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Well, maybe we can get JL To party w us in Vegas. That would be some kind of get together.
Yeah that painting - LMAO. I don’t think Gilead’s CMO would be on video conferencing in that setting. JL is really laid back. I like the relaxed confidence.
I think you answered your own question bbaaller. The proposed trial addresses head to head and combo. This is such an intriguing play that places all the pressure on the mighty Gilead and Remdesivir. Not to mention numerous subplots.
Why not call out Gilead?
Why not go head to head w Remdesivir?
Why take a chance on the powers to be railroading Leronlimab into the Covid-19 ditch?
This is a very wise move by Nader and the BOD so that all can see what Fauchi, main stream media, Big Pharma, and special interests have been pitching to the American public as the SOC for Covid-19.
Nothing like backing the bully into a corner because you know you can kick some ass as long as he can’t cheat.
Dr. Bruce Patterson needs to keep telling the story as he did last night IN Dr. Yo’s YouTube broadcast. The broadcast peeked at just under 800 viewers. 2.9k views as of this morning. It’s a start that can gain serious traction if parlayed into additional social media channels that access major influencers.
The viewer base would have been higher if Dr. Yo wouldn’t have fumbled the technology - no audio and Dr. Patterson only half visible on the video portion for the first 10 minutes. It’s simple do a dry run and get the platform ironed out. These details are difference makers.
Bottom line is Patterson needs to be taking advantage of every opportunity to blow this story out to a point where Leronlimab goes viral.
Dr. Yo’s interview had approximately 800 viewers at its peak. That is a lot of eyeballs that are getting the story first hand from Dr. Bruce Patterson.
It is obvious that Patterson already knows what the results are going to be in the Covid trial(s). IncellDx’s single cell diagnostics is providing a clever advantage for Leronlimab. Patterson has not only nailed the MOA but also a way to provide scientific measurement to prove the MAB is doing what it is supposed to do. The smug smile that was present through the entire interview was brimming with confidence. He knows the results are going to be statistically undeniable.
If I were Nader I would purchase IncellDx and Bruce Patterson after the two Covid trials are concluded. It’s a perfect fit as the diagnostics screens to insure enrollment of the right profile of patients and then provides scientific measurement to validate efficacy.
We need Patterson to take over as CMO. He needs to be the voice and figure head for CYDY. With the proper funding he would do amazing things with ALL of our trials and potential indications.
Why anyone would sell shares at this juncture is beyond comprehension.
Good to hear from you BH, I respect your insights and knowledge having read your posts for many years.
Everyone has different circumstances and risk tolerance. You seem to have your exit strategy in place.
Here’s the tough decision. If the SP rolls past $10 headed North on positive Covid 75 patient results and mTNBC data is waiting in the wings w strong possibility of gaining BTD are you going to have the discipline to pull the trigger?
It’s always different when you are there. $10 sounds great right now at our current $3 SP. How will it look when CYDY is sitting at $10 and the risk is reduced and major upside movement is even more likely?
I’m taking it with this thought process in mind. Once we have Covid results we will know the valuation in the Covid space. If successful w Covid CYDY will be viewed completely different. Government $ will be flowing in, CYDY will uplist and the derisking will be for the most part eliminated.
If Covid results are not significant it’s time to buckle up for the HIV and Cancer journey which I believe will be more successful than anything we do in the Covid space. We just have a longer journey.
I’m riveted on one event and that is the unblinding of the 75 mild to moderate Covid trial. We are looking at late June. That’s like waiting one day compared to the eight years I’ve been waiting. I’m enjoying watching investors place their bets as we lead up to the Covid results. IMO we will gradually head higher as we near that inflection point.
Regardless I’m not selling a single share until the science shows weakness. It’s going to take more than a weak data read out in Covid to take me out. With what we know I think it is highly unlikely we will be disappointed with the data.
Nader is not going to authorize more shares. Waiting for 75 patient mild to moderate read out. As Dr. Patterson has stated MOA is a foregone conclusion. Government is going to kick in major $. This is the play that is front and center. Investors buying in at $3 are betting we get this right because the molecule is proven.
Mulholland has been around from the genesis of Cytodyn. This guy understands the intricacies of what it will takes to uplist better than anyone. He will slow play whatever CYDY’s strategy is — unlike Naders over promise under deliver track record. The uplist will be timed perfectly to maximize valuation and minimize potential failure. Mulholland knows he is sitting on a keg of dynamite and will not screw up lighting the fuse prematurely.
Lazy, you summed it up quite accurately.
It is becoming obvious that mab’s are going to be at the core of the treatment solution. Dr. Patterson has factually linked Covid to being Rantes driven. He then identified Leronlimab’s MOA which stops and eliminates Rantes. The race to BE THE MAB is on. IMO there will likely be more than one winner.
Leronlimab is going to grab a piece of the pie. Only question is how big will that piece be?
CYDY is now LESS than 30 patients away from completing their 75 patient double blinded placebo trial and in the catbird seat.
In 30 days the world will know.
