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Dante Fantasia

06/14/19 3:19 PM

#5822 RE: Alleyba1 #5810

Honestly Alleyba1, I don't see the need to articulate such right now, as none of which are urgent, and much may well be elucidated with more information when the company goes public. Whether or not they are holding back news on "deals" and such, I have no clue, but I do assume they will provide more specifics to the investing public and institutions/analysts when they do go public, so am withholding any such issues until such a time.

The above clarity is contingent upon an IR department that IMO, is severely lacking in competence. We have some very impressive talent in management and science, but they really need to address their IR issue. The Zacks oversight was a (another) pretty telling example, IMO.

As a general rule, I'm always "concerned" over whatever I hold, and become twice as suspicious when I'm actually up, lol.

What I don't trust are forecasts of future sp's like $100, $200 etc. given this state in the company's development. That's spam hype bs. How the trials will go, probability of success of approvals, and a ton of other factors at this point that are all taken as given in such assumptions. My personal investment is not guided, at all, by the prognostications by some guy on YouTube yelling in his pajama bottoms who also can't know anything of the above either, and likely less medical competence than a freshman in high school biology.

That caveat aside, there is other stuff that I personally feel the need to do more DD on as the burden is on the investor in such cases. For example, where PRED may be w/regard to their progress/direction in cytokine therapies?

This is particularly of importance as the pain and inflammation of OA they are aiming to counteract are largely due to Interleukins 1 & 6. This an area they have gone into with tremendous potential, but, when counteracting, must be concerned that particular treatments for I1, I6 are growth factors, like IGF-1...if part of their solution (here, I'm not referring to potentially just using the Interleukin 1 antagonist, I1A) do not cause the sc's to go so far as to become cancerous. Are they going to have to test longitudinally, or has the work to date been sufficient? Further, unlike endo (and their patented solution), NASID's are pretty much ineffective in OA pain management as it comes from the cellular level. Is such research possibly cross-applicable to other forms of inflammation-based pain?

Such is only one example where both one should be both concerned and optimistic. If and when I hit the "sell" button, it will be because the company market cap has reached a point of fair value in my own subjective assessment, be it right or wrong, not on the promises and rants of pajama pirate and a rabid parrot.

There's a ton of stuff one needs to look at Alleyba, beyond the management of the company--as you'll find a lot of positives and perhaps some things that may raise a concern or two in your mind. For the most part, I really like what I'm seeing so far, but still a ton of research to keep going for a while. Just look at the Amino, Amino+, Poly, and CoreCyte lines alone, and dig in...anywhere! Looks great but does it also leave you with any concerns? Hope this helps.

Maz