I have asked myself the valuation question before I even bought a share. You already know this, but for newer reader, I was told the multiple Paulson raises and some of them selling shares and keeping to warrants to de-risk is what kept the price low. I’m sure this played a part along with CYDYs lack of cash and continuing to do raises. Add in the convertible notes, being on the OTC (very few institutional / investment firms able to purchase), lack of awareness and here we are. The social media has increased over the past month along with more interviews.....I expect these to continue and that before the end of 2019 we will get some major media attention (for cancer, HIV PrEP/cure or both)!
When can we count the eggs? I don’t even think the market has acknowledged that we have a chicken......much less a roster with a golden xxxx to make the eggs fertile (to hatch our golden eggs). Very few seem to doubt leronlimab, at least for combo which is what the current valuation being questioned. When will this change? Not sure, but no one will be able to deny it once the revenue is in CytoDyn bank account. I expect some validation news like a license deal to begin it as it will fix much of the financial woes, positive cancer results, Dr. Sacha PrEP/cure news, BLA acceptance, etc could all make for some deserved moves towards fair valuation.
When can we count the eggs? I don’t even think the market has acknowledged that we have a chicken......much less a roster with a golden xxxx to make the eggs fertile (to hatch our golden eggs). Very few seem to doubt leronlimab, at least for combo which is what the current valuation being questioned. When will this change? Not sure, but no one will be able to deny it once the revenue is in CytoDyn bank account. I expect some validation news like a license deal to begin it as it will fix much of the financial woes, positive cancer results, Dr. Sacha PrEP/cure news, BLA acceptance, etc could all make for some deserved moves towards fair valuation.
3
