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tonysd57- thanks. Results from increased injection amounts I would ask.
Misiu has brought this up I believe, anyway I remember it from her.
Chump
coldterdinvestor- If you have a phone, dial into the CC next week. They will tell you a lot that you don't know but keep questioning.
Chump
New BUY rating published on the merger.
https://hcwco.bluematrix.com/sellside/EmailDocViewer?encrypt=2d569798-870b-4a50-a152-b150eedefc5c&mime=pdf&co=Hcwco&id=mmulholland@cytodyn.com&source=mail
CytoDyn, Inc.
CYDY: Price: $0.44; Market Cap (M): $96
Rating: Buy; Price Target: $1.50
Raghuram Selvaraju, Ph.D.
Yi Chen, Ph.D. CFA
Strategic Expansion Into Oncology With Potential Acquisition of ProstaGene; Reiterate Buy
Click here for complete report and disclosures
Non-binding intent to acquire ProstaGene. Yesterday, Cytodyn announced that the company is strategically expanding its clinical focus to include the potential use of PRO 140 in cancers and immunological indications through a non-binding letter of intent for the potential acquisition of ProstaGene LLC, a private company focused on prostate cancer diagnostics and therapeutics aimed at blocking cancer metastasis by blocking CCR5. Investors may recall that PRO 140 is a humanized IgG4 monoclonal antibody directed against CCR5, a molecular portal that HIV uses to enter T cells. We note that preclinical studies have demonstrated that the CCR5 receptor could be vital in cancer cell invasion and metastasis. Specifically, recent preclinical data showed that PRO 140 detected CCR5 on human breast cancer cells and blocked their invasion as effectively as small molecule CCR5 inhibitors. Therefore, PRO 140 may have promising prospects in cancers through CCR5 antagonism while offering less frequent dosing and a benign safety profile, in our view. We expect the company to disclose more details about the pending acquisition and its development plan in oncology in the coming weeks. Cytodyn has indicated that the company remains committed to advancing the ongoing clinical programs of PRO 140 in HIV and GvHD, and expects to start rolling Biologics License Application (BLA) filings as early as the end of 2018 for PRO 140 as a combination therapy for HIV. In the wake of this update, we reiterate our Buy rating and $1.50 price target.
ProstaGene CEO joins Cytodyn as Chief Medical Officer. Richard G. Pestell, M.D., Ph.D., MBA, founder and CEO of ProstaGene LLC and President of the Pennsylvania Cancer and Regenerative Medicine Research Center, part of the Baruch S. Blumberg Institute, has joined CytoDyn as Chief Medical Officer. Dr. Pestell has received significant national and international awards for both clinical care and cancer research. He has directed two National Cancer Institute (NCI)-Designated Cancer Centers (2002-2015) and served on the advisory board of seven NCI cancer centers, and several international research centers. The technologies of ProstaGene were discovered while Dr. Pestell was Professor and Director of the Sidney Kimmel Cancer Center at Thomas Jefferson University in Philadelphia (2005-2015). Dr. Pestell received his M.B.B.S. from the University of Western Australia, his M.D. and Ph.D. from the University of Melbourne and completed postdoctoral clinical and research fellowships at the Massachusetts General Hospital and Harvard Medical School. He received his Executive MBA from the Stern School of Business of New York University.
Data supports PRO 140 as long-acting, HIV-1 maintenance therapy. In May 2018, the data from the CD01 Phase 2b trial and extension study was published in the journal HIV Clinical Trials, showing the potential of PRO 140 as a long-acting, single-agent maintenance therapy for HIV-1 infected patients. PRO 140 is a humanized monoclonal antibody targeting CCR5 with potent antiviral activity in patients with CCR5-tropic HIV-1 infection. All HIV-1 infected patients enrolled in this trial exhibited suppressed viral load on antiretroviral therapy (ART) prior to enrolling into the trial. Patients were administered 350 mg of PRO 140 weekly by subcutaneous injections. More than half of enrolled patients (21 of 39) reached the trial endpoint of 14 weeks without virologic failure, defined as two consecutive HIV-1 RNA levels of =400 copies/ml. Of the 18 patients considered non-responders, all achieved re-suppressed viral load upon resuming their prior ART regimen. PRO 140 was well tolerated with no treatment-related significant adverse events or study discontinuations due to adverse events. In our view, these data clearly demonstrate the potential of PRO 140 as a convenient, effective and safe monotherapy used in the maintenance setting.
