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Stock Thread (5 Viewers)

NajehHejan said:
My wife just ran to Costco to load up on beef, chicken, and pork because allegedly there is going to be a massive meat shortage, as early as next week. Knew nothing about it - that's what happens when 99.99% of your interwebs time is spent on tunnel vision stock/CYDY news or analyzing how bad the Eagles' 2nd round pick was. I just bought some BYND Beyond Meat. Obviously everyone but me knew about this impending meat shortage as BYND gained 40% last week, but it lost 8% today due to a UBS downgrade (they probably have their ear to the ground and are trying to get in cheaper), so I figured a decent place to get in around 100. Hopefully more bad meat news comes before 9:30 AM tomorrow (assuming my wife scored a lot of meat first).
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Hmmm....My local store had so much that I loaded up on 40-60% markdowns yesterday.

 
NajehHejan said:
My wife just ran to Costco to load up on beef, chicken, and pork because allegedly there is going to be a massive meat shortage, as early as next week. Knew nothing about it - that's what happens when 99.99% of your interwebs time is spent on tunnel vision stock/CYDY news or analyzing how bad the Eagles' 2nd round pick was. I just bought some BYND Beyond Meat. Obviously everyone but me knew about this impending meat shortage as BYND gained 40% last week, but it lost 8% today due to a UBS downgrade (they probably have their ear to the ground and are trying to get in cheaper), so I figured a decent place to get in around 100. Hopefully more bad meat news comes before 9:30 AM tomorrow (assuming my wife scored a lot of meat first).
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Tell her to stop reading that Facebook "news" bs. 

 
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NajehHejan said:
My wife just ran to Costco to load up on beef, chicken, and pork because allegedly there is going to be a massive meat shortage, as early as next week. Knew nothing about it - that's what happens when 99.99% of your interwebs time is spent on tunnel vision stock/CYDY news or analyzing how bad the Eagles' 2nd round pick was. I just bought some BYND Beyond Meat. Obviously everyone but me knew about this impending meat shortage as BYND gained 40% last week, but it lost 8% today due to a UBS downgrade (they probably have their ear to the ground and are trying to get in cheaper), so I figured a decent place to get in around 100. Hopefully more bad meat news comes before 9:30 AM tomorrow (assuming my wife scored a lot of meat first).
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My oldest is a vegetarian so I've been in BYND because of her for a while now. Last buy in was in the 70 area. Will add if it continues to slide. It's kind of a hassle making two sets of meals so our family eats a lot of plant based "meat" out of convenience. I really don't mind it in chili, tacos, etc. My wife even makes a killer shepherds pie from it. The burgers and sausages are good too. There is a lot of competition but our favorite brand by far is the Beyond products. Taste and texture are good. Seems like a lot of her generation have made the move away from meat, mostly for environmental concerns and animal cruelty. The virus stuff adds another reason for some to move away from it.

I haven't heard about meat shortages. I did read last week that some pig farmers in particular are hurting because of over supply due to restaurant closures and they might have to start killing and burying their livestock. I guess that may create a shortage? Not good for the farmers for sure. Regardless, I feel there will be a role for plant based protein going forward for a variety of reasons. 

 
Experimental coronavirus treatment leronlimab has delivered 'impressive' early results, developer says

https://www.foxnews.com/science/leronlimab-experimental-coronavirus-treatment-impressive-early-results-developer

The experimental coronavirus treatment leronlimab has reduced the plasma viral load and restored the immune system of COVID-19 patients, according to data from a small group of patients.

“The results are impressive,” said Nader Pourhassan, the CEO of biotech firm CytoDyn during a conference call Monday.

Leronlimab is a viral-entry inhibitor that has targeted HIV and breast cancer. The drug also has been attracting attention as a potential coronavirus treatment, particularly to quell the so-called “cytokine storm,” when COVID-19 has caused the immune system to go awry.

