New investor here. CYDY just crossed my desk Thurs
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Posted On: 01/13/2020 1:59:44 PM
New investor here. CYDY just crossed my desk Thursday. Took a large position Friday morning.
Noticed a tidbit in their investor presentation this morning that dovetails an earlier discussion about having more data to support BTD.
The slide stated they would wait to have data from 5 patients before submitting for BTD. So, they must have more enrolled than the board thinks. Weren't you speculating two at present?
Also, what are people's thoughts about their current partnership? As I see it, i think the revenue split is off the charts good. Usually, i expect a mid-teens royalty. BUT, there must be a reason. My concern is that the partner really doesn't have the infrastructure to market the HIV space sufficiently.
Last, I'd love anyone's insights on how that partnership would impact CYDY being bought out. I'd hate to see the partnership be an impediment. Any thoughts here?
Other than that, I'm quite surprised this company isn't really on many's radar yet. Very exciting results thus far.
psea
Noticed a tidbit in their investor presentation this morning that dovetails an earlier discussion about having more data to support BTD.
The slide stated they would wait to have data from 5 patients before submitting for BTD. So, they must have more enrolled than the board thinks. Weren't you speculating two at present?
Also, what are people's thoughts about their current partnership? As I see it, i think the revenue split is off the charts good. Usually, i expect a mid-teens royalty. BUT, there must be a reason. My concern is that the partner really doesn't have the infrastructure to market the HIV space sufficiently.
Last, I'd love anyone's insights on how that partnership would impact CYDY being bought out. I'd hate to see the partnership be an impediment. Any thoughts here?
Other than that, I'm quite surprised this company isn't really on many's radar yet. Very exciting results thus far.
psea
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