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The end game here has always been BO for me. Not SP appreciation. So the more shares/warrants at this level the better. Company needs money, Paulson provides it. Whenever the company finds better financing the game changes and we all make a LOT of money. The company is the most undervalued investment I’ve ever seen. I’m excited to see what happens.
And Misiu when we are all rich, most of us on this board owe you a drink. You insight has always been objective and rooted in experience. So thank you.
Price can’t go up when company continues to raise money with warrants. Those able to participate in these rounds are the same people IMO (this includes myself) and have too much incentive to “rinse and repeat” and accumulate more and more warrants with the same capital. No incentive to hold right now. Preliminary cancer results will help get less dilutive terms but nondilutive funding is IMO THE ONLY catalyst for SP moving higher. So enjoy the low SP while it lasts bc once non dilutive funding happens, it will be hard to find shares to buy.
I took this as a nod to second cancer IND.
I’m in the same boat. In my mind just the potential revenue from the prognostic test puts a safety net on this investment at the current level. Let alone the fact that the combo market at the very least has some value that is definitely more than today’s price. Like RP said, we spent $180mm to develop a product that we know works, and have $200mm worth of product.
I got my brother in law involved. He is stoked but his wife isn’t very happy w me. So be careful with the family dynamics. My rule was that he shouldn’t put in more money than would make it awkward at the dinner table if he loses it. But I’m pretty sure he past that point a while back. Haha
Thanks so much for insight
misui - would love to get your professional opinion on today’s SA articles vale that is highly critical of trial design and believes that will be an impediment to approval. Thanks
I tend to agree with you on this. And it appears that many others do. The question is will anyone have the balls to bring this up on the CC, if no reasonable answers are given by Nadar???
Thanks
Does the report include anything on the market potential for cancer?
Disagree.
I didn’t say that it would protect from external exposures. My original comment was that Pro 140 didn’t block the CCR5 in totality and allowed the cell to carry out its original immune function. So assuming that people on Pro 140 would be more susceptible to WNV may not be appropriate. Then the convo got sidetracked by MJ.
Start with the video on the website. It uses all the lingo that would be a good beginning for you.
Like I said I’m not a medical professional like yourself misiu143 but there’s more than the sentence that CYDY has claimed about the function of Pro 140.
Let me know what you find.
If reading is not your thing then I believe there is a narrated video on the website w visuals
Direct quote from CYDY website
“Pro 140 does not affect the normal function of CCR5...without affecting the normal function”
I’m not a medical scientist so I can tell you all the details but I can read the website at a 5th grade reading level.
Pro 140 does not block the receptor in totality. It allows the receptor to still function and allows the cell to receive the nutrients it needs. That’s what has set it apart from prior inhibitors.
But Pro 140 is unique in that while it specifically blocks HIV it still allows the receptor to function as it should otherwise. This is what sets pro 140 apart. I would not assume that Pro 140 makes people more susceptible to WNV given this fact. That’s what makes it special
Agree with JP here. I just listen to call again and am feeling very confident that financing terms will continue to improve as they did with the June convertible debt. My bet is that the reason they did not share the terms of the ProstaGene acquisition is bc they are contingent on Pestell bringing in a “great depth and resources for label expansion”. Direct quote fro Nadar about the acquisition.
Even if next week there is some deal struck with Paulson for $5mm or so that’s less then two months of burn, I would still be optimistic that the big $$ is being aligned on non dilutive terms. I bought more @.45 yesterday and will continue buying more if it slips again.
Well said. Point being there’s no need to worry about this. Management is aware and has solid bait for potential investors. If I hadn’t put all my excess savings in CYDY already, I’d be buying more at any recent price. Maybe I can get a personal loan?
I’m not worried. Nadar spoke to the need for better financing was in the works. With that mono and combo data out, funding shouldn’t be an issue. I for one hope it’s a very large one that gets us through the BLA process and management can be fully focused on selling this company!
This is great. Can you provide link to actual article?
Moderators - I suggest highlighting finesands post on patents for easy reference. This information will likely be asked about again.
Finesand - this is incredibly helpful and exciting about the 12 year exclusivity. Thank you.
This whole conversation is irrelevant... sorry to break it to you all but we don’t get a say in what the company is BO for, or when, or the financing terms in the interim. Let’s save our BO comments for the independent market research management so brilliantly engaged. That will literally tell us what each indication is worth and hopefully touch on potential for cancer... but there’s really no point to randomly throw out numbers for what each of us hopes to get, which is irrelevant without market research.
A better use of time on this board would be dialogue about open questions that impact value ... like patent expiration... see my previous post
Question on Patents: I'm hoping someone on this board has a better understanding of the company's Patents and their expirations. Below is clip from CYDY 10K. I think to understand the real value of this company we need to understand these expiration dates and the company's ability to extend them. Would really like to see a discussion on this from the board.
