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  • Positive Signs From Neuralstem's Phase 2 ALS Trial [View article]
    Thanks, I hope they find a way to speed through phase II or publish interim data to the FDA, this therapy really ought to be in broader use by now.
    Apr 18 02:36 PM | Likes Like |Link to Comment
  • Positive Signs From Neuralstem's Phase 2 ALS Trial [View article]
    Have they ever mentioned when the Phase II is planned to conclude or if there will be an interim update?
    Apr 17 11:23 PM | Likes Like |Link to Comment
  • Time To Back Up The Truck On Cytomedix? [View article]
    That was a good report, glad to see them getting Autologel on the market and to medical providers. Seems like they have a full plate for now but is there any talk of applications outside of wound care like burns or cosmetic? Seems like it could serve as a useful supplement or even a replacement for a pretty wide swath of treatments.
    Apr 4 04:36 PM | Likes Like |Link to Comment
  • Why Seeking Alpha Embraces Pseudonymity [View article]
    P.S. When I wrote "Or often you get halfway through an article ..." I should have said every once in a while, not often, didn't mean to sound overly critical, just constructive.
    Mar 20 01:21 AM | 1 Like Like |Link to Comment
  • Why Seeking Alpha Embraces Pseudonymity [View article]
    Thanks for that well thought out policy explanation, the use of pseudonyms is tricky but hopefully most who do so do it for good reasons. Glad to know you guys are thinking about things like that. One other thing that concerns me with SA sometimes is that in some sense SA is a place where people come to be educated in finance, business, economics etc. A reader or contributor could be a seasoned hedge fund manager or a novice with almost zero investing experience. Both can probably have worthwhile contributions as long as they are clear about where they are coming from, but with the growth of SA, one of the things I've noticed is that more and more of the contributors aren't really qualified to be "educators" in those subjects in the sense that they often do not actually know the definitions of the terms or concepts that they are using, and yet they have a platform to "teach". Or often you get halfway through an article only to realize that the author doesn't actually understand what they are talking about in spite of their bio suggesting that they are experts. Moreover, I know of at least one pretty prolific contributor who has written over 20 articles about one company/industry and been wrong in pretty much every sense every time. Disagreement and contrarian ideas are important, but 20+ wrong articles in a row doesn't really seem like it should happen, it's a disservice if SA is incorrectly educating people for clicks. If SA wants to keep growing I'm not really sure there is an easy fix for the issue, it may just come down to quantity vs quality and of course being clear about their qualifications. But one thing I was thinking might help is to loosen the idea that every article has to be an actionable suggestion that is written authoritatively, that way someone who isn't qualified to write authoritatively but still wants to contribute and maybe start an insightful discussion can write an article without feeling like they have to misrepresent themselves and sound like a professional. Of course that doesn't solve the problem when well qualified authors write authoritatively and are just wrong. Anyway I'm sure that's stuff you already consider, just my 2c, hope it's constructive.
    Mar 20 12:47 AM | 1 Like Like |Link to Comment
  • Galena: Setting The Record Straight [View article]
    So maybe to steer the conversation towards what seems like the most relevant thing: how good is Neuvax? I've only loosely been following GALE, so maybe some of these questions are already answered, but is it looking like Neuvax is best suited as a treatment, as a vaccine? What kind of efficacy is it looking like? Does it offer something better than the current standard?
    Mar 18 06:56 PM | 1 Like Like |Link to Comment
  • Tesla's Deflationary Creative Destruction Has Not Even Begun [View article]
    +1 Tesla might be overvalued but that doesn't mean it's a great short right now. The sooner you exit a bad trade, the sooner you can enter a good one.
    Mar 18 05:55 PM | 2 Likes Like |Link to Comment
  • Tesla's Deflationary Creative Destruction Has Not Even Begun [View article]
    Seems like a lot of the confusion over the importance of regional deliveries/orders could be easily remedied by using some common sense and listening to the last conference call. Tesla is a sniper rifle right now, they are just targeting strategic regional markets one by one, at the expense of other less priority markets. The market is expanding and Tesla just doesn't have enough bullets to hit every target at the same time...a good problem to have in business.

