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Posted On: 03/03/2020 5:25:46 PM
Post# of 148870
Re: craigakess #20005
Craigakess,
Thanks for your well-tough post.
I agree with some and disagree with others (as we always do
). Some of my thoughts, respecting of course, what you think.
CYDY is designed not to "go alone". The current company model is to advance an indication and then partner with somebody else to tests, commercialize, do the required FDA applications, PRs etc. NP has been open in saying that CYDY is ready to make deals and that is precisely what it has done, including a "dog with fleas", which is nevertheless a dog.
The business model, as I understand it, is to commercialize piece-wise the indications that Leronlimab can address.
Or be bough out by the right amount.
So have I and so am I (long and strong). PLEASE don't drink the Cool Aid. This is an investment decision. I have swam in a red sea with CYDY for many years now ... why haven't I gone to greener pastures and better sleep nights ?? Because, as you say, the science is there.
Now, about management. We wouldn't be here if it was not because management. It takes a company normally the 1-10 paradigm to get a drug to market (a Billion dollars and 10 years). They have done it in 7 years with around $250 Million. So, they are not incompetent ...
The salaries ??? Yes, they are inflated and yes, they are putting their hands in the cookie jar way too often ... I wish they where controlling this better, but I believe that investors will not grant any more raises if there aren't substancial results before the next general meeting. Last vote was the closest one so far.
I think NP is working hard and has achieved a lot, so, I give him a pass.
I agree. The moment I think the investment is not worth the risk I will bail out. To put it in some way, I am not emotionally involved but I like CYDY. I believe the case is compelling, the science is there and this is where, I think my money, is better off.
As I said before, I am not particularly worried about the CC. I got my "happiness shot" with patient #5 data. If only, I want to hear about patient #6 and possible up-listing latter on. The rest is noise (I understand others wanting to hear about BLA) as I have the patience to wait. At the end, if one has good data is invincible (even with 50% management).
We will get our due.
Thanks for your well-tough post.
I agree with some and disagree with others (as we always do
). Some of my thoughts, respecting of course, what you think. Quote:
I don't think that CYDY has the talent onboard to negotiate the major deals that they will need to make, since they are too small to go it alone in any indication
CYDY is designed not to "go alone". The current company model is to advance an indication and then partner with somebody else to tests, commercialize, do the required FDA applications, PRs etc. NP has been open in saying that CYDY is ready to make deals and that is precisely what it has done, including a "dog with fleas", which is nevertheless a dog.
The business model, as I understand it, is to commercialize piece-wise the indications that Leronlimab can address.
Or be bough out by the right amount.
Quote:
I am long and strong CYDY for a few years now, but I am also not drinking the proverbial KoolAid. While I do believe in the science 100%, I only believe in the management 50%
So have I and so am I (long and strong). PLEASE don't drink the Cool Aid. This is an investment decision. I have swam in a red sea with CYDY for many years now ... why haven't I gone to greener pastures and better sleep nights ?? Because, as you say, the science is there.
Now, about management. We wouldn't be here if it was not because management. It takes a company normally the 1-10 paradigm to get a drug to market (a Billion dollars and 10 years). They have done it in 7 years with around $250 Million. So, they are not incompetent ...
The salaries ??? Yes, they are inflated and yes, they are putting their hands in the cookie jar way too often ... I wish they where controlling this better, but I believe that investors will not grant any more raises if there aren't substancial results before the next general meeting. Last vote was the closest one so far.
I think NP is working hard and has achieved a lot, so, I give him a pass.
Quote:
As I have said, investors and BP are not stupid in general. Good investors are not emotionally involved with their investments, but I think many here are emotionally invested in CYDY, which is why NP cannot be questioned by many here, because "Once we get approval, all is forgiven!" but to me, that is just not true.
I agree. The moment I think the investment is not worth the risk I will bail out. To put it in some way, I am not emotionally involved but I like CYDY. I believe the case is compelling, the science is there and this is where, I think my money, is better off.
Quote:
If this conference call is just a dog and pony show with nothing materially new being said
As I said before, I am not particularly worried about the CC. I got my "happiness shot" with patient #5 data. If only, I want to hear about patient #6 and possible up-listing latter on. The rest is noise (I understand others wanting to hear about BLA) as I have the patience to wait. At the end, if one has good data is invincible (even with 50% management).
We will get our due.
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