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For Paulson to make money CYDY has to generate revenue to pay them. They need CYDY to get approvals and stay in business.
That extra 11 million they gave to CYDY would be really weird if they were planning to close shop. Why bother sending money, getting Kelly to step down and plunking a Paulson affilate on the board to right the ship?
Even if Paulson some how compelled the sale of CYDY at that point CYDY would have to have 2 approvals under it's belt to be a net win. That means a stout pay off.
More likely Paulson lets CYDY roll on and pay them for a very long time.
That would be something to like. 2 Paulson affiliates means they are basically going to run the show to get the approvals done. CYDY pays back Paulson overtime from revenues. Paulson doesn't have to do a write down, CYDY gets to keep operating.
So if CYDY's comp package for the new CEO is performance incentive heavy, you can bet that's a Paulson set thing as apart of the December funding CYDY just received.
So external candidate good. External candidate with Paulson ties better.
Next CEO is the signpost for the company's future. I'd look at where they came from, prior dealings, connections to current board and what they did with their last companies.
Same reason after firing an abysmal Head Coach you don't put his Assistant in the top spot. You go fresh, new, and signal business as usual is over. It's the exact move the BOD wouldn't do. Best guess.
Sell the drug and close the company? What does the company have that makes worth gutting it. No special equipment, no workforce, no other assets, no land the office is rented. Have to break a lease on top of that.
Package the whole thing up for a buyout. Just enough to take a profit. 10 to 20 bucks. It would have to be HIV or NASH to do it. So not the win anyone expects.
But this is all hinging on who the new CEO is and if there is a Paulson connection. An internal candidate would just spell absolute doom.
Other two things then if this is to work is a shake up at the board, and some sort of new financing deal or something. Something that would signal the company will essentially be frog marched by Paulson to getting a result.
I really wasn't paying attention this new person and didn't see the connections.
Ms. Urbach is currently Partner/Head of Family Office for Eagle Bay Advisors, which provides family office and investment advisory services, and also provides corporate governance and corporate finance advice to Dynepic, Inc., which provides an integrated platform to power immersive training programs for companies and U.S. military forces.
That would explain the shell game with the other companies. If they shift the IP to another company while CYDY holds the debt it sort of turns CYDY into a poison pill.
CYDY goes under. New company free of DOJ and SEC can fundraise. So the board inked this deal. Which raises a new question:
Did the board plan to oust Nader for a while now. If so was it apart of the DOJ and SEC. They may just want an example, Nader, and let CYDY either take a fine and dissolve or CYDY gets free and clear to issue it's shares provided Nader goes down with the company cooperating.
Now none of the board expect one person would know exactly how to do that...
The Board has elected Tanya Durkee Urbach, an independent director who has experience in corporate governance, corporate finance, business growth and securities litigation, compliance and regulatory issues, as Chairman of the Board.
Now this is where it gets interesting Tanya comes over from Paulson of all places.
So if she is there for Paulson to protect it's money that means they are probably steering the CEO search. Which means the candidate will be external. That also means the board or parts of it will probably get overturned.
That will come in one of two flavors. New CEO and Tanya along with whoever doesn't want to lose their job ousts a few people Or Paulson makes a private offering and that private money comes with strings attached including shake ups at the board.
It explains why Kelly just simply get let go along with Nader. He signed on to play ball, stepped down with the wishes of Paulson, and will vote Team Paulson.
If Samsung announces a new deal on the debt or some sort of extension then that would be a strong sign of something like the above having happened.
Probably why the whole CYDY house didn't collapse. Nothing against the law about debtors making sure they can make their money back, moving assets between companies, and putting their people in charge.
In this case for Paulson, Fife and Samsung the only way out is through. Meaning you have to get something approved to make the money back. Why else bother, especially if you haven't seen the science data that would have been needed to justify the financing in the first place...
Two ways the new CEO could fix things either one depends on an approval.
Either Nash is like 40/60 or 50/50 deal with some else, or HIV. One of the first approvals has to be a semi-sacrificial lamb for extra funds. COVID may be done by 2025, but cancer with the right team would more than make up for it.
