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I had a catch with my kids for 30 minutes, just 100k shares traded in that entire time. This whole things screams something shady to me... Getting on the Nasdaq, hiring a new CEO, and efficacy results should be the main topics of discussion tomorrow. 

 
fantasycurse42 said:
They did at right at the open to kill the confidence. Personally, not shaken. 
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fantasycurse42 said:
I had a catch with my kids for 30 minutes, just 100k shares traded in that entire time. This whole things screams something shady to me... Getting on the Nasdaq, hiring a new CEO, and efficacy results should be the main topics of discussion tomorrow. 
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:lmao:

That didn't take long.

 
fantasycurse42 said:
I had a catch with my kids for 30 minutes, just 100k shares traded in that entire time. This whole things screams something shady to me... Getting on the Nasdaq, hiring a new CEO, and efficacy results should be the main topics of discussion tomorrow. 
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It's funny because it's true. 

 
siffoin said:
Maybe not put ALL your $ in there.  LT might be a problem if interest rates begin to rise.  Personally I do have a portion of my portfolio in LT Treasuries.  Ray Dalio's All-Weather portfolio allocates something like 40% to LT Treasuries.  $EDV seems slightly better than $TLT, but they are pretty similar.  Bullish trends on a Daily, Weekly and Monthly chart.  Near term support in the mid-160's.
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Thank you! I envision rates being low for a long time. First site of increases and I'll cut back significantly or bail. Thanks!

 
I come back to this:

56 patients in control, 5 patients suffered an SAE versus 6 patients out of 28 in placebo. Could it be coincidence, sure, but the odds say it isn't... Is that a major improvement? Will that reduce hospital stays and or admissions? I believe yes, but I need more data.

If we extrapolate those numbers, let's say 56k patients, 5k need hospitalization with LL versus 12k without the medication, that's significant. Obviously the moron needs to present more, and present it like a professional not a buffoon, but it is solid data if we can hypothesize hospitalizations like that. That would blow Remdisivir out of the water, while being a much safer product too. 

 
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fantasycurse42 said:
I come back to this:

56 patients in control, 5 patients suffered an SAE versus 6 patients out of 28 in placebo. Could it be coincidence, sure, but the odds say it isn't... Is that a major improvement? Will that reduce hospital stays and or admissions? I believe yes, but I need more data.

If we extrapolate those numbers, let's say 56k patients, 5k need hospitalization with LL versus 12k without the medication, that's significant. Obviously the moron needs to present more, and present it like a professional not a buffoon, but it is solid data if we can hypothesize hospitalizations like that. That would blow Remdisivir out of the water. 
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There are two kinds of people:
- Those who can extrapolate from incomplete data

 
Attempting to take a position in Appfolio appf.  Awesome software.  Staff is the best I've ever worked with.  They are expanding from rental properties to HOA mgmt.

 
Don Hutson said:
The media is confused as us.  They're waiting for full results before putting their professional reputation on the line.
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Didn't BP put his professional reputation on the line a couple of time in the past month- as recently as 18 hours ago?

 
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@stbugs or anyone else, are these tech valuations concerning you?  I know you get asked that often.  Does Salesforce have any significant competitors?

 
fantasycurse42 said:
So absolutely zero publicity after running a Covid trial. I gotta be honest, NP is a magician, how does one accomplish that? 
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Keep dying at all the people on yahoo boards saying things like “we are getting publicity! Dr. Yo and Dr. Drew and OAN” :lmao:  If this thing is what we think it is it should be leading the evening news. 

 
Capella said:
I mean he’s a bit spastic but he’s right on the lack of news. I guess we have to wait for the results but there’s also a non-zero chance it gets glossed over somehow. 
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Not a super newsworthy event when the final results are still due IMO.

 
Crappy thing is, even if LL is the best current treatment, that doesn't mean it will be the main treatment moving forward. 

Big money talks.

