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"If the data analysis is also done by them and not by AMAREX, then this would be indeed great news" -- you are absolutely right. Great pick up on this point. One other thing to mention, we're targeting current variants. DAMN good thing LL is variant agnostic!
GLTU/A.
Today is starting to shape up REAL nice! I REALLY HOPE this trial is setup to be 700MG for 4 shots!
GLTU/A.
Oldie but a goodie: https://journal.ahima.org/new-covid-19-codes-to-be-implemented-soon/
I can't wait until this code is in use:
XW013K6 Introduction of leronlimab monoclonal antibody into subcutaneous tissue, percutaneous approach, new technology group 6
"In response to the COVID-19 public health emergency, the Centers for Disease Control and Prevention’s National Center for Health Statistics (CDC/NCHS) and the Centers for Medicare and Medicaid Services (CMS) are implementing six new ICD-10-CM and 21 new ICD-10-PCS codes, effective January 1, 2021."
"The new ICD-10-PCS procedure codes going into effect January 1 describe the introduction or infusion of therapeutics, including monoclonal antibodies, for COVID-19 treatment and vaccines. CMS stated that for hospitalized patients, Medicare pays for the COVID-19 vaccines and their administration separately from the Diagnosis-Related Group rate. As such, Medicare expects that the appropriate CPT codes (see the discussion below concerning new CPT codes for COVID-19 vaccines) will be used when a Medicare beneficiary is administered a vaccine while a hospital inpatient. For details on billing Medicare for the COVID-19 vaccine appropriately, please see the CMS website: https://www.cms.gov/medicare/covid-19/medicare-billing-covid-19-vaccine-shot-administration."
Lets hope this is SOON. Oddly enough I searched for Lenz via a 'Find on page': but couldn't find a match. Perhaps my spelling is off..
GLTU/A.
For those of you that like to watch the SP minute by miute:
Add this site to your list:
https://iborrowdesk.com/report/CYDY
Watch the 15 minute intervals of shorted stock available. See how that corresponds to the SP price.
Borrow, cover, borrow cover. Daily grind. Make some cash.
Like I posted before the years worth of the grind will be paid back once news hits. That's true regret..
*edit - IMHO: there will be a day where it's borrow.. BIG COVER.
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Haven't seen a cross this wide in some time:
3.11 / 3.05 (3000 x 1770)
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I know, I know, it's falling on deaf ears, etc. Even my lesser half of myself tells me this once in awhile. But I'd rather go out fighting than to not fight at all. Wouldn't sit with me right if I did nothing, say nothing to help promote a drug that will help the 'sickest of sick'.
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We know what happened. Dr Rahman couldn't delivered so they moved on. Same logic we should apply for anyone that can't shake and bake at CYDY. There are some longs that have been on this board 5+ years. I just eclipsed my 1. Talk about patience..
These new hires are welcome. Lets just thank Kharma , fate, the Lord, whoever that the 'gracious' FDA doesn't make us start from scratch!
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DBOT - your logic makes sense. May I remind you of 1 wild card and 1 read out soon:
1. We just submitted recently to an important aspect to Canada IO. Though not as media'ed like the India crisis, Canada is far from out of the woods.
2. NP/Gaylis mentioned they may interim read-out the LH. Not for nothing but judging by the testimonials of current, the LH market surpasses the Severe/Critical population by X times.
May - July IMHO we will see something. Of course all My opinion.
*edit - while there is some percentage that rides on the Philippines, it is DEFINITELY not the be all end all for CYDY. One would have to be myopic to think that.
GLTU/A.
https://www.cytodyn.com/careers/now-hiring -- so it looks like the paralegal job opp has been filled. Nice. I actually thought the guy from Merck who joined in March took this Regulatory position? Maybe, maybe not?
GLTU/A.
They returned 300K from the time I had posted. Interesting.
