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So a good place to look for gems would be a schedule of up listings. Does anybody have a link for such a thing ?
There is no urgency to get in one of the exchanges; the reverse split was approved months ago. Perhaps there is a large expense to the company for a reverse split ?? I guess CYDY wants to time the uplisting to the June 20 bio-conference.
Aren't side effects based relative to the side effects for the current standard of care (HAART), so there is a low hurdle in that regard?
Yes, if you have a good entry inhibitor, then you might not need the other classes of drugs, which try to stop HIV after it gets into the cells. ??
You're an Exaggerator, but I like the fact that you have Mor Spirit.
I didn't think he'd go on Dr Oz and talk about CYDY then either. My guess is that he will.
I ask this in all seriousness, why *wouldn't* there be a bidding war ? If GILD puts an offer for a measly $1 Billion, (1 year of sales) how could a pharma (or ALL of them) be so STUPID to not pony up $2 Billion for an eventual $2 Billion in annual revenue ? IMO, $8 Bill is a floor
Yes, I would say CYDY's value is GREATER for EVERYone else compared to how Gilead would value CYDY. Other companies' purchase of PRO-140 would NOT cannibalize their sales.
I think that after approval, the buyout offer would be perhaps 5 to 10 times higher. That would seem to me to be preferable. I agree, it's a tough world in the pharma arena, especially starting with 3 employees. At what stage was PharmAsset bought out ?
Yes, 3 employees according to Yahoo. They outsource the clinical work with a ... CRO. They outsource manufacturing too. Makes for a minimal "burn" rate. ??
CYDY could apply for BreakThrough Discovery but apparently is not following up on that. That was implied from the last conf call
No, no, no. CYDY has 3, count em, 3 employees. There has to be a buyout at some point. Perhaps Pro-140 could be sold to 1 company for HIV. Sold to a different company for GvHD, etc. I don't see how they can grow from being sooooo small a company
This is a legitimate thing to consider. However, I doubt some of the info on that post. They say the longer someone is onHAART, the more likely they are X4. But the compassionate use patient is CR5 who has been on them for 27 years. Maybe he is an exception to the rule
Cydy could have been up listed in 2015. Either that isn't a priority, or timing is important. Perhaps around June 20 ?
I will not call you delusional because I am hoping for 5,000%
KKD was the only guy who would write about CYDY, but he got chased out of Seeking Alpha. Didn't seem to be who he claimed he was , or something
And double that or more for adjunct + monotherapy approvals.
$2+ Bill * ( 4 to 10 ) = $ 8 Bill to $ 20 Bill
@ 250 Mill shares = $ 32 to $ 80 / share.
$100 is possible if a buyout is delayed until 2018-19.
Sadly, I think the buyout will be much sooner and much, much lower.
How can a company with 3 employees continue to operate beyond the FDA trial phase ?
Really ? And *that* is your first post ?
But isn't the orphan drug status supposed to be responded by 60 days ? That wasn't on time; would compassionate use be any different ? I must be jaded.
Thanks, Brian
Meanwhile, is the patient is missing several weeks of therapy while the FDA thinks about it ?
Light trading as usual on a Friday, much of the volume in the final hour coincided with the price gain.
... Unless there was an additional reason CYDY doesn't qualify for an exchange.
If getting up listed was a priority, then a reverse split would have happened long ago
"CYDY will be at $5 within days" ... what irresponsible nonsense and drivel.
Right, FDA can be slow on multiple things.
Presuming of course they are not late, like with the orphan drug status
So, anytime from now until the next two weeks
When is the 4 to 6 weeks up for info about the updated timeline ?
With luck, June 27.
Yeah, 7 more months to go. Patience is necessary.
Although it is true that there have been incidents of someone on the KOL "nixing" a competitors drug, the vast majority of FDAs odd decisions stem from conservatism. What you said reminds me of Enzo biochem when their promising HIV gene therapy was put on hold for OVER a decade. Of course, that was after the death of ...Jesse Helsinger in a different gene therapy trial.
Honestly ? I think CYDY mgmt is delusional on that point; Less than $2 still by June 20. Perhaps less than $2 AFTER June 20 after a brief spike over $2. Yet.... I am long CYDY as much as I can be. The big jump, IMO, will be from FDA not ASM. That's my opinion, which is what boards are for.
re emus ?? Sorry, 5 X revenues.
Pro-140 has a potential of at least $2 Bill a year times 5 times re emus makes at least an 11 digit buyout.
According to StockCharts, A/D rose sharply as CYDY went up in the last 3 weeks, and has held steady as CYDY dropped last week.
Nader said this was the combinational Phase 3. I think he means combinational as in adjunct therapy, and not combinational Phase 3 as in two arms of 150 patients.
Nader Pourhassan, Ph.D., CytoDyn President and CEO, commented: “CytoDyn’s first patient to complete the Phase 3 combination trial has demonstrated the medical need to remain on PRO 140 to maintain a suppressed viral load, which was not previously attainable by this patient under several years of a HAART regimen.”
If FDA would grant this, (and they should) it would be an implicit admission on FDA's part that Pro-140 is safe, effective and better than existing Standard Of Care for this particular patient. Am I right ?
Yahoo shows AVXL at 1.45 on October 3 2015, to a 14.33 on November 3. A 10 bagger in less than a month. Unfortunately almost a reverse 5-bagger in two weeks, it bottomed to $3.24 on Nov 17.
The market is giving CYDY basically 0 % chance of passing FDA review. Why is that ? Is it still largely unnoticed ? The drying up of buying supports this.
Is there a circular logic in justifying CYDY share price ? As in: Pro-140 doesn't have a chance for approval because it would be reflected in the shares / mkt cap. The mkt cap is low because there's no chance of approval for Pro 140.
Or is it, "SHOW ME THE SCIENCE !!!" and after June 20, things will change.
Is the market hesitant to value CYDY because of upcoming dilution ?
Or does the market not value something until FDA actually does something ?
Or does the price fail to go up until BIG MONEY moves in ?
What we have seen so far is nothing. The total volume on the 10 biggest trading days this year is less than $10 Mill. Other companies with earlier trials have larger cap and larger volume trading.
Just wondering.