Love it Venture. Yes, We are on the brink.
Patterson has proclaimed Leronlimab a winner for over a month. Let’s see what his peers have to say about his proclamation.
That is what gives me great confidence. I will be shocked if the Covid results are anything but stellar.
BP is a tough read. Right now they all know where we stand. Like the rest of the KOL’s and so called experts they all want to see the unblinded data. Anecdotal isn’t going to move the needle the way shareholders believe it should.
I like the way Nader is raving about the way Leronlimab is being handled by the FDA rather than slighting. I also like the way he deals with where the SP has settled. Hey we are up 1000% off our low and the market has decided the $3 range is the appropriate valuation for current progress. If one disagrees and thinks the SP is undervalued then buy more shares.
To answer your question directly I think Gilead for one knows they missed the window and they will not consider ponying up anything close to a reasonable offer —10B / $15SP minimum to even get the BOD attention. If we get FDA approval after the 75 patient trial results then the reasonable buyout just went up to $30 plus.
I know many here believe we shouldn’t settle for anything less than $30. The fact is if an offer is made at 5x current SP it’s going to a vote and would likely pass IMO. Personally that would put me out at over $8M and I’d take it and stay 50% invested in whoever purchased.
Personally I love our positioning right now as news can be released in so many fronts on any given day that will rocket the SP. The only downside is very disappointing Covid trial results that take us out of the Covid story. If that happens we still have an incredible pipeline but it will mean immediate increase in shares, diluting and a longer time line to valuation.
The next month to six weeks is going to be very entertaining.
Looks like mid June is the date when our Covid-19 fate will be determined. As many have mentioned the unblinding of the mild to moderate 75 patient study is where the rubber meets the road for scientific proof. 50 patient interim for severe will be the other major data point. We have to earn the respect - the pathway to earn that validation is clearly right in front of us. Only one month away - that may seem like a long time to some investors — for me it’s a very short time and well worth the wait.
https://spectrumlocalnews.com/nc/charlotte/news/2020/05/14/novant-health-begins-testing-a-treatment-with-critically-to-severely-sick-covid-19-patients-
Nice way of putting things. I look forward to that scenario coming to fruition in the near future.
“What was learned in their cancer studies with leronlimab propelled them into Corona applications, now what they are learning about COVID is helping them with cancer. What a reward in science... unforeseen benefits.”
That is precisely what is happening. Validation from both directions. Covid-19 is providing insight to the all encompassing MOA —thank you Dr. Bruce Patterson.
Great synopsis.
For the record I respect Naders work ethic and tenacity. He lives and dies for this company and cares about the impact that Leronlimab can/has/will on mankind.
He is a very poor presenter any way you slice it. Confusing and difficult to follow. I have brought in many investors and by and large they are not impressed with Nader. The science and docs get them over his weaknesses in a blink as there is so much potential.
Well stated. Couldn’t agree more with your points Blane.
It’s been submitted and going through the review process.
My takeaway on this mornings CC.
As for the content Patterson and Lalezari are precise with the most important aspect of this investment, the science.
From their lips — Leronlimab is the solution to not only the treatment of Covid-19 but also HIV and the numerous cancer indications. Patterson has drilled down on the MOA and can support his conclusions with science based tests and blood work that leave little room for doubt. I have no question that Letonlimab results are going to blow away Remdesivir, Fauchi’s proclaimed SOC for Covid-19.
Like many I was surprised that we are only at 45 patients in the mild to moderate Covid-19 trial and still needing 30 more for enrollment completion. That was the piece of news that let the air out a bit on the call. If Nader would have said we are a few patients away or fully enrolled the SP would be North of $4 today. Good news is that news is coming in a matter of a couple of weeks. Hopefully the Novant sites will expedite the final 30 patients and we can get to read out by middle of June. Quite frankly that is the missing piece that moves CYDY and Leronlimab to the National and Global exposure we are all clamoring for.
Uplisting is on the radar and will likely coincide with the unblinding of the data on the 75 patient trial. At this point that data is all that matters for blowing the lid off the SP. Positive results will garner a government grant that will unleash the SP and produce an uplist all in a short window. That will be game over in terms of $10 plus SP.
As for our CEO, Nader. The definition of insanity is listening to him present over and over and expect a different result. Having listened to Nader for eight years he has never been a good or even decent presenter. This call was no different.
I have recommended to multiple BOD to gag Nader and let those with the skill set do the presenting. Reality is this is Nader’s paternal baby and he is not going to give up the spotlight. At least he has handed the science off to Patterson and Lalezari to do the presenting. Unfortunately today he should have handed the testimonial he started with to Patterson. The slide show should have also been handed off to the Docs. Behind the scenes Nader is a bulldog that has the SH’s back. In front of the camera he’s a train wreck as Grip has pointed out on too many occasions.
Speaking of Grip - he has sold part of his position. If history is any indication that is a strong buying signal.
Bottom line is the science cannot be stopped and Leronlimab is going to save many lives while producing a slew of millionaires.