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Interesting: https://iborrowdesk.com/report/CYDY Shorts have returned 400K from last Friday. Still a long ways to go from the 30mm+. Are they concerned for some news this week? Gearing up to fish for stop losses?
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ER - 1000% agree. Exactly. These aren't necessarily meant for SH. IMO
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misiu143 - "We must be with a big company not afraid of Gilead , or start in other countries.." -- if shareholders haven't already understood this, then I don't know what to say. IMO, it's 1:100 odds that CYDY gets approval on it's own. We can save lives easier, quicker, if this molecules partners, BO into 'established' hands. Reason why I dont think licensing, IMHO isn't on the table is, it still gives CYDY room to grow. The pharma industry doesn't want CYDY to grow...
ALL IMHO.
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Marksch1 - this is awesome! Thank you for sharing you and your wife's story. Truly amazing!
GLTU/A.
Nice to know: https://www.equities.com/news/cytodyn-inc-cydy-gains-12-54-for-april-30
Equities.com is tracking CYDY. Interesting.
GLTU/A.
I'm very excited myself with the TNBC treatment and Basket in general. ALSO VERY MUCH appreciated wholeheartedly the guy with the English accent and the cell animation! Spot on AND educational.
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Dieselpro - "Another thing we know NOBODY is asking for lenz, nobody!" -- talk about dropping the mic on this sentence. Geez.. go easy, it's a Friday..!
GLTU/A.
Hot off the press from BIO4 from stocktwits!! SK PRESENTATION:
https://d1io3yog0oux5.cloudfront.net/cytodyn/files/video/TNBC.mp4?fbclid=IwAR3t6b4fUJm4epDaaK0cXIpgRCEHzk32Lv2IpEsHoLwDSJ2wCvr0qX6q_Ds
Was going to say: "yeah, $20 sound about right" for CYDY.
For now that is...
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You know what's even worse than taking a position and having the price drop and losing notional? Accumulating profits over a year and losing it in 1 day. Lets call a spade a spade, shorts have done great, if they've timed all the dips the stock had. But I would be besides myself if I had worked day in and day out, and put time in to profit for a year or two ONLY to give it back in a moment.. Could it be Monday? Could it be sometime next week? IDK. It's coming though, forecast is calling for it.
GLTU/A.
Gsman47 - N/W. I like where your head is at. That is what I'm suspecting myself: BO.
GLTU/A.
Great idea. Done. CYDY mashup.
Everyone see this mash-up video:
Exactly. It's Fife, no doubt about it. We need sales to pay this crap debt back ASAP. I hope in the next couple of months this post becomes a reality. Flip side is, we see diution to 700mm (OS currently at 612m).
GLTU/A.
Slightly disagree. This will come to a vote, if he gets presented something and it's a true offer, shareholders will need to know and again would need to vote on it. $50 (you said +stock) AND without stock? IMHO, it would get majority vote. Not like there are a ton of BP's that come around and pick drugs every other week. That being said, if there are multiple bids.....
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Soon tikotiko, very soon. (ALL MY OWN OPINION):
https://www.fiercepharma.com/pharma/merck-says-m-a-isn-t-off-table-as-q1-sales-take-pandemic-hit
"We are open to any opportunity to add a meaningful asset,” president and soon-to-be CEO Rob Davis said on a Thursday call with investors. “We are open to all forms of deals and we have the capital” for those deals, he added."
Anyone know of a meaningful asset that can help Merck with their loss from Covid?
Hint: rhymes with strong boulder.
Again MY OWN THEORY.
GLTU/A.
Fife (in regards to the 8K), the other 4 letter word 'F' word CYDY needs to stay away from, like yesterday.
Anyhows, live to fight another day. Lets get something concrete down in the two months.
GLTU/A.
Fantastic. Do a deep dive on Gaylis next? TIA.
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Great post Learning53.
Stickied.
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The SP is at $2.80 currently. He probably bought in at $4.50. Is that a financial gain to you???
