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HIV vs GV/HD - Worldwide the mkt for HIV drugs is roughly 10-12 bill a year. Pro 140 lets say captures 25% of it. Great! GV/HD worldwide mkt waiting on a treatment is 8-10 bill a year. CYDY will capture 100% of that mkt because there's nothing else. Thats 4x bigger than HIV. IMO HIV side of CYDY is front line news/ Charlie etc. but GV/HD for CYDY is the kicker for the bottom line of CYDY.
And I think that approval from the FDA is within 30-60 days out if not sooner or already.
Chump
dlcullum.. I'm not able to respond on c4 c5 receptors etc. I'll leave that to others. Not my area of knowledge. I think Nader covered that in the last CC though with confidence of what CYDY has to offer vs other treatments in trial.
Such as Pro 140 GVHD for transplants that other don't address.
Chump
I think PR0 140 has the best results for contained viral loads time wise.
Chump
If so, it will all come down to what treatment brings the viral load down the most, holds it for the longest and less side effects. And compassionate to the patient/ self injections overwhelms in hospital IV treatment.
Pro 140, Pro 140.
Chump
Interesting post. Don't want to engage in the debate of the two but this part of your post caught my attention...
"The phase-1 clinical trial of the s.c. dosage was funded by the Bill & Melinda Gates Foundation,"
With Gates hosting the ASM could some funding for CYDY come from the foundation also?
Pure speculation but worth a consideration.
Chump
I agree but even better if his DR comes out with him citing data numbers and improvement on PRO 140 vs past treatments. I expect that to pop up eventually. His Dr will get on the scene. He's obviously only been on it a short time but he appears sold on it based on his comments. Give him a few months on it. Should only get better.
Or Charlie did!
The pop and drops have been happening after news. This pop has no news, yet/maybe. I think the word is just getting out. Today was definitely strong buying. Moderate vol.
Possible reasons: first patient P3 injection? GVHD news? Exposure from ASM feature pr on CYDY.
Disney scenario we keep climbing without news. Just accumulation. We gotta get to $2.
Chump
A little off topic but a seeking alpha on Gild
http://seekingalpha.com/article/3978602-much-time-will-investors-give-gilead
Amatuer-I re-listened to the call. 14:05 into it Nader covers GVHD and they're application for Orphaned status for bone marrow/stem cell transplant.
The FDA responded requiring CYDY to provide clinical data to support Pro140 in GVHD or alternatively conduct a pre clinical of Pro 140 for GVHD in an animal model. The FDA is giving CYDY up to a year to provide that data.
That is why I'm saying an animal study can be done in 35-60 days.
More the reason for assembling an FDA team in house to quickly reply back to FDA.
Chump
As for GV/HD approval I had posted that would create a revenue for CYDY.
With GV/HD would eliminate the need for matches with heart, Liver, Kidney transplants etc. That's a huge one and glad in the last CC they anncd they've assembled an FDA team to address it and move it forward.
I haven't re-listened to the CC but I do remember them saying this additional testing can be done on animals for what the FDA needs which shouldn't take as long as with human trial.
Chump
As for the CEO saying the ASM is their coming out party. I read into that as ASM doing a special press on CYDY as a beneficial as BTD, Peer review etc message to the industry that they for real have something different to offer for HIV that THE BIG BOYS DON'T!!
June 15th Charlies in Sweden and then June 19th in London with Piers Morgan. That's Charlies coming out road show at the same time.
Love it. A lot of journalist will want a follow up with Charlie.
June should be exciting.
Chump
Buy out vs licensing? IMO Bristol-Myers or Gilead will hear of the other trying to ink a licensing deal. If one acquires exclusivity then the other is dead in the water. If they both license then price/margins will be competitive and not as profitable for either. This is the set up for the buy out. Bristol or Gld should put a serious offer on the table. When during CYDY trials? That's for Bristol and Gild's CEO's to think out.
Licensing would be lucrative for CYDY, no brick and mortar etc. But with both Bristol and Gild with pills side effects, toxicity etc adding Pro 140 would be a game changer. Thats why I've said before Pro 140 is a disruptive
treatment to what Bristol or Gild has to offer. A buy out seems inevitable for Pro 140 HIV only.
Of course IMO only.
Chump
5top- Follow the insiders. Director ponied up a million for shares.
Why??
Chump
1.08 tomorrow would be huge.
Chump
Amatuer- wasn't there an opportunity for animal trial 30 day follow up? Thought it was on the CC.
Chump
Closet- you are very clear. That's what I took from the last CC assembling an FDA team to address these hurdles. IMO the FDA sent CYDY a message of opportunity and they've responded.
Chump
Titan- yes. Gild could secure a future exclusive licensing deal for 30-50 million, my numbers, I don't know for sure but a drop in the bucket to await the final results. Then an out right buy out offer with final approval. Hopefully after the ASM offers will come in. And this is just for HIV. We have to get up listed. I know r/s is a bad subject but I'll support one if there's some good data/results/news present during it. It's up to the IR CYDY team to do it as a road show via ASM etc. Give Charlie some shares also.
Chump
Closet- good point, and I'm not Bio savy but I think GV/HD would show investors that CYDY has an immediate opportunity for revenue.
I believe someone covered that here before. And I was wrong, I think it would probably fall after the ASM not before. Unless we're lucky.
