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Misiu143 - this board is really lucky to have you and other medical professionals in support and holding CYDY. If I haven't said it already, thanks for the support and continued medical guidance! (your stock charting has improved drastically as well, dare I say.. )
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More importantly, who the heck is buying?? WOW
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Nicely laid out. Enjoy: https://www.genengnews.com/covid-19-candidates/cytodyn/
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PR tonight for Monday's webcast or are we going to a licensing/partnership PR?? They're cutting it close now for the webcast, they must be busy..
Home NYC trip for the CYDY brass was a success..
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If there's any a good time for a PR with a licensing agreement or partnership it would be this week. I hope that trip to NYC is proving out to be fruitful. IMO.
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I saw this and was going to mention that bad batch. Was it AR, or are they specifically just distributors?
One thing to note while we wait for some revenue. FIFE has a deal of a lifetime with this company. Plain fact is, with all the notes his companies have issued, by simple math it amounts to over 20mm shares. Now we know where the sellside volume has been coming from. The sooner we STOP using his services, the better.
This company needs immediate revenue and off of these equity friendly bridge loans from FIFE, ASAP.
*edit - lets call a spade for a spade, there has been dilution of the company albeit, not so directly and hidden under these loans. Forget the longs, shorts, or swing traders. Fife is raking it in..
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This site gives you borrow rate: https://iborrowdesk.com/report/CYDY.
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I'm expecting an 8K on the 19th of April (settlement). Anyone how this affect current float, if it does at all or are these just held at DTC?
Would, share holders equity would go up as well?
TIA.
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So REGN announced this today:
https://investor.regeneron.com/news-releases/news-release-details/phase-3-trial-shows-regen-covtm-casirivimab-imdevimab-antibody/
"PHASE 3 TRIAL SHOWS REGEN-COV™ (CASIRIVIMAB WITH IMDEVIMAB) ANTIBODY COCKTAIL REDUCED HOSPITALIZATION OR DEATH BY 70% IN NON-HOSPITALIZED COVID-19 PATIENTS"
So outpatients who are mild to moderate which a good amount of them that recover on their own, will now have the option of coming back into the hospital to receive 1200mgs of this cocktail VIA IV ??
Meanwhile there's a SUBQ shot thats nearly half the dosage amount, that doesn't take up a bed/chair (for IV) and the FDA mentions:
"FDA recently updated U.S. EUA fact sheets for all authorized monoclonal antibody treatments, indicating that REGEN-COV is the only one to retain potency against key emerging variants" ??
After Emergcy's post and this.. this week is really starting out fairly depressing..
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"From my observation nd in my opinion I can say that Covid is to 100% a matter of politics, optics and money. Health, lifes are no real matter of concerns." - this is probably the saddest thing I've read recently. Humanity has really lost it's touch..
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3XC - so what's your plan to solve this, if you have one?
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So the Philippines ex-president, who has direct contact with the current Philippines president, is saved in a hospital that received CSP designation which have doctors and nurses who saw this miracle, who will tell others in the Philippines, who will tell their fellow Filipin[oa]s in the States, which many of them work in the US/UK hospitals currently. Organic growth anyone (and a run on sentence)?
It just got real in CYDYLAND.
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LL on CNBC (LH):
jburke - proof is in the pudding: https://stocktwits.com/Bio4/message/313990829
Thanks again for confirming. Made my Friday night!
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Thanks for confirming! Really appreciate it.
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Don't kill the messenger. I wanted to send a link to show what he 'did' get. He very well may have gotten LL but obviously not included in the article. Like Latane and name said -- lets wait a few days and see what really happened..
I myself was VERY shocked. Rem? Water + side effects...
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Latane, name, dawson, Bill_ENG - dammit!.
I was wrong: https://www.msn.com/en-ph/news/national/erap-shows-very-big-improvement/ar-BB1ftPdK?li=BBr8Mkn
Looks like he may not have been on death's door? Don't know.
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"Folks all over the world are leaving hospitals every day and havent even heard of leronlimab.". Unfortunately, this is a true statement. Had it been the opposite, I'm very very positive this CYDY forum would be very silent.
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Breeze - anything materialize with the PFE/NYC theory by chance? Thanks!
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I'm 82% sure that this IS the case: "Unless of course, they license or partner with a BP in the next month or two". IMHFO.
And we all know 82% is Stat Sig!
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dawson - "I wish that you would not make this statement. We are all waiting with baited breath to know what Estrada was given that now attests to his remarkable progress."
Still trying to verify, but this quote from the article:
“On Tuesday, the younger Estrada said his father’s pneumonia has “worsened” and that he was placed on mechanical ventilation”
Has me believing there's only 1 drug that can 'take people off ecmo'/vent, with or without SOC.
TGIF.
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Emergcy - nicely done. Please keep up posted! Great find as I was trying to find the # myself..
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100% agree. Your comment: "I wonder if Dr Randy" - I know someone on the board was reaching out to him via FB. There's got to be someone that can confirm this. It's getting late over there..!
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name - it doesn't say he used LL. My 'assumption' was he did. I'm trying to verify with a source way over there (unless other people beat me to it).
I believe he IS staying at the only hospital that got issued CSP but again trying to verify. It would seem he did get LL. I'm 99% sure. I want to verify that 1%.
