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Still doesn't work. Need capitals or space after # ?
No, stocktwits doesn't have a Cydy page
Has CYDY even bothered to apply for BreakThrough Designation on GvHD ?
Who said these things ? When ? What link, if any ?
One can have doubts, yet still be long. To think critically about ones investment is *smart*. It is important to be objective. Too many Kinder Morgan investors were blind-sided. They just would not consider the bearish argument. I'm not saying there is a bearish argument for CYDY, but there may be limitations to PRO-140 sales. Timelines may be slowed further, or sped up. Be circumspect.
Please don't go. I want to hear both sides : Pro PRO140 and Con PRO140. Please don't be offended by what some say, on an out-of-the-way stock on an out-of-the-way website.
It's a very thinly traded stock. Pops happen; drops happen. 19 days until a meaningful pop, hopefully.
Sure it's normal price action. It's a tiny biotech on bulletin board.
Ionis / Isis had a partner to back out of a Phase 3 trial.
IONS is down ~30%, dragging the whole sector down with it.
Better yet, any other pharma could steal GILD's HIV revenue by buying up c CYDDY at any price
No they don't.
But the rate of change of that should
Sorry, Yahoo is wrong again. It went up Nearly 200%.
I mean to say that on the pink sheets or bulletin boards, the shorts have no fear of institutional interest. After uplifting they have to be a little careful of that
AVXL went up 1,000% in a month, that's what attracted the shorts, I'd imagine
Such as : less shorting, possible institutional coverage and purchases, inclusion in ETFs perhaps...
The PR problem is inter-related with the financing problem and the uplifting problem and the share price problem. ALL THE MORE REASON to reverse split and and uplist !! Shoulda been done months ago, but probably doesn't matter much now.
12 hours and no messages ? "Is this thing on ?"
TAF replaces TDF (tenofovir) which is much easier on bones and kidneys. Functionally about the same, but much less of some side effects
I think it will take a long time (seemingly for us impatient folk) from when the scientist at the ASM tells his boss about an interesting new treatment for HIV, then the boss talks to his boss about it, etc, etc .... until somebody talks about the possibility of purchasing CYDY or licensing PRO-140. You know, the whole corporate beauracracy thing. (or to put it another way, corporate due diligence) I've no idea how long that would be. But with a dozen or so Gilead doctors there, I think the quickest path from ASM participant to buyout offer should be with Gilead. There's got to be a bidding war; I can't imagine how there could only be ONE pharma with enough sense to try to buyout CYDY. For $400 Mill now, a company could lock up $4 Bill to $40 Bill in future total revenue.
How is prestigiousness measured ?
Someone on Seeking Alpha said that ASM was not one of the premeire conferences. He wasn't too impressed with PRO-140. On another board, this guy claimed to be a Gilead employee. Does all of that seem odd ?
Understood, and I wasn't implying that. I was saying P.B.'s M.O. is F.U.D.
Thank you for that reply. P.B. posts a similar kind of crap on about any security he talks about.
That's true for many other presentations, not just CYDY.
I would be dumbfounded if multiple companies didn't make a bid for CYDY in 2 years time. But stranger things have happened, I guess.
What's your investment time frame? How long do you plan on holding the stock, roughly?
Should a Moderator *necessarily* be oriented long toward a stock ? This website may have a page or document that clarifies what they should be and do, but haven't not seen that, I would imagine that they should be in favor of the discussion of the news and whatever about the company. Some of it will be good, and some of it will be bad. If this board is only about the long side of things (I don't think you mean that, but it seemed to come out that way) then I'm not sure this board has that much value. I'm long, and I don't *LIKE* negative things, but if they are legitimate .... I DEFINITELY want to hear them. Having said that, some of negative things he said recently are not legitimate.
In any case, this is about the only place where there is ANY DISCUSSION of CYDY at all.
Break Through Designation was designed, in part, to eliminate or minimize delays. Have they ever dealt with a federal agency before ? Unexpected delays are THE RULE, not the exception !! CYDY did not consider BTD to be worth it.
If commercialization is now 2H of 2018, that deflates any buyout offer. It's a good thing CYDY didn't "waste their time" doing a small pre-clinical to get BTD for HIV. /sarcasm off
Yes, very good point !
In the February investor presentation they said on page 21 : HIV Adjunct Primary endpoint 3Q 2016, BLA submission 4Q 2016. (THIS ITEM JUST SLIPPED 4 or 5 quarters !!!) HIV Monotherapy complete patient treatment 3Q 2017, commercialize 4Q 2017. GvHD file for BTD in 2016, commercialize in 2017.
Either management was lying, or they should have applied for BTD on HIV, or FDA pulled a "switcheroo" on CYDY; I don't know.
Still, even with the stretched out timelines and slightly increased dilution, CYDY looks very good. However, I may sell a portion.
What is the NEW news on this conference call ?
They have assembled a management team for the BLA submittal in .... an estimated 1 1/2 years, including the Progenics people and others.
The adjunct trial was slowed 6-9 months, and the protocol has to be changed. (this might have been avoided if CYDY applied for break through designation)
Monotherapy protocol is good to proceed.
Both HIV trials may finish at roughly the same time.
Primary endpoint in later 2017.
BLA submission could be 4Q '17 or 1Q '18
GvHD needs to submit more data to FDA, but may begin soon
ASM abstract online May 16. (next Monday ?)
Funds needed for trials (in $Millions) : Combo HIV 13-15, Mono HIV 15-20, GvHD $3.5
Overall, the NEW news is more bad news than good news. Delays popped up, and timelines are farther out than what I heard last. Still very positive on CYDY, but not as much now.
"provide an update on clinical and regulatory developments." What's happening in phase 3 adjunct, what's happening in phase 3 monotherapy, timeline for both, possible GvHD updates, maybe an orphan status, maybe they will start the trial for as a requirement for the Break Through Desig. I don't expect anything more.
Thank you, Titan!
Only cons I can think of are a small monetary charge to do that, and the negative aura of a R/S. Many companies that do that are at risk of going bankrupt. R/S negs are Definitely outweighed by the positives.
I called and was told otce.finra.org/ dailylist has that information.
Could you post a link with that information ?
Thank you, I would greatly appreciate it.
Yes of course, but I wanted to see a list of companies like ABC is uplifting on the 15th, DEF is up listing on the 18th, etc.
All that I could find was this post on Seeking Alpha.
http://seekingalpha.com/article/1557622-3-disruptive-biotech-companies-moving-on-to-higher-exchanges
I'm sorry, I could not find anything. I've searched on NASDAQ and NYSE, too. Even Google returned nothing.