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Dr. L, Respectfully, my view is that it's been studied in clinical trials and works even if there is some placebo effect.Whether people will buy it or not, I bet if they had $10 million for an advertising campaign, they would sell $200 million. They don't have the money to advertise like that so growth will have to be organic but I think that this sector is only going to pick up.
Sorry...not schlock,not bubkis, not chopped liver it's the REAL deal. Study on 174 Chronic Pain Sufferers published in a peer-reviewed journal just recently at the end of May 2019.
https://www.ncbi.nlm.nih.gov/pubmed/?term=Chronic+pain+intervention+using+pulsed+shortwave+therapy%3A+the+relationship+between+pain+demographics+and+central+sensitization+inventory
My kids showed me Snap Map today (look up images on Google). The kids love it! but Snap Map is a JOKE (Toy) in my opinion compared to what ArkNet is promised to do. I hope that humanity can be trusted and TTCM is true to their word and comes out with the App in 2 weeks, they are in the best area of app development to be in right now imo.
Your right Major, I will even give them two weeks wiggle room but expect that they put out some new PR or screenshots on Twitter if they take another 2 weeks.
The first Ark should be launched at latest by beginning of June. It will either be the real estate or gravestone Ark based on video.After Ark released then anticipation will just accelerate for more Arks and v 1.1, 1.2, etc. IMO you won't want to be without shares when app launches. Of course, they could also issue a surprise beta launch early on their website. Just totally my opinion, no proof.
So I have 1 million at 0.0013, Just wasn't worth it to me to sell for this small gain. If this is really a "scam" company then I don't think their diabolical plan would be to reach the finish line as a sub penny stock. What a waste of time that would be!
Just for comparison Source Yahoo Finance:
Lyft: Q4 2018 operating loss: -$911,335,000
Market Cap 16.108 billion
Tesla Q1 2019 operating loss: -$702,000,000
Market Cap: 43.016 billion
Uber: who the heck knows what the loss is, it's private.
Estimated Marker Cap: 120 billion (cnbc)
Tautachrome: loss is about 4M per year (ihub but don't know if it's that high). See David LaMountain video..they are frugal! Looks like good corporate governance to me, better than those behemoths.
Predictable...those of us who did DD and are sticking it out have a good chance of a multipenny payday. I'll take those life-changing odds vs. some meaningless short term gains.
I e-mailed Co-CEO Matt Goldman a question about their website, and he got back to me quickly.
I contacted him through info@imageprotect.com and I'm sure he will get back to you. My DD proved to me that despite the very low volume the lights are on!
Wonder if everyone has watched the video on Featherhead Crypto of David LaMountain, head of investor relations. He is very intelligent and very knowledgeable.
He doesn't sound like a man who is running a scam or a company that he knows is going bust. If he is then I'm just a really poor judge of character.
Video here:
The odds are better than a lottery ticket. Imagine that a celebrity randomly happens upon the ActiPatch and instagrams it. Long odds but product is out in the real world, could happen before the patches need to be shipped back.
I'm still in but it did get depressing when most people left the board/went into silent mode. Seems the past 2 weeks PR got people back. Always an education here as people do DD.
From a science background I thought that the press release was amazing. It was focused on the 700+ patients treated and showed exactly what the FDA wanted with the reanalysis of the 525mg data. FDA wanted comparison of 525mg vs. 700mg but with the IncellDx, Dr. Patterson collaboration they have fought back by providing a scientific rationale to the FDA about why 525mg doesn't work when you aggregate all patients, it only works in patients with lower CCR5 T-cell density. I don't know if this still means that they need to do the 200 more patients mentioned on the CROI poster but if FDA is a stickler then they have a better chance of success with genotyping patients. I don't know the financial side, seems like they need about 30 million to complete the BLA but I'm still hoping an Angel investor can step in and provide some liquidity for some big share of the pot. Still better than dillutive financing. Astonished that some big fish from Hollywood doesn't step in to get this drug on the market. Defies belief.
Thanks for the comments, I was thinking about DARE bioscience that rose 300% in one day over a 4 woman (not even phase I?) trial for vaginal dryness. Kudos to DARE, they have a compelling message and the female CEO has an active social media presence,
WE have over 700 patients treated, 100 reduction in viral loads at 12-24 weeks in 700mg dosage in HIV patients who are terminal because of multi-drug resistance. The pre-clinical data for cancer are also compelling and so much better in my scientific opinion than GNPX, which has also skyrocketed.
