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.
CytoDyn is locked and loaded. Time to Rock and Roll!
Your risk is limited with the Puts to the amount invested. The common shares short expose you to unlimited risk and you could get wiped out overnight when a deal is announced with Amazon Web Services for the digital gaming as subscription service. The short trade is the most overcrowded trade anywhere with 148% of the float 97million shares short and institutional investment has 118% of the float. The Lemon is trying desperately to cover and cut his losses by getting others to short so there are shares for him to buy back. GME is a whole bunch of kegs of wet dynamite sweating and one little jolt and it will explode distroying entire portfolios. Remember KBIO? Look back what happened in 2016 in Game Stop.
Imagine being able to play any game at anytime with and against players all over the world. They might even host competitions of each popular game where players from all over the world compete for cash prizes. Game Stop might become a gamers Utopia in the post Covid World.
How is the short GME working out so far?
Exactly. Approval for Leronlimab will help blaze a trail for the others.
I am curious as well. For a possible scenario I am watching Game Stop Corp stock today. Short unrest is 140% of the float. That's right 40% more that the entire number of shares. Institutions own 117% of the float long. 5 days ago the stock doubled from $19 to $38 and is holding at $36. At 11.30 am notorious short Citron is having a live stream event to tell all the longs or other shorts to sell the stock. How would short that keg of wet dynamite? Do you think the Institutions that own the stock will let him off the hook or might they have had enough of Citron and let him twist in the wind?
Stay tuned it should be interesting to say the least.
So far this year the most shorted stocks are up the most 14% on average. The least shorted average are up 3.6%. But all are up big in just 3 weeks. Big stimulus coming for all stocks HUGE Catalyst coming for CYDY. Not a good time to be a short.
I agree except I believe you mischaracterized Leronlimab. Leronlimab is a specific against CCR5/RANTES inflammation. It has very few unintended side effects or safety concerns. Therefore it is a specific tool that has possible applications to a wide array of health indications where CCR5/RANTES are involved. This includes the pathway of cellular infiltration in HIV and other viruses. Not attacking the virus and killing it but not allowing to enter cells therefore dies since viruses are can not replicate on there own they must incorporate parts of the DNA of invaded cells. So the intervention in HIV and other viruses that utilize CCR5/RANTES for cellular infiltration. Quite broad in preventing viral replication. However it also is broadly anti inflammatory. Therefore the application the regulate the cytokines over expression as a result of the cultural insult from the SARS-C2-19 and others. It does everything Remdesiver attempted to be designed for and more. Much more. The anti inflammatory indications are mind boggling. GraftvHost, Lupus, Inflammatory arthritis and the neuro-inflammation components of MS Parkinson's and Alzheimer's. The cancer indications are broad as well as the CCR5/RANTES might be involved with the pathway by which cancerous cell metastasize through the body. Cancer cells in this state have some characteristics of viruses.
The closest analogy in applied physics is the LIDAR, laser radar, which is more than machine vision as it does not just perceive depth but can probe and super accurately measure at extreme distances in the stratosphere and practical distances on earth. What can we do with it? Almost anything where robots can see that way. Now it has military applications and in self driving and accident avoidance for 2022 Volvo Autos. But what else can LlDAR be applied to? Machine Vision.
It is somewhat the same Leronlimab. It acts on CCR5/RANTES nearly perfectly. Any medical indication that is involved with that is an application for Leronlimab.
Well I will not argue that as I never took a deep dive into Humanigen science as I had other reservations completely aside from the science. But if Lenz will help in this pandemic I am all for it.
I guess my point is there will be a need for another therapeutic drug besides Leron because all of the production for 2021 and likely 2022 will be used up since CytoDyn was not invited to the OWS party that I feel favored politically connected high K Street lobbying companies like Gilead. So there is need for another drug until Leronlimab production is ramped up enough for the overwhelming demand.
This being the case then it becomes EXTREMELY IMPORTANT that both drugs get approval because Lenzilimab might help delay or avoid intubation in many patients and in those patients that deteriorate to the point of intubation then Leronlimab might increase the survival in those patients that do go on ventilators. If I am not mistaken a great many of the fatalities are in those intubated patients.
I believe that OWS has committed to expansion of production for Lenz. I think that production of Leron might need expansion as well. As it is I believe both drugs will be in short supply on approval. This greatly increases my belief that both drugs are urgently needed.
