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KC - was wondering where you went! Good to see you back.
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3XC - thanks for reconfirming!
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I missed this unfortunately (living real life). Any good tidbits? I read NP killed it?
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Guys - you see the PE for the 140 extra patients? Hospital stay????
UMMMMM we were already at 166% against SOC.
Disclosure I am HEAVILY invested in this small biotech. This is not a pump or bash or anything. Just being a logical investor I can only say 6 words:
WE GOT THIS IN THE BAG
Love the latest PR!
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We know all the countries interested in LL were waiting for CD12. The cats out of the bag and we ARE BETTER THAN SOC. Point blank. My only wonder is, which of the countries are smart enough (and quick enough) to buy the stockpile for this year and next.
THERE IS AN UPTICK IN # of deaths!
Monday will be a surprise to many but BAU for others.
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I don't recall which regulating government body (EMA, MHRA) but during a CC for CD10, NEWS2 was a big score used by those agencies. The result for NEWS2 for CD12 was 166% better than SOC. IMO, if not FDA then another agency will get those vials. All, IMHO. Monday's SP and AH call will be very interesting.
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Think about the recent approved drugs treating COVID. Not just in the US but worldwide. Leronlimab has just reduced mortality of 24% against ALL the drugs used for current SOC. I myself had mixed feelings last night but woke up to another day in the damn pandemic. This drug is needed, just look at daily deaths:
https://www.worldometers.info/coronavirus/
1 out of 4 CAN be alive TODAY.
CYDY will get a nod, if not from the US from somewhere. That I'm 100% sure of. Monday will be VERY interesting SP-wise.
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Last post - but all please hear my logic.
EUA, full approval, US, Brazil, this or that...
we will do 2 things I know 100%:
1. Save critical lives.
2. Our inventory will be sold out, like yesterday.
Now I understand why the 1.4mm+ volume was held at $4.05 past 15:00 EST.
Shorts - sleep well.
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If FDA doesn't approve leronlimab to be the new SOC with this being the ONLY DRUG that hasn't modified ANY ENDPOINTS and it shows these statistics, well, I'll leave that to the perspective reader to fill in the blanks.
IMHO this will be the new SOC. NUMBERS DON'T LIE.
Nader - finally you delivered one. Thank you.
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Just saw this. We are better than 24% vs current SOC for near death patients. I'll let that sink in..
I was hoping for 40% but 24% > 0%. IMHO I believe this will/should be the new SOC
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March is TNBC month. Would be great to add gas to the fire that will be lit this month if they can PR that their current TNBC trial has been filled THIS MONTH. That would definitely draw the visibility and volume that we need on top of the CD12 results and IMHO an extremely (dare I say within the week) FAST LH trial fill up.
Go big or go home.
A week left to follow NP's "DON'T BLINK" statement.
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mldillon - 1.4mm+ shares traded at $4.05. Agree not sure for what but this IMHO can only be good..
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Anyone watching LVL2? There is some volume going on.. !
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I'm all for the David vs Golaith story, I really am. But building it to get to 'BP' status takes a TON of time and a ton of resources. I think you hit it on the head when he's suggested multiple times 3 digits (and yesterday err 3/1 that it was conservative) it was meant for a suitor, not shareholder.
Maybe the suitor will meet halfway at 50b? Possible as BMS/Celgene was a nice M&A for 79B. 50B would be pennies on the dollar for a molecule that, IMHO that can do it all.
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I sense this is a precursor to a potential BO, anyone else?
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Considering XBI (bio pharma etf) and HGEN are having down days, this little company showing some life is very welcome.
Lets see a strong close as we approach 1 more closer to convergence.
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Grip - In regards to your last statement, first time for everything right?
Let's hope so (at least IMHO, all signs are pointing that way!)
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Interesting that they halved the number of participants but extended certain SE's to 91 days out. This should fill up extremely quick but will take 4 months (someone fact check my math please) to get topline.
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Here's one thing to note. This news article isn't a proactive video paid piece. That's something to think about..
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Number1Stockr doesn't this seem to be PR worthy but yet, not PR is given by the company? Interesting.. Hm.
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youssef - thank you. Yeah I couldn't find it online anywhere on youtube or their website. Thanks for being proactive!
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I like your logic and 100% agree.
Buckle up everyone, we going for a ride.
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Dieselpro - “I’m being very conservative when I said three digit,” Pourhassan said.
9 best words strung together in a sentence I've heard in all of 2021.
Dare I say EPIC.
AND THE VIDEO is from a few DAYS AGO!
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misiu143 - I'm glad I wasn't the only one that came out of reading that post thinking like that !!!
WE GOT THIS IN THE BAG!
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I liked your previous posts with lots of examples and links. Your post is trending the other way now and a little concerned to be frank ..
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theswordman - Interesting, thanks for posting this. Will give it a checkout.
