There have been restricted stock sales to Marr at 30c & 50c, and the recent ones were at 40c. We will no doubt hover around these prices until some significant sales arise. I plan on holding until I see the sales materialize.

jc
we don't use this board anymore. You can find us on:
http://www.investorshub.com/boards/board.asp?board_id=2812

sower

'your' board :

http://www.investorshub.com/boards/board.asp?board_id=2812

is active but, it appears that you mostly post here.
i'm wondering what is the difference between the two boards?
forgive me if this question has already been answered

thanks

other calypte boards?

i am wondering what ever happened to the other calypte boards.
i searched on yahoo but was unable to find anything

does anyone have links to other boards?

thanks

in HIV @ .29, volume price action today very strong, some nice blocks up @ the ask (intraday chart shows heavy buying @ 10:40 and 1:15, looks like a couple of big orders), and w/ rumors of upcoming news it may test heavy resistance around .40

tomorrow should be interesting, will be buying any dip to .30 or a strong break of .35 ,

HIV 1 year -

Ive ment HIV board

I've opened one up everyone shoudl go there

there is actually a new dude there ! already !!!

yahoo...

lets go ...

I hear you about the AMEX... to be honest its like one of the better thigns ive seen...

Its really kind of different almost hard to belive to go from Our Street bashing cross international intrique to listing on AMEX

if i loose every penny, at least I was happy enough to guess that that the company was legit and that they want to produce good products for good cause... almost makes me want to belive in stock market again...

alas, for one day at least we can celebrate a good thing

congrats to all that hung in there...
so anyways show up at HIV if you like!

flavius...

Yes, the press release on 8/16 says...

...Calypte's common stock is expected to commence trading on the Amex under the symbol "HIV" on Wednesday, August 18, 2004.


This will be a new experience for me. I've never witnessed a graduation onto the AMEX, or any other exchange for that matter.

sower

Do we open HIV?

Mike. Just saw the aerial view of Sanibel and Captiva. Do you know of South Seas Plantation on the North tip of Captiva ? MOST of the one family buildings are a total loss. The Condos lost roofing including plywood. Some buildings now look like a doll house with the Gulf side wall completely gone At least CYOT is up 8 cents today.
Chuckerfmfla

Chucker, Good to see you are safe and sound. I know Sanibel and Captiva got hammered. I was pleased by the news this morning on CYPT. It was good to see them get off the OTC. I am in at .80 so I have a little ways to go and may average down again soon before the transfer. Stay safe. Mike VV

WOW. Just come back online to find that we are moving to the AMEX under a GREAT ticker symbol H I V . Great thinking by management. Have been down since no power on 6-13-04 at 2:40 p.m. thanks to huricane Charley. Still have no power at home and am over to my son's home. Tough with no power or A/C when the temperature gets up over 90 degrees. At least Fort Myers is a LOT better off than Port Charlotte or Punta Gorda, They are about wiped out including Churches, fire stations, etc.
$1.00 here we come and then on and upward.
Chuckerfmfla

flavius...

I'll get back to you. I need to do some reserch.

sower

SOWER Question,

During, the bubble years this thing opened up at 400.

To going bankrupt at .03 or something like that...

What is an realistic value for this stock assuming sales are going to happend...Plus amex

Is it amex to 2-4 range

with sales up to 20...

Thats my wild guess

peace

very nice,

thats pretty good info,

I am pretty sure they are doing ...

maybe correction!

Products might be ready for market in Africa late in 2004 or early in 2005.

Insider Stockholders

Shares as of July 22, 2004
...............................................Shares Owned.....................$2.00.....................................$5.00......................................$8.00
---------------------------------------------------------------------------------------------------------------------------------------------------------
Anthony J. Cataldo...................5,022,341.................$10,044,682.00....................$25,111,705.00....................$40,178,728.00
Executive Chairman
of the BOD

Richard George, Ph.D...............2,551,273.................$5,102,546.00....................$12,756,635.00....................$20,410,184.00
President & Chief
Exec. Officer

Richard Brounstein...................1,507,371..................$3,014,742.00......................$7,536,855.00....................$12,058,968.00
Executive VP

Paul Freiman...............................309,901........................$619,802.00.......................$1,549,505.00.....................$2,479,208.00
President and Chief
Executive Officer

Julius R. Krevans, M.D..............308,468.........................$616,936.00........................$1,542,340.00....................$2,467,744.00
Chancellor Emeritus,
Director of Intl. Med. Care

John J. DiPietro..........................307,977.........................$615,954.00.......................$1,539,885.00.....................$2,463,816.00
Chief Financial Officer
VP of Finance & Admin.