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There's only 1 drug in the WORLD that can do this: https://www.gmanetwork.com/news/news/nation/783084/ex-pres-estrada-responding-well-to-treatment-says-jinggoy/story/?just_in
CYDY is changing and 'Change is the only constant' - A. Einstein.
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Devil would be in the contract details. I know we have a few lawyers here that can probably speak better of this subject. But simply speaking, think of the drug being white labeled with the company's logo. Best example I can think quickly is Motrin or Bayer or Advil for ibuprofen.
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Bill_ENG, maybe not full B/O, you're right. Read this from SA:
"There are two main possibilities. One, leronlimab could be licensed to a big pharma that doesn’t have any ownership of a CCR5 inhibitor. Second, leronlimab could be licensed to a big pharma company that has a CCR5 inhibitor and the knowledge about how they work, but wants access to a CCR5 inhibitor with a better pharmacokinetic (PK) and tolerability profile, i.e., leronlimab.
Big pharmas that have CCR5 inhibitors are the aforementioned AbbVie, Pfizer (PFE), which owns maraviroc, and Merck (MRK), which owns vicriviroc. Vicriviroc’s development was discontinued over a decade ago based on HIV results. All of these drugs are small molecules with inferior tolerability and PK profiles. None of them seem to work as well in HIV because of the inferior PK profile, likely inferior receptor occupancy (all receptors need to be blocked to stop HIV infection of new cells), and the fact that HIV might still somehow mutate and bind to CCR5 when it is not being blocked by a larger antibody such as leronlimab.
Either way, these companies might have an interest in getting a head start in COVID-19 treatment with a better CCR5 inhibitor, and leronlimab is their only avenue to do so."
IMO, PFE is the best partner,suitor,buyer for CYDY. Previously I posted they are flush with vaccine cash . Coincidentally they are HQ'ed in NYC and the board/CYDY team are heading there next week. Why not just ZOOM the meeting online? I think things need to be done 'in person'. (theory).
Lets see what happens. Exciting times ahead, regardless and LIVES need to be SAVED.
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Check here for recent B/O's:
https://pharmaphorum.com/views-and-analysis/the-top-5-pharma-ma-deals-of-2020/
IMHO, with the indications CYDY has + CD12 MiTT data it would be higher than the Alexion deal. IDK how much higher, but my guts are gravitating towards 50B. Obviously this would be a vote with SH. Again this is all theory and there are no rumors regarding a BO nor would I like to start one. No PUMP here either!
The scientific board of world renowned experts aren't foolish and have been around the block. Twice in some cases. To me, this would be their golden parachute..
Lets see what comes first, an EUA outside the US or a BO within.
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This is ALL theory... BUT I found this interesting the first and second time I listened to the call:
Some people mentioned the demeanor that SK had towards the end of the call. He was visibly more adamant and NOT waiting for NP to prompt him to answer.
Why? Why the change to Mr. Firm? Well during the call NP mentioned that himself and Scott Kelly were meeting with current executive team and some board members in NYC. Tri-state and specifically NY has rising cases of CD19. Why not Zoom ? Why have to meet in person?? Why did after NP answered that question it 'seemed' SK's demeanor change, IMO?
I'll tell you why, there's this BP who's flush with cash as it has a vaccine out and has a headquarters on the east side next to the UN.
To me, they are going over 'certain things' in person, IMHO with this BP.
This is the reason why I think a BO offer potential will come sooner than later.
If you have an opinion on the BO, let me know. Tell me if this is what you've read between the lines.
EUA/BO or BUST!
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Yeah - he said it would be price on shares outstanding by 15% of successful number of PH2 indications which would amount to.. then he joked about people not being happy with his estimates, also shorts not being happy.
I think it's coming. EUA from another country or BO. Maybe both??
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You think they scripted that?? Like, I'll start to say, 'partnersh' and then Scott you cut it and say your thing?
No freaking way...
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Look at Rahman's linkedin page. He was floating from company to company. Remember that crazy intro he did? He stated himself, he wanted to be more near his family and spend time with them. If I remember him correctly the pages to file a BLA are many pages and also detailed. NP mentioned if you don't work hard you're out. If SK doesn't work hard, he's out. To me, Rahman didn't work hard, so he's out.
Im sure there's a clawback on the options as well.
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No, it wasn't just you. He just went in and answered without prompt. I don't think he wanted NP or himself 'messing' up ANY 'active discussions'. Not even wanting a slip or anything. In moneycrew's terms, that was SK's 'tell'. Obviously ALL IMHO. Reason why I think we'll get that future BO PR.
Yeah, he was not the usual, 'back to you Nodder', today.
I liked it.
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I sincerely believe and IMHO that there will be an offer from a pharma and we'll see a PR about a 'potential' BO. Just MO.
Today's call with SK being very firm and twice mentioning it, confirmed it for me. I'm looking forward to the last half of this quarter.
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Round number X for shaking of loose hands? You betcha. Not the type of CC I wanted but 3 things that really hit home for me.
1. These guys over there work DAMN hard. They will get the job done till we get an approval. No doubt about that, no doubt about the science.
2. They will GO AFTER AF. Interesting to say the least. Very interesting.
3. This company is now primed for a BO. Thats just my hunch after this call.
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I asked Arian C to address. Hopefully it gets asked...!
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little_voice: legitimate questions. I can't answers these questions regarding CYDY but I know who can ask and potentially get it answered:
Hint -
From: You
To: Prior to the webcast, questions can be submitted online to CYDY_Team@cytodyn.com
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