ADVERTISEMENT

OT: Stock and Investment Talk

Might be a good time to start building an infrastructure portfolio. Materials, equipment, services, etc.

With the economic downturn and job loss and a pressing need to update/upgrade critical components of the nation's infrastructure, we should see bipartisan support to get going. Should be a popular topic with candidates this fall.

So look for leading players in this area and start accumulating on market drops.

Thoughts?
It sounds good in theory but it sounds good for the last 20 years.
 
For those that follow the Covid post on the football board, I have previously advised about Cytodyn Inc. CYDY, a little small biotech firm out of Vancouver , Washington , who has a a drug called Leronlimab that will likely be the next treatment for Covid in less than a month. Yesterday it finished it’s mild/ moderate trial and on Monday , the severe/ critical trial will be able to reveal interim results. After the data is collected it will be given to the FDA in the next week to 10 days and I predict approval for Covid in July. Leronlimab initially has proved safe in over 800 patients in Phase 3 trials for AIDS and was on course to be approved as a mono therapy AIDS drug. It also is in Phase 2 trials for triple breast cancer and recently for NASH ( liver disease and fibrosis). It also might have another 10 indications for Ms,, Pancreatic and prostrate cancer, etc. it will have 10 phase 2 trials for different indications before the end of the year .

The company is presently on the OTC BUT up listing to the NYSE is happening within the next 2-3 weeks. The stock was .50 for years until end of February when it ran up to 2.50. It is presently on a 6 day surge and trading at about $7.00 as I type this as it is breaking records on stock price and volume , which was like a million , was 18.5 million yesterday , and already almost 7 million today. The anticipation from the early EIND use, which had really favorable results have ramped up in anticipation of the great trial results forthcoming . Leronlimab blocks the cytokines storm, reduces the viral load, and brings the immune system to homeostasis allowing it to fight normally , doing all 3 things. It will save lives and allow us to have a somewhat normal life. Good luck to all.
I took your recomendation. Currently up 130%, and I am not taking profits yet.

I def owe u a beer.
 
Bought VXRT at 2.14 now 8 looking to hit 15 or 20 before I sell half.
What did you you like about it.

Edit:up to $9 in extended hours.

Double Edit: was trading at $14 during the day before dipping, now rebounding a bit in extended.

I see it was in included in "Warp Speed" I'd think that would give it some long range.
 
Last edited:
Just got into FB, now I'm bailing on FB.

Companies are piling on right now and I think it will continue to dip, especially with the market looking shaky.

I'll look to buy back in later.
 
Just got into FB, now I'm bailing on FB.

Companies are piling on right now and I think it will continue to dip, especially with the market looking shaky.

I'll look to buy back in later.
Brought some FB today at 226 and 216. The 52 week high is 245. If it dip to 205 will buy a lot more. I’ve been tracking FB since my father brought at $49 and I recently sold at 240. It will always go back to the high again but it may take a couple of months.

Hope some of other tech stocks take a 10-15% dip like PYPL, AAPL, AMZN, MSFT, NVDA, CRM OR ADOBE. 15% would be a lot for these stocks.
 
Last edited:
  • Like
Reactions: Greg2020
Brought some FB today at 226 and 216. The 52 week high is 245. If it dip to 205 will buy a lot more. I been tracking FB since my father brought at $49 in 2013 and we recently sold at 240. It will always go back to the high again but it may take a couple of months.
Agree. Like Airlines and banks I'll look to get back in, but not now.
 
What did you you like about it.

Edit:up to $9 in extended hours.

Double Edit: was trading at $14 during the day before dipping, now rebounding a bit in extended.

I see it was in included in "Warp Speed" I'd think that would give it some long range.
Some smart people I know think there was a lot of insider trading involved on that one.
 
What did you you like about it.

Edit:up to $9 in extended hours.

Double Edit: was trading at $14 during the day before dipping, now rebounding a bit in extended.

I see it was in included in "Warp Speed" I'd think that would give it some long range.

I read back in April about oral vaccine seemed like they were doing something different and it was worth the risk bought 250 shares.
 
  • Like
Reactions: RU-05
Might be a good time to start building an infrastructure portfolio. Materials, equipment, services, etc.

With the economic downturn and job loss and a pressing need to update/upgrade critical components of the nation's infrastructure, we should see bipartisan support to get going. Should be a popular topic with candidates this fall.

So look for leading players in this area and start accumulating on market drops.

Thoughts?
I think leaning towards infrastructure would be based on the hope of an infrastructure bill. Which given how much $$$ the gov't is pumping out anyways I say why not.