Unless miracle fundraising occurs. Then different.
But if Scott Kelly or another internal candidate shows up. Game over.
Nader cost a lot of people a lot of money. Some of us saw a lot of promise in the drug. A lot of us say financial daylight when the stock hit 10 bucks.
Then it got hit. Then Nader promised the HIV BLA. A lot of people assumed HIV was bullet proof. If it had been properly put together and submitted, it would have been a slam dunk.
It was eye opening when that email from Nader to Amarex was released. HIV is lke 16 billion dollar market. Gilead would have fought a losing battle because HIV wise, their drugs are dated.
Imagine having 30K shares, relying on Nader's reports and based on what you know at the time that the shares should have been at a minimum of 20 on HIV approval up to 50 on a blue sky shoot the moon kind of day.
I don't think I will ever stop being angry at Nader.
Maybe if the new CEO is good, maybe I'll risk something again. I just hope they pick well.
At this point I think the entire BOD needs to be removed. I thought the problem was just Nader and Kelly with some nodding heads on the board. I am now taking the position the board of directors has been complicit in fraud.
One that stands out is Mike Sheikh who writes for Zerohedge and runs equally shady Falcon Strategic Research. So tapped by CYDY to puff the company. Connected to Nader and Mulholland.
Remdesivir. You mean the drug that went through testing. Had listed side effects but showed clinical significance? That received it's EUA because it was first across the finish line when there were no other drugs available?
The very same Remdesivir that also set the low bar for other drugs to receive their EUAs. The bar so low you have to trip on it to fail, and yet CYDY broke it's neck on that low bar?
Beyond just being a major lapse in journalistic integrity, makes me wonder if it is apart of an illegal stock pumping scheme. So many aliases and lies.
Historical examples that for some reasons went unlisted....
The FDA has made errors, any agency over it's lifetime will. I can't think of a single organization, business, club or charity that hasn't made a mistake.
So let's look at what happens when the FDA makes a mistake and say CYDY makes one.
The FDA makes an egregious error. There is an investigation and hearing. If people need to be fired it happens. Actions and policies are reviewed and improved to have better performance.
CYDY makes error after error. Nader got away with riding the company into the ground. He went from lying to outright fraud because there was no actual system of checks and balances on him.
Unlike the inner workings of CYDY. We have the advantage of transparency with the regulatory and approval process of the FDA. We know the trial results, and that those results did not meet FDA requirements.
No mystery or grand conspiracy. CYDY sucked, and it's drug trials sucked, so it got what any rational person would expect which was a rejection.
CYDY had no transparency. Easily evidenced by the HIV BLA fraud committed by Nader. The lies he told investors. In the end CYDY was the rotten apple in the barrel. None of the hard core Naderities want to admit it.
I think I will have that great weekend, thank you.
No it's not. It just said no to a drug that a people had a financial interest in. Those people are just angry they missed a payday. The rules are only unfair when someone that demanded to win loses.
No one has to really do much to point out CYDY failed it's trials, had bad management, did not meet end points, failed to show statistical significance, debunk rumors, lies and pumping tactics.
For example:
it did not meet its endpoint but I think saving 31% above the SOC with patients that are extremely sick is effective.
So easily debunked from CYDY's only filings, how the trial was designed which didn't compare other drugs and DOJ, SEC and FDA showing up when Nader pushed some brazen lies.
Day 28 the survival rate for the people in the study was 31%, which fell from the 14 day survival rate of 82 or whatever. So why is this important?
Well perhaps their own immune systems and biological response to the virus allowed them to hold out. As the virus took hold the deaths began to occur and the drug failed to help most people.
That would explain why there was no statistical difference from the placebo and drug arms of the study.
WHICH IS ACTUAL SCIENCE AND NOT SOME DESPERATE INVESTORS WANTING TO REWRITE THE LAWS OF REALITY.
