Replies to post #407 on Equity Field Notes from temporal sources

[DanWebzster]

GNBT Ii-key vaccine platform focues on viral proteins involved in receptor binding and infection.

A significant problem with most Covid vaccines in development is that they encode a SARS-Cov2 spike protein that prompts generation of antibodies, the majority of which are non-neutralizing.

Non-neutralizing antibodies simply stick to the virus w/o hampering its infectivity. This is because the vaccines are encoded for the whole spike rather than the relative epitopes on the spike involved with receptor bind and infection.

GNBT Ii-key platform's other major advantage is that it can design vaccines that preferentially stimulate Helper T-cells as opposed to regulatory T-cells which suppress immune response.

Also, unlike RNA vaccines, Ii-key vaccines do not require shipping at ultra-low temperature.

GNBT has signed a MOU with Bintai Kinden for exclusive rights to vaccinate against Covid in Malaysia. The deal would:
1) provide a $2.5M advance
2) provide $17.5M on approval
3) pay a royalty of $3-4.5 per dose.

GNBT is also negotiating with a Chinese concern.

[DanWebzster]

LLNW competes with legacy leader AKAM and momentum revenue grower FSLY in the digital Content Delivery Network (CDN) industry

Cash starved for years, they recently turned cash flow positive and raised 100M

Here are some reasons to believe they are near a tradeable near-term bottom:

1) Return of sports streaming.
2) Large customers in beta-testing
3) Edge function innovator (So they say)
4) Q4 is historically best Q
5) SNE's digital download initiative for PS5

Next ER is 10/14. I think there will be a tradeable rally between the election and the following earnings release.

[DanWebzster]

DAO provides a range of education tools and services to K-12 in China. It has a fremium business model.

9/19 Revs/Q were 48.4M with a loss per share of $0.33
9/20 Revs/Q were 132M with a loss per share of 1.44

Management attributed these accelerated losses to the decision to front load ad spend to take advantage of market research showing Chinese consumer readiness to adapt online learning programs.

DAO may be a seasonal play into the next quarterly report based on the premise that Revs will continue their upward trajectory while ad spend will significantly decline.

[DanWebzster]

ITCI is the leading marketer and developer of the latest Wonder-Nostrum for Schizophrenia.

Capalypta was approved in late 2019 for Schiz.. in adults.

For 2021, label expansion into Bipolar Depression and late-stage testing for Major Depressive Disorder are on tap. There will also be an H-2 readout for Bipolar Disorder as a monotherapy.

9/20 ITCI had ~$1.0B. This is expected to take them well into 2024.

Here's hoping for a Bipolar Disorder monotherapy trial failure. That would probably be a buying opportunity especially if it occurred before an adjunctive bipolar PDUFA.

[DanWebzster]

VIRI is a 12/20 IPO developing a Fibromyalgia treatment with an FDA Fasttrack designation.

A Ph2a POC study produced statistically significant data. This is the only program in their pipeline.

VIRI filed to raise 30M by offering 3 Million shares.

They burned $2.5M for the year in 2019.

A Ph2b study is planned to optimize a dose to be used in a Ph3 study for longer-term chronic usage.

The product is a combination of Famciclovir and Celecoxib.

The opty may be in the Billions.

Considering the questionable nature of many low-float stocks, this one seems to be a relatively attractive trading vehicle.