Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
I'm not going to pretend that, that Fife debt isn't a thorn in the side, that is CYDY. CD12 results will make it inconsequential.
GLTU/A.
Thanks Trenddetector - you are fast!
GLTU/A.
"There are no immediate plans to offer securities under the Registration Statement. The Company has maintained an active shelf registration since 2016. The securities being registered under the S-3 may not be sold, nor may offers to buy be accepted, until the registration statement becomes effective. "
GLTU/A.
Mid sized whale: "$4.30 x 100000"
But a whale nonetheless.
GLTU/A.
FINALLY! Glad you saw the light on this side. You will not regret it.
GLTU/A.
misiu143 - you are 100% right about that. Actually as the days go on, it just solidies the fact that, there is SOME sort of approval, just which one is it, is the 3 digit question (pun intended).
I would have hope more for a floor of $5-6 before the jump off, but it is what it is. se la vie.
GLTU/A.
misiu143 -
"Shares of Vir Biotechnology Inc. lost around a third of their value Wednesday after the San Francisco company and partner GlaxoSmithKline plc disclosed that a late-stage clinical trial of their experimental Covid-19-fighting drug may not work as well as they hoped."
1/3rd SP haircut isn't that bad actually considering a failed trial, IMHO.
Thanks for sharing!
GLTU/A.
And it has been done. I'm not sure there'll be much more to discuss on this board asides the date when the hammer gets dropped now.
Talk about unloading the bullets out of the gun.
As always, nicely done CTMedic.
GLTU/A.
Good news, finally clean up and restructure of their comp structure. Just what I'd like to see especially before a national listing!
One other thing to note both the CEO and CSO had to return a boatload of shares/warrants. IMO, they don't care, once CD12 gets approved, their current comp package will be worth more $$.
GLTU/A.
Here's a thought: perhaps we just missed PE (potentially and ALL IMO) by a .00X. We knocked it out of the park with the 2ndaries. All governing authorities see and know this and realize there's an A- drug that is safe and effective. There was recently an FDA announcement last week in terms of potential combination of MAB's with other drugs. Maybe because they now see the MOA of LL and how it blocks the inflammation at the root (RANTES), they want to pair it up with a very strong anti-inflammatory like Toradol or Ocufen to speed up recovery beat the crap out of the inflammation that much faster.
Just a thought I had while we are waiting for results.
GLTU/A.
The writing is on the wall: "GILEAD times 10" -NP
This was posted by a YMB poster. EXTREMELY GOOD INFORMATION:
https://www.jdsupra.com/legalnews/managing-and-maintaining-clinical-trial-20887/
Should answer a TON of questions (it answered a ton of my own from this week).
This is a very real post and agree with you. Can definitely understand your glass half empty while others on the board see it half full.
Others also mentioned the non-filing for the CD10 trial which is also true.
We'll know in a week or two if we the glass gets emptied or it's overflowed passed the brim.
I'm a glass half full kind of guy but appreciate the down to earth opinion.
GLTU/A.
yankev0u - Awesome first post and informative (and quite coincidental, don't you say?). Thank you!
MFGinvestor - This actually answered my previous questions regarding material events.
Thank you very much for sharing this.
GLTU/A.
Longs - For those in the know, would you consider the results of the CD10 previously as a material event? Opinions?
GLTU/A and TIA.
It's cyclical, just like the seasons. Actually this month alone with the amount of snow fall and cold weather preventing groups of people meeting, the temporary fall of death is a false positive. Vaccines (even if we were to assume 10% saturation) may claim they stop most/majority of variants but the data isn't there and it's more conjecture than anything. I'm willing to bet once the weather warms up and media mentions of 'Covid #'s falling, business is booming' we then get another rise in deaths. It's inevitable.
People seem to have short term memory of how advanced and deadly this virus is. The hope is by then, there IS a drug to at least prevent death for the severe and critical without inclusion and those that have LHs symptoms.
GLTU/A.
Misiu you and Latane are both right. To the FDA it was Q2 as Rahman said in the CC. To the other nations it would be sooner. Appreciate the correction!
GLTU/A.
Latane - agree on 99% of what you wrote except one thing:
"- And acceptance of our submission for an HIV BLA in the UK and Canada."
M. Rahman I believe recently mentioned they were targeting Q2 for sumbission. We'll probably hear something closer to June (way after CD12 and dare I think LH trial interim/topline).
Selling now or, IMO this year would be literally leaving $ on the table.
GLTU/A.
Had these investors just waited a day or two..
I don't know what's worse, that you miss a rally or you sell based on FUD.
Actually I do: you sell based on FUD AND you miss the rally.
Oh boy.
