Moon Kil Woong - Comments
Executive Officer at SME
Moon Kil Woong is currently a VP at a SME. Previously he was a tech stock consultant, VP of Research at ING, and sell side Director at Crédit Agricole Indosuez. Moon Kil Woong has a Masters in Public Administration from SJSU. He contributes to both TalkMarkets and Seeking Alpha. You ...more
Latest Comments
WTI Holds 'Beirut Instability Premium' After Bigger-Than-Expected Crude Draw
5 years ago

I'd generally consider this wishful thinking although any spike in oil is a good thing for all players usually. Wait for the news and the reaction to it. For some any oil price shock couldn't come sooner because they will not likely survive until the next upturn.

Inevitably the unstable Middle East will crimp the supply chain. In such a case the world is currently much better prepared for this than usual with lots of reserves.

Protalix BioTherapeutics Pipeline Progress
5 years ago

Unfortunately there is already a drug to treat this, so it is less likely to get accelerated approval and until it shows itself to be more effective than the existing drug adoption may be in question. I'd look to the financials on this company which I don't know much about.

That said, there is no guarantee it will be markedly better in phase III vs the existing drug. The good news is the FDA is now more open to allowing competing drugs with the same effect to lower costs.

In this article: PLX, SNY
Dollar Resumes Slide Taking Cue From Yields
5 years ago

The dollars slide probably has more to due with out of control Covid cases in the US more than anything else. The economy is tied to Covid. By not addressing the problem from a national level strongly from the start the US is looking at a prolonged bout with Covid with economics falling behind all its competitors

There’s A Far Simpler Way To Help Struggling Americans Than The Convoluted CARES Act And PPP
5 years ago

Sadly it holds up stimulus which I guess is part of the reason they are filling it with more pork, not like the billions they mis-allocated to big businesses and friends in the last bill was bad enough.

CytoDyn’s Data: Approvable Drug Sets Stage For Near-Term Move Upward
5 years ago

Thanks, I've seen that many investors have been confused over the misleading articles posted on this stock and have tried to clarify things. I look forward to hearing from you again.

In this article: CYDY
These 3 Charts Clearly Tell The Q2 Earnings Season Story
5 years ago

I can't say the analysts expectations are that wrong. I think earnings will continue to deteriorate towards the analysts original expectations as time goes on. It is not the falloff the market worried most about, the uncertainty over how long it lasts is the critical factor. We need most to get the infected numbers down and treat it so it is less fatal for those who contract it to start. Time is the key factor.

In this article: AAPL, AMZN, META, GOOGL
CytoDyn’s Data: Approvable Drug Sets Stage For Near-Term Move Upward
5 years ago

There is definitely a difference between the board DSMB and the committee DSMC – The DSMC is looking at the data and yes they are looking at safety. They will be looking to see if CYDY is tracking safety and will alert CYDY if they need to make any changes to the trial. This is very much like what happened to Remdesevir. The review is this week.

This review is looking at everything – they could recommend changes on the trial, they could change the endpoint, the number of people, etc. There is simply too many things to speculate on. The best case scenario is some sort of approval, although this is an incredibly high bar to pass and it is good that it is this way. This is possible but not likely. One should not expect such a result although it may occur depending on the results that come out.

Thanks for your keen interest in this process. Hopefully, we will hear something soon when they have competed and everything is allowed to be disclosed. I am hoping it will be this week or early next week.

In this article: CYDY
CytoDyn’s Data: Approvable Drug Sets Stage For Near-Term Move Upward
5 years ago

The shares can be bought by anyone at this price. You don't need a deal for that. Essentially this gives them a option to buy at $10 in lieu of the dividends. Thus, unless the price is already above $10 you'd have to be pretty stupid to convert at this price when you don't have to.

I anticipate things will change quite quickly when it CYDY uplists to an exchange which will open it up a lot of institutional investors and funds. I myself am impressed with its following and volume on this small exchange. Needless to say, others can get it at this low price right now including people like myself. I thank the shorts for the opportunity.

In this article: CYDY
There’s A Far Simpler Way To Help Struggling Americans Than The Convoluted CARES Act And PPP
5 years ago

The issue is this has become a political football of blame the other party. It seems like no one cares about its passage besides the public that can see that doing nothing will hurt the economy further and no one brings up the biggest failure of this was the money not going directly to the public but misallocated to big businesses skirting the small business support it was intended for.

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