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I agree with everything you said. Also, at least the CEO moved towards other indications but there is a reason why he did. The reason for advancing other indications is because even if the combo is approved it doesn't exist alone in the HIV space. There is GSK and others already going for once every 2 months injections. Yes, CYDY having once weekly subcutaneous is good if it was able to get it to market a few years ago. However, there are many competitors pushing for once every 2 months or once every 3 months injections now. CYDY might end up behind the curve by the time it reaches the market.
https://www.gsk.com/en-gb/media/press-releases/viiv-healthcare-reports-positive-phase-iii-study-results-of-investigational-long-acting-injectable-hiv-treatment-regimen-administered-every-two-months/
CYDY will still do good targeting those with CCR5 resistance and will still make money, but you have to remember it doesn't exist alone. There are many competitors in the very same space.
TRIL is going higher from here, new board member from NEA with $20 billion in assets. Writing is on the wall.
Yes, the CEO of Cytodyn said they are "confident" they will file the BLA by then. But didn't say for sure or guaranteed. Also, how can they be confident. He said to file the BLA they need the entire data set from another study. Unless that study reads out soon, how can they also have the BLA filed by the end of February?
Yah at least $1 tomorrow on this Call, terrible on BLA delay. The science is good, but the problem is the company CYDY needs a new CEO.
You can poke fun all you like, the truth is the truth. The BLA has been delayed again and again. Don't believe me, listen to the call. BLA now says end of February, if they make that date. CYDY has good science behind it, but the problem is that the CEO and management are terrible. You can't defend those actions.
That's odd also, but BLA filing for leronlimab was supposed to happen for a long time. We are now in 2020, that means BLA has been moved up for years.
https://www.cytodyn.com/newsroom/press-releases/detail/321/cytodyn-reaches-historical-milestonesubmits-first-of
Now, the CEO says the BLA filing may not happen until the end of February of 2020. This CEO just needs to stop moving the goalposts so much and just announce it when it is done.
I see 8 to 10 in the short-term. From there partnership with STING or CD47 products to take it higher. Also mid-2020 is next update on dose selection and combination pick,plus new data. If all positive, straight to $20 per share + or higher for TRIL.
Correct FTSV Data released this weekend, if really good, bumps TRIL.
REad the PR, the people are all buying the offering. They are all going to own 4.99% or more of TRIL. after offering, expect multiple 13g SEC filings.
TRIL is heading to 40+ like I said. Hopefully, people are strapped in for the nice ride up.
First Morgan Stanley bought at least 4.99% of company, Empery asset management has 4.99%, Venrock Healthcare Capital bought 9.99% today also. These institutions are going to be buying this up. I still predict that TRIL will catch up and exceed value of FTSV. Better get on board for the rocket ship higher. Also noticed the higher it goes the more the bearish posts disappear.
Trillium has both TTI-621 and TTI-622 which are fusion proteins CD47 and because of that they have better features than FTSVs magrolimab.
1.) The first is that TRILS drugs don't bind to red blood cells when they enter the bloodstream at all, on the other hand FTSVs magrolimab does bind to red blood cells causes anemia.
2.) The second is that TRILs drugs being fusion proteins have 2 mechanism of action not only do they offer the blocking of the CD47 "don't eat me" signal, they also boost the "eat me" signal on their own. TTI-621 does a better job of the dual function, TTI-622 is more so the IgG4 extension which doesn't have as strong as linker. That's why Magrolimab being an IgG4 has to be combined with other drugs.
3.) TTI-621 not only is the only anti-CD47 to generate a complete response in cancer, but the company is even thinking of boosting that monotherapy effect by combining it with other immunooncology drugs.
4.) The second generation STING that just got international patents is going to be out-licensed to big pharma, I expect in 1st half 2020 $150 to $200 million in an upfront payment and then $500 million to $700 million in milestone payments.
I state that it will be outlicensed because the company notes it at the end of its presentation and because TRIL has enough cash until 2021. The cash portion is my prediction based on all partnered 1st generation STING agonists programs. I have proof below.
