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Crestwood Midstream Partners LP Message Board

twojugglers 231 posts  |  Last Activity: Mar 2, 2015 12:16 AM Member since: Apr 6, 1998
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  • twojugglers twojugglers Mar 2, 2015 12:16 AM Flag

    Thanks for the tip Chilly. Will give El Coral a try. Don't golf, but love to be outside. Saw a great bumper sticker around here: "Think outside. Forget the box."

    Juggsy

    Sentiment: Strong Buy

  • twojugglers twojugglers Mar 1, 2015 9:13 PM Flag

    Glad to be able to help out.

    Good luck all.

    Juggsy

    PS: Am currently camped out at Catalina State Park outside of Tucson, AZ. My wife and I have been hiking every day in the Catalina mountains. Wow! Talk about breathtaking.
    Nice to be missing the spanking most of the country is getting.

    Sentiment: Strong Buy

  • twojugglers twojugglers Mar 1, 2015 7:49 PM Flag

    Balance of IR letter:

    "As Organovo CEO Keith Murphy explained in his Shareholder Letter of 2/26, we have opportunities that we may choose to take advantage of that would involve raising capital if market conditions allow. We would only elect to do a financing if we believed market conditions were favorable, that doing so was better than available partner funding options, and we made a formal decision to pursue one or more of these business opportunities. Any financing is at our election and meant to take advantage of opportunity rather than done under a present need for capital to run the business. Please know that we only would be interested in raising capital if we think it adds to shareholder value, for example if we thought that 10% dilution could lead to opportunities to double our potential for revenue and profit. We believe all shareholders would appreciate such a result.”

    Nice to see the new IR department already at work.

    Good luck all.

    Juggsy

    Sentiment: Strong Buy

  • Here's what I got back:

    “Please note that we do not have a plan to sell $190M of stock.

    The filing, if approved by SEC, rather *allows* Organovo to raise up to that amount over three years, although we can also choose to raise some or none of that amount. However, it is typical for life science companies to file such plans for up to 40% of market cap, at levels significantly higher than any short term likely equity raises, for the purposes of future flexibility. Each filing has to be reviewed by the SEC, and therefore filing for smaller amounts each time can cause undue delays and lack of flexibility. A given filing can stand for three years, and either be not used at all or used only partially.

    In the past, Organovo filed a $100M shelf in 2013 and did not elect to raise that amount, but it was helpful to have flexibility up to a high level rather than file individually for each smaller fundraising activity. Later in 2013, we elected to raise $46.6M, but as of one year after the filing no additional amounts had been raised under that shelf registration. Over time, additional smaller amounts were raised via our ATM (which relied on the same $100M total cap), but we did not approach the $100M level total.

    Organovo had over $50M cash as of its 10-Q filing representing the period ending Dec 31, 2014. We believe we have sufficient capital to run on our current plan for two years, implying no current need for capital to execute on this plan."

    More on the following post......

    Sentiment: Strong Buy

  • twojugglers twojugglers Feb 27, 2015 5:08 PM Flag

    rwrop,

    Was it you by any chance who was promoting nviv on the onvo board back at $6.00, just before Frank left? If so, thanks. I'm happy to still be a shareholder.

    Juggsy

    Sentiment: Strong Buy

  • Reply to

    Tissues, Drugs and Printers.........

    by twojugglers Feb 26, 2015 9:38 AM
    twojugglers twojugglers Feb 26, 2015 9:51 AM Flag

    I see, based on this Shareholder Letter:

    1. Organovo's bio-printed tissue being marketed to markets other than Pharma.
    2. Organovo developing their own niche of drugs
    3. Organovo bio-printers being sold commercially to pharma and research institutions.

    All good, very good. And, I agree with moving forward now. First-mover advantage is crucial.

    Juggsy

    Sentiment: Strong Buy

  • To date, our internal spending has been focused on programs in liver, kidney, oncology and therapeutic tissues, such as our blood vessel
    project. This path provides us with access to some large markets, but we believe that we can enhance long-term shareholder value by expanding
    our focus. If we elect to do so, we have the opportunity, with an expanded focus, to seek to:

    • Grow revenues from our commercial research tissues faster. The revenue growth of liver and kidney (after 2016 launch) will be
    driven by demonstration of new applications. For each tissue, we’re starting in basic toxicology testing – but these tissues can be used in many ways. We can build data, and access
    new customer segments faster with focused spending. Consider how broadly genomic sequencing is used, and that each customer
    segment had to be addressed separately with a value proposition. Our liver, for example, can find many uses in academic biological
    research, separate from pharma toxicity studies.

