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Post by JHam on Aug 23, 2019 18:18:11 GMT
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Post by JHam on Aug 27, 2019 6:49:25 GMT
Nice volume yesterday. More than 2x the daily average. It has been higher than normal the past few days. I wonder if some good news is on the way.
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Post by JHam on Aug 27, 2019 15:25:26 GMT
Another big volume day. So far well over the daily average. Surprised the pps isn't moving more.
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Post by JHam on Sept 5, 2019 1:47:03 GMT
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Post by JHam on Sept 5, 2019 1:49:02 GMT
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Post by JHam on Sept 5, 2019 1:55:41 GMT
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Post by JHam on Sept 14, 2019 3:39:03 GMT
Just gave a listen to mark's presentation at Janney from a few days ago. It's about 40 mins long, but I would encourage any DYAI investors to listen. Particularly to the first 5 mins and last 10 mins (Q&A session). Here are some highlights/paraphrasing of Mark, but it would be best to hear it directly from the horse's mouth. ・Family owns 30% of the company ($50M) "...so I'm drinking koolaid by the truckloads and I actually think we're just getting going" - quote from Mark ・$38.8M coh ・$8-10M annual burn rate - plenty of cash for multiple years ・Before cash becomes an issue they anticipate signing significant upfront cash deals with big pharma(s) ・And/or selling off a division AAV or metabolites for well over the $75M they got for selling industrial wing to DuPont ・Anticipate new collaboration deals and scientific milestones announced by years end ・Sanofi deal is up at the end of the year. At which time Sanofi will decide how to proceed. From Mark; "...immediate license agreement, further research funding, potential acquisition of one or more divisions, or nothing"...Should know in 1H20, but to date C1 is exceeding expectations in their research. ・The deal announced recently is huge because the big pharma could not only use C1 on their own, but they have a sister company that sells genetic elements and bioreactors to everyone on the planet. DYAI was actually in discussion with them before the parent company signed the collaboration. ThermoFisher? I wish I could have added when it dipped down into the $4s the other day. I may do some pruning of other stocks next week and add some anyway. I'm about 5% in the red right now so it would still lower my average. www.dyadic.com/wp-content/uploads/2019/09/Dyadic-Presentation-at-3rd-Annual-Janney-Conference-September-2019.mp3
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Post by JHam on Sept 24, 2019 1:03:46 GMT
Nice end of the day today. Up over 7% on high volume.
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Post by JHam on Oct 12, 2019 4:52:23 GMT
Nice rally today on high volume. The below was posted elsewhere:
Had a conference call with Matt Jones, Marc Emalfarb and Ping Rawson yesterday. We were on the call for over 1 hour. I have to say I came away quite happy to be a shareholder and adding more under 6 for sure. The stock appears still underfollowed, and frankly investors are not putting pieces of the puzzle together. This is one you could wake up to $30 a share overnight on one development, deal, breakthrough etc.
They AAV (Viral Vector) area alone is possibly worth 1 Billion plus, see my notes. Also animal health is expanding, and they are looking into Flu sector as well. To me this is like owning a venture cap fund with an underlying business worth possibly billions.
All my notes are below as I wrote them while on the call: You can reach me at dave@themarketanalysts.com I run several subscription services at themarketanalysts.com/
Dyadic has a broad range of programs, lots of shots on goal, and the C1 platform is expanding. Lots of inquiries on a diverse range of molecules now and next generation biologics. Opportunities are noteworthy and when we can announce publicly we will do so. We are not just a one trick pony. A range of conversations are ongoing now in animal health and human both etc. We will have alot more to say when we are good to go, lots of verticals in the space. Our platform is expanding, so far we have found C1 has multiple uses and will change the game. The big boys have deep pockets, clinical trial support, regulations etc. Also we are talking with large conservative companies that take awhile to move. We are entering into whole range of NDA's with companies where C1 can play in a number of ways. We are not just focused on one area, we are agnostic if you will. Hoping to announce key milestones soon.
Marc Emalfarb, CEO and Founder notes:
Long term investor and shareholder. We are not burning money, we are investing in making the C1 platform quicker,faster, cheaper etc. Vaccines, viral vectors, metabollites and more we are expanding into. We believe we have the best opportunity out there. We are already equity partners with 4 private firms, Dyadic could be like Orbimed on steroids in that we have equity stakes in potential moonshot private companies. We are just taking equity not needing to put in cash to get ownership stakes, plus Milestones and Royalties. Almost like call options if you will.
SANOFI one of our collaborators is a top 5 pharma, multiple genes and peptides under review and testing, in it for bigger broader collaboration, maybe 1 molecule, or a whole class of them, vaccines, therapeutics, AAV etc. Research stops at end of 2019, then Sanofi will have an evaluation etc. The next steps after that are unknown, could be any number of opportunities from outright buyout offer, to licensing, partnerhips, equity stake, division purchase etc. We know the data looks good, they are excited about it. Multiple groups within Sanofi are working with us. Possible platform for allof the groups.
SERUM- Working with 8 anti bodies and 4 vaccines in the lab. Gene expressions are coming in and already started, others are in progress. Goal is to bring those to the world at lower price etc. Gates foundation, WHO and others working with them. Presented to John Hopkins institutes recently on C1 platform which was a strong endorsement of our technology.
Recent deal within a Microbial group within a top 25 big pharma as announced with 2nd quarter conference call, their success gets bigger with DYAI success. They have champions internally pushing the C1 protein platform for drug development instead of fighting with CHO divisions. This could expand rapidly.
