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I hate this guy. His presentation also says May 2020, more of a reason to exit now and get back in after he drags the price down with his useless babbling. 

 
Opened long positions with LVGO and FSLY, against my normal process because they were above the fair value I use. But I believe in the companies and technologies so I'm along for the ride. 

 
Shorting, Long, "Sensative", being able to run powerpoint, updating your presentation date, being on time and ready,....leronlimab still binds to CCR5.

However, professionalism and image does matter a bit :)

 
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Whyatt said:
Look we have talked about CCR5 antagonists, Maraviroc is approved and on the market for years. It has the same MOA as Leronlimab. So why isn’t it studied in Covid trials. Because of side affects, absolutely not. Because the patent holder feels it’s not as good as other immunotherapys- I think yes.
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Interesting logic.  Right now at the severe stage of COVID we basically have no therapeutics.  We have oxygen.  So the thought that there are other better immunotherapies out there isn't logical - there are none right now.  Remdesivir was excluded from study at the severe end.

Not saying Leronlemonade is the cure all, but at least it has shown some efficacy to save lives at the severe end.  If that holds it's a wonderful thing for mankind.  And a nice lottery ticket for CYDY holders.  

If you know of another therapeutic that fills this need please chime in.  Obviously Maraviroc ain't it, because they aren't looking at it.  So we can just drop that one from the conversation.

 
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FSLY downgraded to a sell by Citigroup. Motley Fool puts it at a crossroad in a couple different areas. Anyone concerned?

 
BassNBrew said:
It’s breaking ranks because people are irrational about it. You can read some of the post here saying that they are holding regardless even though they also believe it may go downIt’s breaking ranks because people are irrational about it. You can read some of the post here saying that they are holding regardless even though they also believe it may go down
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stbugs said:
On another topic, kind of surprised DIS has held up well the past week. I only follow a few stocks on Todem’s list and haven’t invested mainly because I’m likely covered in my 401k funds. JPM, DFS, MGM and BLMN have almost identical 1 month charts, pretty much down. DIS was with them and turned a corner the past week. Any thoughts on why it hasn’t followed since it’s assets (movies, sports, parks, cruises) aside from Disney+ are highly affected by CV. I don’t recall any upbeat news, just wondering why it seemed to break ranks. 
 
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sporthenry said:
38% of their revenue and 45% of their 2019 operating income was from Parks, Experiences and Products. 75% of that segments revenues, so 29% of DIS total revenue are from theme park admissions, resorts and vacations and Parks & Experiences merchandise, food and beverage. All of which has to have been close to a 0 over the past few months. 

36% of their revenue and 50% of their operating income is due to Media Networks which are also likely to be hit with no sports and decreasing ad budgets. Studio entertainment represents another 16% of revenue and 18% of operating income. 

Disney+ will obviously grow but it's not making any money. This will likely accelerate the time it takes for it to make money. But operating income in that segment will always be weird because it depends how much costs they allocate to it in terms of content. When DIS launched DIS+, they were looking for it to be profitable in 2024.
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As someone fairly heavy in Disney I will try to answer this.

The simple answer, especially regarding the numbers posted by @sporthenry is, who cares?

Disney isn't going bankrupt, and when things are eventually back to normal people will be lining up just the same as before.  It's not like cruises where people might re-evaluate.  Disney will be a thing 10 years from now the same as it was 10 months ago.  Watching sports will be a thing 10 years from now the same as it was 10 months ago. 

But how long will covid last?  Again, who cares?  It might be 6 months.  It might be a year.  Heck it may be 2 years.  Who cares?  Disney at 90 was the easiest buy ever.  It's going back to where it was and I don't really care if there are some bumps along the way.

 
FreeBaGeL said:
As someone fairly heavy in Disney I will try to answer this.

The simple answer, especially regarding the numbers posted by @sporthenry is, who cares?

Disney isn't going bankrupt, and when things are eventually back to normal people will be lining up just the same as before.  It's not like cruises where people might re-evaluate.  Disney will be a thing 10 years from now the same as it was 10 months ago.  Watching sports will be a thing 10 years from now the same as it was 10 months ago. 

But how long will covid last?  Again, who cares?  It might be 6 months.  It might be a year.  Heck it may be 2 years.  Who cares?  Disney at 90 was the easiest buy ever.  It's going back to where it was and I don't really care if there are some bumps along the way.
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This is where I'm at but I'm for the most part buy and hold investing.

I'd say the same about all the big companies that tanked in March with when COVID fears were peaking.

Issue was having free money that wasn't tied up.

 
Should have dumped more at $5.33 when my gut said so.  Got hosed on my next market orders getting filled at $5.02.  Bought most back at $5.02.

 
Nothing of material will ever be shared on these Super Stonk interviews. I should've taken my own advice, sold before and bought back at a lower cost basis. 

 
Whyatt said:
Yes this board is an echo chamber and the majority prefer it that way. There are no real analysts covering this stock, so your sources are the company, what the company actually does, and folks like Adam F and shorters.

All the other message boards are echo chambers, I thought this could be different, and it is for stocks besides this one. 

Thankfully I never shorted the stock.
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Thanks for this and I hope you stay. Not fishing here, but why wouldn't you short it at this point? You were bearish on it at $1, it has shown weakness lately. Seems like you're on the bear side still. Are you pulling the trigger?

 
He's trying to get out and answer questions and be transparent, but folks want information and each appearance is an opportunity only to hurt if he's not bringing new data or relevant info.  If he's just showing up to repeat the same info, or show old results, it's not really helpful.  

 
Nothing new from CYDY. NASDAQ application was announced on DR. Been call. Will hear from FDA tomorrow on PDUFA. Will do press release on this. In contact with Brazil.

Regarding Dr. Patterson paper NP said that Dr. Patterson himself will provide updates on it since he is principal author. Suggests some cooling perhaps in relationship. Possibly tied in with that past situation of NP prematurely disclosing information that messed up Patterson's publication of an article.

The interviewer did mumble several of the questions.

 
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Sold all my CYDY as soon as it went red.  I don't even know if I want to buy any lower.  

Can't stop kicking myself for not selling at 10

 
CYDY bottoms out at $4.65 for a 13.7% drop from the time the presentation started.  How does Nader not realize that these presentations hurt when he doesn't have anything new to present?

 
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