I don't know what they purchased these shares for, but if they want to receive the dollars listed here, they will not want to dilute anymore shares.
Diluting is a method of paying for expenses. If they begin selling product soon, the company can begin using income to sustain the operations of the company.

sower

Timeline...

2004..............................2005........................1/4..........................1/2..........................3/4.....................2006

Incidence test...........................................Rapid Sales.......................................China Sales
few weeks...........................................1st qtr or 1st half........................................2nd half

Sower...

Yup 17 sounds better then 4....

Lets go with your numbers...

Next 2 qtrs will be interesting

hope it pops

peace

Today's numbers

ask....611,368
bid.....138,736
------------------------
=........472,632 more buys than sells

today is a new record for buying since 7/12

buyers outnumbered sellers 4 to 1

sower

flavius...

I think you're a little low on your calculations for pps of $3.75.

When you used gross sales for Orasure and net profit for Calypte, you compared apples to oranges.

If you use the NASD financials, it shows Orasure gross earnings for the first half of 2004 at 25M. Multiply x 2, and it comes to 50M for the whole year. Your figure was 70M.

Looking at Calypte....

Using your estimate of 50M kits (50M x 4 countries = 200M) at a price of at least $2.00 per kit, that's 400M gross sales. That's 8 x bigger than Orasure.

Orasure is trading at $5.34 / share on 37.7M outstanding shares. Right now the stock is trading at about 4x earnings.

If Calypte's gross sales were at 400M and the os is 168M, using the same valuation of 4x earnings, Calypte would be trading at $8.30 / share.

Back in June, Osure was trading at over $10.00 / share, the valuation at that time was 7.4 x earnings.

Using the same valuation of 7.4 for Calypte, the price would be $17.62 / share.

My own opinion... all of us are going to be glad we invested in Calypte

sower

Markets

Dr. G said 30-50M production capacity in china...when all said and done … maybe 150…

Assuming best case

4 areas, China , India, Russia, Africa+Others...

50 Mil a peace...

At .25c/kit to 3.0/kit, profit

a) 4 countries at .25c/kit profit =$ 50M/year, orasure is at 70mil

b) 4 countries at 3.0$ /kit profit,= $ 600M/year...

So at max best case etc... $ 600M/160M shares ~ $ 3.75/shr

tall order...

but better then a sharp stick in the eye, caught some of the
cc, they are really serious about clamping down on false PR...

one question was about Dilution.. then TC said hey we are all insiders and we are in together... I donno that was a bit scary, I dont thing they get their shares at $ 1.7 or even $ .40...

Be that as it may... like the man said we wait...

hope for the best I really need this im broke
peace

Today's numbers....

ask... 667328 shares
bid... 349349 shares
--------------------
=......317979 more buys than sells.

That makes 4 days in a row where there were 2 buys for every 1 sell.

Seemed like the MMs were a little more interested today.

Let's hope it keeps up.

sower

Sower. Correct on Fort Myers. Wrong on New Jersey BUT close.
Upstate New York before retiring back in "88. Not the year of the big snowstorm but 1988. Have been down here in the great
chad state of Florida since. This will be our first hurricane and can't wait to se it.
By chance have you looked at NEOM ? Another company from down near here in Sarasota is NNOS. Yes they are also in Las Vegas.
Chuckerfmfla

So, now we wait.....


sower

chucker...

You like NEOM...and they are from Fort Myers... so FM stands for Fort Myers.

Does the er on chuck-er come from New Jersey? You know how the "r" is pronounced in words from that region. My daughter's name is Dana and her friend from NJ calls her Daner.

