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A17, as I read your posts I have to say you are going to begrudgingly have to eat caviar all the way up with CYDY. It’s just not in your DNA to enjoy the fine food being served. To each his own.
Nice insight Rolvram.
I see your quite bullish in Tesla even at its swelling valuation.
Maybe a good time to heed your posts advice and load up on CYDY. Could it be this is a Tesla in the making?
As I posted a few days ago it was not possible to collate all the data in time for Tuesday release however this is a robust start. I’m very eager to see all endpoints and have no doubt this is the tip of a very large iceberg.
With a buffet of major near term catalysts in the pipeline to keep the SP trajectory headed North the plot thickens.
This is the shorts worst nightmare. A multi indication drug in the Covid spotlight with no weaknesses coupled with an impending uplist. That means a cusip change that will wreck their crib.
“A CUSIP number identifies most financial instruments, including: stocks of all registered U.S. and Canadian companies”. I’m sure Black Ops can write a nice summary on what this will mean to the shorts.
The German exchange sure liked the news. Jumped over 20% in a blink. Wonder how much this is going to gap up at the open.
You could be right if the data was collated as patients completed the trial rather than when the trial was unblinded. I was under the understanding that that could not be done until the trial was unblinded. Maybe there are people here that are experienced as to the protocol on this process. Regardless Tuesday is a very big day. In fact tomorrow is a big day.
Successful leaders have two basic instincts that cannot be taught - they are born with them. Steve Jobs fits the tab and I also had the honor of working with another that possessed these gifts. There personalities and style can be completely dissimilar but the drive and strategy to achieve the goal is the same.
Number one they are visionaries and they surround themselves with intelligent minds that buy into their vision.
Number two they eliminate or minimize anyone that may be a threat or overshadow that vision.
If you follow NP he has followed this mentality to the letter. It’s not only NP’s highway or no way. It’s NP’s highway or your gone.
If your in his way and have superiority he will ware you down and move you out - Tony C.
If you are an academic and have superior scientific understanding and don’t buy in to his vision he will fire you - Pestell.
If you are a charismatic scientist interpreting clinical results and getting what seems to be too much attention a replacement will be found - Patterson.
Make no mistake this is NP’s baby and up to this point he will decide how Cytodyn proceeds and how the spotlight will be divvied up. The BOD is NP’s BOD. They are devout followers that understand this mentality very well — if they did not they would not be on the BOD.
On another note, if NP is going to PR the M2M results on Tuesday as he has stated, they will be the cherry picked results because their is no way he can have ALL endpoints collated by Tuesday. Question is, is this wise?
Good Luck my fellow Long’s!
"But with Nader, who knows?"
After eight years of observing his behavior, personality, and default mechanism it’s not difficult to predict.
His genuine passion makes him believable. It is also his achilles heal as his passion causes him to over promise making it very difficult for him to deliver. New SH’s by and large find his transparency refreshing however at the end of the day results are what cashes the check.
He’s got major balls and is afraid of no one. Can he get away with his lack of street cred coupled w his brashness to attract a major partner? We are about to find out.
Can the most disruptive science in the world persevere without finesse? I’ve had many a sleepless night contemplating that question.
As Viper said to Maverick in Top Gun; “Mav your a helluva pilot but your dangerous”.
As I told a long term whale investor recently, sh#t I think he’s going to pull it off. I have never been more bullish. Hats off to Nader as he’s done it his way and orchestrated this about as well as anyone could.
And here we are folks — It doesn’t get any better than this.
Nader is not specific about anything. We gotta roll w it.
To get institutional investment rolling prior to read out. Sooner is better. BLA has been moved out substantially regardless. All eyes on Covid.
Yes. That crossed my mind too. Why not put it out there now to all interested parties prior to public release.
I think they will have to meet capital requirements of 12 months burn rate unless the exchange gives them an exception. That’s where the additional 100M shares come in needed.
Maybe Nader and MM are forward thinking enough to get a Goldman Sachs type player to sign a confidentiality agreement and bring their analysts in to review the unblinded data. If they like what they see they can back CYDY financially for uplisting to the Nasdaq. That way we could uplist in days instead of weeks.
That would be the ultimate coo as a deal like that would telegraph the trial results prior to releasing to the public.
Institutional investment would run the SP through the roof w so many eyeballs on potential Covid Therapeutics — CYDY would move to the front of the pack. And here comes BP on the coattails of the uplist looking to cut a deal.
The likely scenarios will provide little sleep for those invested in this still hidden gem over the next month. This is a complete different type of insomnia.
That is precisely what we want to see happen. It would seem that the midpoint in enrollment would be the timeline for such a decision. I’m suspecting we are at 150 enrolled and 195 patients would be the half way point.
