
ER
https://investors.palantir.com/news-details/2022/Palantir-Reports-Revenue-Growth-of-41-for-FY-2021-US-Commercial-Revenue-up-102-YY-in-FY-2021
Most likely not enough to do FSD under those conditions. Still I would want everything given the pricing. ie Radar, Lidar, Optical (including infrared wavelengths for night vision) and ultrasonic (for close distance objects during parking/exit).
TSLA - not aware of IP issue with using LIDAR (or RADAR). Can you be more specific and also amount of $ involved?
TSLA - FSD always on the horizon. It is now a tired sales pitch. IMO TSLA doesn't get there with current generation hardware and the lack of Lidar. Lidar gets smaller and cheaper way faster than batteries and cars with that will be safer than those without.
https://www.bloomberg.com/news/articles/2022-02-14/tesla-may-be-losing-faith-in-how-soon-self-driving-will-arrive
That's interesting. Can you provide an example?
FB has no economic value to me personally. IMO they can disappear and the world won't miss a beat. GOOG otoh I would miss dearly. MuZero is latest demo of their eco system.
ps MuZero data compression specifically. Human heuristics are actually pretty decent in this example app. I was thinking the delta would be greater than 4%.
No is most likely answer. I can't remember an instance where Shell re-entered a specific business unit that they have abandoned previously.
True and IMO much more leverage on NG side as PSCs on CL side subject to limitations on ROI.
SHEL - it's about NG.
GOOG - when the best coder you can hire is a machine. Beyond AlphaFold and AlphaZero.
https://deepmind.com/blog/article/Competitive-programming-with-AlphaCode
Norway EV subsidies - someone asked (Dew?) about Norway's policies. It's been in the works a long time. If your entire fleet can be supported by 5% of renewables (hydro) and your exports are oil, it makes a lot of sense and there is no internal ICE industry and employment to worry about. The remaining transition will be the shipping fleet. EV penetration is now at 84% of vehicle sales.
https://www.sciencedirect.com/science/article/pii/S2210422416301162
Could be. My wish is that amzn and costco form utility partnerships and set up charging at their parking lots. Lots of real options and fat margins for first movers.
IBM - My read is that Linux domain is doing well (rhat). Outside of that MEH. Linux share continues to increase.