Tuesday, November 30, 2010

Is TSA Our New Big Brother?



Don’t wait for founder Julian Assange to publish confidential documents on Wikileaks.org for confirmation. But more and more people are becoming convinced that deployment of naked body scanners at our nation’s airports have nothing at all to do about protection from terrorists.

Is TSA the New Gestapo? Read More at BNET >>

Tuesday, November 23, 2010

MS Community Welcomes Ampyra -- Or Does It?



As of September 30, some 31,000 folks with multiple sclerosis (MS) in the U.S. have tried the oral MS drug Ampyra, representing almost eight percent of all MS patients in this country, according to drug maker Acorda Therapeutics (ACOR-$26.25). In addition, the rate of “first refill” was 67 percent, based on weighted prescription trends going back to March.

“This is a significant penetration only seven months after commercial availability,” said Lauren Sabella, vice-president of commercial operations.

Ampyra (dalfampridine) is the first oral treatment prescribed to improve walking in patients with MS.

Are neurologists and patients readily embracing Ampyra, as claimed by management claim?
Read More at BNET….

Editor David J Phillips does not hold a financial interest in any stocks mentioned in this article. The 10Q Detective has a Full Disclosure Policy.

Wednesday, November 17, 2010

Bigger Problems For Solyndra Than Chinese Challengers

Just weeks after opening the first phase of a new fabrication plant, called Fab-2, Solyndra said it was shuttering an older and less-efficient facility, Fab-1. Mostly built with a $535 million loan-guarantee from the Department of Energy, the thin-film solar panel maker is counting on the new plant to help it to reduce fixed costs and improve operating margins.

Headquartered in Fremont, Calif., the privately-held company manufactures cylindrical modules, incorporating copper indium gallium diselenide (CIGS) thin-film technology, for the commercial rooftop market.

With average selling prices falling faster than it can cut expenses, Chief executive Brian Harrison said the company would adjust “plans to be more in line with where the market is and where business was at the moment.”

Read More at BNET….

Editor David J Phillips does not hold a financial interest in any stocks mentioned in this article. The 10Q Detective has a Full Disclosure Policy.

Tuesday, November 09, 2010

EnCana Gasing Up For Its Future With Haynesville Play


To date, EnCana Corp. (ECA-$29.52) has demonstrated success in offsetting the estimated 8 percent rise in oilfield services costs through operational efficiencies that have lowered year-on-year upstream spud and administrative costs by 17 percent (to $0.99 - $1.10 per Mcfe).

U.S. shale well-development and completion costs have fallen anywhere from 15 percent to 40 percent, depending on location. For example, in the Haynesville Shale play, well cost expenses dropped from $15.6 million in 2008 to $8.0 - $9.0 million per well during third-quarter 2010!

Could steep depletion rates typical of recent Haynesville wells topple the Canadian-based natural gas producer’s plans to grow its net recoverable gas reserves?

Read More at BNET


Editor David J Phillips does not hold a financial interest in any stocks mentioned in this article. The 10Q Detective has a Full Disclosure Policy.

Monday, November 01, 2010

Next -Generation 737 Grounded From Boeing 787 Turmoils

Mounting development costs at Boeing (BA-$70.48) for its oft-delayed wide-body 787 passenger jet threaten not only profitability but distract and delay needed R&D for either enhancements to — or replacement of — its best-selling, single-aisle B737. Asset growth will require more than the $10 billion in liquidity on the balance sheet. Ergo, expect 737 development to be financed not from earnings but from illusionary inventory build (”deferred production costs”) and borrowings (more debt).

Read More at BNET ….


Editor David J Phillips does not hold a financial interest in any stocks mentioned in this article. The 10Q Detective has a Full Disclosure Policy.