Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Great perspective BH. As you know I have been critical of Nader and It remains to be seen how big of a barrier he is in taking Leronlimab over the goal line. It can be argued that he is doing great things with the FDA and the advancement of the science. It can also be argued that he is like a bull in a china shop.
The reality is there is much going on behind the scenes that we are not privy to. For one Dr. Rae is working 18 hour days making sure the BLA application is complete. All we care about is reading a PR that it’s been filed. Wisdom tells me there is much more competence handling Leronlimab than meets the eye.
Naders near term success now depends on the filing of the BLA, BTD approval, and a tier one licensing deal. We as Long investors know we still have the trump card with the science regardless. After seven years I want more than just feeling great about the science. I sense urgency from the company as they feel the same.
I would hope todays call exudes that urgency supported by progress.
Keep sewing your wares on your worn out story. If it talks like a duck...it is. Donald you are such a desperate soul.
You live in dilution. Over exaggerating the past is a very poor way to read this company’s future. Your starting to get as redundant as RealDD. GL w that mentality.
I had to open a Fidelity Account. No other brokerage would take the shares because of being an OTC penny stock.
No I don’t have inside info. What I can tell you is the obvious.
Much is riding on BTD. If it were to be given a green light by the FDA out of the gate in the coming weeks it will change this investment forever. Most likely the FDA will request more data on more patients, so we will IMO be in yet another holding pattern. If Leronlimab continues to perform it will not be long with another 20 patients being enrolled over the next two months. We will have the verdict soon enough.
I do think that both the Clinical and Manufacturing pieces of the BLA will be filed by the end of March.
For now the shorts are going to bash as hard as they can at Naders lack of progress when in fact great progress is being made.
It would be wise to ask some pointed questions on the Thursday call if you are Long and see it differently. I have planted a few seeds with the company in terms of issues of importance for the call.
Clarity in regards to managements top priorities.
#1 Flawless filing of the BLA.
#2 mNTNBC BTD.
#3 Licensing Deal.
IMO all will be achieved sooner or later - preferably sooner. Until then the Shorts will continue to bash and the SP will continue sideways.
Agree completely. So much negativity with so little understanding of what is about to transpire.
Thanks my bad.
Market doesn’t believe Nader can get BLA completed. He needs to feel the heat on Mar. 6 CC.
BLA completion is the overhang. Once completed I expect SP to take off when combined wit other near term catalysts. Some want to make it appear that the BLA will never happen and it’s a hoax. That is completely false as it is the company’s #1 objective. The FDA’s requiring data on 500 additional Mono patients was a monkey wrench but is also a silver lining moving forward with the more important Mono pathway. Amarex is compiling the data and it will get done this month.
mTNBC BTD is also looming
along with another 20 cancer patients to be injected over the next 60 days. My thinking is the FDA may come back needing to see 8-12 weeks data on at least 10 patient to green light BTD. We shall see as my experience says one just never knows how they will interpret. The bottom line is IF the results continue as they have through the first five it is only a matter of time before the FDA obliges and the SP pivots hard.
Corona Virus is not something I’m counting on but still a wildcard that at the very least adds exposure.
One can bash all they want (and I have) about Nader and his shortcomings but the cancer results are going to continue to flow and they will be impossible to ignore. Leronlimab is going to make it to market only question is for how many indications.
WABR is going to run dry somewhere through this process. The dam is going to break and with all that is in the pipeline it could happen any day.
GL
It is Drugdoctor
My Post.
Drug Doctor has been around the block. Over 1500 followers. He called the SP dropping to below .80 before a quick rebound. Glad he’s objective.
The fact is the catalysts are stacking up and looking very promising. If Leronlimab is able to have a presence in Coronavirus spotlight that’s pouring gas on the fire.
He also understands that the case for the current outstanding shares that place CYDY’s MC at $500M isn’t the end all that RealDD relentlessly pounds as to why the SP will only depreciate.
I cannot logically understand why anyone would want to be short heading into this week.
Drug doctors reply:
Right on all counts... There is a good bit that I don't like about $CYDY and its management, but the drug and the Coronovirus angle tells me, the stock likely will head higher before it goes lower again... I also like the way it did rebound after the pullback and held it's ground... I'm a trader first, and an investor second, but right now it appears being long on $CYDY is the right place to be... GLTA $CYDY's Coronovirus drug named "Best-in-class" The best-in-drug-in-class-is shaping up to be CYDY’s leronlimab https://insiderfinancial.com/top-coronavirus
This the DD’s response to my post.
“Right on all counts... There is a good bit that I don't like about $CYDY and its management, but the drug and the Coronovirus angle tells me, the stock likely will head higher before it goes lower again... I also like the way it did rebound after the pullback and held it's ground... I'm a trader first, and an investor second,
but right now it appears being long on $CYDY is the right place to be...
GLTA $CYDY's Coronovirus drug named "Best-in-class" The best-in-drug-in-class-is shaping up to be CYDY’s leronlimab https://insiderfinancial.com/top-coronavirus-stocks-backed-by-scientific-evidence/179657/ [Suppressed Image] [Suppressed Image]
Have fun Gilligan. Your a castaway. The ships have sailed and the short party is over. Ignorance will be quite costly.
