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I’d trust Dr. Bruce Patterson, Dr. Seethamraju, Dr. Yang, Dr. Agresti, Dr. Been and their collaborators on their real world patient experience and their belief in Leronlimab. Just review publications from some of these guys and hopefully you will get some evidence. All you have to do is put Leronlimab + one of these doctors name in pubmed.
I for one actually see this in a positive light. They are not sitting idle and in fact looking at all sorts of possibilities to create awareness, bring new opportunities (as plan B, C, etc) and scale their business. And they are being open in their communication with the shareholders. You can argue this may not be a good strategy for a small biotech, but I wouldn’t label them as lying and scam. Hopefully, they will learn and get better in their communication and prioritization. Just look at the history of some of big companies and executives. They have often failed or not succeeded in their early attempts, but over time they come on top given their relentless pursuit of solving problems. Just go back and check the vision that Elon Musk set around a decade ago. Everyone thought he was nuts and he often didn’t deliver (and still doesn’t) on most timelines by a big margin, but he is solving real problems! And folks still don’t understand what the real play on Tesla is, which will be evident 5-10 yrs from now. And CYDY could be no different!
Perfect! I invest in fundamentals, so not worried at all!
Nice, adds more fuel to the fire. Epic short squeeze coming before end of March. This has the potential to be another Cinderella story. We all know how the other one unfolded and brought a well known hedge fund group that was short on its heels a few weeks back. CYDY has the potential to do just that with all the media attention coming our way with the ability to treat the sickest of the sick COVID patients. Media will be all over it! Can’t wait to see how things evolve over the next 2-4 weeks! Although I’d love another opportunity to add more under $4 this upcoming week!
Love it! What about the saline argument, did you forget that?
FDA wouldn’t be the messing around if they weren’t interested. There is a lot on their plate that needs immediate attention. So this all points to the massive potential all of these agencies see in this drug.They would have said thank you but no thank you last week! The more time that passes it’s increasingly clear the discussions move towards EUA and then understanding manufacturing capacity - how many doses you can provide, when and at what price?
Dr Bruce Patterson pounded the table on Leronlimab and one other drug in a meeting with Fauci and 30 odd top decision makers recently. Hopefully, this will have some influence on how they handle this going forward.
I’d also be worried if I shorted at $2 or $3 not long ago! A quick question to the group - how many doses would US government purchase on EUA? They ordered 100k at over $300 million from Eli Lilly last week with a provision to go over 1 million for mild to moderate, when they already have quite a few drugs working and approved with those patient population. Although, we all know how good they work, as detailed by several physicians who are treating these patients everyday! ;) I predict ours would be the first EUA for severe to critical, and we will have over a $1 billion order from US government within a month from now.
All great points and I completely agree with your observations. They are hurting their own credibility by making some of the claims you point to. Humility, listening and learning mindset is key to a long, successful career in whatever you do. The reality is 90% of biotechs fail and therefore shorts have it easy, IMO. Even without any DD, they are likely to be right 9 out of 10 times. That’s why small biotech are one of the most heavily shorted space. However, I will point out that the one that succeeds is a home run, to put it conservatively! 20-30x returns, if not more. The ones I think are going to hurt some of the shorts the most over the next couple of months are CYDY, NWBO and likely CVM.
Technology and social media is a great equalizer! Zoom, YT, FB, Twitter, etc have made it easy for just about everyone to follow science talks, publications, symposia, etc by KOL groups and form their own opinion rather blindly trusting an analyst report (even if it’s semi decent). Gone are the days when only select few folks or analysts would have access to the company’s top executives, competitors, scientists, data, publications, etc. Besides, how can these so called analysts become expert of 100s of drugs in such a short span? And often times, these guys claim to know more about the science and data then the leading scientists and Co-PIs, collaborators on the project. I’d rather trust science leaders who have been studying these topics throughout their career. In short, in this day and age of information technology revolution, you can not expect folks to believe in articles that have no substance.
And to be honest, pandemic is actually amplifying this effect. Folks working remotely from home or working limited hours or out of work have more time on their hands to do their own research and make their own judgement. Good luck everyone! We have a winner!
Look into CYDY. Talking to FDA currently after unblinding their ph 3 trial with severe to critical patients. Quite possibly the first and only drug that would get approved for severe to critical patients. FDA will likely provide EUA mid to end of March. OLE and CPT codes already in place in the US and UK. As NWBO, strong support from KOL scientists with real world patient experience.