Oops. Ok you are right. CYDY is comparing overall survival in all sever to critical patients to placebo. So am I correct that HGEN is now comparing survival only to the point of ventilation at 28 days to placebo deaths before ventilation at 28 days? In other words no patients that needed ventilation prior to 28 days are counted in either arm?
That seems tricky.
Anybody that is invested in HGEN should be hoping CYDY is approved as now the primary endpoints are exactly the same. If CYDY does not then HGEN might have a rougher time as the DMSB did not see that at the interim ion Lenz instead they recommend that the patient N be increased to help meet Sat Sig. At this point any good news for either drug is good news for the other and visa versa because the endpoints are the same. I do not see either company negatively impacting the sales of the other if both are approved.
HGEN "In response to rapidly changing therapeutics environment..." Changed their primary endpoint to to match CytoDyn's endpoint. This is good news for HGEN shareholders no matter what HGEN shorts say. This also indicates that HGEN scientists and management likely thinks that CYDY will get approval and is adjusting to remain relevant post Leron approval. There is more than enough room for both and both will be in short supply after approval. Both stocks are a strong buy in my opinion and this presents an opportunity to add to position in both stocks.
Possible Black Swan Blue Tornado. Some BP or well known fund like ARK or Baker Bros files a 13g showing they have accumulated 5% or greater.
Or another big catalyst would do the same.
I think HGEN moving endpoint to 28 day survival is smart of HGEN. They are reading the writing on the wall of the impending CYDY approval based on 28 day survival and may have done so in consultation with the FDA so that Lenzilimab will remain relevant after Leronlimab approval and it can be used in this pandemic as well. There is plenty of room for both and both will sell all they can manufacture. I rate both drugs a high probability of approval. Not invested in HGEN but I rate it a strong buy as well as CYDY.
Great find. Its coming. Leronlimab long haulers study is gearing up.
Nice. Beautiful thoughts.
In UK almost 1/3 of recovered hospitalised Covid patients return to hospital within 5 months. 1/8 of those die.
It would seem like a good idea to secure some Leronlimab prior to approval just in case it works because of the initially limited supply.
If there is no default on the loan from Fife the rachet clause is no triggered. The loan is not in default. The rachet clause has not been triggered.
CytoDyn has registered to Fife 2point1 million shares which he is free to sell for $10 or more satisfying the loan in full. Or he can hold some or all. Do the parties now envision that the $10 price might present itself soon and that therefore CytoDyn filed the S3 ? We ARE awaiting CD12 TLD.
Let's play John Nash's strategic game.
Besides the above let's add all those factors already know including the application was made to NASDAQ and that a letter was sent from NASDAQ to Mulholland that the only remaining requirement was the stockholder equity requirement. Let's assume, and I think there is no serious question of this, that the satisfaction and removal of the Fife debt would give CytoDyn the necessary stock holder equity to up lift to NASDAQ.
Now what happens if any number of things happen?
A) CD12 reads out pushing the price above $10. Loan is satisfied. CYDY up lists. Shorts forced to cover. Counterfeit (naked shorts) shares are exposed and washed out of the float. CytoDyn defeats 28 million short shares with zero new shares. Plus eliminates any counterfeit shares and exposes the crimes.
B) CD12 reads out positive but does not reach $10. Pick any number it does not matter. Shorts do not cover or or cover and resort higher and maybe with more shares. Any price it does matter lets go extreme. Price rises to $9 and is shorted to $3, rebounds to $5. Now Cytodyn either issues Fife an additional 2 million or so shares and satisfies the debt or sells enough to a new investor to gain stock holder equity for NASDAQ up lists and the above result at the cost of 2 million shares dilution vs 28 million short and unknown number of counterfeit shares.
C) Prior to readout CytoDyn receives an OWS grant purchase order and payment for product, partnership venture payment, or other investment of an amount that satisfies NASDAQ for up list. Same result as A above.
D) CytoDyn Releases CD12 positive with the price action of shorting the News. CytoDyn surprise up lists to AMEX. Same result as A.
E) CytoDyn surprise up lists to AMEX mercifully forcing legitimate shorts to cover and exposing any criminals that conterfeited shares and washing them out of the float. Then releasing positive CD12 allowing legitimate former shorts to recover losses by going long CYDYD.
F) Independent of any positive catalyst as in C CytoDyn sells enough stock to gain NASDAQ up list before positive CD12 result PR. Same optimal result as E above but much more difficult to do.
