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I don’t think the company was *that* communicative before. But certainly much less so now. I suspect those MULTIPLE conference calls Jody mentioned weeks ago have been cancelled / postponed indefinitely for some reason.
Right, why spend a big portion of your paycheck just to add a small percentage more shares ? Makes sense to me.
As things drag on, I realize “I’m getting too old for this !+ !”
That deserves a sticky.
14 months after the last patient is injected. We still know very little about combo.
He has sped up combo enrollment, he set up an advisory board, he prob was responsible in part for getting Pestell to do cancer work.
He would leave Gilead to run a company with 6 employees ? No.
Thanks Lawman. I’ve been here for 2 1/2 years, so I am definitely hanging around for ... 2 1/2 more quarters. This wait will be rewarded.
I can’t imagine that things will suddenly happen at any other pace besides the “painfully slow” which we are all used to. I am not saying that you all are wrong, it is only I lack the imagination to envision such a thing.
They are growing at more than 80%. That is more than huge.
Gilead bid for Pharmasset was at about twice their current price, while Pfizer’s offer for Medivation was about 25% above their current price. In smaller company buyouts you can see about a 800% increase occasionally.
Wow, I’m stunned. You’re a little more pessimistic than I am. I’m looking at somewhere between 4 and 20. But who knows ?
If it is only $3, then cydy is not worth all the drawn out drama. If so, my future investments would be outside of biotech. Staying long for the next year.
So instead of Paulson HIV raises, it will be Paulson GvHD raises and Paulson cancer raises. Oy vey. Eventually something better.
Didn’t realize that Pestell was this big of a deal.
Pestell's work has more than 56,000 citations and an H-index of 128, i10 index 413 (http://www.webometrics.info/en/node/58) (October, 2017). He is top ranked by Google Scholar for his areas of research including: cell cycle (#1), prostate cancer (#1), Oncology (#6) and Breast cancer (#7).
Pestell Paper description on CCR5 antagonist
American Association for Cancer Research
CCR5 antagonist blocks metastasis of basal breast cancer cells
The roles of the chemokine CCL5 and its receptor CCR5 in breast cancer progression
remain unclear. Here, we conducted microarray analysis on 2,254 human breast cancer
specimens and found increased expression of CCL5 and its receptor CCR5, but not CCR3,
in the basal and HER-2 genetic subtypes. The subpopulation of human breast cancer cell
lines found to express CCR5 displayed a functional response to CCL5. In addition,
oncogene transformation induced CCR5 expression, and the subpopulation of cells that
expressed functional CCR5 also displayed increased invasiveness. The CCR5 antagonists
maraviroc or vicriviroc, developed to block CCR5 HIV coreceptor function, reduced in vitro
invasion of basal breast cancer cells without affecting cell proliferation or viability, and
maraviroc decreased pulmonary metastasis in a preclinical mouse model of breast …
At what point in the process does breast cancer merit a row on your Pro140 revenue projections ? Initiation of phase 2 ?
Cydy mentioned on SA. Biotech Analysis Central Pharma News: CytoDyn's BLA Update, Anika's Failure, Vertex's Expansion Of Facilityhttps://seekingalpha.com/article/4183767
SA article about BTD. What Does Breakthrough Therapy Designation Really Mean For My Company?https://seekingalpha.com/article/4183461
People who mis-understand the company pr’s or those who have NO clue about what is going on with company; “I’m just here for the warrants”
Therf is excited about THESE results ? Cydy would be disappointed to have them; expecting much better. http://www.stockhouse.com/news/press-releases/2018/03/06/theratechnologies-announces-fda-approval-of-breakthrough-therapy-trogarzo
I hadn’t known before; I just now looked it up on yahoo. Latest quarter had only $8 Mill revenue, so most of market cap should be HIV based.
But THERF has Egrifta which accounts for some of their market cap.
How many people do you think are not who they say they are, but have some sort of agenda to affect opinions on this board ? No naming names, of course but I think that could be as high as 10 or 12, including a few we graciously haven’t heard from in a while.
Testing .... I went over my post limit.
And yet the FDA will refuse to look at one bit of data for another 6 months. How the heck does that happen ??!? And this is a “priority” review ?
I think the blame falls much on fda. From the people who said 300 patients, no 150, no 30, no 40, no 50. If the company appears to have misled us, that largely because the fda misled them. With some serious bullish colored glasses on Nader’s part. Made worse by occasional pr’s.
Sorry, Finesand. Dyslexia.
Feinsand, revise columns for 35 and 40 cents.
BLA filings will start as early as end of 2018. That is when the safety data might be in. Working backwards they aren’t at 300 for safety data yet. (Patient 236 in trial) You would think, pretty close but given enrollment history who knows ? Instead of submitting something later this summer, we are looking at submitting something maybe this winter. I count 6 months.
Cydy / fda is talking outta both sides of their mouth. It “is” rolling BLA, but they have to submit all the safety data first, and they have to submit the complete application first. Effectively it isn’t BLA.
Jody did tell me calls ... plural.
Either the company was stupid in announcing a reverse split a month in advance for something which didn’t pan out ... or the company was stupid in trying to split with nothing to back it up.
Timelines get pushed another 6 months out. Company still has to raise $35 Mill. But at 40 cents and 2 warrants per 2 common shares that’s a whopping 175 Million shares. Factor that in. Plus the inevitable future delays we can’t yet fathom. The risk that something else can come in becomes not insignificant. The reward shrinks. The track record of over-promising and under-delivering becomes more consistent. The company now has much less apparent freedom to act than they did last week. Shareholders still have a paucity of information. After a certain number of disappointments, a shareholder has cut his losses. I don’t know if I’ve reached that point yet. I wanted to vehemently criticize you guys as you were talking about a party in Vegas. I was nice and said nothing. Maybe it would’ve been nicer to say something. No counting chickens....
You’re going to have to add another column in your spreadsheet for raises at $0.40.
But it could break $0.35
“Rolling Review, which means that a drug company can submit completed sections of its Biologic License Application (BLA) or New Drug Application (NDA) for review by FDA, rather than waiting until every section of the NDA is completed before the entire application can be reviewed.”
Yet the company was told every section must be completed before review. The very last sentence of the PR denies the definition of rolling BLA
It’s not rolling, as I understand it, if the FDA won’t start reviewing until the whole thing is complete.
Why was Nadir always talking about a rolling BLA ? Was he lying to us, or did the FDA capriciously change their minds ?