Hi Hulk767, some friendly thoughts on your reply:
"sorry, but this is perfect example of coming up with stuff that wasn't even suggested on the call - the call that we just had."
-ANTONIO'S VARIOUS COMMENTS ABOUT FDA AND HIV GROUP MEETING CERTAINLY SUGGEST THAT SOMETHING POSITIVE *MIGHT* BE BREWING ON THAT FRONT, OTHER THAN JUST THE HOLD LIFT. TBD.
"if there was a chance for accelerated approval in HIV, you can bet they would have referenced it."
-I RESPECTFULLY DISAGREE. ANTONIO SPENT A LOT OF TIME SAYING HOW CYDY IS TRYING TO REPAIR RELATIONS WITH FDA. THEREFORE CYDY ISN'T GOING TO ANNOUNCE THE CONTENT OF PRIVATE DISCUSSIONS AND RISK ANNOYING/ALIENATING THE FDA. ANTONIO DID IMPLY SOME POSITIVE THINGS WERE BREWING AND SOUNDED QUITE OPTIMISTIC.
"and the silence on cancer being related to a "deal in the wings". good lord, if i had a nickel for every time someone equated silence at this company with some secret blockbuster deal.....silence means there is nothing to mention."
-SILENCE CAN INDEED MEAN NOTHING TO MENTION, OR IT CAN MEAN A NON-DISCLOSURE AGREEMENT HAS BEEN SIGNED. I BELIEVE THE LACK OF ONCOLOGY DISCUSSION (FOR A COMPANY FOCUSED ON ONCOLOGY) ON THIS AND PRIOR CALL, SUGGEST SOMETHING IS BREWING OUT OF THE MD ANDERSON KEYTRUDA STUDY. CYRUS ALSO REFERENCED POSITIVE DEVELOPMENTS ON THAT FRONT IN A PUBLISHED INTERVIEW SEVERAL MONTHS AGO.
"one of my favorite quotes: the fool ignores what he sees, and believes what he thinks. the wise man ignores what he thinks, and believes what he sees". amazing that people are already putting spin on what was just laid out clear as day...."
-GENUINELY APPRECIATE YOU SHARING THAT QUOTE; I COLLECT QUOTES AND WILL SAVE IT. THAT SAID, IF YOU ARE OPPOSED TO SPECULATION, WHY SPEND TIME READING POSTS ON A BOARD THAT IS MOSTLY FILLED WITH SPECULATION?
"not shooting the messenger, and i'm signing off here for awhile. i don't think we're done - but i think we're years away, closer to the starting line than the finish line. that's not the end of the world, but the sooner people accept it, the happier they will be."
-I STRONGLY DISAGREE WITH YOUR ASSERTION THAT WE'RE YEARS AWAY FROM MEANINGFUL CATALYSTS. I BELIEVE BY XMAS (OR PERHAPS MUCH, MUCH SOONER) WE WILL ALL BE MUCH HAPPIER SHAREHOLDERS.
I remain... #BULLISH.
P.S. Current favorite song: https://www.youtube.com/watch?v=tBmAw9eoRJU
"sorry, but this is perfect example of coming up with stuff that wasn't even suggested on the call - the call that we just had."
-ANTONIO'S VARIOUS COMMENTS ABOUT FDA AND HIV GROUP MEETING CERTAINLY SUGGEST THAT SOMETHING POSITIVE *MIGHT* BE BREWING ON THAT FRONT, OTHER THAN JUST THE HOLD LIFT. TBD.
"if there was a chance for accelerated approval in HIV, you can bet they would have referenced it."
-I RESPECTFULLY DISAGREE. ANTONIO SPENT A LOT OF TIME SAYING HOW CYDY IS TRYING TO REPAIR RELATIONS WITH FDA. THEREFORE CYDY ISN'T GOING TO ANNOUNCE THE CONTENT OF PRIVATE DISCUSSIONS AND RISK ANNOYING/ALIENATING THE FDA. ANTONIO DID IMPLY SOME POSITIVE THINGS WERE BREWING AND SOUNDED QUITE OPTIMISTIC.
"and the silence on cancer being related to a "deal in the wings". good lord, if i had a nickel for every time someone equated silence at this company with some secret blockbuster deal.....silence means there is nothing to mention."
-SILENCE CAN INDEED MEAN NOTHING TO MENTION, OR IT CAN MEAN A NON-DISCLOSURE AGREEMENT HAS BEEN SIGNED. I BELIEVE THE LACK OF ONCOLOGY DISCUSSION (FOR A COMPANY FOCUSED ON ONCOLOGY) ON THIS AND PRIOR CALL, SUGGEST SOMETHING IS BREWING OUT OF THE MD ANDERSON KEYTRUDA STUDY. CYRUS ALSO REFERENCED POSITIVE DEVELOPMENTS ON THAT FRONT IN A PUBLISHED INTERVIEW SEVERAL MONTHS AGO.
"one of my favorite quotes: the fool ignores what he sees, and believes what he thinks. the wise man ignores what he thinks, and believes what he sees". amazing that people are already putting spin on what was just laid out clear as day...."
-GENUINELY APPRECIATE YOU SHARING THAT QUOTE; I COLLECT QUOTES AND WILL SAVE IT. THAT SAID, IF YOU ARE OPPOSED TO SPECULATION, WHY SPEND TIME READING POSTS ON A BOARD THAT IS MOSTLY FILLED WITH SPECULATION?
"not shooting the messenger, and i'm signing off here for awhile. i don't think we're done - but i think we're years away, closer to the starting line than the finish line. that's not the end of the world, but the sooner people accept it, the happier they will be."
-I STRONGLY DISAGREE WITH YOUR ASSERTION THAT WE'RE YEARS AWAY FROM MEANINGFUL CATALYSTS. I BELIEVE BY XMAS (OR PERHAPS MUCH, MUCH SOONER) WE WILL ALL BE MUCH HAPPIER SHAREHOLDERS.
I remain... #BULLISH.
P.S. Current favorite song: https://www.youtube.com/watch?v=tBmAw9eoRJU
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