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"I'm surprised folks cant see it appears NP is TRYING to get fired." -- change the word from 'fired' to 'bought out' and we're on the same wavelength. Synonyms to a certain extent. Good catch on this. Really.
GLTU/A.
DBOT, "Is there any chance for leronlimab with NP as CEO in your opinion? " - I'm mixed with this and still give NP the benefit of the doubt. I, like yourself and HH don't like to be lied. On the flipside there are a ton of things we aren't privy to that is going on behind the scenes. For myself, I'd like to 'hopefully' see something next week (remember NP where's his heart on his sleeve and need to use his timeline!). I posted my own theory that they would wait until the vulture lawyers stop posting the BS claims after the 17th to drown out any PRs to DROP a revenue PR. I am expecting a material event SEC file (posted guidelines a few posts ago) as we are a non rev company but potentially they may not. Ultimately the company decides using the SEC guidelines what is considered material.
There are wildcards still in the air like Canada IO, India EUA, Philippines DEU and a stat sig on LH PH2. I am leaning on a BO, partnership, some license deal but this may only happen once we get an official nod.
IMO and my opinion only we will get 'something' before August. I know NP and team are WELL aware of the SH meeting.
It's not traditional to change a quarterback when your 1 and zone during the championship game. Everyone knows that. But then again CYDY isn't a traditional drug company..
ALL MO.
GLTU/A.
I hope they drop the PO that NP mentioned on last week's CC, for this week (Yes I know the elephant in the room). For a list of 'material' events, the SEC provided a guideline. Below for your pleasure and keep:
I'm looking at #4 and hope the PR drops tomorrow or at the latest on the 17th when the vulture lawyers go away...
"The adoption of new Form 8-K requirements (in 2004) expanded the list of what is required to
be disclosed. Again, this list should not be considered an exhaustive list, but it gives a good
idea of what areas should at least give rise to disclosure obligations, if only because these
items require an 8-K filing within days of the event.
1. Entry into a material definitive agreement (or a material amendment of a
material definitive agreement).
2. Termination of a material definitive agreement
(unless expires on stated termination date).
3. Bankruptcy or receivership (same as 7. on previous page).
4. Completion of acquisition or disposition of assets.
5. Results of operations and financial condition.
6. Creation of a direct financial obligation or an obligation under an
off-balance sheet arrangement.
7. Triggering events that accelerate or increase a direct financial obligation or
an obligation under an off-balance sheet arrangement.
8. Costs associated with exit or disposal activities.
9. Material impairments.
10. Notice of delisting or failure to satisfy a continued listing rule or standard/or
a transfer of listing.
11. Unregistered sales of equity securities.
8
4. DISCLOSURE CONCEPTS AND THEORIES
12. Material modification to rights of security holders.
13. Changes in certifying accountant.
14. Non-reliance on previously issued financial statements.
15. Non-reliance on previously issued audit report or completed interim review.
16. Changes in control.
17. Departure of a director as a result of a disagreement or removal for cause.
18. Any other departure of a director or any departure of a principal officer.
19. Appointment of a new principal officer.
20. Election of a new director other than by shareholder vote.
21. Amendments to the company’s articles of incorporation or bylaws
other than by shareholder vote.
22. Changes in fiscal year other than by shareholder vote.
23. Temporary suspension of trading under the company’s employee benefit plans.
24. Amendments to the company’s code of ethics or waiver of a provision
of the code of ethics.
25. Change in shell company status.
26. Events related to asset-backed securities.
27. Information required to be disclosed by Regulation FD.
28. Certain other events, financial statements, and exhibits."
That's 100% correct. Needs to be >= 5%.
*edit with SEC guidelines:
Section 13(d) of the 1934 Act and Regulation 13D thereunder require beneficial owners of more than 5% of a class of equity securities of a publicly traded company to file a report with the SEC.
GLTU/A.
If this is true, I really am not surprised. Figured a BP would take-over, amicably or using hostile mechanisms. Just didn't figure it to be GILD (but again, if true makes sense as we have indications that directly affect their bottom line).
GLTU/A.
Well this is today's close vs yesterdays:
23.6 % 1,600,000 2021-05-13 16:45:03
26.3 % 850,000 2021-05-12 16:45:02
Big difference..
GLTU/A.
PA video. Enjoy:
I've actually emailed SK and NP last year about this. Also emailed they should forgo their salary as a sign of good will (this was a few months into the pandemic and other CEO's were doing it). Radio silence.
GLTU/A.
You know what they say when the market is upside down right (CYDY for example)?
GLTU/A.
