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Crestwood Midstream Partners LP Message Board

twojugglers 153 posts  |  Last Activity: Mar 23, 2015 11:52 PM Member since: Apr 6, 1998
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  • Reply to

    And now, something very strange....

    by twojugglers Mar 23, 2015 11:34 PM
    twojugglers twojugglers Mar 23, 2015 11:52 PM Flag

    The reference to the Gordian Knot.....

    Comes up in this week's SOT meeting and the presentation by Onvo there.

    Sentiment: Strong Buy

  • Reply to

    And now, something very strange....

    by twojugglers Mar 23, 2015 11:34 PM
    twojugglers twojugglers Mar 23, 2015 11:39 PM Flag

    Check out the videos posted by "organovoinc" on Youtube.

    Sentiment: Strong Buy

  • Check out this YouTube video:

    BFT89FdGJd0

    Juggsy

    Sentiment: Strong Buy

  • Reply to

    Organovo's rented facility

    by twojugglers Mar 22, 2015 5:36 PM
    twojugglers twojugglers Mar 23, 2015 10:23 AM Flag

    Thanks Profiteer,

    Juggsy

    PS: Anyone see the sliver moon and Venus last night? Gorgeous!

    Sentiment: Strong Buy

  • twojugglers by twojugglers Mar 22, 2015 5:36 PM Flag

    This is very old info, and is a promo by the realty company that help Organovo find their new digs. Still, maybe a few of you haven't seen it:

    "Organovo was experiencing dramatic growth mid-way through their existing lease. Their need was to triple in size and a core function was a cleanroom, which would more than triple. At $500-1000/sf, the cleanroom posed a huge potential capital outlay. In 2012, C&W secured a brand new turn-key lab for Organovo, including 2,000 SF of cleanroom, and office space in the new “Portola” project on Nancy Ridge Drive. This was a complete redevelopment of the building and providing for a new Class A environment at very competitive economics, with no capital outlay by Organovo. Amidst continued success, Organovo recently expanded into the remaining ~15,000 suite at the project, at very attractive economics."

    Long and very confident in Onvo's future. Even more long since the 6 and 7 dollar puts I sold were assigned to me Friday..... Sure, I paid too much by today's standard, but hopefully by next year at this time this will be small potatoes.

    Juggsy

    Sentiment: Strong Buy

  • twojugglers twojugglers Mar 21, 2015 10:35 PM Flag

    Reilly,

    I plan to: "ORGANOVO"

    Juggsy

    Sentiment: Strong Buy

  • twojugglers twojugglers Mar 21, 2015 10:11 PM Flag

    Just back from a nice afternoon with inlaws around San Antonio. They sold their home and spent 15 years Full-Time Rv'ing. Then they bought 9 acres in a gated community and lived in their RV on their new land while having their home built. Two great tips: They loved Newfoundland. In Alaska, they hired on to a ferry line that would drop them off at selected destinations and then pick them up whenever they wanted and ferry them up to the next drop off point.

    They loved their Full Time RV life.

    That's the life for me!

    Juggsy

    Sentiment: Strong Buy

  • twojugglers twojugglers Mar 21, 2015 11:40 AM Flag

    Not hot! I drool frequently when looking at some of the models around us at campgrounds. Our camper weighs in at only 3000 lbs. Towing it with a Toyota Highlander. Most recently had a neighbor with a really nice trailer, weighing 9,000 lbs. Did some shopping. Only need $60,000 for a nice truck to pull that! Go ONVO! Go NVIV!

    Sentiment: Strong Buy

  • Society of Tox, 54th Annual Meeting and Tox Expo
    03 / 21 / 2015 - 03 / 26 / 2015 in San Diego, CA
    Join us in San Diego where we will be exhibiting our exVive3D™ Liver, Bioprinted Human Tissue and in vitro testing services. Booth 637

    Juggsy

    PS: Camping in a downpour with flood warnings just outside of San Antonio. Well, camping, if you can call being warm and dry in a camper actually "Camping". At this point in my life I wouldn't have it any other way. We're in a TrailManor 3023.

    Sentiment: Strong Buy

  • Reply to

    BUY NVIV!!!

    by ignatusreilly35 Mar 20, 2015 1:15 PM
    twojugglers twojugglers Mar 20, 2015 3:32 PM Flag

    Amazing Jesi update!

    Sentiment: Strong Buy

  • Reply to

    Notice how Juggsie

    by baintally Mar 12, 2015 10:17 AM
    twojugglers twojugglers Mar 12, 2015 11:36 AM Flag

    Notice how baintally hasn't been keeping up with Juggsy's adventures in the great SouthWest?

    Sentiment: Strong Buy

  • twojugglers by twojugglers Mar 11, 2015 10:31 AM Flag

    Why has the company not provided greater detail on results since the launch of exVive3D Liver?