"Generally, patents issued in the U.S. are effective for either (i) 20 years from the earliest asserted filing date, if the application was filed on or after June 8, 1995, or (ii) the longer of 17 years from the date of issue or 20 years from the earliest asserted filing date, if the application was filed prior to that date. A U.S. patent, to be selected by us upon receipt of FDA regulatory approval, may be subject to up to a five-year patent term extension in certain instances. While the duration of foreign patents varies in accordance with the provisions of applicable local law, most countries provide for a patent term of 20 years measured from the application filing date and some may also allow for patent term extension to compensate for regulatory approval delay. We pursue opportunities for seeking new meaningful patent protection on an ongoing basis. We currently anticipate that, absent patent term extension, patent protection relating to the PRO 140 antibody itself will start to expire in 2023, certain methods of using PRO 140 will start to expire in 2026, and certain formulations comprising PRO 140 will start to expire in 2031."
The question was about share buy backs. You see big companies do them that have extra cash around. Basically reverse dilution. The question was completely irrelevant to CYDY.
A better question would be whether they intended to offer another limited time special exercise price for outstanding warrants. But if they are, like Nadar said, exploring non dilutive financing means they probably wouldn’t need bother with the warrants.
What are the important questions everyone is hoping to be answered today? I’m hoping a couple on this board will really take advantage of the time we have and press management for as much details as they can.
Details on Acquisition
Strategic direction (R/S), financing and timeline
Details on combo and BLA filing with chance of AA
Update on partnership conversations for GvHD
Update on mono enrollment and timeline to read out of data
Plans for concert P2 trial and timeline.
No responses?
Anyone been following the ViiV and Jansen PIII trials lately for long lasting injections?
I can’t even remember the details of these drugs and how they compare to Pro 140. Since there’s obviously nothing new to say about Pro 140 maybe someone can refresh us on what the competition is and how we compare. Thanks
Very excited about the change to an open label format.
Can someone explain in more detail the other change though?
“The amendments include switching the pre-treatment conditioning regimen from aggressive myeloablative (MA) conditioning to a reduced intensity conditioning (RIC), “
Correct I just saw the Twitter post and assumed it was new. Didn’t even remember that we already have. I apologize to board
ODD for GvHD just announced on CYDY twitter account !
Has anyone else actually seen the downgrade other then newbie? I’m searching for it on the investors analyst action, and it’s not there.
WTF just happened?
My understanding for the shorter timeframes and smaller sample sizes is not because FDA is so positive on the drug but because they narrowed the protocol down to a much smaller and sicker group that was failing on at least 3 medicines in SOC. The initial protocol was for many more patients until protocol was narrowed.
My understanding was that CYDY chose to seek the narrower and more restrictive protocol bc they thought they would get ODD... another boneheaded move that management should have known the qualifications before veering the whole ship on off course just like they did with the RS and uplist. They didn’t get ODD...
Management screwed up the size of the trial in the first place by setting it up for 30 people. Obviously they didn’t bother to run that by the FDA who could have told them from the very beginning that they needed 50 for statistical significance...
I hope you’re right, but I’m tamped out on my ability to keep throwing money after this company as I imagine many people are after buying all the dips from boneheaded moves in the past. We just don’t have the depth of pockets to gain momentum on the OTC. These pre revenue companies have to make the most out of every piece of good news and CYDY killed the momentum... second chances aren’t easy to come by here. Let alone third, fourth, and fifth chances that this company has been given.
I would love to believe management learned from there mistakes, but I also hoped that after the ‘Golden Quarter’ claim and after they missed EVERY deadline they have set since.
All I’m trying to say is management needs to provide some perspective to us before long time investors like myself cal it quits and crash the stock.
Misiu
I totally agree with you about the potential for this company. And as always have much respect for your medical opinion on the science. However, science isn’t the only thing that matters at this point unfortunately.
Management has made such horrible decisions that we are left here running out of money at $.52 instead of $.80 because management made a boneheaded decision to announce a very risky RS that they weren’t even eligible to do in the first place and effectively killing the run up from PE. This is following the boneheaded decision to raise $10mm one trading day before announcing strong PE and effectively damping the only momentum we’ve had in a year before it even started.
Now we stand needing $35mm to get through 2018 and instead of raising at $1 or more we will be raising it at $.5-.6. Please tell me you at least understand these were unnecessary mistakes and it’s costing every investor time and money.
If I were a suitor and familiar with the missteps of the last 2 years I would be suspicious about what other horrible decisions have been made behind closed doors and what skeletons are in the closet.
There is definitely something wrong going on as Dr. P said in his email that they were able to over come obstacles with the FDA that the Prior company didn’t think was possible. What those obstacles are I don’t know but it seems like that are still haunting us. And managements boneheaded mistakes have just compounded.
I’m just surprised you still trust what dr. P says
Fast track designation seems like a misnomer at this point... at very least it’s been meaningless for CYDY.
I’ve about had it. Regardless of whether management is actually as incompetent as the last 18 months implies or there is just something that continues to haunt them, they owe us an explanation.
However, every time people on this board defend management and continue to hold Tony up on a pedestal. Yet nothing EVER changes. The company OWES us an explanation. It’s time to demand more from them.
I must admit after reading the great conversations on TA posted last week, I am a convert. At first I was very skeptical of TA applied to a pre-revenue, OTC stock.
But I’m interested to see what the TA gurus think will happen over the coming weeks here.