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AbleBaker

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  • Kinder Morgan: Don't Be Fooled By The Nattering Nabobs Of Negativism [View article]
    FYI, the nattering nabobs line was written by William Safire, who along with Pat Buchanan were Spiro's speech writers.
    Mar 12, 2015. 01:10 AM | 1 Like Like |Link to Comment
  • MannKind: Great Afrezza Word Of Mouth, But Prescriptions Won't Soar Right Away [View article]
    Psycho Analyst,

    On your list of disincentives for prescribing Afrezza, you might want to explore the issue of lung function. Apparently the FDA requires MNKD to conduct a long term followup on lung function, which requires patients to have a lung function test before going on Afrezza and periodically thereafter. I have no further details on this, but maybe "afrezzauser" can comment on his experience. Point is, for a general practitioner, this could be large complicating factor and disincentive to prescribing Afrezza.

    -AB
    Feb 11, 2015. 02:47 PM | Likes Like |Link to Comment
  • GoPro To $30 Within 12 Months - The Comps Wall Street Isn't Talking About [View article]
    The real opportunity with the police body cameras is in the reoccurring revenue. Data management is a big issue. See the article from Forbes: http://onforb.es/1123Rlb
    Nov 7, 2014. 09:59 AM | 1 Like Like |Link to Comment
  • GoPro To $30 Within 12 Months - The Comps Wall Street Isn't Talking About [View article]
    I doubt if it's knowable at this time as to what GPRO is worth. The multiple is way out of line if GPRO is only sticking to sports cameras, and the competition is mobilizing quickly. It is, however, developing one heck of a brand identity with strong loyalty (from my personal observation), while the future market for small, ubiquitous video cameras could be huge.

    Note, TASR news release citing a study on the use of body cameras on police (http://bit.ly/1tJTSvO). There's a potential there for a lot of cameras and a lot of reoccurring revenue.

    And then there's the use of video camera in cars for situational awareness, automated hazard alerts and assisted driving, see MBLY (http://bit.ly/1tJTQnM). Also use in documenting driving accidents as the Russians do to limit liability and lower insurance rates (hard to believe that hasn't caught on in the west, yet).

    With a strong brand, GPRO could be a real contender in these areas and more.

    - AB
    Nov 5, 2014. 08:14 PM | 1 Like Like |Link to Comment
  • Grid-Scale Energy Storage; Why Working Capacity And Cycle Duration Matter [View article]
    An interesting article on liquid metal batteries. A group of MIT researchers have a startup on the technology. Claims 70% round trip efficiency, on par with pumped hydro. Interesting to note, battery runs at 500°C. Hot stuff!

    Here's the link, R&D Magazine:

    http://bit.ly/1rnTlzv

    -AB
    Sep 29, 2014. 02:54 PM | 1 Like Like |Link to Comment
  • Misperceptions About Hayek: A Response To Soros [View article]
    James,

    Thanks for writing and posting this piece. For the last 5 year or so, I've been working my way through economics and philosophy and this has provided me with much context and perspective.

    AB
    Sep 29, 2014. 01:34 PM | 1 Like Like |Link to Comment
  • GT Advanced Technologies' Solar Business Is Ready To Take Off [View article]
    Checking the insider trading on GTAT left me feeling the management doesn't have a whole lot of enthusiasm for its future.

    InsiderInsights.com: http://bit.ly/1v1ANVz;a=
    Sep 24, 2014. 11:13 PM | 2 Likes Like |Link to Comment
  • Solazyme: Taking Advantage Of Healthy Food Trends And The Need For Innovation [View article]
    Kevin,

    My apologies if this has been addressed before, but do you have a sense of how sensitive Solazyme's cost of goods is, or will be to the price of sugar?

    Thanks for the great work you're doing on this company.

    AB
    Sep 17, 2014. 01:58 PM | Likes Like |Link to Comment
  • Gilead discounts Sovaldi 99% for Egypt [View news story]
    This could be a charity program. Many drug companies set up industry groups to make their expensive drugs available to qualifying, needy patients. I'd like to see more details before dumping GILD, like what quantities of Sovaldi is actually being sold to Egypt, and who are they selling to.
    Jul 11, 2014. 10:23 AM | Likes Like |Link to Comment
  • Grid-Scale Energy Storage; Why Working Capacity And Cycle Duration Matter [View article]
    John,

    Thanks for all your articles, they have always been helpful and informative. Please keep them coming.

