Replies to post #41667 on Cytogenix (fka CYGX)

[BigB]

that was awesome...thank you ....

[fearfrost]

wow. Thank you!

http://en.wikipedia.org/wiki/Capital_market

Does having capital markets as our source of funding mean more stocks issued??

[gutaquest]

djharker, Thanks for the info!

Capacity limited now. Best news one could hear.

Thanks for the clarification on the 50 grams as being the total output for now on the new facility.

Gutaquest

[holycow]

djharker, your post was great. Sort of like an interview. Thanks very much. Good luck with your new shoes, er, shares.

downreg, thanks for your thoughts on the share price and developments. While I am weakened enough to almost concede that others see this as not a big deal really, I still feel strongly that this news is very big.

houndish, similar thought are crossing my mind today. My best take now is that, as I was trying to put in words, there are always people who want out. Maybe they need the money for a house. Could be a million reasons. I wonder what paulness will have to say about the trading today.

arnold, it is not my intention to "make excuses" for why the stock performance was not up to my expectations today (I haven't seen the close). Rather it is to make sense out of it, mainly for myself. I am still very unclear and uncertain in my mind as to why the reaction to this news was not more "enthusiastic".

[downregul8]

DJ – Thanks for the report.

It seems to echo what cygx has been saying all along. Is there anything that you feel is really new?

It looks like you keyed into the following:

"our ability to produce revenue is capacity-limited"

something that applies to all manufacturing business – whether it’s GM or cygx. The key is not that revenue is capacity limited but rather when they think they will have sales that will match their capacity. The two are very different. Did he say anything that might hint at when they expected to have orders that would put them near capacity?

The reason I’m asking is that in the past they projected needing 10-12 grams for the Simplivar clinical trials. With half a dozen products in the pipeline, they’ll only need 50 to 100 grams over the next four years – not anywhere near the 50 grams a day. In order to hit capacity selling to customers with similar pipelines they’d need close to a thousand of customers to hit the 50gr/day capability which suggests they’re a long way from being capacity limited.

The other part that agrees with what they have said in the past is that the material was for their use first and they would sell the excess. The surprise for me is that they’ve had the prototype for close to a year now – which can produce sufficient quantities for the pre-clinical Simplivar and antisepsis products but the IND submission dates keep slipping. The submissions should not be dependant on the facility. Any mention of the IND progress?