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BlueMan - have a heart, you know these 'investigations' fall on deaf ears. People still do have to eat.. albeit wasted effort in every sense and cents.
GLTU/A.
Really wish they didn't leave it up to a shareholder's (or shirts) imagination on what a PR means. Retail shareholder's imagination are vivid! Admittingly, it's a small company and revenue frugal. The next thing we NEED TO DO (I'm sending an email to the team) is to have the current person writing the PR to step aside and stick with their current day job.
Want to be Big Pharma you said? ACT as IF.
*apologies for the rant, maybe the wait for EUA is taking a toll (lives and time-wise)
GLTU/A.
Speaking from experience, curiously?
GLTU/A.
https://www.bloomberg.com/news/articles/2021-03-17/u-k-faces-significant-cut-in-vaccine-supply-for-four-weeks
Maybe time for a therapeutic. Seems the 3rd wave there is about to crest. Only a matter of time it hits other countries in subsequent waves.
EMA, MHRA approval can't come fast enough for CYDY.
GLTU/A.
Thank god for the COVID-19 EUA FDA Adverse Events Reporting System (FAERS) Public Dashboard but what good is a dashboard to report to if the SAE's lead to death???
GLTU/A.
This new FDA bulletin is interesting:
"On March 15, 2021, the FDA launched the COVID-19 EUA FDA Adverse Events Reporting System (FAERS) Public Dashboard providing weekly updates of adverse event reports submitted to FAERS for drugs and therapeutic biological products used under an EUA during the COVID-19 public health emergency."
Looks like there are current drugs that have EUA that cause 'adverse events' and they will use a public facing dashboard to record them. AE's for drugs pushed into public by BP? Go figure.
GLTU/A.
Looks to be boilerplate sign-on right?
"The Company has entered into an employment agreement with Dr. Recknor under which he will be employed by us at an at-will basis, and which contains the following terms regarding his compensation: Dr. Recknor will receive an annual base salary of $400,000. He is eligible to participate in our short- and long-term incentive plans in which other executive officers may participate, with a short term target annual bonus equal to 50% of his base salary, and other customary benefits for which he is qualified as an executive officer of the Company and which will be described in his employment agreement. Dr. Recknor is also entitled to severance in the event his employment is terminated by the Company without cause, equal to 12 months of his base salary (or a prorated amount if his employment is terminated prior to the one year anniversary), or, in the event the Company experiences a change of control during his employment, and there is a termination of his employment without cause during the 12 months following the change of control, Dr. Recknor will receive severance equal to 18 months of his base salary in effect in the year in which his termination occurs, plus the Company will accelerate the vesting on any equity grant previously made to him under the Company’s Amended and Restated 2012 Stock Incentive Plan."
18 months base plus an acceleration on equity grants? This is VERY gracious in ANY corporate governance. Food for thought and all MO.
GLTU/A.
Damn moneycrew talk about being an active shareholder. I figured there were some of us being 'active' but you took this to a whole new level. I know a ton of shareholders appreciate your efforts!
Agree, Cytodyn will get what it deserves.
GTLU/A.
Agree with your sentiment regarding trial status' but this is an interesting PR. Firstly, I didn't even realize that we didn't have a C-suite Operating officer but now thinking of it, it was probably NP/SK filling out that role until they officially hired for this position. This is great for the company short term (as it seems his background is 'deep') but also sets the company up nicely with all the C suite positions in place and filled for a potential BO/merger. IMO.
GLTU/A.
Lalezari draft manuscript: https://drive.google.com/file/d/1vdo5RhM3qdcBJY25rzLUTAsioPYUmYkz/view
GLTU/A.
“People say they want placebo-controlled trials, but I always ask them would you be willing to die to give a p-value?” – Janet Woodcock
Lets hope she's a woman of integrity.
GLTU/A.
I got the same reply as you. Hey, it doesn't hurt to try. I'd rather try then twiddle my thumbs..
Agree on the investigative journalist opinion. They are a dying breed..
GLTU/A.
Upside08 - dan.vergano@buzzfeed.com. He's a investigative science reporter.
GLTU/A.
Did the same thing to JW and email a science reporter from Buzzfeed.
GLTU/A.
I agree with you. It will be needed once they get caught off guard with an approval. Thats when they should have taken my advice sticking with p sci vs b sci.
THEY WILL GET CAUGHT OFF GUARD.
GLTU/A.
misiu143 - Great read and perfectly written. He destroyed the whole crew with that article. I've said this before, AF should really just stick with his major political science, not bio science.
"5TH GRADERS UNDERSTAND – THE DRUG WORKS".
LAUGHING....
GLTU/A.
Great question. I don't know how true this but read at times FDA can grant conditional EUA with/without application. That is out of my league, maybe others more familiar can chime in. I've sent them an email to CYDY, hopefully doesn't fall on deaf ears. Would encourage others to do the same.
GLTU/A.
Dexamethasone failed primary endpoints and I believe just reduced hospital stay (SE). They received EUA. Don't see why CYDY wouldn't be eligible for the same.
https://www.reddit.com/r/CYDY/comments/m0g59t/fda_hypocrisy_in_a_nutshell/
GLTU/A.
HH - FWIW, during the early days of the pandemic I actually emailed both SK and NP to not take salary (a few CEO's were doing so at the time). Obviously no respones. Now imagine what the sentiment would have been to shareholders long and short if they did.
jimmy667/HH -we WILL get there. Period. That's not a variable, it's a known constant. We'll just get there at 'their' pace. It is what it is. Call it destiny.
GLTU/A.
LOL - nice one. Touche.
GLTU/A.