Shorts are pulling out. The deck is stacked in favor of investors that are Long. The most important thing Nader can do is get the BLA filed, the rest will take care of itself.
Nothing I’d rather see than a monumental event to remember your birthday by. You steady clinical input is much appreciated. Happy Birthday Misiu.
“Trader first Investor second”. CYDY makes sense from both angles.
GL
Drug Doctor has been around the block. Over 1500 followers. He called the SP dropping to below .80 before a quick rebound. Glad he’s objective.
The fact is the catalysts are stacking up and looking very promising. If Leronlimab is able to have a presence in Coronavirus spotlight that’s pouring gas on the fire.
He also understands that the case for the current outstanding shares that place CYDY’s MC at $500M isn’t the end all that RealDD relentlessly pounds as to why the SP will only depreciate.
I cannot logically understand why anyone would want to be short heading into this week.
“Not good for Martin Shkreli’s Vyera Pharma.”
It’s not his Pharma. Dude you are living in world that no one understands.
Why would any of Nader’s moves concern you. Your on the sidelines. Play ball and buy your 1000 shares or find something you can get behind.
Lmao
Eng, the cost is irrelevant in the scope of things. We are not concerned with pennies. This is a major play. This is only going to heat up as we move forward. I know you really dislike Nader but your missing the big picture. Hopefully you get unstuck and change your hand.
Keep seeing your wares. One trick pony.
Read my post. I said I’m not in this to capitalize on the Cononavirus. Open your eyes and ears dude. For the record this board will be around after your long gone sewing your wares somewhere else.
There is no other stock in the world I would want to be invested in with the Coronavirus scare. Not because I think we are going to particularly capitalize on the virus but because we are not part of this huge broad market sell off.
Our future is bright with a continual stream of positive news in the short term. We are going to head North while the rest of the broad market is headed South wondering where the bottom is.
AIMHO.
What an ego maniac. So your going to close this board down? Nothing but a bottom feeder sewing your trade.
Eng62, I’m not able to reply privately to your messages.
Let me just say this in all due respect, I am well aware of the low percentage of companies that are able to successfully navigate the FDA gauntlet. I understand the risk and the fact that great science can be flushed if management is incompetent. Nader is not my first choice and I have voiced my concern however the BOD has elected to keep him as the CEO. I know many of these people and major shareholders that are close to the story and I’ll leave it at that.
I know you have been around the biotech block more than once and are calling it the way you see it. It may appear that Nader is going to drive this drug into a ditch despite its impressive safety and efficacy and potential cancer play. There is more than you may be aware of with the CYDY story and I have reasons for staying the course and am very comfortable with my investment.
I am not going to spend my time debating and convincing you that you are wrong and I’m right. I don’t play the stock market much less the OTC. This is a calculated investment and I’m willing to risk my 550k shares because I believe it’s a winner substantially North of the current SP. I’m also willing to take the risk because it’s not going to change my life if I’m wrong.
There are no guarantees and a helluva a lot of risk with biotech start ups however IMO we are on a strong trajectory with many short term catalysts to drive the SP. If the science heads south or Nader spins his wheels and can’t get it done I’ll consider moving on. At this moment we are nowhere near the fire sale you and your fellow shorts are trying to sell.
The only thing I don’t respect is the manner in which you folks go about your business. If you believe what you believe post your opinions with respect. Calling this company a junk company that is a scam and that we are in bed with criminals is just pure BS. It’s the surface story to inspire doubt and fear. That’s your game and something I don’t respect but I know that’s the way the ball rolls.
Thank you for the supporting data on bringing a new drug to market. CYDY is going to get it done for a whole lot less than $1B. Your coming around.
Correct - your opinion is nothing more than a 101 surface story supporting your agenda. Gather some facts, twist them and leave the the details out. Sprinkle in some opinions about CYDY being a junk scam company and label it as fact.
Yes we are a pre revenue biotech. We have no revenue. That is how it works prior to FDA approval. CYDY is not able to generate revenue until they are able to legally supply Leronlimab. Dilution is part of the process and coming to a conclusion. Your factual opinion (lol) is that we will never make it to revenue and all investors should cash out now before the house burns down. Seriously, you think long time investors that understand all the facts are going to buy your surface story.
You have no reason to be here other than to create fear and doubt. Am I to believe you are stating your opinions to save investors from losing their hard earned $. I think not. Your here to make $. You could give a crap about the facts. This is what you do, CYDY is just another place to sew your wares.
Good luck on your next target. The bones have been picked clean here. The PR’s you so desperately downplay are going to bite. The data will speak for itself and you would be wise to leave with a profit while you still can.
Your opinion of Nader and this company is just that - your opinion. As always is the case when the layers of the onion are peeled back truth is revealed with the facts. You have crafted a story that is quite shallow. A drive by opinion that takes a glance and says hmm, I think we can cherry pick enough surface information to create doubt in the minds of current investors and new investors that are kicking the tires. Just keep pumping and repeating the surface story.