 
BassNBrew said:
@stbugs or anyone else, are these tech valuations concerning you?  I know you get asked that often.  Does Salesforce have any significant competitors?
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They have probably gotten a bit out in front because I’m many cases have actually exceeded estimates so they are safer so to speak. I’m a little concerned near term but I’m holding for long term and I think there’s more room to run. It might be more “regular” beat S&P by just a little from here. This year has been crazy. I’ve got two accounts I use and one is taxable so most likely not selling anything there since most is still short term taxable which is a huge hit for me.

I have been thinking more about maybe selling some but the service I use (Fool) really is big on how the stocks that perform amazingly out way the stragglers which is true. Problem is, not really a problem, that I’ve got more stocks that I’m up 100%+ than not. It’s a nice problem to have but it does make me wonder about selling a bit. I did buy around 10 new stocks in June, like LVGO, so got some new blood in there as well.

 
stbugs said:
They have probably gotten a bit out in front because I’m many cases have actually exceeded estimates so they are safer so to speak. I’m a little concerned near term but I’m holding for long term and I think there’s more room to run. It might be more “regular” beat S&P by just a little from here. This year has been crazy. I’ve got two accounts I use and one is taxable so most likely not selling anything there since most is still short term taxable which is a huge hit for me.

I have been thinking more about maybe selling some but the service I use (Fool) really is big on how the stocks that perform amazingly out way the stragglers which is true. Problem is, not really a problem, that I’ve got more stocks that I’m up 100%+ than not. It’s a nice problem to have but it does make me wonder about selling a bit. I did buy around 10 new stocks in June, like LVGO, so got some new blood in there as well.
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Always interested in hearing what you are eying next.

 
fantasycurse42 said:
If anyone was paying attention (looking at you @cosjobs) I said $29 was the number to add (or cover).
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I had some Puts early in the month. Made a little bit. Did not think MLB would actually play and lost my profits back. I still think the shaky schedule will prevent me from buying it, but seems to have some solid staying power and growth

 
BassNBrew said:
@stbugs or anyone else, are these tech valuations concerning you?  I know you get asked that often.  Does Salesforce have any significant competitors?
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I follow tech more than anything else.  I think they're overvalued, but folks are riding this bull market until the end.  There are so many things outside of fundamentals propping this sector up that it's impossible for me to get a good understanding of what's going on.  So for long positions, I don't think the valuations make much sense.  But many folks are playing the short game, enjoying the volatility and the overall rise, deficit spending, unemployment money, company bailouts...the time hasn't yet come to pay for any of it, so we're in the "just enjoy it" phase.  No idea when it ends, but I'm not good at playing that game.

 
Capella said:
I mean he’s a bit spastic but he’s right on the lack of news. I guess we have to wait for the results but there’s also a non-zero chance it gets glossed over somehow. 
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The sentiment behind the COVID stuff is so interesting.  MRNA and AZN basically released the same news about their vaccines, if anything AZN's was a little better.  But MRNA's stock went up quickly and brought the whole market with it while AZN passed with barely a whisper.

Meanwhile NVAX gets tons of publicity (more than AZN) and they're still a month away from finishing their phase ONE trials while the other vaccine companies are about to wrap up phase 2.

Same thing for treatments.  Remdisivir and Hydroxychloronique are trash, but everyone knows their name.  Kind of bizarre.

 
Well, in about 5 minutes is when CYDY usually gets its afternoon jolt of coffee and starts making moves.  Let's see what fresh hell awaits.

 
@adamfeuerstein

54m

For my $CYDY fans: Remember the promise made by Nader about Dr. Otto Yang publishing his leronlimab data in NEJM? Well, there is no Yang study; it’s a letter, co-authored by other UCLA docs; and does not deal with leronlimab.
Click to expand...

 
This feels like the Bills comeback against Houston in the playoffs. You just know how it is going to end by the final whistle. CYDY is clawing back to end the day in the green.

 
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