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Cory Renauer

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  • Pricing A Highly Probable Takeover Of MannKind [View article]
    Congrats George,
    you're getting a bump from Marketwatch: http://on.mktw.net/16P...
    May 22 10:54 PM | 1 Like Like |Link to Comment
  • Pricing A Highly Probable Takeover Of MannKind [View article]
    Read Alfred Mann opening comments carefully. He more or less suggests trial data shows that Afrezza controls postprandial peaks better, results in lower fasting glucose levels, and reduces the overall risk of hypos.
    http://seekingalpha.co...
    Those are some bold statements, but if true it solves above problem number 1 with a solution to 2 as an added bonus.
    May 22 10:51 PM | Likes Like |Link to Comment
  • 6 Ways You Can Profit From Molecular Diagnostics [View article]
    Well this is embarrassing. I allowed this NYT article: http://nyti.ms/18jpmfy to influence my opinion about EXAS.
    I wish I had written this back in mid-April when Wall Street overreacted the same way that I did. I could have realized an opportunity. Now that the article is live I can't correct it myself, but I will contact the editors to have the statement:
    "Convenience is currently its only benefit as the data released in April shows its detection rate is equal to, or worse than traditional screening methods that cost patients a tenth of what Exact Sciences is charging."
    removed.
    May 22 08:58 PM | 1 Like Like |Link to Comment
  • Why MannKind's Afrezza Will Succeed Where Pfizer Failed [View article]
    Again it's only two years, but for what it's worth:
    From the MannKind website: "In a two-year pulmonary safety study in Type 1 and Type 2 adult diabetes patients, the changes in pulmonary function tests associated with AFREZZA were comparable to the changes seen in patients treated using usual care, consisting of insulin or oral therapies."
    May 22 03:13 AM | Likes Like |Link to Comment
  • Why MannKind's Afrezza Will Succeed Where Pfizer Failed [View article]
    Leading up to August, chances are good that at least one prominent analyst will set lofty targets for the study based on what they assume the FDA requires, plus a little more in order to err on the side of caution.
    If the results don't hit the analysts targets... that's the sort of news that the market tends to overreact to.
    May 22 01:26 AM | Likes Like |Link to Comment
  • Why MannKind's Afrezza Will Succeed Where Pfizer Failed [View article]
    This is true, however the FDA was fairly straightforward about what they wanted to know. After the data is analyzed we should know if the results are what the regulators wanted to see before MNKD resubmits.with the cessation of clinical trials the company should burn through money at a slow enough pace to wait for a response from the FDA.
    May 18 10:27 PM | 2 Likes Like |Link to Comment
  • Clean Energy Fuels Steadily Heading For Profitability [View article]
    What concerns me is how long can CLNE "add a fixed margin to the market price of natural gas" in the face of rising competition.
    May 17 09:20 PM | Likes Like |Link to Comment
  • Clean Energy Fuels Steadily Heading For Profitability [View article]
    According to Littlefair's opening comments in the latest call: http://seekingalpha.co...

    "Clean Energy has acquired Mansfield’s 43 service contracts and 20 new construction contracts, adding to our existing portfolio of almost 400 natural gas stations"

    It's exactly the sort of acquisition the company should make. It's hard for me to estimate the amount of revenue the added contracts will earn because Mansfield, as a privately held company, doesn't disclose that info to the public.

    I just hope for CLNE's sake the recent Pilot Flying J rebate scandal doesn't get too far out of hand.
    May 17 09:13 PM | Likes Like |Link to Comment
  • Clean Energy Fuels Steadily Heading For Profitability [View article]
    You're very welcome. Power Solutions is such a small over the counter traded company that I'm not sure SA would take a chance on publishing it. I'll look into it though. Maybe compare it to its larger competitors.
    May 17 08:55 PM | 1 Like Like |Link to Comment
  • Clean Energy Fuels Steadily Heading For Profitability [View article]
    Thanks for that. I'll look into him
    May 17 08:43 PM | Likes Like |Link to Comment
  • Clean Energy Fuels Steadily Heading For Profitability [View article]
    Of course. In the long run, Clean Energy will have little or no advantage over Shell or any other competitors. Like gasoline, consumers will be far more concerned with price than brand. Investors will need to keep a close eye on those margins.
    May 17 12:14 AM | 1 Like Like |Link to Comment
  • Clean Energy Fuels Steadily Heading For Profitability [View article]
    That's embarrassing.
    That's right it should read: Revenues were also up 26% year on year from $73.6 million to $93 million.
    Thank you and sorry.
    May 17 12:07 AM | Likes Like |Link to Comment
  • Clean Energy Fuels Steadily Heading For Profitability [View article]
    "not many trucks need to switch to natural gas for CLNE to do very well" is why I'm far more bullish on CLNE than WPRT.
    May 16 09:30 PM | Likes Like |Link to Comment
  • Clean Energy Fuels Steadily Heading For Profitability [View article]
    You're welcome!
    May 16 08:30 PM | Likes Like |Link to Comment
  • Clean Energy Fuels Steadily Heading For Profitability [View article]
    Definitely CLNE.
    May 16 08:30 PM | 1 Like Like |Link to Comment
COMMENTS STATS
91 Comments
48 Likes