TRUST the SCIENCE. TRUST LL's MOA.
GLTU/A.
Anyone whose that seen the writing on the wall has partaken and will get a bigger piece of the pie.
Anyone partaking next will should hope they even get crumbs!
CD12 - appetizer.
LH trial - soup.
HIV - main course.
NASH + TNBC - dessert.
Stay hungry my LONG friends.
Lets rock and roll.
"GILEAD times 10." "DON'T BLINK"
ALL IMO.
GLTU/A.
"Companies have four business days to file a Form 8-K for the events specified in the items in Sections 1-6 and 9 above. However, if the issuer is furnishing a Form 8-K solely to satisfy its obligations under Regulation FD, then the due date might be earlier. (Issuers with questions concerning compliance with Regulation FD should consult with counsel or the SEC?s Division of Corporation Finance.)"
https://www.sec.gov/fast-answers/answersform8khtm.html
Monday + 4 = Friday
GLTU/A.
If (and there wont be) no 8-K is filed by Friday morning, there's going to be FOMO built up and SP should see a nice upward trajectory. Congrats on the sub $4 pickup, I wasnt able to partake!
GLTU/A.
INTERESTING: https://www.thepharmaletter.com/article/sales-growth-forecasts-for-injectable-anti-hiv-therapeutics
HOLD FOR THE GOLD
GLTU/A.
You really just can't fight that logic. Really can't.
Confidential because the data is bad??? Nah ...
and on TOP of that shop that bad data to other countries?? Nah...
TRUST THE SCIENCE, TRUST LL's MOA. DON'T BLINK.
GLTU/A.
"major assurances that the PR and path forward with FDA is about secondary endpoints that are being looked at." - you are alluding that the PE wasn't hit? Clarification please?
GLTU/A.
If I was a new investor with the SP at this range and did exactly what you did (minus the ice cream) there are too many things adding up to approval and would time an entry for a boatload.
OLE, ICD codes, published papers, EINDs, DR testimonies, patient testimonies, S. Mottet, renown advisory board, and to name drop, Charlie Sheen and his mother in law!
This isn't even including a lock on PH3 for HIV or LH trial thats just about to start.
Suprised but not surprised by the SP movement. Just shows we have a ton of weak stomached retail investors.
GLTU/A.
I do have a burning question for you fellow longs. I don't doubt the PR is good as it is obviously inconclusive to a certain degree. My question more is, why not release this at 09:15? Getting this out at 6AM EST gives literally a 3 hour head start to organize the other side. I don't know if it's logistics or not but anyone that has NP's ear (I will also email myself), unless it's straight up results, have him release at 09:15 (as he's done before).
May have kept the SP closer to 5 potentially without an organized sell off.
GLTU/A.
6 figure swings in anyone's account is never settling. Perhaps in your's it may be 7 (congrats btw, on holding that much for this long). Finish line is literally a foot away (or a week).
Trust the science, trust the data. The agencies have it now.
GLTU/A.
Oops, the results are out of the bag, eh?
Nice and figures the Philippines would be the first to get their share.
GLTU/A.
Anyone that had the foresight to have taken advantage of sub $4.00 prices an pulled the trigger.. wow, nicely done and RESPECT!
In my HUMBLE opinion, I don't think we'll see those prices again...
GLTU/A.
Frankly, I feel bad for anyone that did sell that bought into the FUD.
Shorts made money, Longs bought into money. The ones that panicked (just like the 6/30/2020) are really the ones holding the bags..
*shaking head* patience is not just a virtue but as W. Buffet said a means of transference of money from the impatient to the patient.
GLTU/A.
Line in the sand has been drawn but we all know how this is going to play out. EOW is going to EPIC.
DAMN YOU HAVE TO LOVE OTC!
GLTU/A.
"If the data was bad, there would be no discussions with any regulatory body." -- BEST POST OF THE DAY.
EXACTLY.
WAKE UP PEOPLE, NOW OR NEVER!
GLTU/A.
TRUST THE SCIENCE, TRUST THE MOA
This is just another page that needs to be turned and we've come this far.
GLTU/A.
"Details of the Company’s ongoing discussions with the regulatory agencies are confidential."
Come Thursday, if no PR is given with any material event anyone that can afford to should LOAD THE HECK UP with whatever funds they can.
This is (was for me a long time) a done deal.
We now have a firm date.
CONVERGENCE IS NIGH.
IT WILL BE AN EXTERMELY EXCITING WEEK!
GLTU/A.
dbot - imo, it's within 2 weeks (this or next). there is definitely something brewing as cydy management and anyone whos' following the company knows we are short on supplies and this will get EUA/full approval.
no doubts.
GLTU/A.