G) CD12 results released not good. Shorts hammer CYDY stock. CYDY issues 20 millions of shares at a lower price gaining NASDAQ forcing shorts to cover this time making bank but CytoDyn removes any counterfeit shares from the float and moves forward in with the HIV BLA ...gains approval there and moves forward in NASH, Cancer and others.
- This is a fall back position that I personally think has a low mathematical probability due to all the known factors.
However, and this is just my investment style and is not advice especially for any other than a long term investor, this result might be the most advantageous result to establish or add to a long term investment in CYDY if one has confidence in the HIV indication.
Based on the HIV indication market value, comparables in the industry and the strength of the data in HIV, I place a current fundamental value of CYDY at a $7 billion of greater market cap or $8.75/share on a fully diluted basis for HIV potential alone before even filing the BLA, actual progress such as accepting the BLA and eventual approval would punch that number geometrically higher. However I believe CytoDyn will need to up list to NASDAQ or AMEX initially to attain that in the short term.
If they are paying attention in Vancouver and I think they are very on the ball and focused in the Game then an Exchange Up List is smouldering in the Volcano.
Good point. This is amplified by the new FDA directive suggestion for increased scientific rigor in Covid studies following many halted trials and the Remdesivir disaster that Latane undercovered
Good job. That was the correct way to confirm what we had expressed to you. Thank you.
IMO that new directive suggestion by the FDA was aimed at the mAb trials that failed and the unfortunate rushed decision on Remdesivir which I believe the FDA tried its best but acted out of expediency in a pandemic on the only one that had completed large scale trials with some possible interagency pressure from NIH and Fauci. This new directive strengthens the FDAs power to resist outside pressure and instead use science as a basis for decisions.
Too often investors are quick to blame the FDA and fear they will "move the goal posts". Nonsense. Science is the goal post. That would be akin to a NFL kicker worrying about the goal post. Concentrate on the kick. In some cases political winds can effect the kick as what happened with Remdesivir but Leronlimab should have some of those favorable pandemic winds.
That is the plan and why this debt payoff was accelerated. They plan to up lift and then announce TLD during the period that all shares returned for conversion when all shorts will have to be covered and none can be loaned out to short. It will not be able to be sold short until it reverts back from CYDYD to CYDY on NASDAQ. Any counterfeit (naked shorts) shares will be elimated from the float and the broker or brokers that created them will likely be charged with Federal Felonies. The naked short sellers will be very nervous that the Brokers will testify against them for a lighter sentence. Now we not only have unlimited losses as a risk but also prison terms. All in my opinion only.
Nader started the last conference call by warning the short sellers.
And all these years it seemed like shorting CYDY was easy free money. What a terrible cost the felon naked short sellers will pay in the end game.
What was Sgt Joe Friday from Dragnet fond of saying?
Please do not spread FUD as a result of your own confusion.
This law suits seeks no damages or other relief against CytoDyn whatsoever. CytoDyn it's self can only benefit from this litigation. This in no way is a impediment to a NASDAQ up lift.
This suit prays for relief against Pourhassen to pay TO CytoDyn $6 million in profits from sale of stock and for Pourhassen not CytoDyn to pay Plaintiffs their costs and attorneys fees. So if Plaintiffs win CytoDyn will have $6 million more cash on its books.
CytoDyn can up list at any time during or after this litigation.
Ironically for your Short Thesis the Plaintiffs have not sold their stock and are supporting CytoDyn by suing to have Pourhassen repay stock sale profits of $6 million to CytoDyn.
Further damaging your Short Thesis is the fact that Pourhassen acquiescence or settlement of this action would give CytoDyn millions of additional funds and make it easier to up lift to NASDAQ.
The reason that it will not be reported is that CytoDyn is a nominal defendant. No claim stated against CytoDyn and so no potential liability.
You are welcome. If you have these types of questions try to reach out to Dr Scott Kelly or Dr Bruce Patterson. We got this!!
No it is not a ACE inhibitor at all.
Leronlimab is not intended to act as an antiviral by targeting the SARS Covid-2 spike protein. It reduces the inflammatory cytokine storm by acting on CCR5/RANTES. I would recommend Dr Patterson's recently published peer reviewed paper to understand. This should have zero relevance to Leronlimab in Covid.