Valuation and risks. Our 12-month price target is derived from a market value of the firm at $470M, which includes a discounted cash flow-based asset value for PRO 140 in the HIV indication alone, with 15% discount rate, 2% terminal growth rate, and 80% probability of success. Investment risks include: (1) failure of PRO 140 in clinical trials; (2) failure of PRO 140 to secure regulatory approval; (3) failure of PRO 140 to achieve commercial success due to market size, penetration rate, and/or competition; and (4) dilution risk.
Raghuram Selvaraju, Ph.D.
212-916-3966
rselvaraju@hcwresearch.com
Yi Chen, Ph.D. CFA
212-916-3971
ychen@hcwresearch.com
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Is someone shorting knowing covering with available Paulson sells are always available? This has happened also on our last good PR days.
Just a thought! Stinks though.
Chump
D0lph- a quick glance at RXII leadership and I was done.
I expect CYDY to PR new BOD members tomorrow and a scheduled CC early next week. Just standard biz practices to fill the blanks quickly.
Again, lifting this 1/2 a year mum from NDA's etc should expire and help launch this.
Chump
As I posted before this PR should lift the NDA on many involved. After the new BOD names and whatever else they have up their sleeve is released many more will not be under NDA and should spur some open mkt buying.
Chump
trding- Caught that. Thanks! My experience, the merger honors Pestell in with his company. My thoughts, additional 2 powerhouse names to BOD that represent a higher mark than the 2 leaving. Expected an additional PR today covering the vacancies but hopefully tomorrow. Prudent for the investment comm and CYDY to be timely on this.
Chump
Big question?- who will the 2 new BOD members be? I'm certain some powerhouse names will join in. Can't wait.
Chump
From the 8k and piece of mind their house is in stable order.
"In connection with such leadership changes, Denis R. Burger, Ph.D. and A. Bruce Montgomery, M.D. have resigned as members of the Company’s Board of Directors. Dr. Burger and Dr. Montgomery informed the Company of their intention to resign at the conclusion of a board meeting on July 10, 2018, and the resignations became effective on July 11, 2018. The resignations were not the result of any disagreement with the Company on any matter relating to the Company’s operations, policies or practices. Dr. Burger has also resigned as Chief Science Officer of the Company, which is not an executive officer position, but will continue to serve as a scientific consultant to the Company with respect to PRO 140 for human immunodeficiency virus (“HIV”) and non-HIV development programs."
Chump
Misiu- and look who is supporting CYDY now in regards to exposure.
http://www.bioscribe.com/ We are a client on their web site.
Note their clients are shared with the large financial bigones.
Chump
misiu- yes a Wow! Not sure if others have put the pieces together but this merger of patents with Pestell's company will lock CYDY down with holding all the major portfolio in regards to CCR5. Most definitely placing themselves in being acquired by a large BP.
Chump
NDA’s should be expired with some news. Then the buying will happen.
Chump
Thoughts on this? We've tossed around HIV combo, mono valuations for Pro 140. What valuation can be added to CYDY if Pro 140 was proven to prevent cancer metastasis? And of course without the miserable side effects that currently are making attempts, unsuccessfully?
Chump
Amatuer17- You say "So the extremely slow progress, dire financials prove that skeptics were right"
Your new concern will be, why you didn't add more.
Chump
Call Anthony, Jodie, Pears...at CYDY and tell them your the largest shareholder and get it from them. I would expect basement to 1st floor, 2nd etc. Good luck.
Bucky..very funny!
Chump
TT- Nary!
Chump
d0lphin- I expect mgmnt to appear in a large way this week. Mark my post! Us small shareholders should get a lift from it as finally breaking out.