Plus they have already met primary endpoints for HIV treatment too, which is a massive market opportunity. Could generate a ton of media attention upon COVID EUA. Also starting a trial with COViD long haulers, which is now recognized by Fauci and others as a real problem they need to tackle.
Thanks for finally agreeing that it’s going to get approved! Although, it does hurt my chances of buying more under $4 next week, so not sure if I am pleased with your change of guard?
Looking for another buying opportunity under $4. Do you think it will get there next week?
I was so looking forward to buying under $4 again today, but didn’t work out. Not sure if market is taking your views in all seriousness, which is unfortunate!
Dr. Bruce Patterson has done a lot of work and published in this area. His work shows that there is 100 fold increase in CCL5/Rantes with severe COVID patients. CCL5 is a chemotactic molecule that can amplify inflammatory responses toward immunopathology. Disrupting the CCL5–CCR5 axis via the leronlimab-mediated CCR5 blockade prevent pulmonary trafficking of pro-inflammatory leukocytes and dampen pathogenic immune activation in COVID-19.
Due to its selectivity and target-specific mechanism of action, leronlimab appears to allow chemokine binding (CCL3, CCL4) at therapeutic doses and appears not to be an agonist of the CCR5 receptor (i.e., it does not appear to activate the immune function of the receptor). This apparent target specificity differentiates leronlimab from other CCR5 antagonists. Other potential advantages of leronlimab include longer half-life and less frequent dosing requirements. Plus it’s subcutaneous and therefore can be administered remotely.
Agreed! This approval will give Cytodyn the credibility and recognition they deserve and will pave the way for HIV approvals later this year. And that’s going to be massive!
Also, wondering if Dr. Rahman’s network over the years, having lead the executive teams at J&J, Pfizer, Novartis would make Cytodyn an acquisition target? Although these guys would have to bring their checkbooks because it’s not going to be cheap! Probably between $40-50billion with HIV approval.
Excellent! US government just ordered 100,000 treatment courses of Eli Lilly’s monoclonal antibody treatment for mild to moderate covid patients at $210 million. They have an option to go up to 1.2 million courses, as per their agreement.
I think they may want at least half an million doses of ours with an option to expand to over a million or two with no other proven treatment options available for severe to critical patients. We could be potentially looking at close to $1Billion order from US government before end of March. What do you guys think?
I am predicting between mid to end of March for EUA!
“Golden age of investment in new drugs with small biotechs”. This is how Cramer started an interview with the CEO of Charles River on Mad Money earlier this week, which is the biggest CRO in the world. Handles/Assists 80% of new drug discovery programs (both big and small biotechs).
Awesome, this is just the beginning! As I said in my earlier post today, media will be all over it. Just wait and watch until we get EUA. It’s going to be a Cinderella story! Gives the new administration ammunition to point out how fast they are tackling this crisis with meaningful science/support and that we’re nearing the end of this plague!
Looking to buy again if it goes under $4 today. This thing is going to go through an epic short squeeze as soon as EUA is authorized (probably 2-4 weeks away)! Similar to GME phenomenon, just wait and watch. It will be all over the media and Dr. Bruce Patterson is going to be the hero! And you’re certainly helping our cause and all social media & search engine optimization algorithms!
This is actually a positive development for CYDY in my mind. FDA wants to approve this drug with meaningful data and outcome. If the data was bad and they weren’t interested in CYDY drug, they wouldn’t have been talking with us anymore...We are past the 60 days from the last enrolled patient, so we wouldn’t lose much time in extracting this data from the sites. In fact, they may already be looking and analyzing this data (at 60 days), as we speak. My prediction is we should have EUA around mid to end of March!
It seems Advent has 28 employees on LinkedIn. So I’d expect around 30-40 employees at a minimum. I follow them on LinkedIn. A week ago, they posted a new job for Head of Quality Control. They have posted few additional technician scientist vacancies as well couple of month ago. Extremely positive and shows confidence in the future of DCVAX-L (and Direct) platform technologies!
Growing confidence and good word spreading (or leak!)...no bad news today and tomorrow means confirmation that approval (EUA) is underway! So glad I bought more under $4 the last 2 days and asked friends, family members to join the fun too!
“Golden age of investment in new drugs (with small biotechs)!” - leading Mad Money commentary yesterday with Charles River CEO. So true and bodes really well for us!
