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Friday, 06/24/2022 8:54:17 AM

Friday, June 24, 2022 8:54:17 AM

Post# of 165288
Good morning everyone! I've been traveling this week, but have had the chance to check in a few times. I'm going to throw something out there based on Dr. Chandra breaking silence as well as Ten Associates-there is no NDA! I wasn't stunned to see Chandra tweet, however, if there was an NDA in place there is no way anything should have been said, about anything. Ten Associates also hash tagged equity which would be a big no no to a potential partner if there was an NDA in place.
Let's remove all of the speculation for a moment because the only reason there is all of this speculation about Gilead, Samsung, etc. is because a podcaster with a few hundred followers said that there was an NDA in place. As I have posted before that was fishy to me. I have had a career filled with NDA's and if someone other than our department blurted out that they had heard from one of us that there was an NDA in place heads would roll.
Here is the link to NDA's and how they work:

You will notice if you take the time to read it in it's entirety that NDA'a are usually entered into because there is something POTENTIALLY in the works. As you read through look at how many times "may", "potential" and "possible" are used. I would need more that two hands to count the times that we were put under an NDA and the project went nowhere, or, was shelved halfway through. Similar to Samsung, I retired from the largest health care provider in the world which had 58.8 billion in revenue last year with over 7 billion in profit. I can guarantee you if ANYONE said ANYTHING about ANYTHING while under an NDA you would be done. It is why, as I have posted previously, that one of the possible reasons for the NDA (if there is one) is an internal one. Charles is an attorney and he knows that silence should be adhered to until there is something to announce. I believe that they got the results of there AI research into monkey pox and Chandra just couldn't contain himself. There is a history as to how the two operate. If you look at the presentation by Charles at the Emerging Growth Conference it was all facts and timelines. Watch any of the interviews with Chandra and he is always, I mean always, over promising.

All of the speculation is just that. It's not a large part of my investing/trading philosophy. I am more about tendencies and proclivity. This is a bio stock. If you have ever invested or traded in one you know that there can be wild swings. This stock has been a gold mine as a trade stock. I believe, and you can read it for yourself on this board and others, if there is no partnership announced next month people will bail. I think that's great as a trader. A retrace even into the twos with a rebound into the fives is another five figure trade I will make. If you have been in this stock for over 18 months you should be playing with a substantial amount of house money.

What is my prediction for next month? No idea. Not going to speculate. I'm going to stick to the plan. I think the biggest "potential" is IPF being rolled out and a supply chain established. That would mean revenue, which this company has yet to show. In the meantime there are some amazing opportunities out there, especially on the big boards.
I'm looking forward to a nice relaxing weekend and then packing again and heading to Towson for two weeks and the 2022 Women's Lacrosse World Championship. USA! USA! USA! Have a great weekend everyone.

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