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Further context for CYDY. A picture is better than 1000 words:
https://i.redd.it/od09uiiy82l61.png
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Thanks for posting this information. It does sound very expensive:
"Doctors extract fat cells from the patient’s stomach in what they say is a painless procedure. Hope Biosciences then uses a patented media, or food source, that eventually grows one billion of the patient’s stem cells that will be injected back into their body."
Just on google:
"One cc of stem cell material delivers approximately 20,000,000 stem cells to the area being treated. We provide injections that range in price from $3000 – $6000 depending on the size and location(s) of the body being treated."
Insurance:
"Currently these stem cell procedures are not covered by insurance. This will likely change in the coming years due to a surprising amount of evidence mounting in its effectiveness. Until then these procedures are payed as an out of pocket expense or through medical loan companies that have streamlined financing."
I am glad that there are options being available though for LH.
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To give some context for those that pin their moods on CYDY's SP: as whole, the BIO tech market is down (XBI ETF). Our good friends over at HGEN is seeing a higher % down as of this writing. There was a marketwatch article (can't find the link now) that mentioned traders are now moving into hospitality, travel and leisure stocks as states are opening up and we 'seem' to be at the tail end of this pandemic. They'll be some egg on people faces soon once we get Feb/March numbers and we see people getting complacent again from this false-positive narrative.
We're a day closer to our event. Buckle up. IMO, your portfolio will see the light (colored green) very soon.
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Some posters on different boards were posting about a BO. Perhaps that is a route that management needs to keep open. Nothing less than $100b IMHO.
You can only hold back science and logic for so long...
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I don't understand, is NP going to get locked up??
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Hookmeister - just saw your other post as well. I too came into CYDY for a flip and around the same time as you in April. Actually I remember your s/n along with CTmedic and Latane that came around the same time. But looking further into the company (was actually holding for HIV), I stayed (can't believe it's been a year). Congrats on holding for a year (and future holding time!).
I don't have a doubt in my mind that LL will get some sort of nod from some country. I really don't. My only slight, ever so slight concern is without those deep pocketed institutions needing a 'safe' place to park their clients money and beat/match inflation, the SP really does affect the emotions and whims of the retail market. You ever see the return line at Walmart or any big box office retail store? LOL, not pretty and people will do some irrational.
Lets hope you're right about the 'if you build it, they will come' mentality after we get the approval as -- you are right about the short term pipeline of CYDY. There's some juicy things coming our way. Didn't NP even say, HIV was 100% thing on a CC recently? JUST need to get that BLA on lock.
FWIW, my target approval NOD date is 3/12-3/15. Would be great to keep the SP floor at the $4-5 range. One other thing to note: I've looked at a handful of companies historical SP charts in relation to an FDA approval. For the ones researched all had receding SP RIGHT before lift off. Food for thought.
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Thanks for posting that blast from the past. I remember that stock (though I did not have a position in it) but thats exactly my concern. MNKD has quite a number of institutional holders but I don't think they have quite the robust pipeline that CYDY has. The only thing that alleviates this nag is that we do have a deep bench in terms of pipelines this and next year which should hold the SP. We need to get shares out of retail hands an into mutual funds, uplist and get added to BIO ETFS, etc.
All IMHO.
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A bit of good news for you people on this warmer Thursday (from a YMB poster):
"Eind is still active for CD-12. I called FDA today. 301-796-3400."
We are 1 day closer. Keep your chin up. Lets see how this stock behaves come some sort of approval.
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You bring up a very valid point and isn't discussed much on this board.
Check out KMPH (similar OTCQB stock that reversed to Nasdaq and had a drug recently FDA approved). The stock did pop but I don't think as high as many that held it wanted it to..? There are only 4 institutions holding it. Now granted we are in a different scenario with a drug altogether different but the the point is.. your statement is 100% warranted, IMO. Need more visibility with less retail hands and a strong footing from the buyside and the like to hold positions here.
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Great first post Capablanca.. I can always appreciate experience as one can always learn. Thanks for sharing your story. Very Black_ops-esque.
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I think it's BAU. Here's more coverage: https://ksusentinel.com/2021/03/03/c-c-chemokine-receptor-type-5-market-size-future-forecast-key-manufactures-and-competitors-analysis-2026/
"The report also presents the market competition landscape and a corresponding detailed analysis of the major vendor/manufacturers in the market. The key manufacturers covered in this report: Allergan Plc, American Gene Technologies International Inc, Bristol-Myers Squibb Company, ChemoCentryx Inc, Cytodyn Inc, GlaxoSmithKline Plc, Pharis Biotec GmbH, TaiwanJ Pharmaceuticals Co Ltd"
WHAT THE HECK IS this little company from Vancouver Washington doing in the same sentence as BP?
Hm.
Binary event coming. Buckle up.
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SF - not to get too technical (and I'm not a scientists so someone can correct!) but LL is a immunomodulator. Not an inhibitor. Maybe he doesn't know, or potentially not us he was talking about?
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