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Motus has doubled since IPO, and exploded as of late on very high volume. It seems as if someone knows something. Buyout? Results on ongoing study?
Sheeple,
The best way to project future success is by past successes.
Besser may have made great investments in the past; however, I am not aware of any.
I am hoping clokem can shed some light on Besser's investment history.
LM
Clokem,
What has Besser (not BResser) done to distiguish himself as an investor in start up tech companies?
LM
What is the CEO's annual compensation, and why do you view it as excessive?
Bucky:
Here's to hoping our long wait will be rewarded.
LM
Bucky:
With small clinical stage biopharmas, the share price can turn around on a dime with a single announcement.
In the case of CYDY, such an announcement could relate to financing, a strategic collaboration, or results from any of the ongoing trials for HIV, GVHD, or even cancer.
I have chosen to invest in CYDY because I believe one or more of these events will occur.
Whether that is next week, next month, or next year matters not to me.
However long one chooses to remain in an underperforming stock, such as CYDY, is a personal decision that only the individual investor can make.
Best of luck to you, whatever you decide to do.
LM
Finesand:
Thank you for your excellent due diligence.
Hopefully, we will all soon be amply rewarded.
LM
Axe:
Thanks for your kind comments.
I believe the patience of loyal shareholders such as you, and most on this board, will ultimately be rewarded.
LM
My Fellow Cytodyn Shareholders:
As a Paulson warrant holder, I choose not to sell any shares because I believe at the end of the day the true value of this company will be recognized by the market. Thus, while I understand the prudent thing to do would be to sell my shares, and hold the warrants, I cannot do so when the share price does not reflect what I believe to be the company's true worth.
Yes, I know that the value of a company is what the market says it is. However, when the market wakes up to the fact that this company has met its primary endpoint in a late stage clinical trial for adjunct HIV treatment, is progressing rapidly in a later stage mono HIV trial, and has shown promise in the treatment of GVHD and certain forms of cancer, it is my belief that today's share price will be a fraction of what it will become.
So, I have chosen to do what is perhaps the imprudent thing, which is to roll the dice, and hope for a huge winner.
Remember, many big pharmas were at one time clinical stage biopharmas, and grew up to be what they are today. If early investors had sold early, as many Paulson investors have apparently done (and are continuing to do), they would have lost out on the riches that were bestowed upon those, like many on this board, who chose to hold onto their stock in the belief it would later be worth many times what it was when the company was fighting to get approval of one or more of its clinical stage drugs.
See everyone in Vegas....I hope.
LM
Clok:
Interested to know your thoughts on this new hire.
Also interested in your thoughts concerning Mike Salas, who previously held this position.
LM
What is the basis for your optimism, Black-Ops?
There is no difference in the law between a contract and an agreement.
The terms of the contract or agreement are what is important.
LM
Grousing about the SP serves no purpose.
If PRO 140 ultimately proves to be successful, today's share price will be a distant memory.
I am sure there are many hundreds, if not thousands, of clinical stage biopharmas whose shareholders were grousing, as some on the board are prone to do, that the SP was not reflecting the company's potential, only to later become rich when a drug was approved, or the company was purchased.
Yes, it hurts to see the SP depressed given all the good things that have happened.
However, at the end of the day, PRO 140 will either be approved, or it will fail, and the SP will reflect one of these eventualities.
If waiting for this to play out is too frustrating or nerve wracking, my suggestion would be to invest in another company.
LM
IF true, is the operative word.
I only know that is what I was told.
Whether it's true, I don't know.
But IF this is true, it would appear to bode well for what the company expects to be announcing.
LM
Paulson raise scheduled for this week was cancelled.
So says my Paulson agent.
If true, that would be a very good sign.
LM
Thsnks Saltz,
I am sure your dad was a great guy, and did his part to make the world a better place.
Here's to him and all others fathers on their special day.
LM
Sandy
I am following you because you do such amazing work.
Don't fear my being a lawyer as I use my legal skills to help the good people, and punish the bad.
You, most definitely, fall into the good people camp.
Keep up the great work!
LM
Insiders are very heavily invested in Cytodyn.
Tony Caraciolo and his family own about 6M shares, while director Jordan Naydenov owns over 6M shares.
It is comforting to know that these insiders have a lot of skin in the game.
They know far better than anyone else what the future holds for this company.
LM
Fines: I completely understand your position regarding SA. Your posts here are greatly appreciated by those on this board, most of whom believe, as do I, that CYDY is grossly undervalued.
Keep up the fine work (pun intended).
LM
finesand: With your excellent analytical skills, you should post a CYDY article on Seeking Alpha.
Your postings on this site are much appreciated.
LM
It is nice to dream about a high SP years down the road, while we fight to hold .52 cents.
For the near future, my hope and predictions are as follows:
1. BTD to be approved by the FDA, and announced within 30 days;
2. Non-Paulson financing of some type to be announced within 90 days; and
3. A BLA for combo to be submitted to the FDA by the end of Summer 2018.
Any one of these events should cause the SP to finally break out.
LM
My guess is CYDY is in negotiations to get a large infusion of capital from a publicly traded fund that invests in clinical stage biopharma companies such as CYDY.
The rationale for not doing a reverse split at this time is concern that the SP would be knocked down by the shorts without important PR to support the price. From this, I surmise, no important announcements are imminent.
I would feel much more confident if Nader would invest some of his own money in the company along with Tony.
Regardless, I remain confident in the science, but am concerned with the ability of the company to get enough funding to finish the trials, and get through the FDA approval process.
LM
I expect CYDY will now apply for BTD.
If BTD were to be granted, that would further validate PRO 140.
While we enthusiastically wax prophetic on possible buyout prices, the SP continues to drop.
As someone holding more than 500,000 shares and warrants, as a result of participating in a number of Paulson raises, this is very discouraging.
