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Michael Sheikh (he was first to ask a question on the conf call). I love his analysis, but I hate how he presents it.
Nader said that Paulson was working with CYDY, but that may be a salvage effort to try to prevent business from going elsewhere.
How can there NOT be further delays ? Only If there’s an immediate licensing deal or a private placement (or something) in conjunction with ProstaGene. We’ve been waiting for a licensing deal for years and will keep waiting.
Lack of interest.
Damn !
Short term, doesn’t $5 seem possible ? Long term, $50.
Short term $4 is a given, $3.50 is possible.
They wouldn’t, IMO. That’s just some odd thing Nader has said in conference calls.
Short term $5 is a given, $4 is quite possible
How many hundreds of millions of shares did they issue recently ? Dilution, thy name is Helios & Matheson.
Thanks BIO checker
Oh yeah, Misiu’s questions ! Regarding finishing GvHD after 20 patients, it seemed to be vague optimism on Nader’s part when I first heard this. It didn’t sink in that “why in the heck would he be optimistic about THAT unless the FDA said something specific to encourage that belief”. That wouldn’t even be a possibility unless the first 10 patient results were STUNNING ! The next 10 can be enrolled quickly (whenever that starts again ... he didn’t say ARE BEING enrolled). Hopefully before Labor Day we Weill hear something !
Are you suggesting that you will be calling in and asking that question ?
Thank you.
Misiu, I am glad that you think that we could be approaching the end of phase 2 for GvHD, thanks. So many FDA decisions just don’t make sense. Sometimes I don’t understand the technical side, sometimes I don’t understand the procedural side and I never understand the apparent inconsistency.
My concern with GvHD is that as long as it took to enroll 10 patients, we may wait nearly as long again for the next 10. I feel even better about the GvHD data, than I did about combo HIV data. Then the other uncertainty is will FDA want 100 patients instead of 60 ? Or will 20 be enough ? Who can tell ?
I don’t remember that. Hmmm. So was this financing warrant-filled ? Why else would they reject it ?
Nader said he was trying to court interest in Cytolin ... that seems desperate and not exactly realistic. An FIV treatment , Cytofeline, might fetch something eventually, but they should have worked on selling that years ago. Cancer / immunology efforts should find funding thanks to Dr Pestell, but HIV funding needs a higher share price to trigger warrants, or preferably licensing. My confidence for either of those two is somewhat weak.
This question could affect a factor of 3 or 4 on any buyout calculation.
Wow, dangerous indeed ! Thanks
Take Paulson out ? .... you mean like a gangster ?
It’s pitiful that they aren’t looking into Cramer and Alan Firestone (whoever) this seriously and this long !
Impressive ! ViiV has a 2-drug treatment with 90% suppression over 2 years and 2% SAEs, and CYDY will likely have 90% suppression over 1 year with 1 drug, Gilead must NOT have the 3rd best treatment.
I will take the over. I think they (BP) will wait until there is no choice but to act. But who knows, really ?
Literally ... a moment.
Back to near normal volume today ? Surprised after the 2.1 Mill on a Friday.
Thanks BioTech, for your response !
At least until last week, CYDY could definitely be considered a one trick pony. I think only one paper on a single non-HIV indication, and only one trial in early phase 2. I feel that even Dr Pestell won’t immediately change valuations too much until the investment community has more evidence in this area. I can see investors ‘taking a flyer’ on the company but not yet ‘backing up the truck’. But that will come eventually ! (Presuming good data - reasonable presumption with Dr Pestell)
Is Standard Of Care an official declaration by the FDA, or is that a collective decision made by the healthcare industry ? Or does each HMO set that ?
That would put the buyout price in the teens of Billions. I hope for that, but do you really expect that ? Pharmacyclics cured Hep C and raked/ will rake in $70 B, but they were only offered $11B. That expectation for CYDY seems out of place in comparison.
Oh. My apologies.
Sooo, if 700 mg only gets a few more responders, then that would be acceptable ? I was thinking they’d have to get 70 responders out of 100 or 35 out of 50.
Michael Sheikh on SA keeps quoting 75%. I’ve always heard 70% from Nader.
Yes. Nader is in NY. He can’t talk about what he’s doing there. There’s a lot of banks and brokerages in NY. Better financing is a company priority now. Nader smiled that he wasn’t going to Vancouver just yet. He’s working on much better financing and is hopeful, IMO. That’s not a stretch of the imagination; might not be correct ... but I’m sticking to that.
Thanks Sandra. You so fine !
Thanks for posting !
Two questions tho : on page 11, If the table says 246 K patients will have 2 classes of resistance then why does CYDY use 70,000 on page 12 ?
Also, what is the process expand the label to 1 class resistance or all patients. I’m guessing yet to be determined by FDA in a future meeting.
Soooo .... the last decimal place on 10,000 shares means ..... 1 penny ??
Is there a link for yesterday’s presentation ? Either printed or audio
Who would benefit from his articles ? Who would pay for them ? .... Follow the money trail.
Over the last 3 years, there had only been 4 days with 1.5 Million shares traded. After today, we may have 3 days in a row ! Things are changing and at this rate Paulson warrant sellers will be completely gone in a short time.
You called it !