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“I think we can see $2 as soon as we PR at least 10 enrollee's in cancer trial and BLA submitted. Once we are uplisted, this will increase quickly to $4-5 until approval.”
You left out BTD and that is a really big event in terms of immediatey increasing valuation. Many more eyeballs will be on CYDY because of the history relating to drugs that are granted BTD.
These are the dominoes that are positioned to fall:
BLA submission
Continued positive mTNBC Data on 5 plus patients
Green Light from FDA for BTD
$40-$50M Non Dilutive Deal
Those events will push the SP to the $3-$4 plus for uplist.
Nader can control two very important events in the short term.
1-BLA submission and making sure it is clean so the FDA accepts on the first pass.
2-Injecting as many qualified patients as possible for the nTNBC trial.
The data will be what it is - and we all know that the outcome for the next 5-10 patients is going to tell us just how big of a fish we have hooked. If it holds true to the first two patients Naders $40-$50M non dilutive deal is a cake walk and will lead to a SP that will allow for an organic uplist.
For anyone w half a clue to be selling at this juncture should have their head examined. This is like preparing your whole life for that putt to win a major championship and you bail because the moment is just too big to handle.
So much is riding on the data from the next 5-10 patients, it’s getting really hard to focus on anything else in my life.
It’s all relative Blane. I own 550k and that sounds like a lot. The man that turned me onto CYDY owns well over 5 million. I don’t even know the number today. That can make me wish I’d got in at the right time at.30. That would give me twice as many shares. That’s not the way the game is played. My number is right for me and your number is right for you. The amount we own has no bearing on how smart we are. I like reading your posts even when I don’t completely agree because you add value. Thank you.
Your preaching to the choir Mandarin.
Been invested for seven years buying along the way. Never sold a share and won’t until my gut says it’s time to cash out. I don’t think we can put a time line on 12 months or any other number for that matter. The informed Long understands the milestones and catalysts that are in front of us and those outcomes will dictate the time line.
It’s a long time coming as this story has finally made it to the riveting chapters where one can’t put the book down. What I like about this forum is the patience the Longs have exercised to make it to this point. Let me tell you none of us are selling until this story has been written.
Couldn’t be more excited while tempered with my cautiously optimistic side of my brain.
Agree Tony, however we will preserver in spite of our weaknesses.
Your right it’s not crazy it’s insane.
Don’t want to dampen your spirits Newrunner, but that would give us a market cap of $350 Billion.
I prefer to live in reality. But hey, maybe I’ve got it wrong and you and Venus are the ones living in reality and I’m just stuck in the logic of it all.
That’s a very aggressive outlook. IMO the likelihood of 32 partnerships is a pipe dream at this point in time with 2-4 patients on product in TNBC. I think your a little ahead of the ball. We are just North of $1. Let’s advance the science and uplist first.
Thanks Doc. I just don’t have the time to follow both boards so I decided to stay with IHub, although I do understand why many fled IHub.
For me IHub provides a pulse on the reality of the state of CYDY both positive and negative, short or long. I’m not looking for all of the positive-I know that story. I’m a Murphy’s law guy that wants all of it good or bad and then I’ll decide because at the end of the day it’s my $ and nobody has my back.
We could be turning the final page in 2020 and that would be fine with me. Im hoping for a buy out. That’s the cleanest way to close out this investment. I’m not greedy and not expecting the huge numbers that are being tossed around. $10-$15 is a big winner. If we turn out to be the next Humira than I left a lot on the table. I’ll take my chances as I have watched a big profit go to zero and that is something one doesn’t forget easily.
Thank you Blane. Exciting times.
Agreed Misiu.
There is much value in your posts. I try, in a respectful manner to bring value also in a different way.
Yes, we are finally on our way up. One thing I know in my heart is we will both be here at the end of the road and will meet one day. I look forward to that day.
Thank you for your candor Misiu. Your opinion is respected.
The people I have influenced to look at investing in CYDY think he comes away as a salesman, terrible command of the English language and not somebody they believe or trust. I trust Nader and his intentions. If I did not I would be out. I respect him but he is not an effective communicator to the investor.
My wife, who is a very successful business woman has not been involved with the details of this investment but trusts my judgement. She is on Nader’s Group email list as am I. Her first exposure to Nader was the PI interviews. Initially she could not believe I would invest in a company with a CEO that comes off the way he does. The overwhelming unbiased opinion of the first impression is not a plus for attracting CYDY Investors. That leads to his effectiveness as a communicator with potential partners.
That’s the way I see it.
“This CYDY article didnt get too much traction - FOLLOW THIS AUTHOR” -
I’m a Follower
Maybe not as much traction as we would like but it’s a start and every piece of exposure helps. The fact that the stock was able to fill a huge move up is a very bullish sign. While it would be beneficial if the flippers would turn into Longs such is the nature of the derisking process.
IF Nader runs the table on the catalysts below the derisking will be for the most part complete.
