Short Term Trading Weekend Lounge: 5 - 7th August, page-106

Welcome to Friday gents and ladies, since it's bio theme I feel the need to try and do justice to CDY. I will try.

Warning - long post.

Disclosure: Cdy is my biggest holding, but This is not a ramp, I've actually tipped it at least a couple of times, as have others, but it's a stubborn bugger and won't be shifted out of its rut. Noone seems to get it or be interested.

I've been hanging out on the Cdy thread for a few years expecting great things which have yet to eventuate. A small group of others who understand the science properly have been there longer and can explain it better.

Don't buy it expecting a STT return. It's a 5-10 year hold for potential (? Bags).

Current 30m market cap.

MEDICAL PORTFOLIO - many investors primary long term interest:

- CDY  owns the complete patent portfolio to 'midkine' which is a naturally occurring protein in the body, over expressed in disease and tumour growth

- it's a unique new target, patented to CDY globally, most cancer approaches in all other company's are derivatives, or hybrids of existing targets

- research from every major medical science university on midkine has accelerated in last few years, and they are in year 4 of an international midkine knowledge sharing symposium

- as it over expresses as a protein in cancer growth it can be used to accurately test early stage for signs of cancer. They Already have an in market selling bladder cancer midkine test in U.S. With growing revenue

- has active both disclosed and confidential collaborations underway with multi $bn company's eg zoetis for animal cancer health, fujikama etc

HAIR REGROWTH:

- as an amusing sideline CDY owns global patents for use of FGF5protein in hair REGROWTH. This is the first new science (validated via testing) in hair loss / REGROWTH in two decades. Yea - check the facts, 'Evolis' is proven to reverse balding and hairloss

- sounds like witch science? Disallowed? Well it's not. Science facts are proven, and user testimony concurrs. Sales are just ramping up in Japan and Aus giving them a few $m p/a revenue ready just from hair are

- funny to believers in the midkine science is that shampoo sales are rapidly becoming the path to short term glory as sales rocket

- last month signed a USA distribution deal with colour collective ta getting $100m annual rev in 5-7 years time. U.S. Distribution advisory is done by EAS capital - you know who they are, YOW etc.

So in summary, what you get for $30m odd market cap is:

1) revenue stage biotech with clear path to $100m + consumer product

2) BUT most importantly - the most promising, unique, multi researched cancer diagnostic and cure patent portfolio, with multiple $bn partners on the asx.

3) so in relation to point 2 the ability to self fund without dilution, multiple streams of clinical trials to marketcap growing consumer revenue.

I wish we had a biggest long term sustained rerate over 10 years Comp. Still, having posted all the above I do here before, don't really expect anyone to get excited.

Easy now. And enjoy your weekend STT'rs

Tricky

Anyone else feel free to add any comments on key points I've missed @pilsner @Trae @Taurean7 @leverage