Just a guess...

sower

Sower. Correct. FLA is dear old Florida and as you see the alias is CHUCKer so I am catching it here because of hurricane
" ChARLEY" heading right at us. Now with that clue you can guess what the FM is in the alias.Another clue. One of my favorite stocks is NEOM.OB
Chuckerfmfla

flavius...
I think your right about the stock going flat after the cc. This is going to be a longer road than any of us want, but I'm tied up in this for the long haul. If I sold now it would be at quite a loss.

When I think about CYPT...

I like the idea of OTC.
I like the affordable price, so africa can have testing.
I like selling in China and Russia etc.
I like AMEX, and maybe NY or NASD
I like Dr. George coming over from Orasure.
I like it that we are finally begining to sell.
I like the Incidence test.

But I also do not like the possibility of...

Lack of govt. funding for aids/hiv testing & treating.
Any kind of delay in licensing.
The length of time for FDA approval.
Delay in China.
Terrorist bombings.
Economy going down.
Fuel shortages.
80M
etc....

All of this I don't have any control over, but I do have control of my position in this stock.
I can choose to stay or leave.
If I made the right decision or not, remains to be seen.
This is the hardest way to make money if you ask me. There are so many surprises, things you never think of, and so much I don't understand.
MMs are a mystery. How will tomorrow play out? Will investors have confidence in this company? What will the competition do?
I just look at it every week day and try to understand a little more.

For now the answer for me is; stay and be patient.

sower

Thats very good,

I did not read it that way. I guess that would make more sense that they would want 3 million treated... I've not thought of it that way.

About MM, trying to buy up shares before the AMEX switch. I hate allways to be a wet blanket. But they have 80M shares to pic from...

My fear sort of is now that , after the CC the news may be good ie sales of something in 4th and 1st o5... which if it was normal company would be great...

But with all the bad press, and all the bad market happenings, I wonder if the 'good' news may go unoticed...

It really is going to depend on sales, and that will be easy to indentify..

flavius...

You probably read the post on RB about the WHO...

Global Business Coalition and WHO Expert Meeting
"The Need to Know": Accelerating Access to Testing
2-6pm, Ballroom 3, Royal Orchid Sheraton Bangkok, 10 July 2004


Currently, of the 6 million people in need of antiretroviral therapy, only 400,000 have access to these life-saving medicines.1 Conscious of the mounting crisis, the World Health Organization and UNAIDS launched the “3 by 5” Initiative in early 2003 to focus on a measurable target of bringing 3 million people on treatment by the end of 2005.

To fill this gap the GBC estimates that in 75 weeks following the XV International AIDS Conference in Bangkok, an equivalent of 5,000 people will need to be brought onto treatment every day.2 In order to reach this number 500,000 people will need to be tested each day. This is based on the estimate that 50,000 will test positive in hard hit areas averaging a 10% HIV prevalence.3 Of those who test positive, it is projected that 10% will require immediate initiation of treatment.

The 3 by 5 Initiative will not succeed without a dramatic scale up of access to testing and a clear signal from the pubic health community that HIV testing is strongly recommended. The challenge is enormous but attainable with increases in funding from donor governments, reductions in drug and diagnostic pricing, integration of public-private delivery of healthcare and overarching shifts in policy.

-----------------------------------
If I'm reading your post "its even worse...." right you are not happy with the amount of testing that will be done.

The way I understand the 3x5 is that the 3M are those who are "treated" and in order to treat that many you have to "test" 500,000 per day.

That is a much higher figure than I anticipated.

Hopefully, we will hear more about this tomorrow at the cc.

sower

chucker....

You use "fmfla" after your alias, does that mean from Florida?

The reason I ask is because I've been watching the weather reports and it doesn't look like it's very nice down there.

I'm on the west coast. We haven't had normal rain here for years.

They say that we might have another El Nino. I hope so, we could sure use the rain.

sower

chucker

I remember a few weeks ago when the price was moving up to .70 cents, the MMs were climbing on top of each other on the bid to buy as many shares as they could. Very bullish.
The buying on the ask is what fueled it. I imagine when you see the orders coming in and your a MM you can tell what nature the buys are. They can sense if a buyer is desparate to get shares or is the buyer reserved and calculated.

