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Post by JHam on Jun 1, 2020 2:35:10 GMT
Zacks out with a new report recently. PT remains at $10, but I like the summary. First time I’ve heard someone in the know use the “B”-word associated with Dyadic. : s1.q4cdn.com/460208960/files/News/2020/Zacks_SCR_Research_05152020_DYAI_Vandermosten.pdfSummary
Dyadic has started 2020 with several new agreements and expansions. These achievements include the addition of new collaborations addressing influenza, coronavirus, animal health and other indications. Internal programs are also advancing for certolizumab and nivolumab, secondary metabolites and AAVs. Progress is also being made with protease deletions and achieving additional glycosylation forms. These all contribute to the shots on goal which we believe will lead to a billion dollar opportunity.
We anticipate that there will be additional arrangements signed in 2020, some of which may include upfront cash flows. The pandemic may catalyze the pathway forward for C1 to be used as an expression system producing vaccines and treatments in clinical trials, which would be a tremendous achievement. C1 may be able to provide much higher output with improved characteristics compared to current approaches, which addresses one of the primary bottlenecks during a pandemic.
We see opportunities for additional equity interest in fast growing partnerships, upfronts, milestones and royalties from larger partnerships and potentially a buyout. There is substantial value in Dyadic s broad portfolio of options and in their exciting technology that can revolutionize the protein expression industry. Future favorable catalysts include the addition of more collaborators, achieving output milestones and entering the clinical trial process. We maintain our target price to $10.00 per share.Which "B" word?? Billion or Buyout?? They both sound profitable to me!!! Ha! I meant “B”illion, but good point!
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Post by JHam on Jun 1, 2020 2:37:14 GMT
Zacks out with a new report recently. PT remains at $10, but I like the summary. First time I’ve heard someone in the know use the “B”-word associated with Dyadic. : s1.q4cdn.com/460208960/files/News/2020/Zacks_SCR_Research_05152020_DYAI_Vandermosten.pdfSummary
Dyadic has started 2020 with several new agreements and expansions. These achievements include the addition of new collaborations addressing influenza, coronavirus, animal health and other indications. Internal programs are also advancing for certolizumab and nivolumab, secondary metabolites and AAVs. Progress is also being made with protease deletions and achieving additional glycosylation forms. These all contribute to the shots on goal which we believe will lead to a billion dollar opportunity.
We anticipate that there will be additional arrangements signed in 2020, some of which may include upfront cash flows. The pandemic may catalyze the pathway forward for C1 to be used as an expression system producing vaccines and treatments in clinical trials, which would be a tremendous achievement. C1 may be able to provide much higher output with improved characteristics compared to current approaches, which addresses one of the primary bottlenecks during a pandemic.
We see opportunities for additional equity interest in fast growing partnerships, upfronts, milestones and royalties from larger partnerships and potentially a buyout. There is substantial value in Dyadic s broad portfolio of options and in their exciting technology that can revolutionize the protein expression industry. Future favorable catalysts include the addition of more collaborators, achieving output milestones and entering the clinical trial process. We maintain our target price to $10.00 per share.Which "B" word?? Billion or Buyout?? They both sound profitable to me!!! Then there is this. DYAI looks to see some nice action/buying after the Russell index rebalancing in late June, according to JP Morgan.
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Post by actcrazy on Jun 5, 2020 16:15:08 GMT
Currently also a "Corona" victim. Flat line day..sad.imo.
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Post by JHam on Jun 5, 2020 16:47:03 GMT
Currently also a "Corona" victim. Flat line day..sad.imo. In full disclosure, I dumped my position today. I wasn’t eager to do it, but I had bought another stock on the margin, and different stock, QTNT, which I am waiting for news any day now has started to sell off over the last few days. I didn’t want to get stuck and something had to give. Looking to get back in though as soon as I free up some cash.
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Post by actcrazy on Jun 6, 2020 0:42:27 GMT
It's a company that's not about vaccines only. It gets labeled and then hard to shake a stigma. I almost dumped with a modest gain and then I slipped and bought more. Also added more to that other one you talk about above, only for a lower than my average. Probably also sell on FDA, when the volume drops . Glta Here and There !
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Post by selluwud on Jun 10, 2020 13:04:30 GMT
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Post by JHam on Jun 10, 2020 17:47:18 GMT
This is really good news. Finally the are starting to play with the big boys in Washington. I was a little surprised at the lack of movement at first. Still way undervalued even at $7.25. Dr. Fauci is the head of NIAID, which I’m sure you all know.
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Post by selluwud on Jun 10, 2020 17:58:16 GMT
This is really good news. Finally the are starting to play with the big boys in Washington. I was a little surprised at the lack of movement at first. Still way undervalued even at $7.25. Dr. Fauci is the head of NIAID, which I’m sure you all know. If Dyadic's C1 process is all it's advertised to be capable of, then good times ahead if logic, not politics, dictate.
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Post by selluwud on Jun 10, 2020 18:32:38 GMT
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Post by JHam on Jun 10, 2020 19:28:00 GMT
Wow, just touched $9.31 with a spike in volume. Corona-pump in full effect. That would have been my exit point as I imagine it will settle back down for now.
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Post by JHam on Jun 16, 2020 7:56:20 GMT
Did anyone see this? What do you make of it? From Seeking Alpha:
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Post by selluwud on Jun 16, 2020 10:10:23 GMT
Did anyone see this? What do you make of it? From Seeking Alpha: somebody at SA shorting the stock??
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Post by JHam on Jun 16, 2020 11:46:34 GMT
Did anyone see this? What do you make of it? From Seeking Alpha: somebody at SA shorting the stock?? Not sure, but I do wonder if someone who doesn't like DYAI for whatever reason, planted some seeds of doubt about the author to the SA editorial staff, just to get him to stop writing bullish articles.
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Post by selluwud on Jun 22, 2020 12:11:56 GMT
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Post by JHam on Jun 22, 2020 15:23:36 GMT
Haven’t read it yet, but great to see this moving. I’m jealous that after holding this stock for 2 years and it going nowhere, it finally moves when I’m on the sideline. Still hoping to jump back it if it dips below $8, but that’s not looking likely at this point. Good luck!
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Post by selluwud on Jun 22, 2020 15:37:59 GMT
Haven’t read it yet, but great to see this moving. I’m jealous that after holding this stock for 2 years and it going nowhere, it finally moves when I’m on the sideline. Still hoping to jump back it if it dips below $8, but that’s not looking likely at this point. Good luck! Yes, if the C1 methodology is truly faster and more scalable, then when the world government monies get involved for COVID vaccines, it's off to the races. I've thought about adding at these levels. Like you, I'm kicking myself for selling once before with a larger share count than I have now.
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Post by selluwud on Jun 29, 2020 12:20:18 GMT
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Post by actcrazy on Jul 2, 2020 2:39:07 GMT
Seems like any of my issues that hit the Russel's and out come the shorts. Looking for a recovery and news soon? GLTA Here!
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Post by selluwud on Jul 8, 2020 12:48:22 GMT
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Post by JHam on Jul 15, 2020 12:49:20 GMT
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