1-Nader makes good with the BLA submission this month
2-Positive TNBC data continues to flow
3-FDA grants TNBC BTD - end of March
4-Nader delivers $40-$50M non dilutive financing
5-Another licensing deal - Possibly NASH
My speculation and opinions are based on the facts, past performance, logic, and mathematical odds. Ask yourself what are the odds that all of the above can happen in Q1? That will define whether your a flipper or a Long.
IMO, if we exclude #5 (which is a distinct possibility) the odds are heavily in the Long Shareholders favor because the odds of #1 and #2 happening are very high and that will create the pathway for #3. Those three catalysts create the pathway for #4. It’s the domino effect.
That scenario translates to a double, triple or more in SP, an organic uplist in Q2 - good by OTC, hello institutional investors. Grab a good seat and watch the big boys play.
On the flip side (IMHO) our biggest liability is Nader’s communication skills. While the Proactive Investor interviews are effective in keeping shareholders up to date they are futile when viewed by a prospective investor. Nader is a hard working man and very knowledgeable and I respect that. It is however Black and White that he lacks the persona and communication skills as our spokesperson to EFFECTIVELY communicate and promote the CYDY story. We will however preserver in spite of his shortcomings although at a slower and more risk adverse pace. History has proven that to be the case as I have witnessed for the past seven years.
I am reminded we do not live in a perfect world nor do we have to be perfect to be successful.
With so many catalysts lining up to drive the SP it would seem an organic uplist is fast approaching.
Obviously if the TNBC data mimics the results from the first two patients combined with the stream of incoming new patients, the granting of BTD and the basket approach will likely get the green light from the FDA.
I’m on pins and needles as to the possibility of the first two patients being outliers vs. the stronger possibility that they are the norm. The CCR5 evidence and MOA makes perfect sense as to the power of Leronlimab spurring Nader’s belief of 32 indications.
I can’t even venture to speculate the SP if we get the $40-50M non dilutive financing and accelerate the trials and the data continues to perform.
I’m a Murphy’s law guy who was raised by a lawyer. If something can go wrong it will. My gut says this is a case in point where we will be the exception to that rule from a macro perspective.
Seven plus years of investing and continual belief when the chips were down is/will be the sweetest of victories for our friends and fellow human beings that so desperately need this disrupting molecule.
This is shaping up to be a ride of a lifetime that was well worth the wait.
Absolutely. Can’t wait for that to come to fruition.
Always felt you spoke your mind about the circumstances surrounding CYDY. I actually agreed with you to a certain degree with your perspective on management and still have my reservations. Bottom line is it’s hard to argue with results that take the SP from the .20’s to $1.11 in less than a month with what could be just the tip of the iceberg. So I too will share a piece of humble pie with you. Difference is I never sold a single share of my 550k shares and have no intention of selling until the science says otherwise. Best to you Suvorov.
I for one am quite pleased to see the SP stabilizing.
The positive with all the volume that has traded since the Dec 17 run up is the washing out of the Paulson rinse and repeat shares. Those shares are now held by a different class of investor. Some are flippers that have nothing to do with the warrant driven private raises and some are here because of the long term upside potential. Key is the one dimensional rinse and repeaters are decreasing and that takes the constant selling pressure of the stock.
We are now averaging 1.7m plus per day in trading volume at a much higher SP which is giving our story much needed exposure.
This is setting the stage quite nicely for the many catalysts that can propel the SP to more runs and most importantly presents a very feasible pathway to uplist.
If/when that happens all bets are off.
Point is Proactive is a paid for interview. It’s not like the media came to CYDY and said we love this story and we would like to do an interview. Proactive is simply a conduit that Nader utilizes to communicate the up to date events to shareholders. If it reaches beyond shareholders that is a plus. The shady label pertains to the fact that the interview is controlled by CYDY, however the information is in no way dishonest or shady.
Get 5 patients to this level on TNBC trial and PR the statistical data along with BTD application. That’s a PR that will get some attention and start the 60 day clock ticking on BTD.
Couldn’t agree more Index. If it wasn’t for the TO I would have held just like you. Couldn’t resist the .40 strike with extra 1/2 share. That averaged out to a shade under.27 per share. Not to mention I had about one year left on some of the warrants.
That is exactly right.
It would be useful to know how many warrants are due to expire in 2020 and out of that total how many have been converted to shares already. The remaining warrants would be expected to be converted to shares this year if the SP stays at its current level. That would give Nader an accurate timetable of revenue to be expected from warrants in 2020. I suspect Eastwood has that information and either knows the number or is working on it.
Thanks Misiu. See you at the end of the rainbow.
Those are big ifs that obviously translate to a much higher SP. I’m the type that doesn’t trust getting too far ahead of where we are.
For starters let’s secure FDA approval.
BLA has to be completed which will happen 100% for sure and hopefully in January although I’m not holding my breath.
Odds for FDA acceptance and Approval would seem to be very high however I don’t take anything for granted when it comes to the FDA.
Once again the 2020 pathway to a very transformational year looks very encouraging. Are we going to run the table - probably not. My opinion is we don’t have to to keep this train moving. I’m in it until we are purchased.