DARE and GNPX are two stocks facing delisting from Nasdaq, hovering below 1 for years yet are seeing a boost in broader biotech boom. I think that unfortunately CYDY being on OTC is the flaw. I don't know why Paulson, which has invested something like $170 million into the company doesn't help with uplisting or finding potential suitors. It's a pretty boring existence as a trader to sell at .52 and buy at .50 every day, sure I guess it adds up but no adrenaline in it.
Need an opinion, Say the SP rose to 1.75 on 20 million volume one day because RP published a good article in a journal. How long do you think it would stay at that price? What would it be within 2 days, probably 0.50. Just a thought experiment while we are frozen at this price, what do you guys think it would take for SP to hit 1.75.
Sometimes No news is better than any news at all. Play your cards close to the vest, keep 'em guessing, and then let FOMO take the SP up. As far as a high net worth investor going through Paulson instead of throwing 1.5 million in, for the super rich maybe it's too much trouble to sign the Paulson paperwork. I'm sure Floyd Mayweather would drop a half million in cash on a Bentley without haggling for a better price. He has money to burn, so do the Hollywood crowd but someone with just a 5 mil net worth, they would go through Paulson.
Just reading the comments. I don’t know if common shareholders will get the spoils but I do now believe from a science standpoint that a BP or MP will see the Glaxo Viiv approvals and be interested in picking up PRO 140 or a private equity like Blackstone. The finances are so loopy and complicated though that it will be a huge headache for whoever takes it over but in the end there is value. So “Always look on the bright side of life”.
Thanks for the excellent response! We'll see what comes out next week but I am confident that there will be some more very interesting news to digest. Just think about the last 2 weeks, cc, LA event, CROI. I';m sure they have more planned so I'll stay tuned.
Thanks, the article says this may only be a 10-15 million (rough estimate) market per year in US,so here's a naive? scenario:
1. The rolling BLA could be approved for only the sickest patients, limit the application scope and the FDA may caapitulate.
2. CYDY sells some of it's stockpile for revenues of 15 million per year and gets a marketing and sales team up and running.
3. SP goes up on news and could trade for 20x earnings or $300 million.
4. Stock price is above $1, maybe can be uplisted to Nasdaq.
5. RP and NP can spend the next couple of years selling the cancer metastasis angle.
These steps are all hard work and not easy money, if they have a BP or MP, SP that wants to buy the IP of CYDY for $300 million than go for it. IMDZ sold for about $300 million to Merck, that sounds in the ballpark.
Would love to have access to the full article: "Taking the measure of small-cap biotech: Bio-Path Holdings, CytoDyn", at https://www.statnews.com/2019/03/08/taking-the-measure-of-small-cap-biotech-bio-path-holdings-cytodyn/
Has anyone read this?
I don't know why I keep reading and commenting, I guess because I don't have a playstation (maybe should get). This is an interesting story. When I first started following this board, PRO 140 was supposed to be for limited use for multiple drug resistant patients who have been living with the virus maybe for 20 years or more. I thought that would be a pretty decent market given how prevalent HIV was in the early 90's. I hope they get back on message.
These are all very good developments for patients. As far as leronlimab,I am worried about the recruitment of the 200 more patients for 525 vs. 700. Considering "Designated FDA Fast Track drug candidate", why isn't 700 mg monotherapy being filed for approval considering 100% success rate in phase 3 studies 12-24 weeks out. Especially with the 2 news articles today why isn't RP working full time on HIV, the mouse studies might impress neophytes in LA, but we know the real deal. This is a race for "standard of care" and if IV 1x per becomes SOC then SC 4x a month for HIV becomes old. The one saving grace is that for some reason BP is working on broadly neutralizing mAbs to HIV and capsid proteins and not CCR5 receptor and CCR5 has broader range of uses.
Thanks for the post, we are on the same page. I wish BL could do copy editing for them. Are they really that self-aware to recognize that serious BP people will be turned off by all the typos and awkward grammar? Anyway, maybe they have some other grand plan. As I said before, what I like about this company is that they release lots of news during the week. Other penny bio stocks (Nasdaq listed) might not release anything for 6 weeks and you're just left guessing what is going on. CYDY seems to have quite an active budget for ProactiveInvestors and they really keep the reality show interesting. Kudos to them on that. I'm off.
