Cyclo Therapeutics Inc (CYTH)

[John Bates]

I don't think the quarterly reports really are giving us the story.
Last Fall, we were complaining about tiny revenue and we still haven't seen much of a change. The quarter that'll be reported next is their strongest, and last year it was around 700K.

What happened was the company got linked up with some investor group, raised some capital and made an alliance with a Polish company that's supposed to help open up markets for them. What sort of revenue this will bring is hard to say. There also appears to be excitement about getting a clinical trial going for their Trappsol Cyclo cyclodextrin for the treatment of Niemann-Pick disease.

What we've seen is a continuing strong flow of buying into the stock in large chunks. This has kept the retail investors excited (not the case a year ago). Obviously, the big buyers see the company being worth a lot more, either with sales taking off or simply with an ongoing clinical trial. Otherwise, it has mostly been people "following the money".