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This August will be interesting (had that board meeting last year in Aug 14th I believe). As crazy as it may sound I think we're going to see some fireworks within the next two months and they CYDY exec team and NP will most likely pat each other in the back for the hard work. Crazy but not far fetched. Plus my BO theory.
Exciting times theswordman, exciting times...
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I get the frustrations. I do. So now what? What does opining about the CYDY personnel get someone asides one side defending or or another side joining your point? What does that buy us as shareholders?
Some management aren't perfect, this one included. Unless you can own a a ton of shares and get on the board or have an in with one of the board members, I would suggest doing some more proactive than 'just' opining.
This isn't directed to you mercurio this is to all of the shareholders opining and not doing jack.
With that said, damn good thing we have the science and MOA to fall back on!
GLTU/A.
Awesome, thanks docj!
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Anyone hear any news on the SK TNBC conference from yesterday? Would imagine more chatter to those that watched..
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RTBHub - "6. Formulating a strategy to shift investor attention to long-haulers or other indications." -- spot on call. Nicely done.
FWIW, I was thinking near $8 after LH readout (with some wildcards like Canada IO or DEU from Ph) closer to end of June. Again all in my opinion.
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In today's culture, a drug that's been to congress in one way shape or form couldn't be easily 'shelved'. They would need to scrub a LOT of pages and servers and come up with an bullet proof explanation that the public can swallow. None that I can logically fathom. I highly do not think shelving would be an option. If one can't beat them, at least profit from them, is my take.
Price? I would imagine it would be a mixture of cash/shares. Don't even have an idea on price but to give an idea.. what's the market share on a SUBQ shot to treat LH for 8 weeks with a disease that will stay like the flu and cross the BBB? If you come up with that answer.. let me know. All I can say is, if/when BP does pull the trigger, I'm sure the SP will reflect that immediately..
The above is MY opinion and my opinion only.
Stay tuned, this ride got started but we're about to hit the turbo button. IMO.
GLTU/A.
Great question.
https://www.statnews.com/2021/01/25/in-a-major-setback-merck-to-stop-developing-its-two-covid-19-vaccines-and-focus-on-therapies/
Merck 195.14B MC. Their located in the tri-state (Rahway, NJ). They are a top 5 BP. So they may have lost the Vaccine race, but you don't have to graduate an IVY league to figure out that LH is where the true (residual) cashcow is. Initially I thought it would be PFE with their boatload of covid money from their vaccines but Merck would be hungrier, IMHO.
I wouldn't be able to comment on when BUT IF I HAD TO GUESS it would be definitely be after SS PH2 (readout is June 15th NP mentioned?) but before full PH3 trial. Why? Well you guessed it.. SP would be a lot higher and they would have to pay more.
The ABOVE IS ALL MY OPINION and piecing together the story CYDY is unfolding.
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I've listened to NP a year to this date. He's said replacement in subsequent CC's. He's never said this before (at least not so 'passionately' and outright), in terms of replacement and he's been at the helm since '12? You need to have your best foot forward for any parternship/business sale etc. We know this, as you wouldn't put your worst foot forward on any sale. Common logic right?
IMO: Why now all of a sudden, is he at ease at talking about replacements? Why has a 20 year vet from Merck come to a small pre-biotech? Why did they go to NYC for a in person meetup when video conferencing solves travel time, $$ and a potential to catch covid? Only NP and the board know the truth. Fill in gaps? IDK. It just smells of a buyout to me.
I'm not for or against a BO. I just find the events that are unfolding with CYDY very very interesting. More so now (especially with the LH trial and testimonies) than I did when it was just Covid {severe) and HIV.
Again, all MO.
GLTU/A.
"I advocated for a buyout many months ago and wish it would have happened." -- IMHO, you may just get your wish. Don't be surprised, pleasantly or not..
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Actually was thinking those lawyers may need to take an action class (theater). Thoughts?
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