Many partnerships are expanding from 1-2 gene expressions to more as the months have gone by since initial collaboration agreements.
Animal health side of business, they are much shorter trials and less risky etc and investors should not ignore this area for Dyadic. Expecting more of those agreements to come. Novovet, we have a 20% equity interest in this Australian company. Luna Bio ties in with Novanet, like a small WUXI, have beeng doing vaccines for animal house guys for years. They are spinning off the companion animal health company, like a Kindred Bio and we have a piece of that.
Seasonal flu platform is sitting on DYAI shelf- Could take a Billion dollar market and make it a 10 billion market as affordable to third world for example. Not for lack of opportunities, a lack of time and people at least now. This info came public in February a nd we are exploring the flu platform.
Valuation: PFNX discusssion
Pfenex, (PFNX recently got FDA approval for a Biosimilar using NON CHO platform, a bacterial based platform. PFNX though cant do Glyco engineering like Dyadic can. Good news for Dyadic though as it shows FDA is responsive to other methods to produce drugs and biologics. PFNX took a new platform and got it approved. Believes Dyadic though has much broader proteins, Humira for example would be a candidate for Dyadic C1 vs. small drugs. Pfenix also cant do monoclonal anti-bodies for example. However this is more validation the world is moving in right direction.
Valuation comments: (Daves note: 600mm would be $22 a share for DYAI)
Protein sciences got bought for 600 million by Sanofi several years ago, and the platform was never approved for human use etc, and only insect based. DYAI can make 35x more and 17x more target levels in terms of yield than Protein Sciences. C1 is a better mousetrap in cost of goods and ease of use.
Daves Note: 1.2 Billion would be $45 per share for DYAI
Viral Vectors are binary and difficult to produce. Thermo Fisher bought a company for 1.7 Billion last year, and another for 1.2 Billion for their viral vector technologies. If C1 can compete, which has 10-20x higher yield, worth investing and maybe spun off on its own to shareholders or sold to a big pharma.
Selling off division: If we can produce AAV viral vectors cheaper with similar performance, then we can either sell technology outright, license it, or turned it into division or separate company.
Glyco Human Trials- Engineering the yeast, a quasi-fungi. Merck paid 420mm for a company which is 1/5 as productive as what we are producing in early testing. Genetic tools are better than they used to be, we should be able to apply to C1 if they can do it with yeast.
Company Strategy:
Blocking and tackling now, not throwing hail mary's. Potential cash up front deals, then can expand what we are doing. Scientists and business development people at industry conferences are the ones that matter. Started with therapeutics and vaccines, now adding metabollites and viral vectors etc. We expect announcements ahead of more to be added to the C1 platform, many not publicly known, and then they open up and become known. Often we keep quiet in order to not let the competition know what we are working on.
Value Creation :
When the first domino falls (Licensing deal etc with one of these partners) then the rest could follow. All of that money flows to the bottom line etc.
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Post by JHam on Oct 16, 2019 1:47:20 GMT
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Post by actcrazy on Oct 16, 2019 14:44:41 GMT
Nice , impressive presentation . Thank You !
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Post by selluwud on Oct 28, 2019 13:13:56 GMT
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Post by JHam on Nov 25, 2019 13:23:14 GMT
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Post by JHam on Nov 25, 2019 13:24:54 GMT
This will add multiples to the overall value of the company when all is said and done.
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Post by JHam on Nov 25, 2019 13:28:52 GMT
"Reaching G0 glycosylation levels of up to 95% has exceeded our initial objective of 90% and is an important breakthrough for our C1 gene expression platform," said Ronen Tchelet, Ph.D., Dyadic's Chief Scientific Officer.
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Post by actcrazy on Nov 25, 2019 15:49:31 GMT
So far, appears the average investor has no clue as to what DYAI do ? Down 5%. Time to buy more?
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Post by JHam on Nov 25, 2019 15:56:43 GMT
So far, appears the average investor has no clue as to what DYAI do ? Down 5%. Time to buy more? I have been so busy recently I haven't been able to contribute to the board and am a bit out of the loop at the moment. I also haven't been able to do any trades recently or send new funds to my account. That said though, I still plan on adding here at these levels. The market has no idea about this stock since it's not really a glamour stock. Heck there are barely even 300 followers at stocktwits, but I think that will change in the future. So many potentially huge/game changing milestones to happen in the next 6-8 months.
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Post by JHam on Nov 25, 2019 15:58:56 GMT
When I say they aren't a glamour stock, I mean that they are not curing cancer and what they are doing is pretty complicated to understand. Nonetheless, very important.
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Post by actcrazy on Nov 25, 2019 16:51:28 GMT
I meant 5 cents down, not 5% . Oops, I took advantage and added more at 5.92 ! GLTA Longs !
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Post by JHam on Nov 26, 2019 1:53:23 GMT
Update from Tailwinds (bold is mine):
Spoke with Mark this morning. He's never seemed more excited about what's going on. Monoclonal Antibodies is a $200B market. Expressing humanlike glycands on protein is a game changer for C1. With their high expression levels, they are in a prime position to start working on taking share in this market. With the purity of C1's expressions, they are not only a bio-similar but potentially a bio-better.
This milestone of 95% glycosolation exceeded their targets of 90% and comes about 8 months earlier than their goal of next summer. Things are starting to snowball.
He has no intention of going after Diamond Research. Says they hounded him for 1 1/2 years to pay them for research. This is what they decided to do for him repeatedly telling them no.
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