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mswyman

mswyman
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  • Neuralstem: Top-Line Results Of Phase 2 ALS Trial Are Compelling [View article]
    xjetjerk: It's my understanding that in double blind studies like this, once sufficient, and clearly non-placebo progress has been shown in the treatment group, the members of the control group are incorporated into the treatment group so that they can benefit from the treatment as well. I would be surprised if that approach were not used here also. Thank you for raising this issue, however, as we still don't know when or if the placebo group is going to b allowed into treatment as well. And they should, most definitely!
    Mar 19, 2015. 11:21 PM | 1 Like Like |Link to Comment
  • SunPower's Concerning Capacity Expansion Plans [View article]
    There is some evidence that the price of Solar and Oil are finally decoupling. OIL is flat, while SPWR, FSLR & CSIQ have been breaking through their trend lines. Only SCTY has been lagging the pack, perhaps because its business model is so poorly understood. Good time to be long solar in a big way.
    Mar 17, 2015. 08:29 PM | Likes Like |Link to Comment
  • What To Make Of The Chaos At Acadia [View article]
    Well done, KKD! This is the best summary I've read explaining the run-up and the run-down. Quite a ride. We are basically back to where we were a month ago. This must be what they mean when they say investing in bio-techs is not for the faint of heart!
    Mar 12, 2015. 08:16 PM | 6 Likes Like |Link to Comment
  • Canadian Solar - An Increasingly Dominant Industry Player [View article]
    For CSIQ Yahoo! has a trailing P/E of 7.7, and a forward P/E of 6.25, for what it's worth.
    Mar 10, 2015. 10:48 PM | 1 Like Like |Link to Comment
  • Commodities Today: Energy And Frac Sand Names Get Crushed, Solar Stocks Rising Again [View article]
    Matthew, the one thing I haven't been able to divine is when the solar stocks are going to decouple from the fossil fuel segment of the energy sector. And what would propel them if they did? Sentiment? Fundamentals? Lining up the hedge fund managers and giving them all a swift kick in the tailfeathers? Would like to hear your thoughts on how this might happen.
    Thanks for your article, and happy investing!
    Mar 1, 2015. 06:50 PM | Likes Like |Link to Comment
  • First Solar, Inc., SunPower Corporation To Form A Joint YieldCo Vehicle [View article]
    Gripe, gripe, gripe. It's good news and a good summary of the state of the yieldco phenomenon. They also serve who only update!
    Mar 1, 2015. 06:10 PM | Likes Like |Link to Comment
  • CellDex Leaves Them All Behind [View article]
    Such a happy surprise. So glad FDA has come on board with a promising approach to one of the most difficult cancers to treat. Time to load up on CLDX!
    Feb 23, 2015. 07:58 PM | 1 Like Like |Link to Comment
  • Gilead: No Reason To Panic Here [View article]
    I bought at 101. It's a California thing. ;-)
    Feb 16, 2015. 09:47 PM | Likes Like |Link to Comment
  • Gilead: No Reason To Panic Here [View article]
    "Domestically Sovaldi/Harvoni scripts should increase from ~140,000 in FY2014 to ~250,000 in FY2015 offsetting the additional discounting."

    Exactly.

    Lower price = more patients treated = expanding market = equivalent or rising net revenues

    Thank you for your common business sense and acumen. Long GILD, and buying on the dip. And bless the lemmings who give us these wonderful buying opportunities!
    Feb 16, 2015. 03:30 PM | Likes Like |Link to Comment
  • Renewable Energy Group Faces An Uncertain Regulatory Environment In 2015 [View article]
    Thanks for the amazing review of REG and the industry as a whole, Tristan. I'm wondering if local regulations, such as California might promulgate, could create a more advantageous local market for biofuels while the national regulations are catching up. Any thoughts?
    http://bit.ly/1IUnJKT
    Feb 11, 2015. 01:05 PM | Likes Like |Link to Comment
  • Northwest Has A Differentiated Technology Platform In The Emerging Immuno-Oncology Landscape [View article]
    No doubt you are referring to the time off he had to write during the Holidays?
    Feb 8, 2015. 06:07 PM | 1 Like Like |Link to Comment
  • The Coming Oil Shock? [View article]
    Solar flares run in eleven year cycles. Nine out of the ten last hottest years took place when the solar flare cycle was inactive or below its peak. There is no scientific consensus that solar flares have a major effect on climate on earth. See: http://bit.ly/1fu7FxL
    Also: why would solar flares cause the present spike in global warming now and not at any time in the past? Wouldn't they have caused global warming 100, 1000 or 10,000 years ago as well? That they didn't seems to eliminate them from the list of possible causes for our present predicament.
    Feb 8, 2015. 05:45 PM | 1 Like Like |Link to Comment
  • First Solar's Geographical Diversification Will Drive Revenue Growth [View article]
    FSLR continues to build value, while the market holds a fire sale on solar stocks. Go figure. Irrational exuberance has been replaced by irrational pessimism. Don't know when the buy in point will arrive, but I'm going to keep lots of cash on the side to buy in big time when the market finally decides to recognize the real value of solar, and of FSLR in particular.
    Long FSLR!
    Jan 22, 2015. 02:11 PM | Likes Like |Link to Comment
  • New chief at MannKind [View news story]
    First I've heard of this. Could you reference this allegation? Thx.
    Jan 18, 2015. 12:25 PM | Likes Like |Link to Comment
  • Losing Confidence In MannKind [View article]
    Thanks for the detailed presentation of the potentialities of Afrezza if successfully marketed. It is a good counterpoint to the reality that the book value of the company is presently $-.10 per share, or approximately negative $40M overall. With nearly $180M in Cash and over $220 in debt, we need something to cheer us up, don't we?
    Long MNKD, if only for the thrill of the ride!
    Jan 18, 2015. 11:55 AM | Likes Like |Link to Comment
COMMENTS STATS
212 Comments
155 Likes