The other day I threw out the longterm impact of t
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Posted On: 06/27/2020 11:09:38 PM
The other day I threw out the longterm impact of the royalties due from Cytodyn to Lantheus. And said LNTH may be a buy in a few months .And to put it on the radar . Interesting I found a post mentioning that exact thing
Hi John I saw you on the CYDY board today. It has been a wild ride up there the past few days. CYDY will (might) explode higher if trials are good, but if not, then (ugh) watch out below... I am hoping for the best. I wonder if/when Lantheus stock might get a side effect bump from CYDY. One one of the presentation NP (CEO) said sales this year of 900 million and 2 billion next year if approval (based on available manufacturing)? Or was it 2 b this year / 9 billion next ? I can't really recall now but think it was the former. So I don't have numbers to crunch but it would make a serious bump in Lanth revenues if it came to frution. The CYDY speculation doesn't seem to have spread here yet which might be a good thing. The numbers will reveal themselves.
Saw your discussion on Lantheus earlier as a long-term holding, but just thinking that it could have a side-effect bump from CYDY. I wonder how big. 5% of sales, smaller market cap... CYDY CEO has said something like 2Billion in sales based on available drugs this year, 9 billion next year, if I recall correctly
Hi John I saw you on the CYDY board today. It has been a wild ride up there the past few days. CYDY will (might) explode higher if trials are good, but if not, then (ugh) watch out below... I am hoping for the best. I wonder if/when Lantheus stock might get a side effect bump from CYDY. One one of the presentation NP (CEO) said sales this year of 900 million and 2 billion next year if approval (based on available manufacturing)? Or was it 2 b this year / 9 billion next ? I can't really recall now but think it was the former. So I don't have numbers to crunch but it would make a serious bump in Lanth revenues if it came to frution. The CYDY speculation doesn't seem to have spread here yet which might be a good thing. The numbers will reveal themselves.
Saw your discussion on Lantheus earlier as a long-term holding, but just thinking that it could have a side-effect bump from CYDY. I wonder how big. 5% of sales, smaller market cap... CYDY CEO has said something like 2Billion in sales based on available drugs this year, 9 billion next year, if I recall correctly
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