After fortuitously sheltering in place on the east coast for seven weeks, we are heading back for CA this week. We seem to have, very thankfully, missed the smoke and clear skies await. Now, if we can survive the...
Tailwinds' Take: Jiangsu is one of the two largest pharmaceutical companies in China. "This is a major shot across the bow of big pharma," according to CEO Mark Emalfarb. We expect C1 to eventually become a very large component...
Stocks continued to climb the proverbial wall of worry last week, with the S&P briefly managing to touch an all-time high and the Russell getting closer to positive territory for the year. Meanwhile, in a move that has many...
Tailwinds Take: Dyadic continues to execute on their business but the street will likely focus on the ATM and pressure the shares. When we see a first-in-human drug candidate, the rhetoric around DYAI will change permanently for the positive....
Telehealth was the all the rage this past week. First The Centers for Medicare & Medicaid Services (CMS) is proposing changes to expand telehealth permanently, consistent with the Executive Order on Improving Rural and Telehealth Access that President Trump...
There's certainly a lot going on in the world at large right now and none of it seems too good. Covid-19 refuses to go away, a cold war is developing with China and our government can't decide on another...
Tailwinds' Take: as we said recently, the onset of Covid-19 is driving recognition and rapid adoption of DYAI's C1 technology. The pipeline is bursting and we should start seeing human testing on C1 engineered products this fall with a...
Greetings from...wait for it...Ashland Oregon. Yes, it was so good, we came back for more. The weather here is great, the riding is outstanding and, in a complete shocker to those from the Bay Area, Mrs. Carlson can get...
Tailwinds' Take: the momentum in Dyadic's business is growing. They are on the verge of changing the production of a large chunk of the biologics industry. These fully funded collaborations are simply more confirmation of where things are headed...
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