No nothing in therapudics given EUA for Covid had SAT SIG and none were based on decreased mortality. They were seen as "trending toward" SAT SIG in reducing time of hospitalization.
It is nearly fait accompli that CytoDyn CD12 mortality will show SAT SIG because the DMSB did not increase the trial size and recommended continue as planned.
No you do not understand the S3. CytoDyn paid a debt with shares. That shareholder can hold or sell just like any other shareholder. It was a fairly insignificant amount of shares Just 2.1 million of a share count of over 700 million. What was significant is it means CytoDyn has likely met the last requirement for up listing to NASDAQ by increasing shareholder equity by paying that debt. The significance of that is that Nader might exact revenge on the 28 million short shares by forcing them to cover at the same time as some hugely positive development happens. Since all shares will than be returned to the share transfer agent for verification and conversion to the new cuspid number all counterfeit shares (naked short shares) will be identified eliminated and the Racketeers that created the counterfeit shares will be identified and indicted by the DOJ for federal mandatory prison felonies.
When CYDY up lists expect a big announcement within the three day deadline period for shorts to cover. That third day is looking to be a very hard dead line for some short sellers.
What was Sgt Joe Friday's iconic saying in the TV Show "Dragnet"?
That is right. How ironic is that?
There is better than a 50% chance that there will be another PR Teusday before the open.
No it does not need to be announced. It can come a a complete surprise. One morning there might be a PR. CytoDyn up listed to NASDAQ and will temporarily under ticker symbol CYDYD. All shares will be returned to the transfer agent and converted to the new cuspid number for NASDAQ. The shares will trade on NASDAQ under CYDYD during this process.
That was actually a very good deal for NWBO because at the time the warrants were issued the stock was trading at $0.21 So instead ( if they could find a buyer which is doubtful) they could have sold 25.7 million shares at $0.21 and paid her back. Accepting the warrants instead of cash showed strong believe in ultimate success by Ms Powers and likely instilled enough confidence by other investors that allowed the NWBO to stay in business. Now look at it from her view, no prudent finacial advisor would have suggested she do that because at the time NWBO was at extreme risk to go under and not only would those warrants be worthless she would also not likely receive payment of even one dollar on her $5.4 million loan from her funds.
Do something to greatly impact the world for the better and possibly gain wealth as a result. I can not do what she did so I will be content to ride her coattails to financial security.
Wash trading computer Algos trade non stop up and down all day long for fraction of a penny net gains on the volume they generate.
I think they were afraid to show the large incomparable non cash losses attributable to derivatives due to outstanding options and warrants until just before release of TLD. Just a supposition. But most of us here already knew about the large pool of outstanding options and warrants and based our investment knowing that these are now in the money and would be exercised at some point.
I am thinking high likelyhood of Teusday morning.
Did he say anything about the 10Q? I find that is the most perplexing thing.
Marty most of what they are telling you applies to Schwab not TDA. Call TDA and apply for margin settling. That way you don't have to wait. Also the pattern day trade rules do not apply for accounts with more than $25k equity. Ask your broker all are slightly different and there are many privileges you can get by applying. One should never have to wait for funds to settle at TDA. That will not change to the restrictive Schwab rules because of the Schwab buyout of TDA.
If there is to be a gap up I can not come Monday as the markets are closed for MLKing Day.
Thanks they do need to put the 10Q out. Now the damage from not filing is likely bigger then the temporary hit from those non cash losses attributed to options awards.
Exactly. The "materiel" build up in preparations for tlD-Day. When we hit the beach dig in because it will be much more fast and furious battle than today.
No guts no glory.
That was the reason they (Boris and Natashia) switched the computer Algos on to harvest cheap shares - wash and rinse. I hope no one got a haircut. They had that good cognate news this morning and wanted to accumulate long shares. So they switched on the computers to wash trade it down before the details found out to cause panic selling. This was not a short attack to was wash trading accumulation by HFT Algos.
If you ever wondered why stocks tend to sell the news this is it cheap accumulation by computer trading programs. Over the next days and months NWBO is likely to rise on the Cognate news even if the Company remains quiet. Know your enemy. That is your emotions and that there is usually a wash trade down spike when HFT Algos are accumulating the stock.
Dudley DoRight (the SEC ) will not help you. But if you do not sell into these HFT algo manipulations Rocky and Bullwinkle will make sure Boris and Natashia will not be able to corner the Market on NWBO box tops for their Wall Street RICO masters.