CZD 3.13% 9.3¢ calzada limited

POS, you know after multiple failures I have taken my crystal...

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  1. 5,270 Posts.
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    POS, you know after multiple failures I have taken my crystal ball off my desk, and it now resides in a cardboard box on a shelf over my workbench in the garage.

    I will say that while I have lightened up on another stock that I think both of us own and which has not taken us to where we expected to be in mid-2014, I have done everything to protect my position in CZD, expecting that the medical device route to marketing approval of PolyNovo products might had a better chance of leading to an early deal - and a significant re-rating.

    I have not held much of any expectation that AOD9604 would add much in the near term. But, with this GRAS status now confirmed, a deal might be possible sooner than we might expect - but when or if that might materialize is beyond my ability to forecast or even guess at.

    I do agree that if it ever gets to market, it will be a phenomenon. But when that might happen?

    ????
 
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