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If anyone wants to contend my previous post..explain why we have Two P3's and are suffocating at .65 to .69?
Nadar has No clue about MM activity, Share supply and demand, Dilution..He is a college Professor that thinks a magical PPS will fall on his lap..Absolutely Clueless. God Help all the Bag Holders with this Joker in Charge!
The problem is the ongoing burn rate in the OTC arena. Constant OS dilution to keep the two P3's going, tapping the ATM..etc.. Bottom line, huge increase in OS when and If positive results are reported. Diluted shares = Diluted impact of catalyst/news. The longer this correlation continues, the weaker the eventual impact..IF Positive of Course! We need an infusion of money, private investors, another generous NIH grant, Partnership, or best yet, a juicy BO by BP! People may wish to keep the franchise in house....give me 6 to 8 and put a fork in this before this 5 person company with no marketing/launch infra structure screws things up!
"We expect a shareholder letter by December 16th"..Well, that's strike 3, I mean strike 30, over the last 5 years on timelines and expectations. This is definitely a lottery and the projected pps of .0533 I'll take it and run in a heart beat..but even that is a dream with this quack operation.
The other thing that concerns me is he is a Doctorate (PHD) not an MD or MBA. PhD's are science oriented, not clinically oriented like an MD. Also, Not Financially oriented like an MDA. It would be nice to have more exposure from a Medical Director (MD) and a CFO (MBA)..Not a professor who teaches at a University!
5Stop: Remember when Nadar jumped the gun and PR'd a go ahead FDA green Light for Naive patients. I was pumped and excited like you. However, weeks later he rescinded on that information and looked like a bright eyed Sophomoric CEO. How embarrassing to pre announce, get the shareholders excited, then pull the plug due to his lack of certainty. This makes me think when Nadar delivers his RAH RAH Pumper Cheerleader presentations, I remain suspect. That was a complete pre confirmed PR Debacle on his part. Perhaps the pps is stuck in the trenches due to Nadar's lack of credibility..I hope that was his last blunder and his timelines stay on schedule.
Just imagine if you had strong compelling Data for any one of Chan's 40 proposed indications. BOOOM! However, the pps is waffling for a reason. Chan, Break this wall down!! Your..Beloved..Pearsby
98% win!! With all due respect, you are on Crack!
I still think if we get compelling Adjunct Data, that may trigger Off label, more proactive use of PRO 140. Not just within the Adjunct indication, but additional Off label use. For instance, Sub Cutaneous injections right out of the gate if CCR5 T Cell entry inhibitor antagonist upon verifiable diagnosis. Why not give the patients a some what prophylactic week one post diagnosis head start as we wait for HAART regimen. Get the T cells primed (Naive) with PRO 140 prior to HAART regimen. Hopefully, only half of the 4 toxic pills will be needed to sustain viral load suppression. Yes, with Adjunct, creativity with PRO 140 will be adoptive proactively..off label slightly perhaps, or maybe even more aggressively. Once these physicians get any kind of green light from an FDA approval they will use their proscribing talents to get started before Mono is completed. Of course, Adjunct must hit the primary and secondary end points and safety, compliance, convenience, lack of toxicity will open more gates (no pun intended) prior to the formal completion and approval of Mono. Of course when /if Mono therapy is validated 20 dollars per share...Boom! However, that is 18 months out minimum..unless BO or AA approval based on extremely strong interim readouts, following..Hopefully a successful Adjunct. This is a lethal unmet disease state. Fast Tract and Cure act in place. GLTA
This PR engagement/partnership certainly can't hurt, and it is good to see Nadar actually recognizes the lack of PRO 140 interest via the pps and volume. However, as long as we stay below a dollar, only a few extra retailers will be coming in. NetworkNewsWire or not, institutions will remained blocked out...but a good very minor first step!
I think some Heavy Amo along with an R/S would be a great combo. Nadar needs to deliver on Data and Expectations. Timelines cannot be compromised! If expectations are beat..P3 Adjunct completion and P3 Mono enrollment, completion..Heads will turn on this small, off the radar equity.
Here's my thoughts. Perhaps Nadar's meeting with Gilead is premised on a successful P3 Adjunct. From there, a little less risk going forward for Mono. However, they still have adjunct in their pocket no matter what happens with Mono. GILD is hurting right now with several set backs..i.e. Merck Patent win for one. Gild initiated a combo treatment protocol for HIV..to me..Nothing substantial, just a tweek in the number of drugs prescribed. If Adjunct data is promising, then we have a BO on our hands. This is why R/S Has been off the table..BO straight as share structure stands.
I realize this is a 98% Lottery play, but my Goodness...how about some kind of update on the "so called" trial. Perhaps the 98% lottery play explains it all!