EXPERIMENTAL CORONAVIRUS TREATMENT LERONLIMAB SHOWS 'VERY PROMISING' RESPONSE IN SOME COVID-19 PATIENTS

“Leronlimab decreases plasma viral load,” said Dr. Bruce Patterson, the CEO of diagnostic specialist IncellDX during the conference call, noting that leronlimab also restored immune cells.

Patterson said his lab performed a blood-sample analysis of the first 10 COVID-19 patients enrolled in Emergency Investigational New Drug treatments at Montefiore Medical Center.

“That is remarkable for one drug to restore the immune system and decrease the viral burden in these patients,” Patterson added. “That is what gives us great hope and great excitement about leronlimab going forward in these trials.”

MORE THAN 100 YEARS BEFORE CORONAVIRUS, THE SPANISH FLU PANDEMIC RAVAGED THE GLOBE

CytoDyn has been enrolling patients in two clinical trials for COVID-19: a Phase 2 randomized clinical trial for mild-to-moderate COVID-19 patients in the U.S. and a Phase 2b/3 randomized clinical trial for severe and critically ill COVID-19 patients in several hospitals throughout the country, company executives said in a statement.

Leronlimab has been one of multiple drugs in the spotlight as the world scrambled to contain the coronavirus pandemic. Many experts, however, have warned that people should not take drugs unless a doctor prescribes them.

CytoDyn recently announced leronlimab had shown a “very promising” response in COVID-19 patients with mild-to-moderate symptoms.
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The importance of the message delivered by Dr. Patterson hasn't been understood by enough people yet.  They said that they have figured out how the disease works, they have a treatment that works and they have statistically significant data to back up their claims.  This will all be in the paper that is being submitted tonight or tomorrow.  The stock should react violently on the upside once people understand this.  I would not be selling a share.

 
Capella said:
Tyson farms took out a full page ad in The NY Times today discussing how there will be a break in the meat supply chain. There are factories closing due to workers having the rona. It’s not BS. 
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Yeah—its legit. Both Tyson and Smithfield have big plants down. Apparently there are covid cases in other processing plants that are still open—-and the only reason they are open is because they don’t technically have to close.  If cases spread within those plants—they will most likely be ordered to close.  I know this is the stock thread—so there is no need for anybody to reply to this.—but I want to remind people in here that even when we re-open—the odds of there being a second wave are moderate to high.  When things do open—if you have the room for products that you found helpful during the first lockdown (meat, paper towel, wipes, canned food, detergents or cleaners, gloves, masks..)—go ahead and grab stuff.  Keep in mind—I’m not recommending that anybody hoard.   I’m just saying to have what you need in the case of a second lockdown so that you are not blindsided to that possibility.  If you are already well stocked on stuff—there is no need to grab more.  

 
dkp993 said:
This is certainly the sensible (and right approach). I just can‘t bring myself to sell any. I did so a week or 2 back and was free rolling, but it took a big drop the next day so I took the funds and bought more.  Ended up with the same initial investment but with more overall stocks now.  
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I’m holding out for $5, if we get there I will probably look to exit about 1/3rd holdings.

 
chet said:
The importance of the message delivered by Dr. Patterson hasn't been understood by enough people yet.  They said that they have figured out how the disease works, they have a treatment that works and they have statistically significant data to back up their claims.  This will all be in the paper that is being submitted tonight or tomorrow.  The stock should react violently on the upside once people understand this.  I would not be selling a share.
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Are they reporting that people with severe cases/on ventilators have been cured? Is this the end game for any successful treatment or is that just a pipe dream? Also is there a chance it would be preventative or is it just for treating mild to moderate cases to prevent people from becoming severe? 

 
ROCKET said:
Are they reporting that people with severe cases/on ventilators have been cured? Is this the end game for any successful treatment or is that just a pipe dream? Also is there a chance it would be preventative or is it just for treating mild to moderate cases to prevent people from becoming severe? 
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Yes to all except pipe dream and preventative.