Last I heard NP say that Samsung Biologics could make around 1 to 1.2 million vials for them in 2021, and a total of 2.5 million vials in 2021+2022 combined. And if I recall correctly, they were planning on pricing each vial at $1,200 or thereabouts. So that brings about $3B in revenue in 2021+2022. Divide that by 2 and it’s 1.5B per year unless they are able to get Samsung to manufacture more. Plus I expect HIV approval in the 2nd half of 2021 as they will be in good books of FDA going forward! Nasdaq uplisting and everything else combined, I’d expect a minimum of $30 share price in 2022.
Nice! Big pharma is particularly worried! CYDY will address this market next as soon as they have commercialized COVID therapy.
Haha, good luck dude! Hopefully some of the posters here can hold the fort for you. I am unable to help! ;)
LOL! I don't know if this rover can wait that long. Weather next week looks beautiful and prime for launch!
Bought more at under $4 again today. I think someone should create awareness about this once in a lifetime investment opportunity to the Reddit army, while importantly also contributing towards a better tomorrow! I don't think this will last long. Come next week and this baby flies, rightly so! :)
That was just an extremely conservative estimate! I expect the market cap to be close to $20B with approvals in US, UK, Canada and EU. So that would mean SP of around $30 (considering some warrant exercise and raise/dilution along the way). Look at NVAX, trading at close to $20B market cap. And their vaccine candidate hasn’t even been approved yet.
Also, this approval will provide them the ammunition to go after HIV with a much larger, stronger & experienced team within a few months. And that would add another $20B to the market cap within an yr or so. So NP’s belief that the SP ought to be closer to $100 will indeed turn into a reality in an yr or two.
We’d rather trust Dr Bruce Patterson (formerly from Stanford), Dr Seethamraju (Mount Sinai, NY), Dr. Otto Yang (UCLA), Dr Been and countless other Key Opinion Leading (KOL) physicians and their real world patient experience over your commentary! Look forward to loading more under $4 when it gets there again. And see you at a minimum $10 before end of March!
That’s great. Would love to buy more under $4, and so would my friends and family members! Do you expect that tomorrow?
A first glance at this document, it seems extremely bullish for CYDY given FDA’s acceptance of the role of monoclonal antibodies in treating COVID! Seems like this article was published recently (Feb 2021).
Trying to connect some dots-
Dr Bruce Patterson in one of his recent talks (last week) suggested that he presented to some top 30 odd bureaucrats/decision makers recently including Fauci, where he made a really strong case for Leronlimab and Mirarivoc (owned by Pfizer) for treatment of COVID patients as well as long haulers!
Go CYDY!
Exactly and well said! In normal circumstance, they will review this internally with their scientific advisory board as soon as they are unblinded to allow them to analyze the data and have everyone agree on the TLD before releasing a public PR. And this internal analysis and deliberations take a couple of weeks before they are ready to prepare a formal TLD PR. In this instance, they are simply giving it directly to the regulatory agencies, as FDA insisted!
Nice, thanks again for providing a great buying opportunity this morning!
Let’s see if the stock is closer to $10 or closer to $4 by end of March!! Thanks for allowing me to load as it dipped under $4. Your ongoing commentary is doing nothing but reinforcing our belief in the science and ultimately improving patient outcome! I’d rather trust Dr. Bruce Patterson who has spent his career researching these topics with real patient data than someone with non science degree. Good luck to you and your short buddies!
Me too. Bought more as it dipped under $4. Have dry powder ready if it goes lower this week. Will be double digits by end of March!
Look at the attack by AF and his crooks today on CYDY! They are losing their relevance in the biotech world and once CYDY gets green light about their severe to critical COVID-19 trial from FDA in March, it will increase my confidence in NWBO and CVM investments even more. If they manage to get CYDY price down in the next day or two, it would be a great buying opportunity. FDA had advised them to share the data as soon as possible and the CPT reimbursement codes are set up in US and UK for 2021.
NWBO is by far my biggest investment (70% of my holding), but I am also closely following these other ground breaking treatments, which apparently have the same set of short sellers. It’s one of the way for me to verify personally how good DD these shorts are capable of. They have been throwing all kinds of kitchen sink at it over the last few months and in fact seeking alpha released a hit piece last night. Despite all of this, CYDY development reinforces my belief in the science of NWBO and really bodes well for all of us!
Thanks! Any key take home messages (that may apply to NWBO, positive or negative)?
Awesome, thanks!
Did anyone attend Dr. Bosch’s presentation today?