Chump
The Graft vs Host could come out before the ASM. I think it was only a 30 day additional trial from the last CC and could be done on animals. This would organically get us over $2,
http://www.cytodyn.com/media/press-releases/detail/219/cytodyn-files-for-orphan-drug-designation-for-use-of-pro
Lets not forget ASM selected CYDY for an ASM press release-
“We are honored that not only ASM Microbe Conference has accepted our abstract and granted us an oral presentation spot, but has also selected our abstract for an ASM-sponsored press release to highlight our research to the journalists covering this Conference,” said Nader Pourhassan, PhD, the president and CEO of CytoDyn. “We believe that PRO 140 has great potential as an alternative or addition to current standard of care and is currently conducting two phase 3 trials for both of these populations.”
Chump
GLD needs to make a move.
http://www.bidnessetc.com/69179-gilead-sciences-gild-turn-acquisitions-drive-future-growth/
Chump
XONEC5- In short, no! your link is for a vaccine against HIV. Years out if possible. A $4 condom is the best defense now. Pro 140 is for people already with HIV and the goal keeping the viral loads down. Pro 140's data shows this with less toxicity and side effects that the current regimen of pills. Another hype/cure link debunked which when you read also speaks of the need to keep the viral loads down. Again Pro 140 is already doing this.
Probably the best pitch for CYDY at the upcoming ASM.
https://www.poz.com/article/media-outlets-falsely-claim-cure-hiv-may-three-years-away
Theres more informed posters than myself on this thread that provide info.
Chump
Looks like Charlie/"HIV spokesman" will be in Sweden June 15 before London June 19.
https://www.biljettforum.se/en/event/evening-charlie-sheen/tickets
"June 15- An evening with Charlie Sheen
Born into the spotlight as the son of actor Martin Sheen, Hollywood's 'bad boy', successful actor in both film and television, spokesperson for HIV - Charlie Sheen has many faces. Wednesday, June 15, he comes to the Stockholm Waterfront to be interviewed by the journalist and popular culture specialist Fredrik Strage. After the call Charlie Sheen responds to questions from the audience."
Hopefully more Pro 140 blips. He seems enthused about pitching it.
Chump
Watching the last couple days of multiple 100blk shares flash through is BB
retail back and forth. If the Director bought a mill shares and they really know what they have then up list and we'll see 30-50k plus steady trades.
Cmon CYDY huddle up, you know what you have, talk to some insti's and do it. Get us out of this fractional trading.
Chump
The best support received this week was the Director buying a million shares. No doubt thats a big message.
The other is CYDY realizing they needed to assemble an FDA team to avoid delays and coverall the bases. GV/HD etc.
The ASM doing an exclusive press on CYDY will send a message that its not company hype. Maddon doing the presentation is crucial.
Now we know Charlie is on treatment every journalist will try and get a story before June 19 with Piers Morgan live and there after.
On the down, this BB is a downer. If CYDY can clear up some FDA guidelines and progress starts flowing between them we might get from the ASM some insti's that will commit to supporting the stock if up listed. To have a disruptive treatment alternative as pro 140, they'll bite.
I also think BP's will be knocking on the door to get a piece of this science.
Chump
123boom-rabbits running the fence looking for a hole.
Not There!
Chump
Shorts need to realize CYDY has "0" institutional ownership.
An up list would dramatically change things.
Chump
Think of the journalists that will pick up on this??
Chump
Yes another 50-60k vol and she heads north.
Chump
If Charlie says he's a shareholder would be huge.
It's obvious the shorts have this now. This is a good thing. They will run out of powder eventually and throw in the towel. They know it's against them. Only a matter of time one will start to cover and the entire herd will panic.
Chump
goldenisla- sometimes it works for you. Leveraging your buy by .15-.20 now but don't forget the exit. Easily you can sell at $10 but miss the $13+. Either way it's about making money. Hope you do. If the director of CYDY bought in at these prices, I would follow suit and hold. What if tomorrow a buyout offer arises? It's easy to look through the rear view mirror and make decisions but not knowing what's in the front windshield coming can catch you. There's still accumulation happing.
I hope every body here makes money.
Here's to a buy out!!!
Chump
Shorts up to 833k this month vs 392k previous.
misiu143- I don't foresee a buyout but I do think a licensing deal will happen. CYDY only has a few employees and no brick and mortar. They are prime for licensing though. Whether exclusive or non.
Chump
Bucky-from GLD's site re- tenofovir phase 3. " Safety and efficacy of the following compounds have not been established." With Pro 140 available it's gonna be hard for a patient to ask for the pill script. I think that's a big part of it being disruptive vs pills. GLD will recognize this first and foremost at the ASM.
Chump
After the ASM or maybe before I would expect a few phone calls from BP to CYDY to try and become a part of their success. Like 5 elephants trying to get through the door at the same time. It's coming.
Chump
I think Wallstreet posted this awhile back that CYDY's is about to make a run. I'm feeling the same about now. Any day it's gonna make a .30-40 cent gainer then on. Just like it did end of April a Friday 1.15 then end of day popped to 1.35. Except this time I believe it will hold it's own. Yesterdays PR was a blip compared to ASM's planned PR that will carry a lot more attention than a company PR.
Chump
TitanV- good move at these prices. Patience for all longs and I think more will follow. You just don't get a 1 stop PR for events like this and it's over. Now the wait for ASM's PR and what can unfold prior?? I expect the FDA team CYDY assembled was for a reason other than FDA guidelines. I keep saying it but CYDY's science is disruptive. Between now and ASM major journalists will know and it's an easy story for them publish. HIV carriers
Dr's etc. will follow this story.
Chump
Including Bill Gates.
Chump