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LaundryMoney

08/22/19 2:03 PM

#45156 RE: StockBroker42069 #45155

Are you thinking that's going to be NPs raise this year after the shareholder meeting and vote?
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Northstar42

08/22/19 2:17 PM

#45157 RE: StockBroker42069 #45155

Is this opinion or inside information?
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Bored Lawyer

08/22/19 2:46 PM

#45158 RE: StockBroker42069 #45155

That would be unfortunate, but not the end of the world.

An incremental raise at prior Paulson terms (e.g., $0.40 shares with 1/2 warrant coverage) and the licensing deals NP keeps referencing are not mutually exclusive events. The former could be just a necessary evil to get to the latter. Especially if the latter is contingent on full BLA submission, which likely is still, best case, 5 weeks away.

I am still very long here, because I am convinced that the high likelihood of combination therapy approval in 2020 will result in a SP that is higher than my average (currently $0.505). Perhaps significantly higher, perhaps not. Everything beyond combo (mono, PREP, GvHD, TNBC, other cancers, NASH?) I value on a highly discounted basis for now.

My background and current occupation are evidenced by my handle. I've been in this stock to one degree or another for 2 1/2 years, however, and I've researched it to the ground from every angle I know. The only weaknesses I see, for now, are financing and (likely) management. Those weaknesses aren't immaterial, but, again, I tend to think I can make money here from a 50 cent average based solely on combination therapy. I also like to think I am not missing much that can be discerned based on publicly-available information, but you never know ...

Given your background (ex biotech investment banker, I understand from prior posts), how do you see CYDY's prospects today? Do you believe combo approval is a near certainty (i.e., greater than 85%)?

Genuinely curious, so thanks in advance for any reply.