Short Term Trading Weekend Lounge (Easter) 14 -17 April, page-137

  1. 35,472 Posts.
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    Hi Syz,
    Good time for me to reply given our respective potential unicorns are now trading at virtually the same market cap..$43-44m. CYP now have approx $13m cash (and only 90m on issue), so maybe EV is much lower than SYT

    They also both have Y in middle ticker Why might be a good question. You have half your name in Ys....so hope you have worked out how your darling can make a $.

    "a lot of people are asking for more specifics around financial details"
    This was my original question for SYT, and I still see the $ potential is cloudy, or have you more insight to potential revenues?

    CYP has since given more info with the Fuji option in Jan to commercialise on how a single "small" indication might play out. $60m in up fronts and milestones + free carried development beyond Phase 1 + double digit royalties.

    If this can be pulled off, then no doubt Cynata is a unicorn stock for next 5 years. Just needs Fuji to confirm.

    CYP is well off recent highs of 80c, much like SYT.
    They both have a "platform" technology, apparently unique, good IP and hard to replicate.

    Similarities.

    The biggest other indication Cynata are having success with is Lung diseases/ Asthma with several very nice early results, and one trial starting in Brisbane.

    "Cynata Collaborates with World Leading Team on Acute Respiratory Distress Syndrome Project"

    "Their manufacturing process has the potential to overcome some of the challenges that we have previously identified with donor-derived MSCs,4 including batch to batch inconsistency and problems with scalability, so we look forward to evaluating their cells in our model”, said Professor Fraser."

    http://imagesignal.commsec.com.au/d...nZXNpZ25hbC9lcnJvcnBhZ2VzL3BkZmRlbGF5ZWQuanNw

    Good luck SYZ, hope to see you out the other side at $1b cap one day...then you can paint that dog box beige LOL
    Last edited by Sector: 16/04/17
 
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