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No problem, that topic just got beat to death earlier this week.
It's probably best how you're goin about it. I check this everyday only to add more anxiety!
I have a feeling that we are due here soon though.
Not this again
And I read most of them too
It's no secret. Gilead is literally sitting on BILLIONS in cash just waiting to gobble something up.
Patiently/anxiously awaiting these next couple of months. I've been long for quite some time here.
Gilead has already mentioned CytoDyn by name (albeit spelt wrong) as a potential disruptor to their HIV revenue stream:
http://marketstatsanalytics.com/gild_proscons3.html
If it had the SAME mechanism of action, IT WOULD BE THE SAME DRUG. Drugs can target the SAME receptor site, but in a different manner - which would be a DIFFERENT mechanism of action. You can argue that the maraviroc has a SIMILAR MoA, but not the same. Again, this is a moot point as clinical studies have shown PRO 140 to be far superior to any current standard of care for HIV.
This is the exact post that I wanted to respond with when he said they have the same MoA - but, I found it a moot point. Thank you for this.
Pro 140 is a monoclonal antibody and does not have the same mechanism of action as current HAART therapy.
I didn't even know he was due to appear. Just looked up the schedule for this Wednesday though, and sure enough, he's listed as one of the guests.
A little more than 5x dumber than my $10k @ .43
Seems like CytoDyn would be a good buy for Gilead to try and hold on to their market share. Assuming good P3 results of course.
I saw that too haha
I don't think citing historical data with regard to P2 vs P3 data is necessarily appropriate here. With PRO-140, you're talking about a monoclonal antibody. Monoclonal antibodies (across the board) have demonstrated very strong safety profiles.
Have to weigh the risk of being on the sidelines if/when this is bought out.
It was explained to me that in monotherapy, if anyone has Hepatitis B then they could be taking some antiviral drugs that are similar to HIV treatments and the goal of monotherapy is to take patients away from all HAART (antivirals).
I think this varies from patient to patient depending on which class(es) of drugs they become resistant to.
While awaiting a reply, I found this in the interim:
http://online.liebertpub.com/doi/abs/10.1089/vim.2013.0067#/doi/abs/10.1089/vim.2013.0067
It's possible that HBsAG creates antibodies that compete with PRO 140 for the same CCR5 receptor sites. With an estimated 300M-400M people having this antigen, coupled with rates of STIs being higher in HIV patients, maybe management found their answer.
All speculation on my part of course.
Just emailed IR - I'll post the reply if they provide anything meaningful.
If they pinpointed that as a possibility for why PRO 140 doesn't work for certain people with the R5 strain, that would be great! I'll email IR and see if that's something they can comment on. Very interesting catch there!
They are drawing safety information for adjunct from monotherapy.
My guess is that they want a patient set that does not have illnesses affecting liver function which might otherwise skew or misrepresent the data.
And here I am thinking I was the patient one for holding my shares for over a year.
I think people are a slave to convenience. Not everyone thinks how they can nickel and dime their nasal spray. Additionally, you're ignoring all of the people that don't have a Costco membership or shop at Costco.
I don't need to get in to brand recognition either. The vast majority of people that get fluticare as a prescription will buy it as OTC vs. other brands because they know it works for them.
One last point. Management, the past few quarters, has over delivered on their revenue goals. I have no doubt they have the market well-studied and will hit on their anticipated revenue (should/when it's approved).
Costco isn't the sole retailer for buying nasal sprays.
Some decent SP movement today off of the low volume. Anxious every morning with potential of PRs.
Plenty of people holding warrants at $0.75 or less that would love to get rid of them.
Really good article summarizing recent events unfolding with the company:
https://www.insiderfinancial.com/cytodyn-inc-otcmktscydy-is-down-discount-entry-opportunity/118602/
Fluticare is the #1 nasal allergy prescription. The brand recognition alone will sell millions of OTC units.
Your response sums up my position.
I just re-listened to the presentation this morning. I'm personally anticipating a PR/conference call that is going to send this thing heading north very soon.
I'd still like to know why PRO-140 isn't working for some people with the R5 strain. Hopefully they can find a gene or other biological marker that is disrupting this antibody.
Great things to come here! You're not going to want to be caught short on CYDY.
The calm before the storm
That means it's of utmost importance.
Do you have the minute where he said that? His explanation for the start of P3 monotherapy confused me.
He never said there was a "problem" with PRO-140. He said there are people with the R5 strain that PRO-140 doesn't work on and they don't know why. I don't know the exact minute - I'm going to listen to it again tonight or tomorrow. This will become a hurdle when they submit their BLA.
Nader also said they are trying to figure out why PRO-140 isn't working for some people with the R5 strain. I'm starting to suspect this is a bigger issue than we're led to believe.
Nader stated that the first patient is ready to be injected for P3 monotherapy but the FDA does not have a protocol for monotherapy. If the patient is ready to be injected, what is the hold up?
Did anyone understand when Nader said that the first patient for P3 mono is ready to be injected...but the protocol is not accepted by the FDA?
https://www.thecerbatgem.com/2016/12/06/zacks-investment-research-downgrades-cytodyn-inc-cydy-to-sell.html
I'm guessing they're rating is based off a technical perspective and they see it as overbought? Someone at Zacks is high either which way.
This is good to know, thanks for sharing!
Quite the bait and switch with the 13d form coming out this morning.
Some of the most activity I've seen on this board on a weekend.