I know what I have experienced, when I was chasing shares. I put an order in and didn't get a fill. I would cancel the order and raise the limit higher.
They see all this behind the scenes.
We just haven't had the kind of buying that is willing to chase the price.

Also...
I wonder what happens when MMs have been shorting a stock on the BB and the company changes to a major exchange like the AMEX.
I think if I was a MM and I needed to cover I would want the pps to go lower so I could buy all my shares before the switch took place. When a company graduates to a major exchange you probably won't see those prices again.
Just a thought...

sower

Sower. Thanks for the info. " The last 3 days , the buyers have out numbered the sellers by 2 to 1 " Seems strange the PPS has not tracked. Stock went down 3 cents on Monday and up 3 cents on Tuesday. Today, down a 1/2 cent.
Do you think our good friends the MMs are holding the price??
smirk
Chuckerfmfla

Totals Update:

From 7/12/04 the total amount of shares traded:

ask.....14,560,726
bid.....10,867,331
-------------------
=........3,693,395

About 25% more buyers than sellers over the last 23 days.

In the last 3 days of trading buyers outnumbered sellers 2 to 1

its even worse 3 x 2005

thats 3 million people by 2005

thats way to little as far well profits,,,

not to mention the amount of people that are still not going to be taken care off

Declaring the inability of the poor to obtain HIV/AIDS medications "a global health emergency," the director-general of the UN's World Health Organization (WHO), Dr. Lee Jong-wook, launched a global drive to provide life-extending ARVs to 3 million people, including 2 million in Africa, by the end of 2005. It is known as the "3x5" campaign.

3x5

It was my understanding that 3x5 means 3 million people total in 5 years...(pitiful amount)

I'm not sure about the 500,000 per day... Hope your right but I dont belive the numbers is that high..

I scanned the 10qsb, it looks they are off to Africa first.
Mid August is the incident test, ELISA Incident... thats a copy of cdc ...

They plan to start to market product in 4th qtr, thats Africa first then Asia and Russia, and sounds like China, Russia are out 6 to 12 months. Not sure how much cash they have ...

WIll they issue more registered shares, I donno.

I dont know what the 12th CC will be, they did not even annoucent it apart from last CC from Dr George...

Seems no one is buying will could and should arguments anymore,
the oil, the market and 80 Million shares are knocking this down to 30's range...

Another point of interest over the RB someone has dug up
Melinda Gates (allegedly "the" Gates) as an owner of Calypte Shares... from 7/04 ? NOt sure what thats all about...

http://www.edgar-online.com/brand/yahoo/people/?last=GATES&first=MELINDA&ftype=ALL

It cleaned me out...
Good luck

flavius...

In today's news release there is a paragraph that addresses quantity of tests and the size of the market.

Current HIV/AIDS Testing

A May 2004 report by the Global Business Coalition on HIV/AIDS (GBC), based on their own estimates and that of the World Health Organization (WHO), disclosed that less than 10% of infected individuals in the developing world know their HIV status. According to the report, new infections are on the rise, and only 400,000 of the 6 million people in need of antiretroviral therapy have access to these life saving medicines. Testing for HIV serves as an entry point for both prevention and treatment. The objective of treating 3,000,000 people by the end of 2005, the stated goal of the WHO "3 by 5" Initiative, would require that 500,000 people will need to be tested each day.

The WHO wants to "treat" 3M by 2005. I was thinking they wanted to "test" not "treat".

It looks like they have a far bigger market than I was thinking.

500,000 people tested each day is huge, that's 182M per year.

That's only the WHO, that doesn't include the countries that can afford to buy the tests themselves.

I know we won't get the whole amount but we might get the lions share of it.
After all, we have the least expensive tests on the market.



sower

11 month sellers,

its not a stock for feinth of heart...

with oil and war kicking stocks around,,,

up and coming stocks like cypt are a prime target for shake down...

if they maintain 40-50 after the 12th that will be good,

they really wont have anything new to say i dont think...

we'll see
peace

Just thinking about those selling.

If any of these shares were bought within the last 11 months, they are selling at a lose.

sower

Haven't had a chance to post the numbers. I'll do that today.
Yesterday there was 2 buyers for every 1 seller.... a good short term sign.


sower

Lone Post...