Although Dems in Congress would be for it, I actually think it has a better shot if Trump wins in November.
 
I took your recomendation. Currently up 130%, and I am not taking profits yet.

I def owe u a beer.
Well there is likely much better news coming. The trials(both the mild/ moderate finished already and the severe/critical that is even more important will have interim results on the first 51 enrolled by Monday) will likely reveal tremendous results which should double the stock , then when he FDA approves by July , another at least doubling or more. Your 130% should climb. Long term there are so many indications that it really has a chance to be a triple digit stock 2-3 years down the road.
 
  • Like
Reactions: RU-05
Well there is likely much better news coming. The trials(both the mild/ moderate finished already and the severe/critical that is even more important will have interim results on the first 51 enrolled by Monday) will likely reveal tremendous results which should double the stock , then when he FDA approves by July , another at least doubling or more. Your 130% should climb. Long term there are so many indications that it really has a chance to be a triple digit stock 2-3 years down the road.
Good results in the trials and this thing more then doubles I'd think.

I don't know about the long term, but the mid term I could see runs into the 20's or 30's.
 
Good results in the trials and this thing more then doubles I'd think.

I don't know about the long term, but the mid term I could see runs into the 20's or 30's.
Agree after results released from blinded studies , it likely jumps 2x or 3x. It is at 6.93 on a 6 day upswing. It will go up everyday until those results are released. So either 1 to 5 business trading days , so likely will be at $ 10 at that point. It goes to $20 or $25-$30 , then if FDA approves before July ends , then to $40-&50-$55
 
Agree after results released from blinded studies , it likely jumps 2x or 3x. It is at 6.93 on a 6 day upswing. It will go up everyday until those results are released. So either 1 to 5 business trading days , so likely will be at $ 10 at that point. It goes to $20 or $25-$30 , then if FDA approves before July ends , then to $40-&50-$55

And this is the low end projections right?:Wink:
 
Good results in the trials and this thing more then doubles I'd think.

I don't know about the long term, but the mid term I could see runs into the 20's or 30's.

I like their science. But IMHO their stock isnt going to 20 let alone 30 based on covid alone. Always look at Market Cap. Cyto's already at 3.6B. I doubt the market cap would go to 10B - that valuation is too high for just covid.

A word of advise to all of you - if you're looking at stocks - don't look at the price of the stock. Look at the market cap and "potential" commercial market it correlates to.
 
  • Like
Reactions: rubigtimenow
I like their science. But IMHO their stock isnt going to 20 let alone 30 based on covid alone. Always look at Market Cap. Cyto's already at 3.6B. I doubt the market cap would go to 10B - that valuation is too high for just covid.

A word of advise to all of you - if you're looking at stocks - don't look at the price of the stock. Look at the market cap and "potential" commercial market it correlates to.
How many diseases do you think it can be used for? They will do no less than 10 Phase 2 trials by year end or early next year, on various diseases like NASH, MS, Altzeimer’s, autoimmune diseases, not to mention they will be also approved as a mono therapy treatment for AIDS having finished Phase 3 trials and also finished Phase2 b trials for triple breast cancer and approval is likely. During those trials and the Covid use, they determined that Leronlimab might have other cancer indications, for prostrate and lung cancer , by reducing tumor growth. I think the commercial market is very high.
 
How many diseases do you think it can be used for? They will do no less than 10 Phase 2 trials by year end or early next year, on various diseases like NASH, MS, Altzeimer’s, autoimmune diseases, not to mention they will be also approved as a mono therapy treatment for AIDS having finished Phase 3 trials and also finished Phase2 b trials for triple breast cancer and approval is likely. During those trials and the Covid use, they determined that Leronlimab might have other cancer indications, for prostrate and lung cancer , by reducing tumor growth. I think the commercial market is very high.

Concept doesn't equate commercialization. NASH and ALZ for example are two of the most difficult diseases to treat and is responsible for a grave yard of failed trials. Let's see them go to phase 1 or 2 first, then the market will reward them for each subsequent trial win.

As bench marks in terms of developing biotech start-ups with no commercial products - look at Kite and Juno and the prospects of CAR-T and the excitement it generated compared to their market caps. Even with successful phase 3s, all they could muster were 10B in market cap. That's for indications with market opportunities that far exceeded covid.
 
  • Like
Reactions: patk89
I like their science. But IMHO their stock isnt going to 20 let alone 30 based on covid alone. Always look at Market Cap. Cyto's already at 3.6B. I doubt the market cap would go to 10B - that valuation is too high for just covid.