    • Own some of our own drug candidates. Rather than only partner with pharma for royalties on drug candidates, in certain areas we
    can invest in identifying our own drug candidates and retain more of their value for Organovo. In addition, we believe that this type
    of activity will itself drive more pharma deals, too – by a faster demonstration that we can be successful in identifying drug
    candidates that move forward to the clinic. We would still expect to do more partnering deals with pharma, of course - each deal we
    do increases the validation of what we’re doing and the number of things we can work on with available capital.

    • Build on our bioprinting technology leadership. We have the ability to build on our technical leadership in this field by pursuing
    faster improvements in our bioprinting technologies – but that comes with investment, not with sitting on one’s laurels. We can seek
    to take leaps forward from a technical perspective with the right focused spending. For instance, we could ele

    Sentiment: Strong Buy

  • Reply to

    What do you guys think of this article?

    by alex297323984 Feb 25, 2015 9:45 AM
    twojugglers twojugglers Feb 25, 2015 10:42 AM Flag

    "However, Organovo offers a real-life Star Trek-like device that has been approved for sale."

    Really? Who approved it?

    " uptake is likely to be slow since there are still questions on its cost-effectiveness. "

    Really? What are those questions? Who questions that? Can I get a quote please?

    " how quickly will buying exVive3D pay dividends in the form of lower costs and time saved for drug developers?"

    How about: "According to Organovo, 'A new drug, on average, costs $1.2 billion and takes 12 years to develop. Each year, the pharmaceutical industry spends more than $50 billion on research and development, and approximately 20 new drugs are approved by the FDA. Organovo’s 3D bioprinting technology has the potential to significantly impact the speed and predictability of drug discovery. ' "

    " In the third quarter (which in all fairness was only a partial quarter of availability for the device), exVive3D produced only $139,000 in product and service revenue."

    How about, "Revenues from sales after product release haven't been booked yet. Company says demand is strong. Beta release produced revenues which the company says will support $150,000/contract, and even more for the upcoming Kidney assays."

    "..operating cash outflow was about $20 million in the trailing 12 months -- I could see that increasing substantially."

    Really? Keith Murphy says that when the current hiring/expansion is complete they will be fully staffed to meet the expected demand for Liver and Kidney assays for the next few years. He said scaling up will be linear.

    "Recently, Organovo announced a collaboration with the Yale School of Medicine, Department of Surgery, to develop bioprinted tissues for transplantation. While I feel confident the well-qualified teams can come together and develop implantable tissues, I don't believe the project will lead to anything that can be scaled at a cost-efficient level for years."

    Really? What do you know about the cost of scaling up for production?

    Sentiment: Strong Buy

  • Reply to

    What do you guys think of this article?

    by alex297323984 Feb 25, 2015 9:45 AM
    twojugglers twojugglers Feb 25, 2015 10:19 AM Flag

    Did you write this article Alex? It's trash.

    Sentiment: Strong Buy

  • twojugglers by twojugglers Feb 25, 2015 3:01 AM Flag

    On Her Facebook Page.....

    "I played in the snow today and worked on my stretching. I also had the opportunity to tell all the other people in the unit I spent 3 weeks in my story and how much I appreciated my nurses and doctor. Without them I would not be healthy and in rehab. My stomach muscles have slowly started to reactivate over the past few days and I've regained about an inch of feeling where it stopped before. I call it a success. Thank you all for following my story and your endless support!!! Enjoy the photos and my update."

    Friends, we are watching medical history in the making, and, thanks to social media, have a front row seat.

    Juggsy

    Sentiment: Strong Buy

  • Reply to

    Patient # 2 update

    by tjmadd5 Feb 24, 2015 10:40 PM
    twojugglers twojugglers Feb 24, 2015 10:50 PM Flag

    Jesi's Facebook update, just 30 minutes ago:

    "I played in the snow today and worked on my stretching. I also had the opportunity to tell all the other people in the unit I spent 3 weeks in my story and how much I appreciated my nurses and doctor. Without them I would not be healthy and in rehab. My stomach muscles have slowly started to reactivate over the past few days and I've regained about an inch of feeling where it stopped before. I call it a success. Thank you all for following my story and your endless support!!! Enjoy the photos and my update."

    Sentiment: Strong Buy

  • Reply to

    Kidney tissue validated?

    by updownwego Feb 24, 2015 5:44 PM
    twojugglers twojugglers Feb 24, 2015 6:43 PM Flag

    Looks to me as if Kidney tissue will be going out to KOL's shortly. :)

    This is great.