From CBS Board Stock Holdings Broken Down

olding until sales 7/21/2004 3:38:28 PM
Posted By: BigAnthonyBig Msg# 4947 of 4971
Post Reply Post New Message <<Prev / Next>>
There have been restricted stock sales to Marr at 30c & 50c, and the recent ones were at 40c. We will no doubt hover around these prices until some significant sales arise. I plan on holding until I see the sales materialize.

20 million shares- 9/1/2003 to Marr @50c
8.33 million Shares- 8/1/2003 to Marr @30c

Both still restricted for 1 year from date of purchase

23.25 million shares @40c on 5/28/2004 to:

SF Capital Partners LP- 10,000.0
Marr Technologies BV- 7,500.0
Proximity Fund LP- 1,250.0
Proximity Partners LP- 1,250.0
MTB Small Cap Growth Fund 1,250.0
MTB Multi Cap Growth Fund- 1,250.0
Bridges & PIPES- 750.0

3.72 million shares @40c on 7/9 to:

Sunrise Equity Partners, L.P.- 1,875.0
Amnon Mandelbaum- 200.0
David I. Goodfriend- 20.0
TCMP3 Partners- 375.0
United Capital Partners, LLC- 1,250.0

The 5/28 & 7/9 issues dont have the 1 year restriction.

Hello,

“…. Question about total anticipated gross sales … “

“…. He may choose not to answer that question… “

About these questions, I would imagine someone in the accounting/ceo position would want to know what the product demand would be. For them to just build products out of fancy makes no sense. Maybe I am not reading this right. But I would think they know where their market is and how big it is… One would certainly hope they know that. When I went to market my product that’s the first question they asked me, how big is your market segment and whom to you propose to sell your stuff… So I guess I am not sure why they would not have those numbers readily available…

Incidence Test,

CDC I am sure used it but they no longer want to produce it. They specifically said that product generated significant inquiries, there has to be a reason why they are saying that. So again, they would have that data one would hope. If they don’t want to share any of this data due to some sort of strategic business decision I can understand that too.

Pps

Well, its good to see they understand that previous type of prs have not done much for the co. Maybe the new investment apart from being a secured loan for investors, is also precursor for AMEX. Someone mentioned that AMEX listing requires you having cash in bank ie investors forking over dollars. So if that’s the big plan, then great otherwise, its only I think, expensive way to finance their business. On the other hand they have no other choice, no one is really buying the shares straight up.

The 10q coming up is probably not going to show a big sale thing, it would be interesting to see if there are more institutions calling in like Oppenheimer or Dutton. That would be a good sign too.

This is probably the best summary:
“He expects the price to move when there is a complete sales cycle of the products. A cycle meaning: license of product, manufacturing, shipping, and check in the bank.”

So again I only thing this will move when profits come in.

Thanks again for keeping tabs with TC. I never call.
TTYL

flavius...

I talked to Tim today, he said he would put the question about total anticipated gross sales on the list for Dr. George to answer at the next cc.

He (Dr. George) may choose not to answer that question, we will just have to wait and see.

I also asked about previous sales of the Incidence test. He told me that no one has had a worthy Incidence test to sell up to this point. Only Calypte will have a properly functioning test for the International and national markets.

Keep in mind that I didn't write his words down, so all the things that I'm telling you here are just my own understanding of what he said.

In regard to why the pps is not moving, he said that investors have had enough info about the products, but just need to see some earnings to have some movement.

He expects the price to move when there is a complete sales cycle of the products. A cycle meaning: License of product, manufacturing, shipping, and check in the bank.

I hope we see upward movement before that, but at this point I am willing to wait for the cycle to be complete.



sower

Today's totals:

bid ....368,810 shares
mm' paid .....$159,388.30 for an average price of .432 cents

ask ....286,233 shares
retail price ....$125,250.02 for an average price of .438 cents

Today the mm' bought 82,577 more shares than they sold.
----------------------------------------------------------

Comment:

The last trade of the day on the bid side was 100,000 shares, otherwise trades would have been balanced evenly.


sower

Questions,

NO thank God I was not in last r/s, I got caught up with LOI and SEC...$ 1.50 and down...