    United Technologies also seems to be in the flow battery game, and may have some break-through technology, see:
    http://bit.ly/1pzQaQB

    On Hawaii and geothermal, I know nothing in specific, however, I do know geo is difficult to develop and not as reliable as one might think. Also, there are often significant pollution issues with geo. Usually, you need a location that has heat near the surface and water that is infiltrating it and bursting to the surface as steam. I can't think of any area like that in Hawaii.

    AB
    Jun 25, 2014. 12:46 AM | 2 Likes Like |Link to Comment
  • MannKind Poised To Enter Worldwide Insulin Market With Ultra-Rapid-Acting Afrezza [View article]
    Robert,

    Thanks for your reply, it's a help. I hadn't heard about the price point being comparable to pens. Over a year ago I heard from an industry insider that MNKD's cost of insulin was high and the uptake was low, but I haven't seen any discussion or confirmation on that. Alfrezza might be a Cadillac, but if it's too expensive the insurance companies won't be paying for it and there won't be much of a market.

    I'm puzzled as to why, if Alfrezza is such a strong product, one of the LLYs or NVOs hasn't picked it up as soon as the last clinical trials were completed. Al Mann, I'm told, is a tenacious negotiator, but, really he's in his 80's, I have a hard time believing he wants MNKD to take Alfrezza to market on it's own.

    Question, Are there transcripts of the ADCOM available to the public? If so, do you have a link to them?

    Thanks for your great work on this.

    AB
    Jun 13, 2014. 02:51 PM | Likes Like |Link to Comment
  • MannKind Poised To Enter Worldwide Insulin Market With Ultra-Rapid-Acting Afrezza [View article]
    This is a little off topic, I've haven't been following MNKD very closely, so maybe one of you can direct me to a source to answer my question. Question is: is it known what the cost structure of Alfrezza is, specifically, the insulin that is used to manufacture it, where does it come from, what does it cost, and most importantly, what is the uptake of the insulin by the body, ie. how efficient is it compared with injectable insulin? Following on, what does MNKD think it will be selling Alfrezza for, compared to injectable insulin. If it's significantly more, on what basis does MNKD think that insurance companies will cover it?

    Thanks for any help here...

    AB
    Jun 13, 2014. 10:56 AM | Likes Like |Link to Comment
  • Capstone: Extreme Sell-Off And Reliance Upon Misinformation Creates Tremendous Entry Point [View article]
    Again on Capstone turbines, maybe there's something there. Here's an item I found this morning, sorry I was in a hurry when I grabbed it, and I've forgotten the exact source:

    North Dakota flaring crackdown may slow oil field growth
    North Dakota is cracking down on flaring via strict rules that may slow oil field development in areas far from pipelines and effectively reinforce the competitive advantage enjoyed by companies that already have taken steps to curb the wasteful burning of natural gas.The no. 2 oil producing state now requires energy companies to submit a plan to capture natural gas that could be released by a new well when filing for permits; new rules for existing wells are expected to be announced July 1 with a goal of reducing the amount of gas flared to 10% by 2020 from ~30% today.Continental Resources (CLR), Marathon Oil (MRO) and Hess (HES) say they are already working to cut flaring, recognizing they are burning a product that could be sold.New rules could boost demand for products from Chart Industries (GTLS), which makes small liquefaction equipment, and Capstone Turbine (CPST), a maker of small power plants, Raymond James analyst Pavel Molchanov says.
    Jun 5, 2014. 06:27 PM | 1 Like Like |Link to Comment
  • Disney's Market Premium Now 'Frozen' In Place [View article]
    I picked up shares of DIS last month after talking with a Disney exec friend of mine. Normally reserved, he was very upbeat about upcoming, tho unspecified things at Disney. His enthusiasm was enough to tip me into the buy.
    May 22, 2014. 04:00 PM | Likes Like |Link to Comment
  • Capstone: Extreme Sell-Off And Reliance Upon Misinformation Creates Tremendous Entry Point [View article]
    On the use of Capstone turbines to capture flare gas, where do you send the power produced? I can see it being used to run the rigs and pumps, but I imagine most oil fields being far off the power grid.

    -AB
    May 16, 2014. 10:02 AM | Likes Like |Link to Comment
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