Listened a couple of times to the microcap Rodeo g
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Posted On: 10/20/2019 8:59:32 AM
Listened a couple of times to the microcap Rodeo gathering, NP sounded very optimistic. One of my takes is that he is worried about us, the shareholders (mention several times).
Expressions such as: “Leronlimab future of HIV”; “All obstacles being take care of”; “most exiting company ever” ; “company de-risked for investment ; “In deep talks” ; “I feel arrogant. Have to protect shareholders value” ; “Not giving company for free” ; I don’t sleep at night; we don’t have the right value” ; “I have the right to give my opinion: $5->$10 for combo, $ 20 Mono, Cancer: astronomically higher” ; “call my cellphone and tell me what is wrong with the fundamentals” ; “in SM talked about licensing agreement in 6 weeks, next week is the 5th, let’s see if I can keep my milestones.”. Are positive. Of course, some of you will say he is this or that and simply won’t believe a word of it.
Fair enough, every investment in a stock ,in a way, is leap of faith (more so with an OTC stock) and one has to believe or not believe. Some buy, some sell.
I think he is simply doing his job in many ways. One of them is to convey an enthusiastic future, but, more importantly, to achieve. Slide 15 of the presentation is a good list of important 2019 milestones. He has achieved.
Other bits and pieces I gathered:
1) Lero can be used to achieve compliance of other drugs. Synergistic and additive effects. Can “bridge” an episode of non-compliance with other drugs.
2) Powerful article documenting a replicated cure (animal studies) coming before EOY.
3) November-December talks with FDA for Mono (not sure here if I hear well)
4) NP will report what happens (TNBC) even if only one patient provided data is conclusive
5) The stability delay was not a CYDY miss-estimate, the FDA wanted a higher dose after the 700 mg mono results.
As mentioned before, one either believes or not. I think he is conscious and is trying.
That is god enough for me.
GLTYU
Expressions such as: “Leronlimab future of HIV”; “All obstacles being take care of”; “most exiting company ever” ; “company de-risked for investment ; “In deep talks” ; “I feel arrogant. Have to protect shareholders value” ; “Not giving company for free” ; I don’t sleep at night; we don’t have the right value” ; “I have the right to give my opinion: $5->$10 for combo, $ 20 Mono, Cancer: astronomically higher” ; “call my cellphone and tell me what is wrong with the fundamentals” ; “in SM talked about licensing agreement in 6 weeks, next week is the 5th, let’s see if I can keep my milestones.”. Are positive. Of course, some of you will say he is this or that and simply won’t believe a word of it.
Fair enough, every investment in a stock ,in a way, is leap of faith (more so with an OTC stock) and one has to believe or not believe. Some buy, some sell.
I think he is simply doing his job in many ways. One of them is to convey an enthusiastic future, but, more importantly, to achieve. Slide 15 of the presentation is a good list of important 2019 milestones. He has achieved.
Other bits and pieces I gathered:
1) Lero can be used to achieve compliance of other drugs. Synergistic and additive effects. Can “bridge” an episode of non-compliance with other drugs.
2) Powerful article documenting a replicated cure (animal studies) coming before EOY.
3) November-December talks with FDA for Mono (not sure here if I hear well)
4) NP will report what happens (TNBC) even if only one patient provided data is conclusive
5) The stability delay was not a CYDY miss-estimate, the FDA wanted a higher dose after the 700 mg mono results.
As mentioned before, one either believes or not. I think he is conscious and is trying.
That is god enough for me.
GLTYU
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