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Coming out party hasn’t started yet. But about to.
Yes, 22 indications. Humira on steroids.
This is what I signed up for. Bring it on!
The later you got in the better. My average is right at .60. I’m loaded and in for the long haul until the science says otherwise.
The way I see it HIV Combo is worth $3 min. Mono moves us to the $10 area and Cancer blows the lid off of the SP. I’m going to sit back and watch the show. There is plenty of today and yesterday’s moves ahead. Its pretty clear where we are headed in 2020. UP.
Yes. The game is just getting started. Waited seven years for this.
You read my mind. A PR away from $2.
Schwab and Fidelity both show $1.34.
No question. Tip of the iceberg.
Nader said on one of his PI videos last week they hope to have initial results from patients 3 and 4 this week. Patient 3 was injected Jan. 3 and patient 4 a couple days later. Also said he was in contact with Dody in respect to clinical portion of BLA and on track for completing this week. The manufacturing portion was still being tweaked, maybe running a couple weeks behind.
Everybody has to do what they have to do in terms of cutting their shares loose. I’ve been in for seven years building a position and followed every step. Not selling until the science says so.
We should expect a lot of opportunists (AF and the likes) wanting to play with this as it continues to run. I’m ready and staying the course.
If we were at all shady or a fraud we’d be in big trouble. Fact is this is a very real company that will not be derailed by the typical short attacks that sends OTC stocks to their knees. When your not real or hiding something you get crucified. Not the case here.
Anticipation of first results patients 3 and 4 TNBC. Couple positive results with BLA submission. Nader has indicated both would happen this week. Doesn’t mean they will but definitely strong possibility. If not next week for sure.
SP could rip right through $2 if both occur.
My math says: 18 means maybe 3-4 term sheets. I think Nader is going to get a deal done in the next 30 days w BLA completed and especially if patients 3&4 are consistent with patients 1&2.
Obviously Paulson is our safety net, not having to go back to the well sends a very strong message.
Not if Nader comes up w a $40M-$50M deal.
This isn’t an event off in the distant future. Term sheets expected from 18 parties, starting this week. It is a huge catalyst for this stock if the Paulson door is locked for good. Nader knows it and Paulson agrees.
Adding warrant from this point forward will be avoided at all costs.
Agreed we are saying the same thing two different ways. Exciting times!
Yes, might even be a positive to uplist right after BLA approval. I’m hoping for approval Q3. Will be interesting to see how high the SP will go prior to approval.
IMO BTD is biggest SP mover over the next couple months. Securing BTD would mean Cancer results from first 7 patients over the next 6 weeks continue to impress with more patients being injected. The odds for success dramatically increase when BTD is granted and that will attract a lot of eyeballs.
BLA submission is very important however the fact that it will happen is a given. BLA acceptance and approval are SP movers because they are not a given.
The big domino to fall is an organic uplist. Question is can that happen before BLA approval? Will it happen?
The climbing SP says otherwise.
Yes, we have been trading in this area for about a month. Don’t you think we are creating a stronger base of shareholders. I mean the Paulson raises straddled this company with millions of cheap shares. There is no longer an endless supply. This move over the last 40 days has put a big dent in that supply.
All good points Grip.
You have to figure approx 80M shares changed hands since 12/17. The question is who is still in that is looking to get out at the current SP?
Not necessarily. I believe Pestell dumped because he was broke. Had nothing to do with confidence in Leronlimab.
Think about how many shares have changed hands since Dec. 17.
Couple that with all of the catalysts on the table and I think we are going to continue to climb throughout the year.
You nailed it dolphin. Recognized the same observation.
So does that equate to 30M warrants converted at .66 for $19.8M in the coffers? Just making sure I understand your post.
Yes, the stars just need to keep aligning. Probability of huge breakout year are very high. We don’t even need to run the table to uplist. I like our chances of making it to the big boys club.
Nice math to determine 30M warrants converted. How did you come up w the .60? Is that an educated average estimate? Either way I like the $18M.
Look guys we are trading 2M plus per day and gearing up for an uplist.
The clinical data will determine
the outcome. What’s not to be bullish about?
My experience in business has taught me that we can be subject to a particular mood we are in when we listen to a presentation. Often times we are only able to see what we don’t like or perhaps something in the presentation closes our willingness to hear the presentation without bias. I posted my perspective of the CC before I had read any feedback on purpose - so I would not be influenced. What I’m saying is cut yourself some slack. It’s all subjective and nobody is completely right or wrong.
Agreed. Obviously this is a potentially humongous next couple of months.