Looks like some powerful people own MacLeods:
https://www.forbes.com/profile/rajendra-agarwal/?sh=1391ad0b1718
Great PR. Lets keep the ball rolling..
GLTU/A.
DBOT - I agree with you. Everyone has their own opinion on NP and the team. We do have options coming up. The shareholder meeting happened Aug 17th last year. Anyone un-happy can make it known then (if one would still be a shareholder). You can also email the CYDY team, most of the times they are responsive. For example I emailed Arian yesterday to ask for some clarity. Lastly, and this is MO, I'm still on my B/O, partner theory. You, I and all those that understand the MOA (I'm talking about suitors here) know the science. The MC is low right now. Forget about potentials(Covid, Nash, Basket, LH etc), we have Stat Sig on HIV but can't seem to get the BLA right. How much is that worth? How much is it worth for a BP to purchase a 'house' that has good bones, in an excellent neighborhood but the only problem is that the front door is painted throw up brown?? Which BTW they can file in their sleep and easily?
I don't know about all of you longs but I'm waiting until August. My gut is telling me, something will happen between now and then.
GLTU/A.
Thanks for taking the time to do this, Learning53.
This has been stickied.
GLTU/A.
Bill_Eng - "This is why I saw the CSP and revenue from that as important, yet they went completely silent on that and skipped to EUA which I do not believe they will even complete the application for, much less receive the EUA." my theory here is that they wait to put out any news until after 5/17. Why? So it doesn't get drowned out by the $5.95 lawyers. Again just a theory. If they have a material event, they need to report due Reg-FD within 4 days. When I heard revenue on the last call, I had to replay the CC to make sure my ears weren't playing tricks. Lets see what pans out in the next few days, else I'm sure anyone that has their frequency set for CYDY, will know NP and what he stands for. (yes like many of you my patience is 'right' there as well).
*edit - i'm expecting at least a nice PR..
GLTU/A.
Yes - check this link ( I posted this before): https://iborrowdesk.com/report/CYDY
it gives the perspective from that 1 broker. It's not the be all end all of short interest BUT it gives an idea..
GLTU/A.
"You're looking at short volume, not short interest. " -- No. I'm looking at short interest from I-broker (which obviously is just 1 broker but gives a decent glimpse into the market). Please don't assume to know what someone else is 'looking at'. The rest of your post though is SPOT on. I will admit that.
GLTU/A.
So I've been watching the short interest throughout the day:
26.2 % 800,000 2021-05-12 10:30:03
26.2 % 550,000 2021-05-12 10:15:03
They are returning it right as they drop (assuming it's the same individual or group) the price but we're barely at 1mm current volume. The 12 day cover is a long cover. Double edge knife here though. It just tells me that whoever is shorting really thinks NP is all talk and no walk.
I am VERY interested when a PR (8K) drops and they have to cover. Curious how high the price would go, or would they double down and short again.
Interesting...
GLTU/A.
Great mind think alike. Read this long but very very interesting article just last night.
https://flip.it/GYHEk_ <--this is the wrong link but a good article regarding ineffective Invermectin (I remember the Philippines was going to do a trial soon)
Senator Rand was grilling Fauci yesterday as well.
Just like all truths, they will come out.
GLTU/A.
Anyone else find this interesting? Why can't CYDY leverage this for basket???? Someone who has NP's ear needs to get this to HIM ASAP.
"
FDA Approves JEMPERLI (Dostarlimab-gxly) for Adult Patients with Mismatch Repair Deficient Recurrent or Advanced Endometrial Cancer
On April 22, 2021, the U.S. Food and Drug Administration (FDA) approved JEMPERLI (dostarlimab-gxly) for the treatment of adult patients with mismatch repair deficient (dMMR) recurrent or advanced endometrial cancer (EC), as determined by an FDA-approved test, that has progressed on or following prior treatment with a platinum-containing regimen. This indication is approved under accelerated approval based on tumor response rate and durability of response. Continued approval for this indication may be contingent upon verification and description of clinical benefit in a confirmatory trial(s)."
FDA approved test for cancer? Continued approval for this indication may be contingent?? Interesting....
C-20 - I wholeheartedly agree with you on the 'its crazy to me for NP to make such a statement' post. I don't think you and I are alone at this either. Anyone that's listened to the CC I am assuming would have thought a PR would have dropped Sunday. I can see on most of the CYDY boards that patience is running very thin for a lot of people. MY TAKE is the following:
1. He's publicly announced to shareholders, to SHORTS, to INTERESTED parties that something is going to matriculate this week. PUBLICLY.