 
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Coronavirus Treatment: Experimental Drug Shows 'Impressive' Results As COVID-19 Cure

https://www.ibtimes.com/coronavirus-treatment-experimental-drug-shows-impressive-results-covid-19-cure-2966041

Another experimental coronavirus drug currently being tested in the United States as a treatment for COVID-19 has shown "impressive" results, but in a small observational study.

The drug is PRO 140 -- better known as leronlimab -- developed by CytoDyn Inc. PRO 140 is a humanized monoclonal antibody originally developed as a potential treatment for HIV infection. A CCR5 antagonist, leronlimab interferes with HIV's ability to enter the cell. It's a viral-entry inhibitor targeting HIV and breast cancer, and works against the CCR5 receptor found on T lymphocytes of the human immune system.

Leronlimab has drawn attention as a potential COVID-19 treatment because of its ability to quell the “cytokine storm" that causes the immune system to go haywire, leading to patient death. Also called the cytokine release syndrome, this immune response occurs when large numbers of white blood cells are activated and release inflammatory cytokines, which activate yet more white blood cells repeating the cycle.

Leronlimab is already being investigated in phase two clinical trials as a treatment for HIV and has been awarded fast-track approval status by the U.S. Food and Drug Administration (FDA).

The COVID-19 trial for leronlimab involved 10 patients enrolled in Emergency Investigational New Drug treatments at Montefiore Medical Center, the academic medical center and the primary teaching hospital of the Albert Einstein College of Medicine in the Bronx, New York City. It showed leronlimab reducing the plasma viral load (the amount of coronavirus in the blood) and restoring the immune system of COVID-19 patients.

“The results are impressive,” said CytoDyn CEO Dr. Nader Pourhassan during a conference call Monday.

  TOP ARTICLES1/2READ MORE'Elder Scrolls 6' Needs To Improve On SkyrimCharacter System

CytoDyn earlier revealed leronlimab had shown a “very promising” response in COVID-19 patients with mild-to-moderate symptoms.

Dr. Bruce Patterson, CEO of diagnostic specialist IncellDX, affirmed leronlimab did decrease plasma viral load while also restoring immune cells. He said his lab performed a blood-sample analysis of the first 10 COVID-19 patients.

“That is remarkable for one drug to restore the immune system and decrease the viral burden in these patients,” noted Dr. Patterson. “That is what gives us great hope and great excitement about leronlimab going forward in these trials.”

CytoDyn has been enrolling patients in two clinical trials for COVID-19. One is a Phase 2 randomized clinical trial for mild-to-moderate COVID-19 patients in the U.S. The other is a Phase 2b/3 randomized clinical trial for severe and critically ill COVID-19 patients in several hospitals throughout the country.
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I thought the drug reduced the “cytokine storm” which caused havoc but I didn’t think it actually handled the virus. Does it do both?

 
Any idea how long it will be til the phase2 and phase 2b/3 trials will be completed and the results made public? Ball park?

 
pecorino said:
I thought the drug reduced the “cytokine storm” which caused havoc but I didn’t think it actually handled the virus. Does it do both?
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Yes and that was one of the most important discoveries that Dr. Patterson discussed today.

 
ROCKET said:
Any idea how long it will be til the phase2 and phase 2b/3 trials will be completed and the results made public? Ball park?
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Phase 2 should be done in 3-4 weeks.  2b/3 will take longer but interim data will be available for the FDA to evaluate.

 
djmich said:
I’m holding out for $5, if we get there I will probably look to exit about 1/3rd holdings.
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I was talking to my wife about this over dinner.  As the money I put into was all fun money and I was prepared to lose it when I first jumped in I’m gonna ride it out.  Not even considering selling a share until it gets strong into the double digits.  

 
dkp993 said:
This is certainly the sensible (and right approach). I just can‘t bring myself to sell any. I did so a week or 2 back and was free rolling, but it took a big drop the next day so I took the funds and bought more.  Ended up with the same initial investment but with more overall stocks now.  
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I sold about 20% of my shares at 2.95 around Easter and got back my cost basis.  Doing so has allowed me to relax a bit.  Before then was constantly checking on the price etc.  In normal circumstances would have held onto all, but wanted to take some risk off the table. Still have a good amount of shares and looking forward to the ride up!  Thanks @chet!