Ignore clueless deep pockets. Your chart should speak to you soon.
Chump
tommyt- who in mgmnt? Whats your plan? Where would u start?
Chump
Amatuer- widen your vision. Blueheel made an excellent ob. Merger to another level. Why not?
Chump
Blueheel- excellent observation. A merger would indeed hit some radars.
What space? Plenty for Pro 140.
Chump
Pears- You are incorrect.
p-value of .0032 for the primary efficacy endpoint in combo therapy P III trial.
https://content.equisolve.net/cytodyn/media/288c99cb56808c695d4dbf5b9ec8e1bd.pdf
and the fact you are down in your other suggestion. Your post.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=141870508
Impossible to follow your advice.
Chump
buck- thanks! not relevant here but I had a little down time. He would've had to have a few mill at play.
Chump
Pears-No, I wont think about it. Id rather dance around hand grenades.
Chump
tommyt- salaries are very inline. I consider low. Tired? not me and taking advantage of the dip. Curious what brought you here. Your vitae? And where did Pears go?
I would think, as you have posted holding more shares than anyone here you would feel quite comfortable with things.
Chump
tommyt- retailers, first of all. CYDY is a small manned HQ meeting FDA's demands first and about to cross the finish line. Where has Tony brought us anything? hence a .47 sp?
Chump
I-luv_CYDY- any great deals...are Dr P's. period! and I'm certain he will not let us down.
Chump
Misiu- damn shame you aren't practicing now. You are gifted very. A passion. And so is Dr P. I would pay his salary for this medicine to be available to those in need.
Chump
A few here have taken jabs at Dr P....but no jabs at Tony? What has Tony done since on board? Bought some stock and? What? Dr P has been the backbone for CYDY from the beginning and is why I am here. Eyes need to be on Tony and a few of the board members as I can see weakest link.
Dr P has 100% of my confidence and hopefully yours for making this medicine at it's best.
Chump
Grip- Thank you sir! The best to your family, especially the lil ones and good weather for the fire snappers. Being in my eighties I still enjoy it over the river. Looking forward to some magnolia wine down here in NOLA.
BTW- my tea leaves has this one home in July.
What next?
Chump
Grip- Agree. The 19th hole should be the place of choice for a couple weeks.
We'll enjoy the 4th and await another celebration.
Chump
Misiu- thank you. Thanks D0lph. I caught D0lphins post after I posted. CCR5- what a list of diseases being targeted. What an elementary post made on CCR5.
I second. Moderators sticky D0lphs post please.
Chump
Amatuer- c'mon the most amateur statement regarding CCR5. You can do better. For starters
West Nile
Tick-borne Encephalitis
Colon cancer
Breast cancer
MS
HIV
Organ transplants GVHD
Just off my head in studies for CCR5.
Chump
Tommyt- I agree!
I appreciate the input from the valuators here but disagree. IMO no insti would've dished out 5.7 mill with a hopeful buyout price of just $3.00. The risk reward with just 10% interest or conversion of shares wouldn't be a enough gap for them. I would consider $12-18 minimum was proven to the lender.
Chump
tommyt-agreed but it will be in retail hands until a large well-known financial firm extends a hand or a BP partnership. Strong investors such as insti's would love to see us move off this OTC.
Chump
misiu- There's obviously more shares out there gauging from today's no significant move. Two things of Paulson are still against us. First the outstanding Paulson shares still afloat and 2nd the fact many investors are now aware of the Paulson raise conditions and figure why the heck buy on the open market. Again, when CYDY has new financing, a PR stating what it is and how more beneficial it is to the future SP will help.
Chump
Cynmark24- anything’s better than getting peed on... as we all have here in the last 12 mos.
FWIW I expect bigger news with P out of cydy bank acct.
Chump
Grip- what are we missing? Forget this PR. I’m waiting on a PR they’ll never use Paulson again and then we should fly.
Chump
Emergcy- your posts are brutal but have very good merit on the grounds of frustration. Glad you are holding. I thank you and do feel around the corner is relatively a short route. Let's see what's up their sleeve this week.
Chump