Does the totality of the clinical data support the effectiveness of Vimizim for treatment of MPS IVA?
12 voted yes
8 voted yes, but...
1 voted no
Damn, these people are smart! I want to procreate with each and every one of the panel members, including the old men on the panel... and I'm a hetero male! It's so refreshing to hear very intelligent humans discuss things that affect the lives for whom they are responsible. It's refreshing after witnessing the government showdown and the non-sense squabbling from the politicians responsible for it. Pure ear candy for me.
So far, I sense a bias towards an approval recommendation to the FDA.
Have you accounted for the slower adoption of LNG trucks due to the inevitable drop in crude, thus drop in diesel? EOG's CEO Pappas says that nat gat prices will continue to slump for the next 5 years. I think that due to the over abundance of crude, the break even year for CLNE will be 2017-2018. That only leaves 1-2 years for CLNE to be in the black before the adoption rate plummet, assuming oil prices continue to decline.
The economics of owning one of these engines is currently 2-3 years to break even (versus diesel). As crude prices and nat gas prices converge, the break even period will expand further. Given the mileage that these trucks drive on a yearly basis, if the years to break-even approaches the life years of the engine, it becomes harder to make an argument to switch over to an LNG engine if the number of stations is limited, e.g. you have to drive out of your way to fill up.
I went through the same thought process before nibbling at VSAT yesterday (yes, I'm under water after today). I wondered how much potential revenue can come from the unserved/under-served with cell towers popping up all over the place especially in 3rd world countries. One could simply buy a wireless card for their laptop or tether your laptop to your phone's hotspot. The data plans are comparable to Exede plans in price, but some wireless plans include unlimited data usage.
Verizon is making a strong push towards providing rural areas with fast speed data services. I believe it's not too long before rural areas in America will all be well served when it comes to cellular data services.
I'm playing VSAT for it's military exposure and inflight wi-fi. Anything that comes from Exede is just icing on the cake.
Yeah, good point. Maybe because it's not yet a done deal, but I believe the probability of an agreement is pretty high.
But really it comes down to my personal risk tolerance. I've been invested in EOG for some time and have come to trust Papa. He's an true good ole boy oil-man. He has good instincts and knows the industry. I don't know Sheffield & company, yet. I haven't followed this company long enough to know what kind of oil-man Sheffield is. I don't think he's being intentionally deceptive with the big Permian claims. Hell, he sold off prime assets in Alaska to support the Permian operations. I believe that he believes that the Permian is stout. But I don't know yet if his oil-man instincts are to be trusted. Next quarterly report will tell.
I don't like this kind of uncertainty. I sold out my shares and will consider buying back at $175. With Kerry and Iran about to kiss and makeup, the price of oil is going to go down further with Iranian oil coming back online. Consequently, I believe PXD is going to go further down before it goes back up, unless management comes out with press releases updating shareholders of the monthly production numbers reaffirming the Permian potential.
In light of Papa's comment and the quarterly miss, I as a shareholder would appreciate more regular updates on the production in the Permian. A monthly update would be great.
EOG has a current market capitalization of $50B. PXD has a market cap of $31B.
EOG has 600k net acres in the Eagle Ford, 100k in the Permian, 400k in the Barnett (mostly dry gas). PXD has more than 800k in the Permian, which is arguably a more rich play than the Eagle Ford.
EOG's cash on hand to long term debt ratio is about 0.21. PXD is about 0.25. EOG is slightly in a better position than PXD in this regard.
EOG has operating margin of 15%, while PXD is 24%.
Assuming that the 400k acres EOG has in the Barnett gas play isn't worth $20B, PXD looks like it has more room to run.