Not throwing away my shot.
I am sorry folks...nothing of substance to post here...except for how I felt about yesterday's call.
It was BY FAR the best call I've personally heard them conduct (in the past ~10 months).
They sounded the most optimistic, the most buttoned up & professional, the least speculative, and talked about the most optionality going forward. Btw, loved Arian (lawyer) setting the record straight on multiple questions, here here!
-EUA on the table, here & in multiple countries
-CD16 - Slam dunk trial will take care of the above if not granted sooner
-CD17 - could be an added subgroup for EUA, but will also pay dividends re: IV knowledge gained for both Covid & all future trials
-HIV receptor occupancy concerns addressed, underway, will be resolved, BLA filed summer, PDUFA at end of year/early 2022
-FDA is friend, not fiend (Mahboob & Nader's comments were both adamant & very reassuring to me)
-Pharma trial partnerships (no no no, please, let me pay the check) on the table
-Samsung revving their engines on our behalf w/ millions of vials of potential as needed
-100% receptor occupancy...wow
-World is aware of CYDY - as far south as Brazil, as far east as Hungary in Europe & Philippines in APAC
-Nader the bulldog has stamp of approval from board
-"Real" lawsuits are behind us, the others are fake news
-Long haulers anecdotes seem positive
-Cancer anecdotes seem positive
-And we all know anecdotes don't come off life support
-Cancer + all future trials/indications are so mind boggling it's hard to wrap my tiny brain around the potential...they are, in some cases, providing clemency for a death sentence. Imagine you are told you will die in 4-6 months, yet you are alive 12 months+, think about that... you don't get to play this game twice... what's that worth to you?
I absolutely love market inefficiencies, LOVE IT. I can buy 2-3x as much for the same $1 here as I could at $4.50 or $6.75. Literally doubling or tripling my eventual payout. Never thought I'd have the chance to add down at these prices, never. I'll take it as a win for me personally.
Kelly:
-'tumor microenvironment is loaded with ccr5'
-'future of Cytodyn is oncology'
-'Covid critical pales in comparison to opportunity in long haulers, long haulers absolutely pales in comparison to oncology'
How Mulholland doesn't jump off a cliff after answering yet another uplist question is beyond me. Torturous.
A few quick Buffett quotes, because he's the oracle for good reason:
"Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble."
"Risk comes from not knowing what you're doing."
"You are neither right nor wrong because the crowd disagrees with you. You are right because your data and reasoning are right."
"Buy into a company because you want to own it, not because you want the stock to go up."
-->I actually feel unbelievably proud AND comfortable sitting on these shares. I am literally entrusting this team to my hard earned cash, I have no problem with that. This team are positive, focused, devoted, and sincere. I have no issue putting faith in them to do the right thing with my $$.
And my personal fav:
"The stock market is a device for transferring money from the impatient to the patient."
So, yes I'm CGiddy and have plenty of Goosebumps. I'll sit & meditate, as my techGURU has taught me, and say my "Ohm's" while waiting patiently for the long term story to play out. In the meantime I'll watch "If you believe in it, they will come" - BorelFields of Dreams. And to all the shorts out there, I'll soon misiu very much...as a HHIGambler, you gotta know when to fold em. Feeling smurphy about things as I can see Zaius on Mt. Olympus getting ready with his LLightning bolt, don't blink or you'll miss it. Float like a butterfly, calstang like a bee. You KenChowder down on that! Shout outs to all those I've missed, the good ones know who you are. ExCYDYng times ahead for Penicillin 2.0. Ali G signing off - Respert!
I am sorry folks...nothing of substance to post here...except for how I felt about yesterday's call.
It was BY FAR the best call I've personally heard them conduct (in the past ~10 months).
They sounded the most optimistic, the most buttoned up & professional, the least speculative, and talked about the most optionality going forward. Btw, loved Arian (lawyer) setting the record straight on multiple questions, here here!
-EUA on the table, here & in multiple countries
-CD16 - Slam dunk trial will take care of the above if not granted sooner
-CD17 - could be an added subgroup for EUA, but will also pay dividends re: IV knowledge gained for both Covid & all future trials
-HIV receptor occupancy concerns addressed, underway, will be resolved, BLA filed summer, PDUFA at end of year/early 2022
-FDA is friend, not fiend (Mahboob & Nader's comments were both adamant & very reassuring to me)
-Pharma trial partnerships (no no no, please, let me pay the check) on the table
-Samsung revving their engines on our behalf w/ millions of vials of potential as needed
-100% receptor occupancy...wow
-World is aware of CYDY - as far south as Brazil, as far east as Hungary in Europe & Philippines in APAC
-Nader the bulldog has stamp of approval from board
-"Real" lawsuits are behind us, the others are fake news
-Long haulers anecdotes seem positive
-Cancer anecdotes seem positive
-And we all know anecdotes don't come off life support
-Cancer + all future trials/indications are so mind boggling it's hard to wrap my tiny brain around the potential...they are, in some cases, providing clemency for a death sentence. Imagine you are told you will die in 4-6 months, yet you are alive 12 months+, think about that... you don't get to play this game twice... what's that worth to you?
I absolutely love market inefficiencies, LOVE IT. I can buy 2-3x as much for the same $1 here as I could at $4.50 or $6.75. Literally doubling or tripling my eventual payout. Never thought I'd have the chance to add down at these prices, never. I'll take it as a win for me personally.
Kelly:
-'tumor microenvironment is loaded with ccr5'
-'future of Cytodyn is oncology'
-'Covid critical pales in comparison to opportunity in long haulers, long haulers absolutely pales in comparison to oncology'
How Mulholland doesn't jump off a cliff after answering yet another uplist question is beyond me. Torturous.
A few quick Buffett quotes, because he's the oracle for good reason:
"Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble."
"Risk comes from not knowing what you're doing."
"You are neither right nor wrong because the crowd disagrees with you. You are right because your data and reasoning are right."
"Buy into a company because you want to own it, not because you want the stock to go up."
-->I actually feel unbelievably proud AND comfortable sitting on these shares. I am literally entrusting this team to my hard earned cash, I have no problem with that. This team are positive, focused, devoted, and sincere. I have no issue putting faith in them to do the right thing with my $$.
And my personal fav:
"The stock market is a device for transferring money from the impatient to the patient."
So, yes I'm CGiddy and have plenty of Goosebumps. I'll sit & meditate, as my techGURU has taught me, and say my "Ohm's" while waiting patiently for the long term story to play out. In the meantime I'll watch "If you believe in it, they will come" - BorelFields of Dreams. And to all the shorts out there, I'll soon misiu very much...as a HHIGambler, you gotta know when to fold em. Feeling smurphy about things as I can see Zaius on Mt. Olympus getting ready with his LLightning bolt, don't blink or you'll miss it. Float like a butterfly, calstang like a bee. You KenChowder down on that! Shout outs to all those I've missed, the good ones know who you are. ExCYDYng times ahead for Penicillin 2.0. Ali G signing off - Respert!
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