2. I don't know about you or others but I've waited THIS long. I CAN wait until the END OF THE WEEK.
3. There is A LOT going on. There is a LOT going on behind the scenes that we don't know about. Communication's a B*TCH, especially when it's one-SIDED.
*edit
4. NP and team are well aware of the CYDY shareprice and that voting to keep members of the team are RIGHT around the corner for the annual SH meeting.
Lets give the CYDY team a bit more time. It's not like we're waiting for pizza delivery and the guy is an hour late..
GLTU/A.
My concern here is the MC is too low and the next BP (IMHO) is going to get this safe and effective molecule cheap. It would have been better the MC be at 3-4B vs hovering 1.7-8B for them to have to buy.
Last thing to mention - it would make sense to drop a PR APAC time (not US) as it would be FOR APAC (DEU). That makes a likely PR somewhere near 18:00 EST.
GLTU/A.
I haven't watched the Philippines video yet. People need to take what he says with a few grains of salt. It's NP's timeline...
GLTU/A.
I'm hoping NP doesn't release DEU submission or sales of Vyrologix today or tomorrow. Maybe not even Thursday. I would like him to trap as many shorts as possible and want to see the ETB shortlist go to 0 with a payback rate of over 100% and then drop the news. Anyways, my Tuesday wishlist.
GLTU/A.
HH - FWIW, " If we saved lives and I only broke even I'm fine with that." -- this is the only reason why I haven't sold a single share..
What goes around does come around.
GLTU/A.
Anyone able to attend the Philippines FDA broadcast? I figure it'd be in English/Filipino but was curious of any good tidbits that came out of that meeting?
Fishing for stop losses:
27.5 % 350,000 2021-05-06 09:00:03
27.5 % 700,000 2021-05-05 16:45:03
https://iborrowdesk.com/report/CYDY
We know where the first 350K is going..
GLTU/A.
Anyone else find interesting we're not using our 'current' CRO anymore?
GLTU/A
3 things stick out while I re-listen to the CC:
1. Revenue. Soon. Real, real soon. LOL, can't believe I'm typing this.
2. 2x 1 hour long segments on Philippines PRIME TIME TV station(FOX). Publicity the company wants? Publicity the company gets.
3. GLOBAL distribution. Nuff said.
Really looking forward to May. The old Wall street adage is, 'Sell in May, and go away'. Is CYDY the black sheep company where one should do the opposite?
Lets see. Interesting stuff...
GLTU/A.
LOL - 'the other company that got PE hit but only has 100 vials'..
NP does have a sense of humor!
GLTU/A.
NP putting all his efforts to get this p-value for critical in Brazil. A lot riding on it. Interesting as when it does hit, he can shop that around for EUA around the world.
I like the logic. Quick and efficient.
GLTU/A.
I'll take slow, steady and DEFINITIVE ANY DAY.
GLTU/A.
Those are very declarative statements. Lets see if the revenue that gets generated occurs as a material event. Obviously in a week or so. Potentially.
GLTU/A.
I'm REALLY LIKING CHRIS RECKNOR and his dry but VERY informative answers.
Good pick up for the team!
GLTU/A.
Ok - yes, we've seen this before. Yes, the company is pre-rev biotech. Going to take what NP said face value. He said next week. So we'll see it in 2 weeks.
May is going to be chock full of PR's. Exciting times.
GLTU/A.
Ask again about revenue in a week? Thanks.
GLTU/A.
"Perhaps they have an indication that is all they need on the critical side to move the ball.." --- MY THOUGHTS exactly.
I'm REALLY liking the under promise undertones Gaylis and Recknor uses for their respective PR narratives.
We may have a championship on our hands, ladies and gentlemen.
GLTU/A.
HAHA -- ok, glad to see that I wasn't the only Learning53 crazy, hopeful one on the board..!
GLTU/A.
Is NP finally under promising over delivering??
120 critical patients in Brazil and we have an Interim during Oct-Nov?
Even if we were to assume June 1st to have all hospital logistics in place and drugs shipped over, 120 in 4-5 months across 35-45 hospitals?
Someone check my math and keep me sane..
GLTU/A.
Very good thing we have this iron in the pot:
"Chris Recknor, M.D., CytoDyn’s Chief Operating Officer, commented, “We are still on schedule for rolling submission of the HIV BLA in July of this year"
GLTU/A.
Tiger (trader) can't change it's stripes, eh Grip? Buy low sell high, sell (short) high buy low.
The company regardless of what anyone posts is on the move. The question is, who's on for the ride?
GLTU/A.