Oh yeah it’s green alright. Green as in buy.
Ops I love your enthusiasm, experience and confidence in CYDY’s future. While I’m a numbers guy I’m also a first thing first guy.
I couldn’t in all fairness throw a PE number out there w so many unknown variables.
From my perspective Covid-19 has presented an opportunity to accelerate Leronlimab’s short term valuation while cementing its future for its numerous indications.
I think it’s crucial to kick the Covid door down and start generating revenue before we get too far ahead of ourselves.
Thank you so much for the depth of your posts. FYI we all understand the BLA status and the numerous catalysts driving CYDY. It must be difficult to sleep at night w all the bullish momentum. Sweet dreams.
Glad to have you back as I have always connected w your posts - I encourage you to share more. This board is in sync and all in. Strength in numbers — Let’s rip.
SP Seems destined to move upwards regardless of the short attempts. Strong science leaves very little for the short gang to manufacture that creates the kind of fear needed to create a sell off.
It’s obvious that there is a whole lot of investors that believe in the science not to mention all the docs and hospitals that are on board.
Thanks for keeping us up to date on the BLA.
I understand your logic Clam. Problem is Nader didn’t have the shares available. The share count will have to be increased if that were to be executed.
Nader is confident in not diluting because of the confidence he has in the trial results and likelihood of a grant. He’s rolling the dice big time. I like the play.
Good post - I agree, you have for the most part identified the upcoming catalysts although there are many more which makes this investment all the more potent.
Anyone that has done their DD and understands this story is playing Russian Roulette shorting or trading in and out of their core position. One morning this train is going to leave the station and never come back and probably sooner than later.
Yes, that would be a fun way to congratulate the shorts on their feeble attempt this morning. Fact is we don’t even need a PR to go Green.
Appears Novant Health is quite bullish on the probability of Leronlimab’s efficacy as a treatment for Covid-19. Why else would they divert resources and fast track the trial initiation in record time - just four days - wow.
Yes,positive news percolating everywhere before CYDY and Leronlimab tskes center stage.
“Novant Health, an integrated network of physician clinics, outpatient facilities and hospitals delivering seamless and convenient healthcare experiences to the Southeast, accomplished site initiation—a process that typically takes months—in just four days, shattering records”.
“With 15 hospitals, over 674 outpatient locations, 30+ imaging centers and over 605 physician clinics the integrated physician network isn’t small yet has moved as agile as a startup in today’s environment.”
Well Mr. Bigboard us Longs are laughing all the way to the bank. Green, Green, Green.
And that is precisely the situation AF and his cohorts find themselves in. An empty war chest.
Nice website. Looks like a very professional team with outstanding cred. Thanks for posting.
Can’t measure pre market movement with the German’s market. If accurate CYDY would have opened at $2.61. Down .06 at $2.86 is hardly a sell off. Let’s see how this plays out through Wednesday. What I’m seeing is a very strong and knowledgeable SH base that isn’t buying the shirt selling rhetoric.
All press ultimately leads to name recognition. Long term regardless of what happens with CV indication this insane virus cemented created a huge stepping stone for CYDY and Leronlimab’s future.
Absolutely. AF will be out of ammunition at that point.
I think the world of biotech views him as very predictable. Smart companies stay one step ahead by having a story in place to counter his hit pieces. If you are caught off guard and scrambling to counter it’s far too late. CYDY has been prepared and ready to deal with his shenanigans.
The 75 patients for the moderate trial is a couple of weeks away. That’s going to happen. It’s not our in the sky. The data is coming, the data is coming.
It’s all about the $. This is about keeping the status quo. This is about safeguarding the vault. This is about doing whatever it takes to prevent making room for another player at the table.
Once one has control of the flow of $ they build protection.
CYDY is making a lot of noise because the science is threatening on many fronts. The front that scares BP and especially Gilead the most is Covid-19 because it will be like letting the cat out of the bag. Covid-19 FDA approval for Leronlimab will mark the inflection point that started the snowball rolling down the hill.
There is much resistance on many fronts to let that happen. Good news is the science and truth is percolating everywhere like the beginning of a revolution. Like when the minute men and the rag tag colonials claimed our independence against British rule in 1776. The superior British militia was taken out and the most powerful country in the world was born.
Well put.
Gilead sat on their thumbs, nose in the air, assessing CYDY as nothing more than a bothersome mosquito that they would squash at a whims notice. They miscalculated and they will now pay the price. Gilead was once a tiny biotech like CYDY - it’s not impossible to do what they did especially when you have the next Humira on steroids.
And it’s going to get even uglier. AF has an ego the size of Manhattan. He will most likely risk putting a nail in his coffin attempting to desecrate CYDY.
Surreal - that about sums it up. Following great science for many moons with downward moment grates in ones belief regardless of how sound the science may seem.
It’s been a very strange couple of months with many of my friends stressed out about their retirement account getting whacked while we vault forward 1000%. Yes surreal, and I too will stop and smell the roses while we proceed to save lives and make history.
Best to you BH.