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Conference Call next week Dec 17 @ 4 PM EST
https://www.cytodyn.com/newsroom/press-releases/detail/368/cytodyn-to-hold-investment-community-conference-call-on
Deal or no deal?
Prestell sales speculation:
1. Raise cash? $1.5M for xmas shopping. Simply getting some cash for his sale of his company to CYdy.
2. Tax sale. Short term tax loss to post against other gains. acquired nov '18.
3. Regulatory strategy. At less than 5% no longer subject to reporting requirements.
4. Fight for CYDY position/control by driving SP down to oust NP and hurt other 5% + BOD members who cannot sell w/o BK company.
I hope it's just 1-3 as now neg pressure on SP may lift. As has been pointed out here before- Hope is not a good investment strategy.
Nice pop for rzlt.
They got great new CFO and a couple docs on BOD and planning RS to uplist
hmmm. Cydy? Get listed already.
Some interesting reads on #GVHD. Note sponsors of website. My buddy died of this last month. Let's get Leron to market!
https://gvhdhub.com/medical-information
I am channeling some of my frustration (greed, let's call it what it is) here in waiting on CYDY by donating a few bucks directly to folks that need Leron today but can't get it. Ya, there might be a few scammers, but it puts things in perspective as a healthy person with enough resources to invest in this speculative biotech. Check out #helpsaveherlife or #f**kcancer on Twitter. You know how to spell.
Another opportunity to buy at 30c on OTC. Need to absorb the 2.2M shares getting swapped out for 1.75 shares at 30c bot directly. Welcome to capitalism.
Momentum? progress on sci, progress on finance, new CFO, closing in on 4M shares today, but still only $1M in value.
Next? IMHO the obvious: 6:1 or 8:1 RS to $2 uplift to NASDQ, BO at $5 or $? with BP in stock and SH all get a nice pile of cap gains tax deferred BP shares in a co. with proven ability to execute, will garner same profitability value on Pro140 faster and more importantly get this drug to people that are dying.
CYDY team's done a solid job to get it this far, but these guys are like a homeowner fighting a wildfire with a garden hose. Get the Hot Shot team in here- an A team of management, finance, marketing and R&D/IP.
(Joy riding while back seat driving... )
Data: One point of data is just that. Once CYDY has 5 patients with positive results, I believe I remember reading FDA will allow release of specific data. (Can someone smarter confirm that?)
Stoked to hear about 10 email inquiries on TNBC.
Know anyone with breast cancer? reach out- you may save their life.
48 hours: 4+ M shares traded. Compassionate IRB approval. Positive news on P2 TNBC patient. All good stuff. Too bad the messenger muddies water by multiple vomiting of forward looking statements that he cannot deliver. There is so much good news to deliver, there is no reason to speculate on things out of ones control.
And frankly, anticipation is 50% of an event. Think about that date you have with that hot guy/gal next week. What to do? What to say? What to wear? Who do you talk with about it? Its half the fun!
If I say I am going to deliver an update on TNBC P2 data Q4, I'd tease saying I will deliver an update on 12/12/19 at 5 pm PST. Then go very quiet till then. Let the market speculate. Gather facts, gather opinions from noted authorities, put a proof-read PR together. Deliver.
So I bot some more today at .305 cause I am a hopeless romantic.
Deal for $705,600.00 ! Woohoo! We are on a roll.
Plus- DHS suit against GILD on PreP patent interesting.
Note $20k/yr/pt price tag.
I asked Prestell earlier this year if my friend could get some Pro-140 to battle his GvHD. Tried, but couldn't make it happen in time or it wasn't right somehow. My friend just died of complications. Let's not forget the purpose here: there are patients in pain and folks grieving. Not LOL today.
.26
Great. Picked up 20k shares today at 339/34. Now at 32c. Something seriously wrong here- mostly with me as I am a moth around this flame. I really want this to be going up, but the opportunity to buy at this level, given what I seem to understand about this potential... augh. Wish NP had some marketing charm to go with his admirable perseverance. Not time to replace him, simply time to get strategic marketing professional as the face of CYDY. GL to all my fellow moths. PS. I like LJPC at 8.30 level going into earnings EOM.
here, here.
Ya, congrats to PRVB traders. Another CYDY play. My thinking is that the LNTH BOD are quite aware of CYDY; could be among those in the "merger" space NP was talking about couple months ago. Patterson has got to know these guys and given the vested PRVB interest in $5M on BLA and 5% royalties, I'd be surprised if all of them are not under NDA's with CYDY. Hmmm. Intrigue continues.
My hope for patients that need Pro 140 to survive is that NP gets this to market ASAP.
In the meantime while y'all are bickering:
Lantheus Holdings Inc. (LNTH) Wednesday said it agreed to buy Progenics Pharmaceuticals Inc. (PGNX) in a stock swap worth about $509 million.
Lantheus, a North Billerica, Mass., maker of diagnostic imaging agents and products, said it will issue 0.2502 shares for each share of Progenics.
Based on Tuesday's closing prices, the deal values Progenics at about $6.01 a share, a roughly 21.4% premium.
Shareholders of Progenics, a New York developer of medicines and other products for targeting and treating cancer, will own about 35% of the combined company, Lantheus said.
Lantheus said the deal creates a diversified diagnostic and therapeutics company that had combined revenue of $370.1 million for the 12 months ended June 30.
Lantheus said it expects to complete the acquisition, which is intended to be tax-free to Progenics' shareholders, in the first quarter of 2020.
Write to Colin Kellaher at colin.kellaher@wsj.com
40c!