With great results in the combo trial, I had expected a huge bump in the share price, rather than a precipitous decline.
That being said, I remain confident in the science, and eventual outcome for CYDY.
Perhaps the impending announcement of results from the very small (10 person) GVHD trial will light a fire under the stock.
Or perhaps the SP will reflect the true value of the company when announcements are made regarding the low viral load of patients continuing in the combo trial, or positive results from the mono trial.
At some point, the SP will fairly reflect the value of PRO 140.
However, today I remain disappointed in the muted reaction to the combo trial results that should have catapulted the SP to new highs.
LM
Touche again, BD.
Fred, you might want to give up this argument as BD has shown your arguments to be baseless, and the more you attempt to argue with him, the more he is making you look foolish.
LM
Touche, BD.
Fred, any response?
BD:
I am guessing we hear something about the GVHD trial within the next week or two.
If we can couple good results in GVHD, with the now successful combo trial, maybe the market will wake up to the fact that Cytodyn has something special in PRO 140.
LM
Motus GI (MOTS) is a stock for anyone who has ever had, or is going to have, a colonoscopy.
The company's FDA approved product allows for a significant reduction in the prep needed for a colonoscopy. Anyone who has done this prep will realize just how valuable this product is.
MOTS just recently went public at $5, and after a quick drop, appears to be getting its sea legs.
Would like to get some comments from other investors, or prospective investors, in this stock.
BD:
As I recall, GVHD was supposed to be a very small and short study. I assume it could not have taken very long to sign up 10 patients, and therefore expect results to be announced soon.
Hopefully, these results will be favorable, and will get a better market reaction than the disappointing reaction to the very good combo study results announced today.
LM
Next up are the GVHD results.
Results from the 10 person GVHD study of PRO 140 should be announced within the next week or two.
Although this is a very small placebo controlled study, if the results are favorable, that could spark some interest in investors and prospective buyers.
As for today's price action, a drop in SP following seemingly great results of a Phase III HIV study is a great surprise and disappointment.
However, because once PRO 140 is approved--and we are now much closer to this becoming a reality--the company will become an attractive target.
So, hang in there, and know we are much closer to FDA approval than at any point in the company's history.
LM
I agree with Saltz that Tony has the chops to get PRO 14 approved, and the company bought out. His experience at Gilead alone bodes well for Cytodyn's success. The fact that Tony put up at least $1M of his own money, and got his brother to invest as well, makes me even more confident in the company's eventual success.
I am sure we are not the first, nor will we be the last, group of clinical stage biopharma investors who were frustrated at how long, and how costly, the process is to get a drug approved.
It matters not what happens over the next few weeks, or even months, if PRO 140 is eventually approved. If PRO 140 is approved, no manner when that is, we will all benefit handsomely. If it fails, then we will lose all. However, at .50/share, the upside is much greater than the downside, which is why I am holding onto my shares.
LM
Fred:
I understood when investing in the note that if the company could not pay when the note came due that I would be compensated for the delay in payment with additional stock and/or warrants.
I invested in the note, after a series of investments in Paulson-led private placements, based on one simple premise: The executive chairman, Tony C, who knows far more than me about the company and its prospects, and has a wealth of experience in getting drugs approved by the FDA, invested over $1,000,000 of his own money, and convinced his brother to invest as well.
That was and is good enough for me.
LM
I am one of the CYDY note holders.
I followed Tony into this investment, and will do as he does regarding this note, that I expect will be to convert the note to equity.
If the company announces it met the PE in the combo study, as I expect, CYDY will be well on its way to approval, and a big pay day.
If the PE is not met, CYDY will be unable to repay the notes, and any stock will have little worth.
So, it all comes down to the data.
Any further delays in announcing the results of the combo study, while frustrating, will have no effect on the company's ultimate success or failure, that will be based solely on whether PRO 140 is safe and effective.
My guess, and my bet, is that the PE will be met, and the company will be off and running at that point.
LM
"The rich get richer I guess"
Or poorer, depending on the company.
Hopefully, in the case of CYDY, it is the former, rather than the latter.
As Dr. Burger has stated, the company is exploring possible partnerships for GVHD. It is therefore possible that the company could obtain funding needed to complete both the HIV and GVHD trials by partnering on GVHD.
Tony's brother invested in a recent private placement. That suggests to me that Tony, who invested $1M of his own money, has strong conviction that this company will succeed.
It is, of course, possible that Tony is wrong, and this company will fail. However, with his track record, I like our chances.
LM
IDMC Blessing Shows Combo Data Is Positive.
In that IDMC found there to be a proper basis to complete the combo study, that means that after viewing the data, they necessarily found efficacy and safety. Otherwise, the IDMC would have recommended termination or modification of the study. No other rational explanation is possible despite what some fear mongers would have you believe.
LM
"Us Loyal Shareholders"
Really, Pearsby, do you seriously expect anyone to believe that you are one of "us" loyal shareholders?
If you are one of "us" loyal shareholders, the old maxim "with friends like you, who needs enemies," comes clearly to mind.
LM
RS makes sense if FDA locks and unblinds the combo data.
Ibalilzumab is IV only, requires a hospital visit, and is only being tested for salvage patients where nothing else works. In addition, unlike PRO 140, which has no toxicities, Ibalilzumab has many serious side effects.
As for the Phase II combo trial, my guess is that results will be announced sometime during the second half of July.
Phase III mono trial has 100 patients, and my guess is they will announce results by YE 2017.
Tony C recently put up $1M of his own money into the latest private placement, and directors Dockery and Naydenov have invested millions of their own dollars as well.
Insiders don't invest their own money unless they are confident in the company's success, and CYDY insiders know far more than anyone on this board as to the future prospects for the this company.