Can’t imagine being one of the very sick that is on placebo. It’s unconscionable.
Now that is a movie I’d like to see.
Love reading your posts Chuckles. Humor is like chicken soup it does the soul good.
LMAO!!! See you there I think our seats are together.
The debate here has been about the probability of the clinical results being meaningful enough to place the FDA behind the eight ball.
The Bullish crowd has been handicapped as an overwhelming favorite as evidence by the current upward momentum of the SP.
All Covid data related to Leronlimab up to this point is more than anecdotal it’s statistically relevant if you believe the telegraphing by Dr. Patterson and Lalezari. Now it’s time for the rubber to hit the road and prove it.
We, the investors, the purchasers and sellers of CYDY shares are the odds makers. The odds fluctuate on a daily basis. Will the SP push higher as the timeline to the M2M read out nears or will it contract? Also factored in is the more pivotal Severe Trial for 390 patients following the M2M read out. If there is a high level of confidence from the market in statistically relevant results the SP will move higher and vice versa.
If your a Long that has built a position in the depression days of CYDY - sub .50 you’ve got a free front row seat to the Covid Super Bowl. If you started buying within the Covid run up you represent the majority of a growing fan base that wants a ticket and is willing to pay.
What will the betting line be just prior to kick off? That’s what the buzz is all about.
Here’s the kicker, nobody knows exactly what day the game will be played.
That is an easy question to answer.
Ohm. Period. There is nothing he can’t rebut. He has looked at this molecule from every angle and then some.
That looks to be the work of a CYDY follower that was w us for a year or so. She was a very bright woman - a blogger. She got jittery and split w her investment friends just prior to the move up in late 2019. She contributed forecasts and projections as to future valuation.
Intelligence and smarts without strong vision equals strike three -your outa here.
Well stated Chuckles.
Our minds when given the chance to wander can dream up just about anything and pronounce it reality. When fear is allowed to run loose its a life of scarcity rather than abundance.
Great post Grip.
Conversely, if Nader trots us into the Covid spotlight all those gaffs will be quickly forgotten for the fame and riches that will be bestowed upon us.
To take a line out of Jackie Gleason’s book, “How sweat it is”.
Because it will be a 3000 patient trial backed by huge government funding. They are also scaling manufacturing big time right now and Fauchi said they will dump the inventory if it’s a bust.
It helps to have that kind of support to influence the FDA.
Your on the VIP list.
Let’s pray that Leronlimab gets the justice it deserves in the Covid therapeutic space and the pandemic curve can be flattened.
No trip to Vegas for me until that happens.
B52, It enriches my life to know I have impacted lives in a positive way by simply stating what I believe. No masquerading for personal gain with a hidden agenda.
Just sharing what I believe after gathering facts about CYDY for eight years.
Many have come and gone in all shapes and sizes selling their wares. Many have stayed the course and they know who they are. “Like Minds” are like birds of a feather —and the flock has grown and continues to grow exponentially for good reason. This is a once in a lifetime investment for those with vision. The Big Picture as Black Ops so adamantly points out.
I don’t profess to be right but I am committed to do my very best to extrapolate the reality of the risk/reward associated with the CYDY investment.
There are many smarter and more experienced biotech investors on this board and they further educate and inspire me to up my game. My underlying goal is to be a little more humble and grateful with each passing day.
So with a nod to Alan Shepherd, let's light this candle!
It is clear to anyone following this pandemic that Therapeutics are the realistic answer to getting this world back to any semblance of normal in the short term.
Vaccine is the holy grail but off in the desert like a mirage that promises water. By the time one is brought to market it will be too little too late.
If I contract Covid I’ll go w Leronlimab over a Vaccine.
Up 6.67% at the moment.
https://www.bloomberg.com/quote/296:GR
HighGrowth,
Excellent post. Your insight is quite compelling and certainly plausible. The M2M results backed up by the Severe are pivotal to say the least. I too place my bets on Dr. Patterson’s shoulders.
The company has been soft playing that potential for quite some time. The hope is the FDA will come to that conclusion while Nader can show respect by publicly acknowledging a Pivotal P3 for 300 patients will be needed for Mono approval.
The Covid play has not only consumed the world but CYDY’s resources and focus. It’s the only game in town right now if you have a legitimate shot. We all know what successful Covid trial results will mean to CYDY. Exposure on the big stage, uplist to the Nasdaq, a licensing/partnership deal w BP, and an abundance of financial firepower to expedite the gazillion other indications.
This is like betting all you got on a trifecta with a 90% chance of winning.
No proof BLA was ever filed. Did you listen to the CC today?
This is gut check time.