    George, interesting+well balanced article. On the growth side it makes you wonder how the battery industry will look in ten years.
    Mar 18 05:44 PM | 2 Likes Like |Link to Comment
  • Osiris Therapeutics: Poised For Another Breakout [View article]
    Nice article, is there any visibility on how well these stem cells treatments' efficacy compares to the autologous treatment from CMXI? The research they have put forward blows away current standards of care, but I haven't seen how well it does compared to stem cell treatments.
    Mar 13 01:17 PM | Likes Like |Link to Comment
  • Tesla: We've Got Some Numbers For February [View article]
    Paulo, minor fluctuations in deliveries are very normal if not ubiquitous to growth companies. Imagine yourself running a small lemonade stand, and a big heatwave comes around, suddenly you've sold all your lemonade, have to run to the store to get more, then you can't make it fast enough, then you have a line of people forming, so you start raising prices and selling to whoever looks like they'll pay the most first...that's kind of what is going on with Tesla, only instead of a heat wave and simple lemonade, it's climate change and all the complexities of the auto business.
    Mar 10 10:15 PM | Likes Like |Link to Comment
  • Tesla: We've Got Some Numbers For February [View article]
    Paulo, tracking the relatively minor monthly or even quarterly regional fluctuations in Model S sales is interesting but not really not that fruitful for investment discussions at this point, for several reasons. Two of the big reasons are that A) it's an international company that has potential markets on every developed continent and they have only focused on one of the three big markets thus far, and are only just beginning to scratch the surface of the largest market (Asia) right now and B) the model S is now a relatively small part of what investors or analysts should look at now when investing in Tesla, there are other models to consider, battery costs/sales, etc.
    Mar 10 09:02 PM | 1 Like Like |Link to Comment
  • SolarCity Poised To Benefit From Tesla Gigafactory [View article]
    Illuminati, I believe the typical lease agreement is for 20 years, it could take decades to build out the residential market, and who knows how long for commercial buildings. If I remember right they are aiming to do their 1 millionth residential lease this year, which sounds like a lot but is only a tiny fraction of the overall "market".
    Mar 4 01:42 PM | Likes Like |Link to Comment
  • SolarCity Poised To Benefit From Tesla Gigafactory [View article]
    Actually I think we probably agree more than you realize. The lease strategy is definitely favorable for the near term future, but I could see them needing to focus on a cash strategy in the future for various reasons. The cost of solar panels is approaching a point where people are asking themselves why sign a 20 year lease when they can just buy it, regardless of subsidies. Either way, I agree that they pretty much are a utility right now or at least of the future (that's their overarching business plan/mission) and that storage is an essential piece of the puzzle...that's kind of what my above article was all about. Between cars being used as storage and actual storage systems installed, that's pretty much where SCTY is trying to go.
    Mar 3 08:57 PM | Likes Like |Link to Comment
  • SolarCity Poised To Benefit From Tesla Gigafactory [View article]
    Illuminati, obviously all business start small, preferably in markets that are most favorable, and SCTY and the industry in general is just scratching the surface in terms of the American market, and that says nothing about international. For now they seem to be focusing on the leasing business and as subsidies diminish, interest rates go up, technology matures, costs go down, it looks like they might shift focus onto just being a cash installer. Lower subsidies don't help them but lower solar costs helps them a lot, remember SCTY is an installer, not a manufacturer. And yes, people are surely just buying systems, but they still need someone to install them, and the no money down leases are probably still a big demand driver.
    Mar 3 06:30 PM | Likes Like |Link to Comment
  • SolarCity Poised To Benefit From Tesla Gigafactory [View article]
    No I meant regardless of subsidies. Solar panels are now being produced in volumes and efficiencies that in many areas make it a worthwhile investment (in the sense that they can lower or even cease their energy bills, and often sell excess energy back to the utilities). Coupled with electric vehicles makes it even more of a value proposition in many cases. And I suspect that by the time the tax credit drops in 2017 the value will be widespread enough that demand for most solar companies will be quite robust.
    Mar 3 05:16 PM | Likes Like |Link to Comment