 
ericttspikes said:
My oldest is a vegetarian so I've been in BYND because of her for a while now. Last buy in was in the 70 area. Will add if it continues to slide. It's kind of a hassle making two sets of meals so our family eats a lot of plant based "meat" out of convenience. I really don't mind it in chili, tacos, etc. My wife even makes a killer shepherds pie from it. The burgers and sausages are good too. There is a lot of competition but our favorite brand by far is the Beyond products. Taste and texture are good. Seems like a lot of her generation have made the move away from meat, mostly for environmental concerns and animal cruelty. The virus stuff adds another reason for some to move away from it.
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Yeah, I eat quite a bit of Beyond meat and it's pretty good. Such a massive improvement over the weird veggie patties you'd have to settle for ten years ago. I think I like the Impossible Burger more, but their products are much harder to find in stores.

 
Yeah, whatever happens with CYDY is up to the great unknown, but for right now, @chethas made quite a few of us a lot of money in an otherwise bleak and uncertain time in our collective lives.  For that, I am forever grateful.  It take a LOT of balls to recommend a stock out loud here, there or anywhere and for those of us in the business we know all too well how quickly that can backfire; how one bad rec can ruin three good ones.  

So, damn the torpedoes, I am holding on to all  2050 shares with an iron grip.  I'm not letting go no matter what.  I'd buy more, but my powder dried up in horrible ETF plays back when I had cash thinking I had the perfect hedge and I'm too stubborn (stupid) to let go. 

To the moon, Alice.  Lesssssssgoooooo

 
General Malaise said:
Yeah, whatever happens with CYDY is up to the great unknown, but for right now, @chethas made quite a few of us a lot of money in an otherwise bleak and uncertain time in our collective lives.  For that, I am forever grateful.  It take a LOT of balls to recommend a stock out loud here, there or anywhere and for those of us in the business we know all too well how quickly that can backfire; how one bad rec can ruin three good ones.  

So, damn the torpedoes, I am holding on to all  2050 shares with an iron grip.  I'm not letting go no matter what.  I'd buy more, but my powder dried up in horrible ETF plays back when I had cash thinking I had the perfect hedge and I'm too stubborn (stupid) to let go. 

To the moon, Alice.  Lesssssssgoooooo
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Yah, crazy mad props to Chet.  I've been on this board forever, like a lot of you... although I don't post alot.  After 15yrs here I know Chet has cred and didn't think he'd put it out there unless he felt good about the prospects (along with all the caveats of it being a risky small company play).  Regardless, takes some nads to stand behind it like he has.  Like you said, making some FBG's meaningful cash when the rest of accounts not doing so well.

Only wish I bought when $0.60 but I've cost averaged to $1.19 after selling some at 3.50 and rebuying in the low 2's....friggin fantastic.

 
https://investorshangout.com/post/view?id=5749443

Dr. Bruce Patterson:

It's real pleasure to be on this call but most importantly it's a pleasure to be able to reveal what we have discovered and how that could potentially help of this horrible endemic and get people back to work and save patients’ lives.
Most importantly we've heard a lot about IL-6 is being the key to the cytokine storm I am telling you today COVID-19 is a RANTES disease. RANTES is a protein that binds to CCR5 and elevated levels that are equivalent to an even greater than interleukin 6 both in mild to moderate patients and then critically ill patients. RANTES has also been attributed to renal failure, liver failure, and coagulation issues. So there is nothing that RANTES has it been involved in, it that makes sense because RANTES coordinates the movements of cells throughout the body.
Second treatment of Leronlimab in these patients brought IL-6 by 14 days to normal levels, which was truly amazing, and that combination of inhibiting the sequestration of macrophages in the lungs, and also, the change in the production of IL-6, the repolarization that we’ve heard about and changing macrophages away from pro-inflammatory phenotype. In addition, Leronlimab restored be immune cells in the horrible immune suppression so that by day 14 the CD4/CD8 ratio that were used also to measure immunosuppression in HIV AIDS were restored to normal over 14 days. Most importantly, and this was all we can hope for, because we knew that we blocked T-regulatory cells to inhibit the immune response as well as other factors, Leronlimab decreases plasma viral load.
We are the first to report the ability to quantify viruses in the plasma and this is the first report that this immune modulator non an anti-viral, is responsible for reduction in plasma virus as if it were an anti-viral. That is remarkable for one drug to restore the immune system and decrease the viral burden in these patients, that is what brings us big hope and big excitement about Leronlimab going forward in these trials. A cautionary aspect of that finding is that we have to be concerned about our blood supply.
Coronavirus now exists in blood, not just the lungs, and current testing of the blood supply, including units given to patients plasma has not been determined and is not been addressed appropriately; so these findings are dramatic, they are all very exciting and unreported in COVID infection, and the up-regulation of RANTES that accounts for a role in just about all the comorbidities in COVID infection and the use of Leronlimab our hope is that, in addition to restoring lung function, to also reduce the comorbidities in these patients.
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Before this gambling money burns a hole in my pocket, or I move to cash, is anybody considering Carnival (CCL) a two to five year holding?

Selling at $12.98 in after-hours trading off a 52-week high of $56.04 ( I know, the Dividend has been suspended)

Please talk me out of dropping magic football winnings on this company  :scared:

:banned:

 
drunken slob said:
Before this gambling money burns a hole in my pocket, or I move to cash, is anybody considering Carnival (CCL) a two to five year holding?

Selling at $12.98 in after-hours trading off a 52-week high of $56.04 ( I know, the Dividend has been suspended)

Please talk me out of dropping magic football winnings on this company  :scared:

:banned:
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I bought some a month ago but pulled out quicker than when I was in college. 12 something may be the bottom but I think they are in a world of hurt for a while. 

 
dkp993 said:
I was talking to my wife about this over dinner.  As the money I put into was all fun money and I was prepared to lose it when I first jumped in I’m gonna ride it out.  Not even considering selling a share until it gets strong into the double digits.  
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I’m not even thinking about double digits. That would be ridiculous.

 
I’d never tell anyone not to buy CYDY.  Heck I own CYDY.  

I’d just like to “throw this out there” in case anyone is thinking about doing a bridge jump all in type CYDY investment - a few months the back this was a ~$350M company.  It’s currently $1.8B. How much is this company worth if this drug pans out?  It’s current valuation is 20% of Ford.  30% of MGM.

nothing says this drug isn’t a miracle cure that takes this company to $18B.  Biotech can be really tricky - one bad test result and we have a 3.5M company on our hands.  

just be careful is my only point.  Chet has a lot of room for error having bought super early. You buy in now for $3.77 you don’t Get the same margin for error

 
The Ref said:
I’d never tell anyone not to buy CYDY.  Heck I own CYDY.  

I’d just like to “throw this out there” in case anyone is thinking about doing a bridge jump all in type CYDY investment - a few months the back this was a ~$350M company.  It’s currently $1.8B. How much is this company worth if this drug pans out?  It’s current valuation is 20% of Ford.  30% of MGM.

nothing says this drug isn’t a miracle cure that takes this company to $18B.  Biotech can be really tricky - one bad test result and we have a 3.5M company on our hands.  

just be careful is my only point.  Chet has a lot of room for error having bought super early. You buy in now for $3.77 you don’t Get the same margin for error
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BTW, you're welcome for the idea and your profits.

Here's some quick math for you.  GILD went up 20% after hours on a leaked vid where some MDs and RNs posited that their drug might be effective.  That 20% move equated to $16BB in market cap.  On a fully diluted basis, $16BB is ~$25/share for CYDY.