    Our commercial launch has met our expectations. As we previously stated, we have won a number of contracts already in this space, and we gave a win rate of “over 80%”. We also reported the first revenues ever from a 3D bioprinted tissue in the quarter ending Dec 31, 2014. As we noted, we recognized $139k of Product and Service revenue, representing the initiation of commercial activity on the exVive3D Liver.

    While we appreciate that waiting for further financial results can be frustrating, the company detailed prior to product launch that results would be slow in coming, explained why, and has continued to explain in detail since that time. We described that there would be no revenues from contracts signed after launch to report until the quarter ending June 30, 2015. We further cautioned that due to the irregular nature of signing contracts, the time taken to reach contract with a new potential customer, and our service revenue only being recognized upon the completion of contractual milestones, it will take a number of quarters before investors are able to judge the initial acceptance of the product. Finally, we described that the company expects the market to develop like a typical product launch in the space and showed the relevant curve. A successful product in this space can see slow but steadily growing initial demand, followed by a later, faster phase of growth as a product matures and there are more peer to peer customer conversations about its benefits.

    The exVive3D Liver is not a consumer product, it is instead a technical service sold to a finite number of companies. Each contract provides significant value to Organovo, but the sales of contracts is a high-effort, six to nine month endeavor. Rather than a collection of numerous events as in a basketball score, our efforts yield payoff more comparable to touchdowns in football.

    More .....

    Sentiment: Strong Buy

  • twojugglers twojugglers Mar 9, 2015 10:55 AM Flag

    Thanks for the link:

    "There are currently more than a dozen 3-D bioprinting companies, according to a list provided by Select Biosciences. Organovo, a company founded in 2007 based on technology developed by Forgacs, is the most notable among these, according to many in the field.
    In November of last year, Organovo started selling a 3-D bioprinted liver tissue called exVive3D. The tissue accurately predicts human response to drugs that are toxic to the liver, according to the company’s chief executive officer, Keith Murphy.
    Pharmaceutical companies could thus use the tissue to test drugs at a stage between preclinical animal trials and clinical human trials. Catching adverse effects in human tissue before moving a drug into clinical trials would not only better protect patients but also save companies time and money in drug development.
    So far, the response to the exVive product has been good, Murphy said. "

    Sentiment: Strong Buy

  • Reply to

    OT: EL Corral

    by twojugglers Mar 8, 2015 10:39 PM
    twojugglers twojugglers Mar 9, 2015 12:33 AM Flag

    Moo,

    I didn't look very carefully at the wines. Had just come from a very nice happy hour with some of our neighboring campers. We were drinking Charles Krug this evening. I did't expect to find anything to match that, so I just ordered a glass of the house Cab.

    Did learn last week from some Canadian (Quebec) neighbors that their wines cost about 3 times what ours do. That's how the Government pays for all those great social services. We'd shared a bottle of Charles Krug with them and they subsequently asked what that good wine was we were serving. When I told them they asked about the cost, and then said that there was no way they could afford that. Man, that makes me feel sorry for the Canadians.

    All the best,

    Juggsy

    Sentiment: Strong Buy

  • twojugglers by twojugglers Mar 8, 2015 10:39 PM Flag

    Having Filet at El Corral !

    Great, historic place in Tucson.

    Thanks,

    Juggsy

    Sentiment: Strong Buy

  • Reply to

    Now what?

    by one2mark98 Mar 6, 2015 10:46 AM
    twojugglers twojugglers Mar 6, 2015 12:15 PM Flag

    I totally get that Reilly. Could see a major partnership or collaboration at any time. I'm thinking of ADXS and what propelled them recently.

    Sentiment: Strong Buy

  • So, as Reilly says, I'm playing around in the Arizona desert with the Rattlesnakes. Haven't seen any yet, but have read about them. Have seen a number of Road Runners. Here's a great video of how they deal with Rattlesnakes. Perhaps this is a good analogy of how Mr. Murphy will deal with our large short population.

    Find this video on YouTube: 3LE78eJx5hg

    Or search YouTube for Road Runner And Rattlesnake Fight.

    Great presentation by Mr Murphy today. Great vision for Organovo.

    Juggsy

    Sentiment: Strong Buy

  • Reply to

    OT: Juggsy in the Sonoran Desert

    by twojugglers Mar 4, 2015 9:41 PM
    twojugglers twojugglers Mar 4, 2015 10:43 PM Flag

    Got tons of photos, Including two Common Buckeye's (Butterflies) going at it. Saw them along the trail this afternoon. Needless to say, they didn't pay me any mind at all as I walked by and paused for a few X-rated photos.

    Sentiment: Strong Buy

  • Today I saw the underside of a dead lizard. Really, really iridescent. All sorts of shiny colors. I also saw the nest of the Cactus Wren. Really well insulated on top. Entry on the side. Had wine at the campsite with our camping neighbor from Quebec.

    Having dinner and more wine now :)

    Moo Moo,

    Juggsy

    Sentiment: Strong Buy

  • 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

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