If you see here, Novartis was willing to offer up to $750 million for a working STING product with Aduro biotech. However, the 1st generation STING products haven't lived up.
https://www.fiercebiotech.com/partnering/novartis-tackles-immuno-oncology-a-750m-aduro-deal-for-new-r-d-group
On the flip side, TRIL's STInG is 2nd generation and doesn't have a CDN scaffold like first generation products. That means higher doses, more safety and good anti-tumor activity that can be given either orally or by intravenous infusion.
PR Compliance was today also, same day as Patent news released at end of trading day for TRIL.
Spike at end of day on patent news for Trillium, international Patent for 2nd generation STING https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2020010451
Nobody, no point to take profit. It's going to head higher on PR update on meeting compliance. Plus, there is a partnership approaching 1st half 2020 for STING product. Long-term TRIL is heading higher.
I see what you are saying Vinmantoo Tuesday (yesterday) was 10th day for TRIL. There is no risk of delisting.
As for the cash point. They had roughly $38 million cash on hand and projected to last until early 2021. This was before the warrants. Warrants were exercised likely at .95 and then probably on the run up. With warrants being exercised (offered at .95) plus the prior cash, they got plenty of cash to carry the company until 1st half of 2021.
Secondly, it is being handled for anyone that even bothered to look at the presentation. Look at the last slide
"out license STING 1st half of 2020"
This is a hint they are in talks t partner that out for upfront cash and milestone payments. Obviously that is never a guarantee, but they likely have some interested parties. Especially, as you may or may not know this is a second generation STING product and doesn't have a CDN scaffold. CDN scaffold in first generation caused major side effects and couldn't use higher doses. This one from TRIL should be able to. Also it showed anti-tumor activity in preclinical studies both as an oral agent and intravenous agent. tHat flexibility plus being second generation STING leads me to believe it will be outlicensed 1st half 2020 as the company claims.
Last slide towards the end. https://ir.trilliumtherapeutics.com/investors/default.aspx
Well, this kind of thinking is why only a few people make money on this market. Some make good money because they know what they are investing in and others well they are just lost and have no clue. TRIL is worth more than FTSV is.
Let people be ignorant. Trillium's products TTI-621 and TTI-622 are superior to FTSV's magrolimab. TRIL should be equal in market cap to FTSV right now. Obviously it won't gap that high immediately, but over time it will start to trend and trade up higher until it matches it valuation. The smart people are accumulating now, those types are bashing it.
1,)You have TTI-621 being the only CD47 to generate complete responses in blood cancer and solid tumors at doses completely lower, not done with dose escalation yet, no Maximum tolerated dose being reached
2,)TTI-622 put up same or better response rate numbers as an IgG4 agent like magrolimab , but a 30x lower doses. Magrolimab to give you an idea is at 30 mg/kg, while the reported data for TTI-622 was 0.5 mg/kg. A much lower dose yet put up same or better ORR than magrolimab at 30x higher dose.
TRIL is a pure buy and hold at this point until either
A,) partnership with STING as suggested by company in 1st half of 2020 is obtained
B.) In my opinion will eventually be bought out. Whether its for $2 billion or $3 billion it will be bought out. Why? CD47 blocks the "eat me" signal on cancer cells letting macrophages (the main immune system)swallow cancer cells. It is the next generation in checkpoint inhibitor therapy like Keytruda and Opdivo. Why would someone sell now at mere pennies, when this is going to be worth billions?
Forgot to add: Trilliums drugs are fusion proteins CD47 and they don't bind to red blood cells which means they don't cause side effects of anemia like magrolimab does. That means TRIl's TTI-621 and TTI-622 are not only better at lower doses compared to FTSV's magrolimab but they are even safer to take.
Day Traders getting out likely. It doesn't matter compliance news is approaching Wednesday. After that I expect take off, also partnership for CD47 products or STING lined up. Presentation slides mentioned STING out licensing expected 1st half 2020. TRIL going higher.