Gotta agree SJ. That thinking resonates for me with Bruce Patterson, MD being quoted in the PR and his enthusiasm during presentation and after the SH meeting. First hand knowledge of CTC is from his lab at IncellDX , no?
thx Lorb
New PR states "Circulating Tumor Cells (CTC) will be evaluated in each patient every three weeks."
I want to know what, if any, are the results of the CTC evaluations in the emergency TNBC IND patient who was originally injected in August?
Looking forward to Oct 18 CTC evaluation results for naive pt injected today!
so all we could do was to
sit!
sit!
sit!
sit!
and we did not like it.
not one little bit.
and then something went BUMP!
how that bump made us jump!
we looked!
then we saw him step in on the mat!
we looked!
and we saw him!
the cat in the hat!
Dudes and dudettes: man/woman up! This is a highly speculative OTC stock. It's a gamble. If you do not plan for this to go to $0 you are making a huge mistake: CYDY management told you via pages and pages of disclosures the likelihood you will loose ALL your investment. Their accounting firm clearly states it is questionable as a going concern. If your investment strategy includes CYDY going to $0 then you are in the right place because it also has the reward potential to go 10x, 20x or 100x.
I believe this is going to be a win huge for seriously sick people. The science and company story is fascinating, as is getting a row seat for the process. A big chunk of why I am here is a close friend has GVHD and its a way I can do something to be part of the solution.
Eyes open and invested in CYDY? Congrats!
peter d: nothing to stop you from buying and selling. However, IRS has a rule- if you buy and sell something in less than 30 days "wash-sale" rules apply and you cannot take capital loss deduction.
So, sell today, buy in a month if you want tax advantage. Or: " If you own an individual stock with a loss, but don't want to be out of the market, one way to avoid a wash sale is by making an additional purchase and then waiting 31 days to sell the shares that have a loss." - investopedia.com
David Welsh, Director, buys 1M shares at $0.385 on 9/12/19; Posted 9/16/19 https://www.cytodyn.com/investors/sec-filings/all-sec-filings
Could be interpreted a couple ways, among them:
Provides positive support to insiders buying theory?
CYDY desperate for a little cash and its Davids turn to pony up?
I lean towards insider buying with confidence as it's more rational.
Dr. Sacha doing great work! Nice to have CYDY associated with him. Big boost for my confidence in this work and this investment.
https://www.oregonlive.com/health/2019/09/ohsu-doc-dreams-of-life-time-immunity-with-one-flu-shot.html
New NP video:
Bruce Patterson, MD (incellDX, CEO) speaking at SH meeting was impressive. A very committed man with deep experience and insight with CCR5 expression. Really enthusiastic on Pro 140 as paradigm shift in Immuno-Oncology. Even more impressed in 20 minutes of listening to his enlightening discussion after meeting. Very articulate, and committed to ensuring next FDA meeting drives home CYDY has broad understanding and proof of mechanism for targeting and treatment via Pro-140 as CCR5 antagonist not just for HIV but in large range of I-O diseases.
And, he placed the first order for Pro-140: Income! Not much, but income, so ya! First customer!
Also, looking at IncellDX.com: Kindstar Global may be China connection? ref: https://incelldx.com/incelldx-content/uploads/Kindstar-Global-and-IncellDx-Press-Release.-08-05-2019.pdf
Disclaimer- I am just a guy with limited understanding. This thing still has multiple opportunities to go sideways- it is after all, just another little biotech start up.
CYDY to receive COGS + 10% on sale of Pro 140.
$0.3799 . Had to nibble on that.
thx SJ for clarity on that.
Ok Correction. BLA is the only thing I want to see right now in terms of drug development progress. Its a major milestone and it is CYDY's stated first priority per the annual report. Obviously as an investor, anything that moves the needle would be welcomed- BO, merger, partnership, breakthrough results in any indication. As a human, I want to see this drug safely to market and BLA is next major step in process to broadest use.
Product Available. I believe the $60M "on hand" value is old as it was figured at $120k /pp at 325mg dosage. In last presentation #'s are: $35k/pp and either 525 or 700mg thus it's more like $8.6-11.5M ( which treats 250 or 332 patients for 1 yr.) . And Annual Report under "Pre-Launch Inventory" states : "As of May 31, 2019 and May 1, 2018 the company did not have pre-launch inventory that qualified for capitalization pursuant to U.S. GAAP ASC 330 Inventory.". My understanding is once we get approval, it's cap. Does prognostic kit approval count?
BLA is the only thing
And we have a 15% pop today. Welcome to small pharma SP. Hope ya bot some in last few day to avg down. Awaiting Q2 numbers and comments.
Great idea to have an extend on TO. Thank you NP, RP & the rest of the BOD. Obviously CYDY was expecting to have one of the good news items hit, have SP momentum up, and then TO be $40/50M icing on cake of a partner investment/License to ensure $ through R&D/Regulatory to revenue. OK, timing was off a bit, but maybe we will see if they can make it all happen by 7/24/19. Since 2015, I have had plenty of dough in at an avg buy price above current SP, so ll wait. If SP back at $0.75-$1.00 and tracking upward July 23, hands down that's a good deal. At 40-50c, and no further real news, meh. Hard analysis will be if no real news and sitting at 55-70c.
ANOTHER GREAT DAY. UP 33% OFF THE BOTTOM. 952k shares traded. More good news from R&D. Getting a lot closer to fulfilling mission of saving more than just clinical trial lives. Feels like inflection to me.
Come on! Let's see 1M share trade!
There goes the last chance to buy CYDY under $0.50
Spot on Fortuno. One reason one invests in private placements is warrants. 1. If I had warrants last week I'd have valued at $0.13 thus could simply buy more shares on open market if I want more exposure. 2. Liquidity- warrant shares are locked up for 6 months and given downside SP trend, well, risk.