What is curing COVID-19 and getting the world back to normalcy worth?  I don't know if it's worth $16BB but some do.

 
chet said:
Cancer is what could take it there.
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Chet.  with full understanding this is a magic football board and all of us have taken a calculated gamble with this, largely based on the word of a trusted guy around here.  Holding you to nothing and just asking for your spitball thoughts, what is a realistic expectation for this to settle into and say the next six months to a year.  $20? $30? 1500?   
What’s the ceiling some of us should be looking for with this lottery ticket?  TIA

 
drunken slob said:
Before this gambling money burns a hole in my pocket, or I move to cash, is anybody considering Carnival (CCL) a two to five year holding?

Selling at $12.98 in after-hours trading off a 52-week high of $56.04 ( I know, the Dividend has been suspended)

Please talk me out of dropping magic football winnings on this company  :scared:

:banned:
Click to expand...
Did you get your HAL?

 
chet said:
BTW, you're welcome for the idea and your profits.

Here's some quick math for you.  GILD went up 20% after hours on a leaked vid where some MDs and RNs posited that their drug might be effective.  That 20% move equated to $16BB in market cap.  On a fully diluted basis, $16BB is ~$25/share for CYDY.

What is curing COVID-19 and getting the world back to normalcy worth?  I don't know if it's worth $16BB but some do.
Click to expand...
Yes Chet, thank you.

If this cures Convid-19 and has cancer applications this might be a $200B company like Merck eventually.

Im not saying its over valued.  I’m not saying sell.   I’m not against buying now for the first time and if you already own I’m not saying doubleing or tripling down is a bad idea.

My point, which I’d say of any one single stock, is not to go “All in”.  At one point 15 years ago this board owned almost .3% of Paragon shipping during one of the earnings calls and we had some folks who had way way way more than they should have.  PRGN Is bankrupt today.

not saying this is Paragon either

 
drunken slob said:
Before this gambling money burns a hole in my pocket, or I move to cash, is anybody considering Carnival (CCL) a two to five year holding?

Selling at $12.98 in after-hours trading off a 52-week high of $56.04 ( I know, the Dividend has been suspended)

Please talk me out of dropping magic football winnings on this company  :scared:

:banned:
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I'm considering this is as well but so far I haven't had the stones -- I bought a tiny bit earlier this month @ $8 and dumped it for $13 a week later. The risks are very large and very obvious, so I'd only invest what I'm willing to lose, but I don't think it's a terrible way to gamble with some magic football money. 

 
The Ref said:
Yes Chet, thank you.

If this cures Convid-19 and has cancer applications this might be a $200B company like Merck eventually.

Im not saying its over valued.  I’m not saying sell.   I’m not against buying now for the first time and if you already own I’m not saying doubleing or tripling down is a bad idea.

My point, which I’d say of any one single stock, is not to go “All in”.  At one point 15 years ago this board owned almost .3% of Paragon shipping during one of the earnings calls and we had some folks who had way way way more than they should have.  PRGN Is bankrupt today.

not saying this is Paragon either
Click to expand...
Hey now...My share of Paragon is valued at $0.007.

 
BassNBrew said:
Hey now...My share of Paragon is valued at $0.007.
Click to expand...
Ha - yeah a guy I grew up with still owns a bunch.  He slowly lost 50K on them back when 50K was 25% of his retirement.  It’s in part why I made the post.  

Hes a millionaire now but not via investing so alls well that ends well but he learned a lot from the experience.

 
chet said:
BTW, you're welcome for the idea and your profits.

Here's some quick math for you.  GILD went up 20% after hours on a leaked vid where some MDs and RNs posited that their drug might be effective.  That 20% move equated to $16BB in market cap.  On a fully diluted basis, $16BB is ~$25/share for CYDY.

What is curing COVID-19 and getting the world back to normalcy worth?  I don't know if it's worth $16BB but some do.
Click to expand...
####### LeBronLemonade. That will be the name of my fishing boat in Hilton Head if this thing hits $25.

 
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