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Posted On: 08/21/2019 5:18:59 AM
Post# of 154911
Thanks for the replies ohm and trding
I believe in Cytodyn and Nader (unlike some folks). I only hold 2 individual stocks because it's rare that I find a stock I think is a bargain with a strong upside. I recently sold NVTA, maybe too soon but we'll see, after having bought it a year and a half ago. That was the last stock I really felt had big potential and it worked out.
There are the Samsung payments due next year, which could total $30 million. It seems to me that it would be in Samsung's best interest to be flexible on payments if sales are going ok but taking time to ramp up, but I don't know much about that type of thing. I believe Nader has mentioned some other kind of possible partnership with Samsung but I may be wrong about that.
Trding, thanks for posting the CC transcript. it's not clear to me the extent of partnering Dr Lalezari is talking about.
I'm looking forward to the commercialization plan being posted on the website. At the CC, Nader said it would be a few weeks but in the Wall Street reporter interview, he seemed to say that there were two other possible partners besides Syneos, so that may complicate the picture and delay the plan being laid out.
I believe in Cytodyn and Nader (unlike some folks). I only hold 2 individual stocks because it's rare that I find a stock I think is a bargain with a strong upside. I recently sold NVTA, maybe too soon but we'll see, after having bought it a year and a half ago. That was the last stock I really felt had big potential and it worked out.
There are the Samsung payments due next year, which could total $30 million. It seems to me that it would be in Samsung's best interest to be flexible on payments if sales are going ok but taking time to ramp up, but I don't know much about that type of thing. I believe Nader has mentioned some other kind of possible partnership with Samsung but I may be wrong about that.
Trding, thanks for posting the CC transcript. it's not clear to me the extent of partnering Dr Lalezari is talking about.
I'm looking forward to the commercialization plan being posted on the website. At the CC, Nader said it would be a few weeks but in the Wall Street reporter interview, he seemed to say that there were two other possible partners besides Syneos, so that may complicate the picture and delay the plan being laid out.
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