Anything North of $10 per share is a big winner. Obviously the Cancer play is a huge unknown that is looking promising in very early stage. Show 10 TNBC patients with the same results after 3-6 months and that changes the picture.
I too expect a buy out if/when we uplist. Question is when will that be?
Nader says the increase in SP is causing warrants to be converted. The question is how many warrants and what will the number be as the SP increases. A million, 10 million, or 10’s of millions.
As Lawman stated in an earlier post it may make sense for the company to do another Tender Offer at a price that would incentivize a large number of warrants to be converted. Clear the cap table for uplisting and clean the balance sheet up. That would eliminate the need for more diluting and speed up our trials with the extra cash.
As the SA piece clearly stated 2020 could be a highly transformational year.
Thank you for the example Branster. I’m not expecting 3600% this year on CYDY. AXSM started with a market cap of $85M. I look at CYDY as $700M market cap at $1 SP Fully diluted (700M AS). So from Jan. 1st 3600% would give us market cap of just North of $25B. If all goes as planned with FDA approval and clinical trials and we uplist I would think $7B market cap is possible in a year. That would translate to a $10 SP.
I think I have had maybe two posts deleted in over a 1000 posts. This one really smelled.
This heavy volume is a big plus as it is washing out millions of cheap shares that were purchased for warrant rights. We are changing the Shareholder base and that is a really positive transition.
Good point A17. However it’s all relative as you know. Meaning if the science continues to counter, 800M market cap is zip. As in see you later.
Love your perspective Tony. Nice to finally get some traction and yes...let’s keep the SP moving and organically uplist to the NAS so we can get real with valuation.
The pathway is there and that excites me a great deal. I also know the game has just begun and the road to riches will test SH’s as everything in the book will be thrown at this story.
Best to you and Longs in the New Year.
Maybe it’s in the cards for both these companies to make a footprint together. Big companies start as little companies.
So good to have turned the corner a bit on valuation. Now Nader and his team need to execute on the BLA.
All the best to you this holiday season Misiu.
Complete different story from 2016.
Nader was green and testing the FDA waters for guidance in terms of best pathway to advance what was looking more like a mono indication than a combo indication. He was Hell bent on going straight for the Holy Grail HIV jugular - the unspeakable MONO solution. FDA says not so fast Combo first. Gilead put their nose in the air along with the rest of BP and we were black balled. Little CYDY and Nader, the arrogant Cowboy.
Fast forward and the Science has been completely derisked in the HIV Combo space and Mono is simply a time and $ barrier. The mTNBC story is mounting, Nash, and countless CCR5 indications are more reality than fiction. Despite Naders shortcomings (which I have been critical of) the disruption of SOC possibilities is compelling to say the least.
Validation and confirmation was what the market was looking for. Vyera was not the partner I hoped for but quite possibly the perfect match - two companies extremely hungry and capable of making their mark. Now another licensing deal is quite possible in the short term. Add it all up and the pathway to an organic uplist is in the cards.
So, finally here we stand on the precipice of major milestones that will be revealed in 2020 and define the future of CYDY.
It’s time to buckle up and for all us Longs to keep our heads.
Thanks Dolphin. I’m a long ways away from celebrating. Been here before, time to buckle up, the game has begun.
Finally. For every penny this goes up is a $5500 gain. I’ve been on the other side for too long. There is going to be a lot of jerking around with this stock. AF will show up at some point. The science will weather all the game playing as long as the data continues to perform. I’m long and I mean long until we get bought out or the science tells me different. 2020 is the Golden Quarter Nader promised three years ago.
Started building position in 2013.
My job is not to inform you as to share count. You seem to have that simple part of the game mastered.
RealDD, give it a rest. Nobody gives a crap about your dissecting of the financials. Most here understand that picture clearly without your no news insight. While your out in right field most here are playing shortstop and focusing on the catalysts that are many. Ultimately that is what will drive the SP North or South. Try doing some real DD and limit your posts to NEW information.
Was thinking the same. I am tendered out as well.
Great post Blane. I don’t have the patience to explain the facts as you so accurately did. He should be grateful - despite his ignorance he may get on the train further down the road. For now I’d prefer to hear a lot less from Real unless he has something of value to post.
IMO they would prefer NASDAQ if they can get this organically to $4. NYSE is second option at $2. We uplist organically to NASDAQ it’s going to be a runaway freight train.
Any day on the dosage. I don’t think there is a question. It’s going to be 700mg.
For such a marginal licensing deal it’s been quite a pop. I think it shows how undervalued we were and also that we have a pathway and BLA approval is a 95% probability not to mention the TNBC wildcard. Today there were some new posters with a large base of followers that purchased and that means the word is getting out.
Tomorrow should be interesting. The market is always so unpredictable.
Best to you A17 this Holiday season.
That’s something I didn’t think of. Shows the type of person you are Doc. I’m completely exercised out on my warrants - thanks to the TO.
The only warrant holders that will consider exercising would be those that are close to expiration. The rule with warrants is hold them until you are ready to cash out or they are going to expire. Only other reason is a TO offered that is far below the exercise price.