Regarding Seeking Alpha: Out of Ignorance, I'll re
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Posted On: 03/03/2020 3:00:24 PM
Regarding Seeking Alpha: Out of Ignorance, I'll read any write-up that offers a cogent opinion (and resulting member comments) that are worthy of consideration. I, too, am long and strong on CYDY, but it's in my best interest to view an investment from all sides -- not just through rose-colored lenses.
To this day, I am particularly confused as to why BP has no interest in this company. I look at Gilead's acquisition of Forty Seven (and all the other BP companies that were circling that deal), and I can't for the life of me understand why CYDY is not an attractive dance partner.
Discounting COVID-19, as it is completely unproven, I guess they are concerned as to why HIV Combo BLA has not been not filed. Or, that Combo is not enough -- and that they are waiting for Mono and PrEP indications. And I guess, similarly, they are waiting for more cancer results, and from a larger sample size, or an issued BTD.
Whatever it is, there is something wrong with this picture -- but I don't know what it is. Either way, I am still long.
To this day, I am particularly confused as to why BP has no interest in this company. I look at Gilead's acquisition of Forty Seven (and all the other BP companies that were circling that deal), and I can't for the life of me understand why CYDY is not an attractive dance partner.
Discounting COVID-19, as it is completely unproven, I guess they are concerned as to why HIV Combo BLA has not been not filed. Or, that Combo is not enough -- and that they are waiting for Mono and PrEP indications. And I guess, similarly, they are waiting for more cancer results, and from a larger sample size, or an issued BTD.
Whatever it is, there is something wrong with this picture -- but I don't know what it is. Either way, I am still long.
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