I write that not to criticize but to help us understand what is going on. I am certain that RP did not have anything to do with the poster and had not checked it. I think that he is completely on the cancer story now. I believe that he is too detail oriented to let small things slip.
I gave the poster a critical eye from a scientist though and just want to offer up my thoughts on how the copy of the poster is not quite professional. NP should take a couple extra looks at the poster next time for typos:
poster quoted verbatim in quotation marks, my comments in parentheses{}
1) “All percentages are based on the number of subjects in the treatment group(N).” {no space between group and (N)}
“All percentages are based on the number of subjects in the treatment group (N).” {there is a space between group and (N)}
2) Injection Site Reactions (ISR)
“Total Number of Subjects with ≥ Injection Site Reaction” {no number attached, should be 1}
3) “PRO 140 (leronlimab) group with reductions ≥ 0.5 log10 copies/mL” {um..use subscript for log10, it’s easy enough to find in PowerPoint and every scientific paper uses subscript for log10 in viral load}
Comments?
On the bright side CYDY feeds us with news every week or several times a week to give us something to talk about!
I think today’s article “Woke” the board to potential competitors. Just found out about bNabs today from the new articles. These are strong competitors. This is why the shift to cancer, but PRO 140 needs to be commercialized for HIV soon by Q1 2020, the technology unfortunately is “mature”. I am optimistic the This is NPs baby and life work though and he is hustling now to see it through.
Morning read: https://www.nytimes.com/2019/03/05/health/hiv-aids-cure.html?action=click&module=Discovery&pgtype=Homepage
Many important takeaways. Very puzzling that neutralizing antibodies to CCR5 are NOT mentioned considering that phase III trials are in progress (completed?. They linked to a Chinese phase I trial with 5 patients using crispr to modify stem cells in HIV infected individuals.
Seems like the media infatuation with gene editing and crispr continues.
If Dr. Anthony Fauci is named as new FDA head then leronlimab will be approved fast!
We'll see what Nader presents at CROI this week, I hope that the results are good enough to submit part 1 of the rolling BLA in the next few weeks.
Good DD finesand. I think we all agree that the clock is ticking on Nader and that approval for HIV must be received by Q1 2020. On the plus side my 0.50 is staying at 0.50 for the foreseeable future. My dream scenario is that NP and RP can persuade a very wealthy person, multibilionaire to buy the company. I mean just in Hollywood there must be dozens of them.
Absolutely stunning news!!! This is a tectonic shift in the entire FDA organization, whether good or bad for new rolling BLA's that's a roll of the dice.
Yep, read the article, what I found interesting was;
"There are actually many strategies right now that are currently being pursued," Henrich said. "Some of them are directly related to the Berlin patient and work with transplantation: for example, gene modification therapy."
I am very interested in finding out which companies are pursuing gene modifying therapies of CCR5 in bone marrow, possibly to cure patients so they won't need drugs anymore but this will take some time, but might be sooner than we think.
Thanks for the link! I look forward to Thursday, although I think we know what to expect, positive news. Still, I don't understand the byzantine finances but it is sad to see it so disconnected from the share price. On the + side, owning CYDY has been stable.
Looking forward to any information that comes from Nader and Dr. Khodry's presentation at CROI this week.
Yeah, some greats that are even worth re-watching. 2 1/2 men also stunk after he left, great show beforehand.
Maybe not, but I enjoyed Major league, Platoon, and Wall Street so would have liked to see Charlie there. I hope he is not persona non grata.
I think Charlie would be a good spokesman because people have sympathy for the stars who have fallen and redeem themselves and he didn't do anything to hurt anyone else (I hope although don't know the full story), just his addiction took over and caused him to make bad decisions. In my book I think he should be rehabilitated.
Thanks Z, my dilemma here is that in order for me to put more $ into CYDY, I want it not to be a binary event boom or bust. I would like to see a normal progression to 0.75, 1.00, etc. if the SP is based on FDA approval. I think to have some institutional ownership, there needs to be some “organic growth”. The other issue is that NASDAQ listed “penny stock” biotechs are now soaring because of buyout speculation so CYDY can’t wait too much longer for a big win or else other companies become more attractive.
Thanks for the pictures of the event. Interesting to see the picture of company leadership in one photo. Shows that they were highly motivated to attend but what goals did they hope to achieve?