Guys - realized something, check this out:
https://www.clinicaltrials.gov/ct2/history/NCT04347239?A=1&B=3&C=Side-by-Side#StudyPageTop
If we were to have kept the original April guidelines for CD12, we would hit stat sig and we'd be posting a whole new world of different things on the board. This was earlier on in the pandemic and most likely concerned we weren't going to fill fast enough? That's the only logical explanation I could think of. Damn hindsight being 20-20. Ugh.. had we just left that age criteria in...
Anyways, took a look at the LH trial criteria that's posted, and it looks pretty good actually. Should get good results vs Placebo and a solid finish line of stats for PH3.
GLTU/A.
"it’s time to stop myself included with the gloom and doom I have said my piece on NP can’t change the past. " -- BEST POST OF THE DAY.
Lets move on, and be active shareholders and try to keep the company in check. That's all we can do going forward. No point crying over spilled milk. There's still a cash cow in the barn. Just need to have the agencies coax the cow out.
GLTU/A.
aye aye captain53 - thanks for the look. Checking.
GLTU/A.
Again face value, Dr. Rahman said they would file by 2nd Quarter. April is the start of the 2nd quarter. I'm hoping we get a nice PR in between April 1st and Memorial day weekend to start the spring season in motion and make way for summer time fun.
NP mentioned revenue for HIV by YE. That I don't take face value but if Rahman gets the BLA re-submitted, it'll weight more a PDUFA data by year end and truly a potential for $ by close of 2021.
GLTU/A.
Anyone remember if SK or NP mentioned the CTP filing with Chiral Pharma for Philippines (thought it was just NP but I could be wrong)? I'll take it face value (TBH and IMHO) if SK mentioned it, as he mentioned that billionaire investor he/they were meeting and I do believe he's no pump.
GLTU/A.
Hm, simple math shows $0.11 is a 96% decrease from current price/valuation so unless CYDY decides to literally do a new full offering of close to existing shares count, you may have divided and carried the decimal the wrong way. I believe you meant to say:
BASED ON SHARES ISSUED MY BEST CASE TARGET FOR CYDY IS $11.00
MORE CYDY SHARES WILL SOON FLOOD THE MARKET
BUYERS BEWARE - IMO
That makes a bit more sense, though you'd be warning a group looking for a higher SP.
GLTU/A.
"With the new management, this stock will be $10-20 overnight . And yes, 3 fingers long term...but with no NADER ." - so what are you suggesting?
Inquiring minds want to know.
GLTU/A.
Echo this sentiment Marksch1, amazing news..
GLTU/A.
LABZ - damn great research here (especially if it comes true)! Thanks for brightening up an already GREEN day in CYDY-land.
8-K for conditional EUA today/tomorrow for CD12 and a Philippines CTP via Chiral Pharma and a PR for CD16 will turn this mess of a week into smooth sailing for March madness!
GLTU/A.
Interesting indeed! Was trying to figure out all the billionares living out in LA. This one makes sense if true. ESPECIALLY WHEN SCOTT KELLY SAYS IT. I will take that at face value!
GLTU/A.
Maverick - yeah check the last CC. I don't remember time but I believe it was during Q/A (towards the middle to end of the call).
cytodyn's website should still have the call up (last I checked)
GLTU/A.
Not going to pretend I don't like the 10K block prints. Big, smart money coming into CYDY? You tell me..
GLTU/A.
I will commend the CYDY FUD. This one, IMHO takes the cake. Wow very impressed.
GLTU/A.
Cody4 - "In our CD10 COVID mild-to-moderate trial with leronlimab, we noted a reduction in adverse events or symptoms including fatigue, diarrhea, chest pain, fatigue, muscle weakness, and anxiety in treated vs. placebo groups."
IMHO - for our LH trial (no pump): Point. Set. Match.
GLTU/A.
I think the fact that they DID re-adjust the trial shows they are 'learning'. I can always appreciate a company that can stick and move (in the right direction). I, like you expected some crazy mortality rate. The secondaries compared to SOC were very very good (166%? thats phenomenal). The fact that the LH trial is 1:1 double blinded against placebo (obviously there is no SOC) and only 50 for a trial run before PH3 is good enough for me. It's logical and it makes sense.
"As a result, I sold my first shares, maintaining about 1/2 of my position. It was like losing a child for me." -- yeah that must have not been a good feeling and obviously looking at SP today you may have made the right move.
Note though, Scott Kelly mentioned an LA billionare that they were meeting. Mind you, Scott said this, not NP (sad we have to take with a grain of salt what the CEO of company has to say..truly sad). So I'm going to take that face value. Plus the potential CTP from our Philippines neighbor.. although NP mentioned this one.
And to play devils' advocate, one of the CEO's job is to keep the company afloat. He's kept it 'afloat'. Lets give him that point.
GLTU/A.
.1% of the shareholders actively move the stock on an average day. The most movement we've seen with shareholders is 6/30 where we saw 7% of SH population doing business. We're averaging around 3% of float past few days and RSI is looking EXTREMELY oversold. I would be surprised the price stays here for long.
GLTU/A.
longtimelong - LL is the only MAB that can cross the BBB, ie. 'brain fog' is top 3 most reported for PASC.
Basically, if LL is literally the ONLY 1 drug that can regulate and modulate the bodies own immune system and also cross the BBB AND can be done in the safety of one's own home AND is safe and effective as noted in subsects of the CD10/12.
You don't think that's worth 'trailing' for 50 patients? IMHO (no pump), this will probably be the game changer above CD16. This is just a bit further down this year for end results of this trial.
*edit - one very important thing to note. If CYDY gets' this right and we are first to market (for a 30B PASC treatment industry), this will be VERY BIG. I really really wouldn't be surprised we get offers (no pump) from BP, or at the very least partnership deals.
GLTU/A.