MISINFORMATION KILLS: THE FAMOUS ZEROHEDGE "HERO MOM" STORY
Many will recall the famous article written by Chessmaster over on ZeroHedge. It involved someone withholding the standard of care from their child in favor of Leronlimab. They some how managed to get the drug through Right To Try despite not going through the standard of care. Many miraculous and contradictory claims were made in the article.
THAT'S RIGHT, THE AUTHOR OR SITE DELETED THE BODY OF THE WORK BECAUSE IT WAS FALSE, BUPKIS, AND A LIABILITY.
Just in case you are wondering if maybe older articles just somehow disappear. Here is an older gem by the same misinformation peddler about CYDY and it's unproven drug.
HERE WE SEE AN ARTICLE IN FULL. OLDER THAN THE PULLED ARTICLE. SO NO QUESTION THE ARTICLE GOT PULLED OVER FACTUAL PROBLEMS.
Misinformation kills. This article was held up as a major piece of evidence in support of CYDY and Leronlimab. It has since been pulled. It is important to note that CYDY and it's various communications are under investigation by the DOJ and SEC. Is there a connection between the investigations and the article going down???
But even at 28 days where there was no more leronlimab in the system , mortality benefit was 31% ABOVE all SOC drugs..
Again, CYDY's own trial report stated that at Day 28 the survival rate for the drug group was 31%.
MOST IMPORTANTLY CYDY NEVER DID A COMPETITIVE DRUG TRIAL COMPARING LERONLIMAB AGAINST ANY OTHER DRUG. SO IT IS IMPOSSIBLE FOR IT TO EVER CLAIM IT HAS A "31% BENEFIT ABOVE ALL OTHER DRUGS."
Now The Big Contradiction:
Yes here we are in the critical patients , leronlimab without one serious side effect , with 82% mortality benefits above ALL THESE TOXIC SOC drugs with very minimal efficacy.
HOW CAN IT BE 31% AND 82% ABOVE ALL SOC DRUGS AT THE SAME TIME?!?!
The answer is it can't and the only way to for it to happen is by a deliberate misinterpreting of the data or flat out lying. Which is exactly what Nader did and why the SEC, DOJ, and FDA came down on him en masse.
Even with sabotaged by FDA study , with only 2 injections of leronlimab at 0 and 7 days, results are very clear.
Again, CYDY designed the trial. The trial was designed, presented to Nader and he signed off on it. The FDA didn't tell CYDY how to do it's trials. The FDA did tell CYDY it lacked statistical significance, it couldn't change trial designs mid trial, and that none of Nader's claims were true.
At 7 days there was 78% mortality benefit ABOVE ALL SOC drugs ... At 14 days , it was 82% , 82 % mortality benefit , how much smaller the death number will be.
That wasn't the study. The study had results at 28 days. At day 28 that survival rate fell to 31%. Nothing dramatically saving lives that would trigger an EUA. Especially when statistical significance could not be achieved, which every other drug has managed to do.
There is a reason for almost 1 M Americans death in the last 2 years , and most of people died in the last 1 year , the more SOC drugs are use , the more are dying...
We know for a fact that the majority of deaths are occurring in state's with low vaccination rates. Right now Alabama has the highest rise in COVID cases.
What is keeping the vaccination rates low? MISINFORMATION
This is why debunking stuff like this is important. Misinformation kills.
CYDY's Q10 shows it is the target. Both Nader and Left have criminal records. Left being looked into is no surprise, just as it should be no surprise Nader and CYDY are being looked into.
The assumption one is the target and not the other is naïve. I have no doubt the DOJ and SEC would like to clean house on scammers like Nader and Left.
They don't need to seize computers if they know where they are looking. Andrew Left was known for committing fraud and being relatively sophisticated. So seizing his computers was deemed appropriate because of how he could be committing crimes possibly. Also seizures occur when the destruction of evidence is expected.
Jump over to CYTODYN. Nader is no sophisticated. We can see from the embarrassing Amarex emails he is not very smart about keeping his fraud relatively secret. DOJ just needs access to their servers and communications. If people coming forward have told the DOJ where evidence can be found the need to do a full forensic search isn't needed.
Most importantly CYDY could be downplaying things and left out the fact computers and documents were seized.
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