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  4. CytoDyn Inc (CYDY) Message Board

Hello misiu143, I ended my last post to you wit

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Post# of 154115
(Total Views: 436)
Posted On: 03/04/2020 1:38:19 AM
Posted By: blafarm
Re: misiu143 #20067
Hello misiu143,

I ended my last post to you with this paragraph: (https://investorshangout.com/post/view?id=5692895)

Quote:
I believe I have adequately addressed your questions. It does make me sad to recognize that your curious line of inquiry has the trappings of someone who thinks that I am here specifically to spread negative information for financial gain. Allow me to disabuse you of that notion. I do not short this stock. I am long and strong, that is, until such time that the investment thesis is disproved. There's nothing more I can write that will dissuade you from that incorrect characterization.



I recognize that you might not be a native English speaker ... forgive me if I am mistaken. However, on the basis that assumption is true, it would be appropriate to extend to you the benefit of doubt that your follow-up comments and questions are sincere and not designed to insult or disparage me. And on that basis, and because I would very much like to have a friendly and productive discourse with you going forward, I will attempt to address your comments and questions one more time.

Quote:
I read your post , nothing much really positive in it



What exactly are you looking for? I think most board members would agree that my post was honest, straightforward, and forthright. If you are looking for a blind cheerleader who indiscriminately sugar coats everything -- I am not your person. I am a "eyes wide open" individual, and I try to understand opportunity and risk from a variety of perspectives.

Quote:
but then you are saying that you are long... still don't know why ??



Really? If you are being honest, then I can only imagine that you somehow did not fully read my post. I will once again provide my response to that question:

Quote:
Simply put -- I want to believe. I want to believe that a single drug can miraculously address this amazing plurality of diseases. I want to believe that millions of people suffering from these diseases can maybe have the opportunity to live long, healthy, and productive lives. I want to believe that the families and friends of those inflicted will have their loved ones in their lives for many years to come. And, in the interest of full disclosure, I sure wouldn't mind a financial benefit from my support of the company relating to my investment.



If you still don't understand why I am long -- there is nothing more I can say.

Quote:
Even the one thing about coronavirus , not being in medical research , why would you say...

" discounting COVID-19 , as is complete unproven "

I listen to Dr Patterson , and try to read a lot , and in contrary I believe there is a good chance , it might work to prevent death



Let's take a step back and take a hard look at what you are saying. You have just asserted that "there is a good chance " and "it might work". I am saying that from a stock valuation point-of-view, I would not include the value of a COVID-19 indication in the stock price because it is, as of yet, untested and unproven (at least as far as I am aware).

It would be just plain silly for someone to argue that CYDY was worth more money due to leronlimab working against that virus -- at a time when it had not yet even been tested against that virus. Who would do that?

But more importantly, I would like to point out that there is actually no tension (legal term) between the language we are both using to describe this potential indication. You are saying it has "good chance" and "it might work" -- and I am saying it is too early to add the value of that potential indication to the stock price. I don't quite understand why you are repeatedly taking me to task for a statement that is fundamentally identical to your comment.

And yes, were I to contract COVID-19, I would be calling Dr. NP and asking for injections too.


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