The progress this company has made is actually quite remarkable. Raising $230M and approaching FDA approval for HIV Combo in 2020 is nothing to turn your nose at. As you know the average cost to take a drug through the FDA approval process is 10 years and $1B. I’d say Nader has navigated this process a whole lot better than you suggest.
The BLA delays are part of the current process and landscape to insure FDA acceptance. The company has wisely chosen a more thorough approach rather than risk submitting an incomplete application that would be rejected. Amarex is assembling Part ll of the BLA and it’s what they do. The FDA requested Mono data on an additional 500 patients and that has required additional time and $. This is not at fault because of company incompetence it’s just part of the BLA process. That’s called being on the same page with the FDA. In the big picture its a positive as it demonstrates the FDA’s interest in the efficacy and safety of an increased dosage as a mono therapy. This is a stepping stone for expanding the HIV Combo Label once approved.
You pick at the 82+ PR’s. It’s clear this bothers you because they reinforce the safety and efficacy Leronlimab consistently demonstrates in both HIV and Cancer. The truth is this molecule is demonstrating groundbreaking results in the metastasis of cancerous tumors. Reducing CTC to zero and shrinking tumors after three weekly injections at the lowest 350ml dose is impressive-period. Let’s see what happens as the dosage is increased to 525ml and then to 700ml. I like our odds going forward based on the results of the first five patients dosed with 350ml.
The current basket trial is going to reveal the effectiveness of Leronlimab in a very short period of time. With 85 patients waiting on deck the data is going to start stacking up. The outcome will be what it will be. Up to this point the data is very compelling. If you think 82+ PR’s is overkill get over it because they are going to keep coming. You can continue to pound your negative surface story while the company will continue to update the world on the progress of Leronlimab.
Much to your dismay the funding will continue to flow via the converting of warrants and minuscule dilution until a licensing deal that benefits SH’s is consummated. None of the investors here that understand the complete story are concerned with the dilution card you are pushing.
This is not smoke and mirrors and some junk company you banter about. This is about real science with an army of investors that understand the validity of the science and the landscape that must be navigated. Not the other way around.
Regardless of the short term SP the vast majority will be here for the final chapter and you will be long gone. We like our chances and are not biting on your redundant surface story.
It’s called a bottom feeding buffet. Problem is the bones have been picked clean and the buffet has been closed for weeks.
Got that right DD. LMAO. You are quite the drama king. Maybe you could surprise us with some useful information.
Couldn’t agree more. It’s their board now and they can have each other. It’s too bad because this was a good forum to gain many different perspectives without the agenda to slam management and our science for a quick hit. Interesting how honest perspective is interpreted by the negative nellies as pumpers. I can’t imagine spending all my time trying to convince people they are fools and will eventually become bag holders. It’s the motivation behind the twisting of the facts that is most annoying. Bottom line is it’s the landscape that must be traveled to separate this investment from the good story gone bad club. See all you Longs on the other side.
As far as the impact on SP tomorrow I find that irrelevant. Oh sorry I just agreed with Donald Duck. We are trading low volume so we are irrelevant. Can’t have it both ways as you speak out both sides.
This has been the hitch for many years. Extremely compelling science with Nader engaging in activities that are not well thought out. As I’ve said for a very long time we will prevail despite his weaknesses. It’s like scratching a chalkboard at times.
Yeah, and it’s going to get a lot more expensive as the clinical data continues to stack up.
That’s the way it works. Market cap is relative to potential revenue and likelihood of FDA approval. CYDY’s MC is $500M. Longs understand what a bargain valuation that is for where Leronlimab is in the development cycle. You think it is absurd because you haven’t looked under the hood to understand the machinery. You look at it from a very simplistic perspective. One day you will wake up and say to yourself; WTF, how did I not see this coming.
Your stuck on the paint job. If you took some time out and looked under the hood you’d find a Ferrari Engine.
Go baby go! Sometimes enough is enough.
See you at $2.
Indeed, 2020 is our defining year. The fate of Leronlimab will be revealed.
Grip, let’s set the record straight. I was and still am critical of Nader. However, Nader’s shortcomings don’t make us a fraudulent company. We have always been a real company with real science. I would prefer a more experienced polished CEO, however that is not going to happen unless the BOD decides to replace him.
Bottom line is I’ll see you in Vegas for a round of golf when this all shakes out providing you don’t run out of patience.
Forgot to mention Nader says they are on schedule for Part 2 BLA submission end of February. If the FDA requires more data that timeline can change.
BLA is #1 priority. They are working as intelligently as they are able with Amarex to make sure Part 2 is successful. Remember the FDA has requested all of the Mono data. That cost money and time. Imperative this section of the BLA is submitted to the FDA’s requirements. I personally believe with my discussions with Craig Eastwood and what I’m hearing from Nader this is not some BS excuse but rather the bottom line.
Cancer Basket Trial is #2 priority. Amarex is blown away that they have 70 patients waiting to be injected. Will have 10 patients injected by the end of February and then hit the road running with Basket Trial in March.
All the focus and resources is on those two areas.