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  • Mexico enacts energy initiative, decision this week on areas open for bidding [View news story]
    Who will be the players in the manufacturing demands that are created by the need for more pipelines and refineries and LNG export facilities.
    Drilling and fracking do not do much good unless the product can get to consumers.
    Excellent opportunities for export to EU of both refined oil products and LNG.
    Aug 15 08:46 AM | Likes Like |Link to Comment
  • Why Rowan Companies Plc's Earnings Will Surge Higher And Dividends Will Follow [View article]
    Will Mexico's opening up of their oil production to outside companies have a positive effect on jackup rigs?
    How fast will oil companies respond to Mexico's needs?
    Aug 15 08:27 AM | Likes Like |Link to Comment
  • Gilead's Sovaldi Is The Solution, Not The Problem [View article]
    Are those patients treated with Sovaldi, immunized along with being cured of current disease? In other words, can they aquire HEP if exposed?
    Aug 4 10:52 AM | Likes Like |Link to Comment
  • Some Elegant Biotech Platforms I Read About While Looking For The Next Regeneron [View article]
    Cellectus continues to downsize. Recently disposed of another comapny research area. last year efforts to generate interest in there TALENs IP has turned out to have been less than expected. CAR-T can have problems with CRS (Cytokine Response Syndrom), uncontrolable immune sytem response. In trial at UPenn by Carl June they have had deaths resulting from CRS in UPenn CAR-T trials.
    just sayin. This doesn't mean that all CAR-T therp3eutics will,have this problem.
    New Patent assigned to Sangamo Biosciences specifically for Stem Cell treatment for CF (Cystic Fibrosis). Organ specific stem cells, (lung), modified to correct CF. Also speaks of "universal donor cells). Treat many patients from a single donor. NO cell rejection problems.
    Jul 30 04:45 PM | Likes Like |Link to Comment
  • Will Turquoise Hill's Time Ever Come? [View article]
    Rough row to hoe.
    When Mongolia has a Parliment that feels thata they are entitled to ALL of the profits, considered a national resource. Going forward is going to be tough.
    No reason for ANY foriegn investors to invest in Mongolia. making them almost entirely dependant on OT for operating the economy of Mongolia.
    A deep rooted problem. Ignoring the reccomendations of international economists for those of goat herders. Does the parliament believe they can find a way to operate the mine without RIO?
    progress at the facility is dependant on production.
    No incentive for Rio to increase production if there is to be no increase in profit.
    Shut it down, and see what GOM thinks then.
    Jul 29 08:18 AM | Likes Like |Link to Comment
  • Some Elegant Biotech Platforms I Read About While Looking For The Next Regeneron [View article]
    2 things, REGN spending $400 million to develope in house RNA sequencing.
    That says a lot to me.
    New approved patent for CF, (cystic fibrosis). Creation of transgenic animals including NHP. And for applicatrion in humans.
    for testing of GM. Including the development of "Universal Donor Cells" for CF.
    Advantage SGMO.
    Jul 28 12:23 PM | Likes Like |Link to Comment
  • Some Elegant Biotech Platforms I Read About While Looking For The Next Regeneron [View article]
    SGMO can address multiple tropisms of HIV. CXCR4 and CCR5, it is called trait stacking and there have been articles that have talked about this. Recent inclusion of ability to increase the bi alelic numbers in SGMO presentations.
    Also methods using mRNA for delivery, allowing for multiple infusions without creating antibodies should also help to increase engraftment.
    it is still to be published whether multiple infusions will be needed or not. But they can if it is determined the pateint needs it.
    Watch also for "Universal Donor Cell" capabilities from SGMO.
    Patents have been approved, now it will only be a matter of time to deliver on the IP. Not today, but one day:)
    Jul 28 12:05 PM | Likes Like |Link to Comment
  • Sangamo Biosciences' (SGMO) CEO Edward Lanphier on Q2 2014 Results - Earnings Call Transcript [View article]
    What does it mean to SGMO.
    patent approved, Universal stem cell treatment for CF. Cystic Fibrosis.