Merrill, Wels Fargo are institutionally regulated and limited to major indexes..even though it is YOUR money. That also reinforces an Up List to a major Index, as many interested parties are blocked out!
If you want to utilize your retirement fund to purchase CYDY, you can shift to an E-Trade or Scott Trade "In Like" IRA. There are very few limitations and you have complete control and accessibility to 7 - 20 dollar trades. Obviously, no capital gain/loss ramifications from your buy and sell transactions. Of Course, that could be good or bad, depending ......
With CYDY, it seems a R/S and an Up list go hand in hand. The idea of CYDY getting to an index fund pps required threshold means significant organic growth in pps. At this point, organic growth seems to be forever muted by the MM's.
Let's Hope the continuity of incoming data supports the Mono 10!! 26 months,,viral suppressed!
I know 10 patients is a small number. However, after converting to Mono Pro 140 from Haart, their testimonies were exasperatingly positive as to their sustained viral load suppression and QOL transition. Nadar says they are all on Video. For unmet Disease States, there is a paradigm shift towards Data and Patient/Caregiver testimonials! That is how ETEP for DMD got approved..well at least partially. Parental testimonials as well as the children testifying live changing treatment effects! We have all 10, according to Nadar. calling this a life changer..Viral load, AE's and QOL experiences. Even if 50% experience Viral load suppression and QOL and ADL living parameters..that is a huge win!!
4.68 remains the entry target! Beloved..Pearsby
What is our Roth and Wedbush coverage? A Charlie Sheen article out of a tabloid..Big difference..But thank God for Solo - anecdotal Charlie!!
Sorry if I come off as rude! However, poor example. They were listed on the Nas ( a real index!!) ( large institutional Backing). Second, JNJ ( DIVISION: jANSSEN: HUGE!) was a partner..CYDY..10 foot pole for now. Before BO, Wedbush and Roth Capital coverage..Huge exposure. We are without institutional support, Sitting on a practical Pink Sheet Platform, No Major coverage and no Big Pharma Partners!! We are very Vulnerable! Yes, first things first..P3 data..but your example is WAY OFF BASE!!
I have worked for companies and held investments where a "Poison Pill" was implemented to deter Hostile take overs. They were very effective and well orchestrated. Not sure if our 4 or 5 person company has this adequately covered and protected. If someone on the board know's if Nader has us protected I would love to be reassured. One thing I can tell you, is remaining on the OTC is not a good deterrent!
Hello Cars, nice to hear from you and I hope you are doing well. I like the fact that Chan has bought more in the open market. That speaks volumes to a CEO's confidence moving forward. I also think profitability is within a two year window. However, the R1 Hemoglobin data will be a dud to Wall Street..Trust me! A surrogate marker in a small preliminary trial will have little to No impact. CTSO has a Long Long Road ahead of them with R2, 3 years out to prove POC in the cardiology arena! This has already been proven by the sepsis surrogate Debacle. I do think QoQ will be good in 2017 and if you can buy at 4.80 or less, you should garner a decent ROI! Your..Beloved..Pearsby
Agreed!
Thanks for the info. If a take out attempt comes out of the Blue and a price is offered, can they apply the R/S after the fact..or will it be too late. Even the R/S of 8 to 1 stemming from a base of .68 cents may not deter a product worth potential a billion plus (If Data comes to fruition). Too minuscule..Too small of a deterrent!
We have TWO major risks while sitting on the OTC without any significant Institutional backing. 1).. The trials fail...sub penny Land..this not linked to Institutional hodings..just a reality Risk! 2), We get bought out for less than a dollar ten (<1.10) by a Vulture). Of course, the latter is far better..but what a waste!!
Exactly! That's what concerns me. GILD is cash rich and could take that gamble at .68 pps base. Nader needs to protect a hostile Take Over by escalating the pps. Certainly a company like GILD would rather see Data first, However, if they could steal the company for Dirt cheap based on high probability of good Adjunct results..they will. It has happened to various companies in the past. Nader, is far from a Wall Street Financial wizard! Correct me if I am wrong, but I see NO POISON Pill in place to ward off A desperate R&D starved Gilead!! Nadar, willingly staying on the vulnerable OTC market, while concomitantly conducting P3 Pivotal trials.... baffles me to no End!! Very Frustrating. We should at least hire a competent CFO!!
I think we may be on the same page. I certainly do not want a BO offer below 3 dollars base pps. Most BO's are usually at a premium of 50 to 200%. So, if we can get the pps to 8 on Data, a BO would perhaps be in the 10 to 15 range..which I will take in a heart beat..actually I'll take 8 and be quite happy. However, you are correct, nothing will happen without solid P3 data.