    Sentiment: Strong Buy

  • twojugglers twojugglers Feb 23, 2015 11:36 AM Flag

    BTW & FWIW,

    I got 95 cents and $1.00 for the March 7 Puts. Remains to be seen how much of that I get to pocket :)

    Juggsy

    Sentiment: Strong Buy

  • Reply to

    Great Article in Cincinnati Enquirer Feb 22nd

    by steveaghotte Feb 22, 2015 10:19 AM
    twojugglers twojugglers Feb 22, 2015 2:44 PM Flag

    Profit,

    My condolences. No matter how long ago, I know we never forget. Lost my step-daughter 5 years ago to an awful brain cancer. Wish immunotherapy (ADXS) were developed back then.

    Juggsy

    Sentiment: Strong Buy

  • twojugglers twojugglers Feb 22, 2015 10:08 AM Flag

    Worth a chance. The $6.00 Puts I sold last month after our conversation, and your sage advice, expired worthless. Gained 25 cents/share on them. I'll probably sell the shares I was put, to recharge my account, then sell the $7 P's.

    Thanks for all your help Reilly, strange hat and all.

    Juggsy

    Sentiment: Strong Buy

  • twojugglers twojugglers Feb 22, 2015 9:42 AM Flag

    Oh, "What To Do??"

    Time to sell another round of options for this month. ONVO $6.00 puts will bring 25 cents. $7.00 puts will bring 85 cents. Do I want shares for $5.75 or $6.15, if put to me? Am I willing to bet the $7.00 puts will be In The Money one month from now? Last month I sold xxx contracts of $7.00 puts for an average of 80 cents/share. So, yesterday, got put to me xxx shares at a cost basis of $6.20.

    The $6.00 puts look like a pretty sure thing. The $7's, more of a risk but one I'll probably take, as the potential return is darn good.

    Good luck all.

    Juggsy

    Sentiment: Strong Buy

  • Reply to

    Investopedia

    by ronvitalez Feb 21, 2015 6:55 AM
    twojugglers twojugglers Feb 21, 2015 10:55 PM Flag

    "However, Organovo offers a real-life Star Trek-like device that has been approved for sale."

    Really? Who approved it?

    " uptake is likely to be slow since there are still questions on its cost-effectiveness. "

    Really? What are those questions? Who questions that? Can I get a quote please?

    " how quickly will buying exVive3D pay dividends in the form of lower costs and time saved for drug developers?"

    How about: "According to Organovo, 'A new drug, on average, costs $1.2 billion and takes 12 years to develop. Each year, the pharmaceutical industry spends more than $50 billion on research and development, and approximately 20 new drugs are approved by the FDA. Organovo’s 3D bioprinting technology has the potential to significantly impact the speed and predictability of drug discovery. ' "

    " In the third quarter (which in all fairness was only a partial quarter of availability for the device), exVive3D produced only $139,000 in product and service revenue."

    How about, "Revenues from sales after product release haven't been booked yet. Company says demand is strong. Beta release produced revenues which the company says will support $150,000/contract, and even more for the upcoming Kidney assays."

    "..operating cash outflow was about $20 million in the trailing 12 months -- I could see that increasing substantially."

    Really? Keith Murphy says that when the current hiring/expansion is complete they will be fully staffed to meet the expected demand for Liver and Kidney assays for the next few years. He said scaling up will be linear.

    "Recently, Organovo announced a collaboration with the Yale School of Medicine, Department of Surgery, to develop bioprinted tissues for transplantation. While I feel confident the well-qualified teams can come together and develop implantable tissues, I don't believe the project will lead to anything that can be scaled at a cost-efficient level for years."

    Really? What do you know about the cost of scaling up for production?

    Sentiment: Strong Buy

  • twojugglers twojugglers Feb 21, 2015 1:16 PM Flag

    I'll be juggling, of course.

    Sentiment: Strong Buy

  • twojugglers twojugglers Feb 20, 2015 6:20 PM Flag

    Don't be cruel to a cow that's true.
    Organomoo, Organomoo.
    Go! Go! Go!

    Sentiment: Strong Buy

  • twojugglers twojugglers Feb 20, 2015 10:23 AM Flag

    This is another solid step forward for Organovo. Up until now the IR duties have been contracted out. Great to see that they are bringing this onboard.

    Sentiment: Strong Buy

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