To be honest I did not expect anything out of this, Dr. George was as I said the turning point to this situation, sales or no sales. At least I dont fell like a complete fool for hanging on... He is doing what is expected, good products, and marketing as they can get it...

The financial situation and 3rd party .40c lenders is what is an concern. Non withstanding the dilution the 80M as you've described...

The other question about the MM's plays, to be honest, I dont get it fully, find it interesting, just seem like your doing a lot of work. So I appreciate the effort, I dont understand how its benefiting me, but I find it interesting.

Hope that helps. Thanks for keeping tabs with TC... The profits is the only thing that I think will move this, and well I dont know who needs CDC Incident test, they said in CC"s thats a big demand... well i would like to see them start selling it and see 'what' the 'big' demand is ... thats like a litmus test if this thing is truly wanted the prices should go up and we'll know they have estimated properly. On the other hand CDC feels fine with cypt making the product so thats an endorsement as it its. Granted its a non inclusive license but still... a positive thing...

Thanks for listening to my rants and good luck...

I'll try to get some estimate of sales from Tim on Monday.

I tried to call him today but couldn't get him.


flavius, did you say you were in the last r/s?

flavius, chucker

Just a question.

Are these numbers usefull to you guys?

If not, I can stop or, if you think they are useful, I'll continue.


sower

valuation...

Thanks for trying to figure this out in more realistic approach, I was just using the gut ball approach...

Stock dilution vs no sales approach, coming of r/s and dubios marketing procedures before DR. George.

"So, I think it's reasonable to expect to see $2.00 to $4.00 for the pps when sales are 50M to 70M.

How many kits does it take to have gross profits like that?

They would have to sell at least 20M kits at $2.50 each to get to 50M"


WHO had 3 for 5 plan i think , that was like test 3 million people in 5 years... This is world health organization, they only want to test or are trying to test 3 million people..

3 by 5” is the global TARGET to get three million people living with HIV/AIDS in developing and middle income countries on antiretroviral treatment by 2005. It is a step towards the GOAL of providing universal access to treatment for all who need it as a human right.

http://www.who.int/3by5/en/

so gunning for 20M kits, china, india an africa,thailand etc...

Again, I'm just being very skeptical, to be honest at this time I'm very skeptical position for the future... hope very must that im wrong...

good luck thanks for info again...

Today's totals:

bid ....322,429 shares
mm' paid .....$142,116.51 for an average price of .44 cents

ask ....948,407 shares
retail price ....$424,483.20 for an average price of .447 cents

Today the mm' sold 625,978 more shares than they bought.

-----------------------------------------------------------------

mm' have sold approximately 2,284,178 more shares than the have bought, since 7/12/04

Just thinking outloud right now, maybe there are two factors 1. investors are holding on and, 2. mm' aren't buying.

Until we see investors willing to let go (higher pps or bad news) and mm' wanting to buy (so they can make a profit) things probably won't change.

sower

flavius...

I know your concern about sales filing all those shares, so I did a little comparison on the valuation of other stocks.
Here's what I found.....

---SYMBOL-------VALUATION
---------------------------------
---OSUR-------------8.06
---TRIB--------------1.62
---HIET-----------728.80
---CYPT------------21.04

---ABTG----------288.61
---MSFT-------------9.59
---APSG-------------4.07

The valuation is based on 2003 gross profits divided by outstanding shares using todays bid price.

----------------------------------------------------------------

If CYPT gross sales were the same as OSUR, and the pps was $2.00 the valuation would be about the same at 8.10. (I included the 80M shares in these figures)

So, I think it's reasonable to expect to see $2.00 to $4.00 for the pps when sales are 50M to 70M.

How many kits does it take to have gross profits like that?

They would have to sell at least 20M kits at $2.50 each to get to 50M.

Can they sell that many?

I'll get back to you.

sower

UK Patent

From RB, some dude has found this patent listing from calypte

Relevant Dates

Filing Date: 30.12.2003


Publication in Trade Marks Journal

Journal Page Publication Date
First Advert 6532 28.05.2004


http://webdb4.patent.gov.uk/tm/number?detailsrequested=C&trademark=2352406