A word of advise to all of you - if you're looking at stocks - don't look at the price of the stock. Look at the market cap and "potential" commercial market it correlates to.
I think you are underestimating the markets appetite for COVID treatments.

I think you are also underestimating current market players appetite for shiny new things.

CYDY up another 25% today.
 
I think you are underestimating the markets appetite for COVID treatments.

I think you are also underestimating current market players appetite for shiny new things.

CYDY up another 25% today.
Watch what happens when the first successful vaccine is announced.....for the specific company and overall market.
 
  • Like
Reactions: RU-05
And the jump may only be 50% justified, but it will be big.

05, you do realize that when you buy shares in a company, someone else is selling them, correct? If it was so obvious that these shares will jump bigly, there would be an absence of sellers and a surplus of buyers and the price would have already reflected it. You are gambling, not investing. I think you know that. Over time, you'll get your head handed to you by the market. Happened to tons of people before the tech wreck. And will happen to tons of people this time around before all is said and done.
 
  • Like
Reactions: T2Kplus10
05, you do realize that when you buy shares in a company, someone else is selling them, correct? If it was so obvious that these shares will jump bigly, there would be an absence of sellers and a surplus of buyers and the price would have already reflected it. You are gambling, not investing. I think you know that. Over time, you'll get your head handed to you by the market. Happened to tons of people before the tech wreck. And will happen to tons of people this time around before all is said and done.
95%+ of professional managers can't beat the market index over several years. Most folks on this board lose money making such trades.
 
How many diseases do you think it can be used for? They will do no less than 10 Phase 2 trials by year end or early next year, on various diseases like NASH, MS, Altzeimer’s, autoimmune diseases, not to mention they will be also approved as a mono therapy treatment for AIDS having finished Phase 3 trials and also finished Phase2 b trials for triple breast cancer and approval is likely. During those trials and the Covid use, they determined that Leronlimab might have other cancer indications, for prostrate and lung cancer , by reducing tumor growth. I think the commercial market is very high.
Well, your company is down almost 40% today...
 
When are people thinking about getting back in on airlines? I presume a lot are burning through cash and I definitely could even see bailouts happening soonish. I don't see airline travel getting back to their previous normal levels for some time. Just curious on what people are thinking here.
 
Find a CEO that bought jet fuel futures when gas was at it's lows earlier and ride his coattails.
 
  • Like
Reactions: thegock
Find a CEO that bought jet fuel futures when gas was at it's lows earlier and ride his coattails.
I would think loss of ridership would be significantly more than the savings on fuel? I beleive gas prices will prob stay relatively low for the next ~year? Guess I don't see fuel savings saving companies..
 
05, you do realize that when you buy shares in a company, someone else is selling them, correct? If it was so obvious that these shares will jump bigly, there would be an absence of sellers and a surplus of buyers and the price would have already reflected it. You are gambling, not investing. I think you know that. Over time, you'll get your head handed to you by the market. Happened to tons of people before the tech wreck. And will happen to tons of people this time around before all is said and done.
So you think a vaccine is built into current market prices? I do not.

If and when they announce a vaccine (or even before that when a vaccine shows success in a trial) the market will jump, especially the industries which were hit the hardest. I think this is pretty obvious. We've already seen it happen a couple times.

Am I betting that will happen? I guess some of my holdings fit that bill, but other holdings I have which are better categorized as investments will jump as well.
 
On a related note, what precipitated CYDY's steep fall today? Just profit taking, or was there news?
 
So you think a vaccine is built into current market prices? I do not.

If and when they announce a vaccine (or even before that when a vaccine shows success in a trial) the market will jump, especially the industries which were hit the hardest. I think this is pretty obvious. We've already seen it happen a couple times.

Am I betting that will happen? I guess some of my holdings fit that bill, but other holdings I have which are better categorized as investments will jump as well.

You don't have any information that the pros don't have. In fact, you much less. They have access to management and industry experts. Of course, if they have a successful trial, that changes things and the stock will jump. If they fail, the stock will plunge. I hope you are right and make a killing, but that is tantamount to picking a winning horse in a race in which you have never seen any of the horses run before.
 
On a related note, what precipitated CYDY's steep fall today? Just profit taking, or was there news?

Citron (notorious short seller) put out a bearish report on CYDY today also. Personally, can't stand these short sellers when they put out reports for their own agendas. Love watching them get squeezed.
 
  • Like
Reactions: RU-05 and patk89
Smith & Wesson gas doubled my money since the protests and vandalism began.
 
ADVERTISEMENT
ADVERTISEMENT