I think GILD has CYDY on their Radar. Nader has already reported a meeting with Gilead and at that time, it was premature...but still some interest. Gilead has a huge cash position and if Adjunct is valid and confirmed with strong data, it would not surprise me at all the GILD would take out CYDY. Also, HIV is still their strong hold as they have not had a good year with their other platforms. By all means, if Adjunct data is compelling...I am sure GILD will not be the only interested Suitor! JMHO..of course.
Keep in mind, we have a Rolling BLA, a Cooperative and Supportive FDA, Mono enrolling fast (IMO), an Unmet Disease State, the CURE Act, Fast Track Status, an Interested outside Party (GILD), 7 convincing trials, NIH Funding (maybe more to come), Celebrities Advocating and Endorsing (who know's maybe private funding on the Horizon), 2 Active P3's and a Partridge in a Pear Tree. Anything can happen at anytime as early as Q1, 2017. As far as management being replaced...A Juicy BO would clean house and they would be happy to leave. It all comes down to Efficacy in the Combo...I think safety is in the bag!
Look..Why do you think hundred's of P2's across the Disease State Land Scape have failed. Of Course all the companies are hoping for simulation between P2 and P3..but guess what, it rarely happens! I have a serious position that says it will, but physiology and Biochemistry may differ...way out of our control.
Look..I realize I am playing Devil's Advocate. However, I have been burned several times over on P2 Data. I am very long this stock, but will not entice new comer's without addressing the opposing risks. Why would any investor only position their holding as a risk free investment..Seriously..think about it..would you subject your child to such risks..Of Course not!!
If you look at the History of ALL trials Data Base of P2's transitioning into successful P'3, the probability and ratio is by far out numbered by failures vs. successful outcomes. This is the absolute truth! P3 trials are larger in "N" by a scale, sometimes of 10 to 1. I am not bashing, just providing the facts. That does not mean this trial will follow the historic pathway..However, probabilities are very important to consider!
Keep in mind...80% of p2's do not match P3's...EOM!
NICE!! But Keep in mind, they will need significantly conclusive data!! BTW, My Beer never gets warm!! GLTA!!
I think things will turn around after..the "AFTER MATH", of tax loss selling!!
I will be adding sub 5!!...Your..Beloved..Original..Beloved..Pearsby09..yes, I am back and I know you are all excited!!
100 DOLLARS PER SHARE! I am drinking a Beer right now..what are you Drinking?
Perhaps you are being somewhat Facetious, but the other indications you have referenced are years away...Don't get me wrong..I am on your side. However, with just Adjunct and subsequent Mono...20 to 30 pps easy. The Autoimmune trial is also a suppressant to T cell activity. In fact, most cancer trials are addressing the immunodeficiency attributes of the metastasis tumor aggregation and proliferation.. Pro 140, is, by nature, an Autoimmune proponent, and an inhibitor of T- cell receptor entry into the host cell..which encompass many other immunodeficient disease states! So long term, if all comes to fruition...some company may have the platform to garner 100 pps.. However, .first things first!!
Sorry I am windy tonight, but I have free time to share my thoughts. There is a definite Paradigm shift from safety to Efficacy when dealing with an Unmet Disease state. Take Hypertension for example, there are numerous choices out there that are safe and effective. If a new product came along with minimal efficacy differences and unknown long term safety parameters..then very slow adoption..even by the KOL's and Thought Leaders. However, in an unmet Disease state, the paradigm shifts towards efficacy and away from safety. Not that safety is not important, but we are dealing with lethal disease states, merely by the nature of the patient's condition. A Viral Load of .05 reduction vs. .07 along with the 300 to 30 "N" reduction should cue you in on the FDA's commitment to this UNMET DISEASE STATE!! Efficacy,Efficacy, Efficacy...I believe any surprises in safety after Seven various trials..One two years and running, along with viral load suppression should set up for a wonderful 2017!!
That is the Risk/Reward Decision that the Gilead's of the world have to address. Buy cheap now and get the Golden Ring, or wait until They have a marketable asset..Of course, at a much higher price! Biomarin tried to steal Prosena (DMD) space..only to get a totally worthless asset..FDA Non approval..750 million at the time seemed to be a steal..then denial...all write offs!! OUCH!! Risk/Reward is a little easier to ascertain when your cash balance is 10's of millions..plus! HENCE...BIG STARVING PHARMA WITH AN ANEMIC r&d!
Misiu143...I certainly do not want to persuade investment moves in any direction. However, "IF", again I say "IF" Adjunct data is compelling, I do not see this 4/5 person company continuing if offered a decent BO. Come on. 5 people to build a marketing/sales/distribution/manufacturing proponent of a Break Through Therapy...This company will be for sale ASAP once the data is confirmed. There is no way a 5 person company would even chance failure of executing a successful commercialization Model with Gilead's on the prowl. Of course, this is all predicated on successful Data! Even Nadar conceded to having another larger and experienced company take the reigns!