Here is the scenario I see playing out for TRIL. On the presentation they stated they expect to partner STING by 1st half of 2020. I think such a partnership with upfront cash/milestones takes it to $8 pere share or $10 per share in the short-term.
I believe that $40 per share will be achieved once the mid-2020 update happens. That's because that's when it will select its dose to move forward for phase 2 in combination for TTI-622 like FTSV.
For TTI-621 it continues to achieve complete response rates and that will move on also.
But I think on a positive mid-2020 update you can easily see $40 per share. If everything aligns right that day.
I have been here for a bit of time I think TRIL heads much higher still way undervalued compared to other anti-CD47 biotechs.
There doing very well, the new CEO is doing a good job. He only started back at the end of September of 2019. He hasn't been on the job long, but he immediately cut costs and focused pipeline and is doing much better job than prior CEO.
Data today looks good, check out the new presentation slide. I know this is going to be a long-term winner.
Guess you were wrong on that end, When big money comes in you must evaluate more succinctly. TRIL is the real deal. Data released today proves it.
Trillium is one of the best long-term holds. It just released data today and is the only anti-CD47 biotech to achieve complete response rates in blood cancers. Albeit at low doses. This is a buyout candidate easily or a a partnership to come.
https://finance.yahoo.com/news/trillium-therapeutics-provides-tti-621-133010015.html
I will have to look more into it, but I believe even Baker Bros have a stake in Trillium Therapeutics. I will have to check into it but that's what I heard.
https://www.sec.gov/Archives/edgar/data/1616212/000114420418007958/tv485175_sc13ga1.htm
Well Morgan Stanley just bought more the other day I think they have about 1.67 million shares now if I read the filing correctly. Anyways, I TRIL as being good and maybe even better than FTSV. That's because TRIL has 3 anti-CD47 products in its pipeline. One uses IgG1 , then the 2nd uses IgG4 extension (FTSV only uses this one) and then a 3rd undisclosed anti-CD47 product in preclinical. That doesn't even account for the other products like the immuno-oncology in preclinical and the second generation STING Product It all looks good IMO but we need to see the next set of data using the higher than 0.5 mg/kg dose. They said they were able to get the dose higher so it's important to see it. The good news is that going from 0.2 mg/kg to 0.5 mg/kg has kept thrombocytopenia side effect at 18%. That risk didn't increase on higher dose. If the same thing happens with higher doses this is golden.
Yah, Morgan Stanley had started to buy early and buying a lot of shares since then. They keep adding on TRIL. Which is quite impressive for a biotech that used to trade at .34 cents on the low end.
TRIL has until March 20, 2020 to get 10 consecutive days above $1. It is already trading at .94 to .97 range. Just on speculation alone it will run past $1. But even then setting that aside, there are 3 avenues it could rise:
1.) Positive update on one of the anti-CD47 products in pipeline
2.) Second-generation sting agonist partnership with big pharma, this product has shown anti-tumor activity both as intravenous infusion and oral pill form
3,) Partnership on one of the 3 anti-CD47 products.
In other words, it will be easy to meet compliance. Matter of fact, I believe that it is not even an issue.
Trillium TRIL has the technology to do it. This is going to be the top 2020 play in biotechs. They got 3 anti-CD47 products along with a second-generation sting agonist that can be given both oral or intravenously. Plus an immuno-oncology product in preclinical testing.
Things are looking good for PTI. Hopefully, phase 2 results are solid.
Amazing Volume last few weeks in PTI, with good triplet results stock could go from $2 per share to $10 per share +
They just released earnings. Cash burn dropped, data expected Q4 2019 now all looks good. This is big gamble for PTI. Either Triplet better than Vertex's triplet or its below.
Hopefully that increase in volume for PTI continues.
Good news, looks like enrollment is now complete for doublet and Triplet for PTI's studies. Data now expected Q4 2019.
It's possible, we have to see how presentations tomorrow go for PTI.
BLCM perking up, looks like new is approaching maybe soon. Hopefully Rivo-cel partnership.
Any partnership deal yet for Cytodyn?
Any buy out yet for IPIX? or partnership deal?