    Jul 25 04:06 PM | Likes Like |Link to Comment
  • More on Sangamo Q2 results [View news story]
    webcast worth listening to.
    new hires to move manufacturing and Pre-clinical work forward, aggressively.
    2 INDs to be filed in the summer of 2014.
    many other key points covered, I suggest everyone take the time to listen.
    Jul 23 06:03 PM | Likes Like |Link to Comment
  • Sangamo BioSciences beats by $0.04, beats on revenue [View news story]
    Excellent call.
    everyone interested in SGMO should listen to the webcast at least twice.
    IND filings in the summer 2014.
    2 additional filings EOY 2014.
    Jul 23 05:46 PM | Likes Like |Link to Comment
  • Some Elegant Biotech Platforms I Read About While Looking For The Next Regeneron [View article]
    Suggest you do a little deeper digging on SGMO ZFN platforms.
    Also, at this time, niether Talens, which SGMO has good IP position, and CRISPRs are not ready for primetime. Not quite specific enough for use in humans, Zinc Fingers are.
    As long as these various technologies persue different disease targets, they are not competition for $$$$. SGMO persuit of Lysosomal disease targets with their IVPR platform, especially the use of Albumine, fifty or so Lysosomal disease targets listed as, (16 near NHP testing).
    IMO, it is not a case of one IP beating out another, all can produce blockbuster drugs. SGMO targets, Hemophilia, (shire), Beta thal/ SC (NASDAQ:BIIB), and HIV, all potentail sales over $5 billion.
    What would a "cure" or even a "functional cure" for HIV be worth?
    Jul 22 11:17 AM | Likes Like |Link to Comment
  • The U.S. Should Build East Coast LNG Capacity [View article]
    Any LNG plant approval may meet a fate similar to the defeat of the Elk Point, SD oil refinery proposed by Hyperion Resources several years ago.
    The ONLY totally new oil refinery in the past 37 years.
    A travesty. A lack of refinery capacity for Bakken oil exists.
    By imposing air quality controls that cannot be achieved with the current technolgy, SD courts have put oil refinery business in the US behind by 10 years. Big oil prefers to ship crude off-shore for refining, where profits are better.
    Un answered questionj.
    Will any of the Canadian tar sands crude, (XL Pipeline) be refined in the USA before export?
    Jul 18 08:24 PM | Likes Like |Link to Comment
  • Some Elegant Biotech Platforms I Read About While Looking For The Next Regeneron [View article]
    What we need from SGMO is update of the 2 PH II trials in HIV.
    A couple of new license announcements would not hurt the picture either.
    All of these companies could be successful in there efforts.
    Just my opinion that SGMO should be given more credit for thier platforms.
    AND,,,,,patent IP control.
    Jul 17 11:23 AM | Likes Like |Link to Comment
  • Some Elegant Biotech Platforms I Read About While Looking For The Next Regeneron [View article]
    The sleeper in the mix is SGMO.
    SGMO has more platforms and a much broader application base than any of the other candidates.
    Years ago in an Forbes online interview with Edward Lanphier, CEO of SGMO.
    EL stated, "We can target and regulate any gene in any cell in any organism"
    Now, if you take the time to read any of them, there are similar statements contained in most of the recent patents.
    Sangamo is directing their efforts towards "cures" not treaments. If they license or start a clinical trial, I believe they intend the outcome to be a "cure" of that diseae target.
    HIV next "cure". news possible out of the 20th Annual AIDS Conference in Australia, July 20/25 2014.
    Jul 16 06:03 PM | Likes Like |Link to Comment
  • Shire Acquisition Bolsters Its Rare, And Maybe Not-So-Rare, Disease Portfolio [View article]
    Thanks for the link. Good article. Can't wait for the results from PH II SB-728-T trial results later this year. Also the filing of SGMO/SHIRE Hemophelia drug.
    Trials could go quickly. Thanks
    Jun 25 09:48 AM | 1 Like Like |Link to Comment