I disagree with the wasted 15 minutes on telling the story. Rule number one assume people don’t know the story. Tell the story even if only 5 out of the 200 on the webinar needed to hear it. The audience that does know the story always learns something and we gain more exposure. Also Nader needs all the practice he can get so that’s another opportunity for our mouthpiece to refine his delivery.
The negative is the unorganized moderator Jack Marks. He was the bumbling problem not Nader.
As many know I am very critical of Nader’s presentation skills. IMHO I thought he did a good job with the presentation and an even better job of answering questions.
His explanation of the delays that have occurred with the submission of the BLA was turned into a positive. The additional demands that the FDA made have provided a better platform for Leronlimab.
BLA submission is still on schedule for end of January. Could slip a week or two but they are all over the final details working around the clock.
His explanation of the MOA and impact on Macrophages was powerful. He explains in layman terms what separates Leronlimab from Maravirov and other CCR5 inhibitors.
Patients 3 and 4 have been injected - #3 was Jan. 2 and he expects first data on these patients as early as next week. He also expects patients 5,6,and 7 to be injected by end of next week. He is inquiring on a daily basis for clinical updates to keep SH’s in the loop. Goal is to get 50 patients injected as quickly as possible. They have filed for Basket trial to expedite enrollment.
They are in discussions with 18 companies for $40-$50M non dilutive financing. They expect non binding term sheets to begin hitting his desk next week.
Someone wanted to know about current $ in the bank. He was quite confident about the companies position with warrants being converted coupled with a much appreciated SP. He isn’t going to jump at any cash deals that take advantage of our current SP. I got the feeling Nader is very comfortable with the leverage that is starting to build with the BLA submission and mTNBC play.
NASH will have published data very soon and they feel there is a strong likelihood of a BP deal.
Number one I goal is to help the many patients lives that can be saved. Number two is SH’s ROI. He said we can’t reach goal number one without first achieving goal #2.
Things are ramping up on a daily basis in terms of possible PR’s. Once again why anyone in there right mind would sell this stock at this juncture is beyond me.
GLTAL’s
Been Buckled up and ready to drive. I’m just tired of getting out of my car for the caution flag.
I used an imogi and that translated to ?? I got your remark. Order me XL’s.
Lol??
That would normally be my assumption also except Nader has missed in the past so I am not as confident. He is always very optimistic which is effective for inspiring SH’s but ultimately more often than not a let down. I have conditioned my expectations to avoid the disappointment.
IMO the granting of BTD along with BLA submission, acceptance, and approval by the FDA would guarantee a huge run up in SP followed by an uplist.
What excites me is we are fast approaching the fork in the road that will reveal the likely future valuation of Leronlimab.
Will we be used solely for HIV or is this a for real multiple cancer indication platform molecule?
Will we garner $2-$5B for HIV or are we going to blow the gate wide open and add the cancer card?
Many here are 100% convinced that we are going to be the next Humira on steroids. Show me 10 patients with the same outcome along with the same CTC and Tumor results after 24 weeks and I’ll start pissing my pants.
Thank you Closet. Very informative post that makes absolute sense.
The issue I see is having a wide enough data set to get BTD. Four patients may not be enough and the non dilutive $40-$50M deal would be much more likely if we were already in possession of BTD. It’s difficult to go where we want to go with any velocity without adequate funding.
Thank you Jacobs. Appreciate the response. I now remember the issue with the separate IND and how the basket approach would eliminate the complication and paperwork for each individual patient.
And Yes, BTD would help in a big way. Issue is we may need more patients for a wider data set to get BTD.
Looks like we are running into February for complete BLA Submission.
Latest PI Video
Can someone with experience and knowledge on the clinical side provide some insight as to why we are taking such a long time to enroll more patients in the TNBC trial?
Nader mentioned they now have over 50 patients wanting in. I understand the time lag for the screening process but it seems we should have at least 10 new patients injected in the next few weeks. My only gripe is how slow the enrollment process is for the claimed demand. Also in the update for the two patients he makes no mention of injecting two more patients which he made claim to weeks ago. I find that odd.
I’m no expert with the clinical trial process. What am I missing other than the typical lethargic pace at which we seem to move. And yes I know we are on a very limited bank roll but enrolling 10 patients now - that shouldn’t be a financial constraint.
Time is money and we have the holly grail in our hands. It’s time to monetize this molecule and start saving some lives.
Yes, those are the two immediate updates we are all waiting on. Can NP actually get this BLA completed in January? I’m not holding my breath as a couple of weeks won’t matter much other than the ranting that’s going to star Feb. 1.
Yeah, the stakes are very high in terms of the next 5-10 patients.
We’re the first two patients outliers or a representation of what we can expect to be the norm?
Also what will be the status of our first two patients over the coming months. Cancer has always been able to figure a way around all compounds over time. Could this be the exception?