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I'm going to side with the longs on the SEC form and revenue. It only goes through February. There is even the chance that these first 29 patients were free and revenue would start if numbers became larger. But eventually CYDY will have to disclose revenue if they are receiving it.
Nader has never specifically said that they were selling the doses. The pr says "Under Compassionate Special Permit (CSP) in Philippines, CytoDyn is well positioned to generate significant revenues" above the body of the pr and then doesn't mention revenue in the body of the pr. This is Naderspeak. He will claim that the CSP will lead to an EUA and the revenue will come from the EUA. But this information is at least 2-4 weeks away from being disclosed by Nader. Classic Nader.
You'll find out soon enough that no revenue is generated in the Philippines. You'll be onto the next carrot by then.
I'll believe there is revenue from the Philippines when I see it. Nader saying the CSPs put CytoDyn in position for revenues is not the same. It is Naderspeak meant to misrepresent.
“There’s a new anti-inflammatory drug coming. It will be a breakthrough, and I don’t say the word breakthrough often. But this is something that will be lifesaving for people who are sick with the inflammatory part of [COVID-19].” https://t.co/PfAcgYhb8Z @baltimoresun
— Dan Rodricks, Baltimore Sun, News Guild (@DanRodricks) April 4, 2021
The phrase "leronlimab saves lives" keeps being repeated. Do people believe that if a lie is repeated enough that people will believe it? Because the trials have shown that leronlimab DOES NOT save lives. There was no mortality benefit shown in the mild-to-moderate trial. There were likely more deaths in the treatment arm of severe patients than the placebo arm. So after no mortality benefit was shown in the first 3 stages, there was a 9% reduction shown in the 62 critical patient cohort representing 16% of the S/C trial. Literally 2 more patients living in the placebo arm would have reversed the mortality benefit.
38% of critical patients in the leronlimab arm of the S/C trial passed away. The placebo arm might have had 47% mortality, but 38% dying in the leronlimab arm is not a good result no matter how you look at it. There were a lot of deaths in both arms of the trial.
Dr Robert Gallo, co-discoverer of HIV and Nobel Prize winner, said that a game-changing anti-inflammatory Covid drug for very sick patients was going to be talked about in a few weeks time. He said that about 2 weeks ago. People surmised that it was the Merck drug. But now the Merck drug has been shown to be ineffective with hospitalized patients. So he could have been talking about lenzilumab. It is really the only drug that makes sense with the timeframe given.
The interviewer said that lenz wasn't the drug. But he might not have known. He maybe just didn't want his Twitter page descended upon by HGEN's investors. Gallo might have even told him to say it wasn't lenz since that would have been market moving information.
Here is the quote
Does anyone wonder if Dr Randy Nicolas is on the CytoDyn payroll? Or Chirals? Under the table, or course. Or maybe CytoDyn will hire him as their next Chief Scientific Officer.
It is kind of amazing how people believe anything Nader throws out there without any regard to reality. The only way 200,000 vials of leronlimab are going to be administered in the Philippines is if CytoDyn gives it away. The idea that revenue is going to come from the Philippines, Brazil, Hungary, etc. is preposterous.
HGEN is again starting to pile up circumstantial evidence pointing to good things ahead. One piece of good news and the stock price will skyrocket.