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Days? How do you figure?
Didn’t the filing say it was converted at .0004?
So you think we trade 200+ shares daily once the exchange is up? This is supposed to happen next month?
Is it also now clear the conversion price is not .05? This was a past debate/discussion.
Your last sentence is an interesting opinion, but far from accurate imo. All is good as it has always been. Moving forward nicely.
It can definitely happen again. Many of us have been there. Life does goes on. Keep at it.
There’s no way this would be in the Berkshire Hathaway portfolio. https://www.cnbc.com/berkshire-hathaway-portfolio/
Why would it mean that?
Higher lows…building a base. This one has always been undervalued IMO. It will have its day. I’ve been in this since the reverse merger. The ship is as stable as can be at this point. Tilt has treated me well and I’m going to continue to hold. Great products, patents, great management, touching different parts of the industry. A great company and very safe investment IMO. More people should be aware.
It is definitely moving forward.
Lol. Oh man. What is your purpose? Are you actually The Whale? Pure entertainment.
This is an interesting one for sure. I think we’ll all know in the next few months if this either flops or pops.
Thanks for the clarification.
I’m also wondering if clone 3 matters less now that they have the AI process in place. Clone 3 was basically one conserved site? Am I wrong? Now they have found several conserved sites on hiv and plan to produce mAbs for those through lonza. Maybe their plans have changed as to what they plan to test. I could be off on my thoughts and understanding.
I think it’s more likely that they are a small biotech moving forward as expected with some learning and growing pains taking place along the way. Also the fact that many get frustrated with the process and it’s possible that some lack the patience to wait the months and years for milestones to pass.
My understanding is that they are testing their mAbs against hiv and Covid. They also have a loi for htlv1 and I assume that will move through a testing process as well, unless that is more about producing and licensing.
We do not have updates as to where we are with testing. There was some mention in the last interview of switching strategies to be approved through Europe. I don’t know if this means they no longer plan to do animal trials in the us. They also mentioned timelines have had to be adjusted. We are basically waiting for updates about the timeline at this point. The whole process to distribution for the hiv mAbs will take years from my understanding. Maybe less for itv1…they seem to suggest itv1 could be ready by end of next year. Many things will happen in between and partnerships could be established as milestones are reached.
This is my basic understanding.
I’m not sure about that but based on the now pulled pr lonza is related to the mAbs side of the business, not the ITV-1.
Do you speak positively about any companies? Lol. You’re hilarious.
Sell and put your money in something that is green all the time.
Thanks. That’s helpful.
I honestly don’t think it’s important. It is important that our mAbs are fully human but great that others are as well. The part I’m focused on and is very important is the application of AI and the patents/pipeline it has created.
I was just pointing out that many companies make fully human mAbs…at least from my simple understanding of just reading and seeing the words “fully human”. I’m excited about the concept of targeting conserved sites and hope this leads to a process that does effectively cure people. That being said, this is still to be proven. I’m optimistic from what I have seen up to this point and I will wait.
Sorry maybe I don’t understand mAbs. Well I am definitely lacking knowledge.
“Etesevimab (LY-CoV016, also known as JS016) is a recombinant fully human monoclonal neutralizing antibody, which specifically binds to the SARS-CoV-2 surface spike protein”
This is just one excerpt from Lilly’s website. So they say it’s fully human but it’s not?
For me the AI is key, being ahead of the game with patents is key, and the individuals involved is key. Guarav, Charles, Joseph…these guys make a good team imo. Add in Clifton and we’re ready to go. Entry into the mAbs market is also key here. The market for mAbs is just in the early stages. ENZC is positioning well.
Looks good!
The one thing I keep hearing that I don’t think is accurate is that enzc produce the only fully human mAbs. I think Eli Lilly’s mAbs are also fully human, taken from one of the original or early samples from a patient who had recovered from Covid (I would assume this is the ideal standard) . This is how they describe it. I guess it would be a good question to ask Charles and crew.
The piece that makes enzc interesting is their application of AI to target conserved sites to potentially avoid virus escape.
Save the world? Uhhh. Haha. Why would you have thought that? My bet is they contribute to science and medicine. They already have.
This is a long play. The noise is from the emotional and the swing, short terms. I also have empathy for those deep in red. That is difficult. That being said your analysis makes no sense. Those who got in early have already been back down to .08. If anything, the core holders have already committed and would never sell at such low prices. Those investors will still be here in months and some years if things continue as they have and as planned for the future.
But why would he know in the first place? Can we also get insider info to trade to our advantage? Isn’t this illegal?
Nope. Different types here. Some believe in the company. Some are trying to “save” people. Some are looking to see if there will be another pump and can time selling. The Benny thing has been discussed in various ways.
You’re wrong actually. Several times Benny has stated dates or time periods for the pps going over a dollar. He has urged people to sell all of their possessions and take second mortgages to be able to purchase more stock.
Correct. This is what most of us realize we are investing in. We’re in a young biotech. It definitely will take months/years to see this through. You seem surprised that this is what this investment is about. I’m content seeing it through as long as the progress continues. Everything looks good to me.
The office in Vegas is a “virtual” office. Basically a service that provides you with an address and the potential to set up virtual meetings and book shared spaces. Not saying that’s bad or good, just pointing out what it is. I’m still sketched out that “Benny” had pictures/knowledge of the warehouse before the news. Why does he know or suggest he knows before news is shared with shareholders?
My ongoing concern is still the alleged association of Benny with two past mine stock scams that executed in a similar way to aabb. Read their boards.
Sweet. I hope that happens to mine too.
So your dividend shares can be sold at this point?
I agree and you’re correct. That’s the risk part of this. I’m not sure why the company feels pictures support claims. I think the risk part many of us are taking is to see if we risk staying in for another pump before it’s all over. That’s my opinion at the moment.
These notes were from a couple people in the discord. I heard a couple recorded it but are not yet sure if they feel comfortable posting because other peoples faces and real names could be visible. I’m sure it will come out in time. Personally I think they should have just selected 5-10 questions and answered them in front of everyone. Regardless, I’m super appreciative of the effort James has put into these interviews.
The Pacific in Vancouver.
Here are some notes in google doc
Format.
https://docs.google.com/document/d/12Bbw-FUTRoXHOquZopXYPf1Wxbrge8dwhsRLHaZZAdg/edit?usp=sharing
Today we talk @enzolytics - DO NOT miss this session folks! See you soon @drgauravchandra | https://t.co/x2Ikgd1ayt #AI #covid $ENZC
— James Hicks (@jameshicks) July 22, 2021