Has anything changed with the science? No. What has remained constant is Nader’s incompetence to successfully navigate the BLA process.
Will the BLA finally be accepted at some point? Yes. It’s simple, spend the $ to have an independent third party review the BLA. They are paid to make sure all the boxes are checked. That’s what they do, make sure the process is complete.
Investors need to realize our immediate valuation has always hinged on the Covid trial results that will be known in the next two weeks. That was what caused the run up to $10 - not the BLA filing. M2M this week and severe next week. I have no reason to expect less than very strong results. I’m not going to sell into this over reaction by the market this morning. That’s the sucker play. Seems to be a buying opportunity for those that have the courage.
Although this is a disappointing set back it is not a deal breaker by any means as the trial results will dictate. If strong results are revealed we will be moving forward with the support and guidance of a BP partner. I’ve said all along advance the science and let the big boys bring it home and we still have a high probability of this transpiring over the next couple of weeks.
That’s my one post for the day as I am on restriction.
GLTAL’s — Hang in there.
Ok Folks lets get real. SP runs from .27 to $10 in approx 6 months. Now we split that in half at $5. Are we on the map or are we still an obscure gas station in the desert with empty gas tanks?
Frustrating thing is you can’t determine if the keys to the Ferrari work yet because the car is still being tweaked for production.
If your Long sleep well. If your having second thoughts run for safety and hedge your bets. This is a perfect example of how Big Bank is made.
Major fluctuations of net worth are what we signed up for and demand the utmost discipline.
I show the same thing in my Schwab account — $6.98, while my Fidelity account shows $5.93. Tomorrow morning should be an interesting open.
I’m amazed at the mentality of the shorts. They are, IMO careless and oblivious in regards to the magnitude of the catalysts that could be announced any day. They live in a different world trying to carve out a living. At this $6 SP why play around trying to pocket nickels and dimes on an animal that is highly likely to spring back to life and eat you at any moment.
This is going to be wound up tight as a spring thanks to the shorts. So for every ounce they can extract we potentially get back a pound. Sounds like a decent exchange.
Bring on the Major news Nader.
When I first heard the CYDY Pro-140 story in the summer of 2012 I was sitting in our backyard by the pool sipping an adult beverage. I was being pitched by the man that saved Pro-140 and gave it new life with the commitment of Nader to run the show. At the time I was deeply consumed with another investment and I wasn’t particularly open to the HIV pitch.
That investment was with a company that my wife and I had poured our guts into for over 20 years. We participated in the process of growing from a $25M company to a multi billion $ company and a private to public held company traded on the NYSE. In the pioneering stage our vision was clear and laser focused despite most everyone around us thinking we were dreaming foolishly. In the end both sides were right. Yes, we were dreaming, but not foolishly, and that dream became reality.
Despite my minds unwillingness to let the CYDY story in it caught my Visionary piece of my brain and got me thinking. The pieces to the puzzle were dumped on the table. I had a choice to shove the pieces back or spread them out and begin the process — assembling the outlying border together to build a foundation to see if the journey was worth the risk. Vision is what it takes to pull the trigger when the state of the puzzle is nothing more than a pile of disjointed pieces.
Today the amount of vision that is required to see what this puzzle is going to look like has been scaled from a .30 SP to $6. The vision required is now 20 times more obvious to the market than it was just six months ago.
For some no matter how obvious the conclusion to this story becomes they will never see it for what it truly is. Not everyone has the vision required to see the forest for the trees. Some remain lost in the forest their entire lives claiming to be experts in navigation. All they can see is a forest under attack that will soon be given countless haircuts and can’t possibly survive. They scream to be recognized as prophets while running in circles while visionaries dance their way to prosperity needing nothing more than the satisfaction that goes with confirmation.
I have found through experience it is not only wise but tremendously valuable to align with visionaries. Visionaries are the rulers of the world. The greats have the ability to deduct and extract all of the noise down to the factual reality of the gold left in the pan. For the most part this board has attracted intelligent and articulate visionaries.
A big shout out this 4th of July weekend to all the bright minds for providing the vision and clarity to facilitate the transforming of dreams into reality. It’s happening right before our eyes.
If Nader keeps his word next week we will kick off with a Pre market Monday morning PR announcing our distribution partner.
After watching the last 30 minutes of trading yesterday it was clear the battle was on. It wasn’t the same pattern as the previous week where the SP was driven up at the close because buying wasn’t met with selling. This was different. There seems to be resistance right now, not huge ( as evidence with the luke warm volume at close) but just enough to neutralize a run.
On the peripheral there are some jittery longs that were taken out in the bear raid that are now pulling for a decrease in SP so they can get back in. They are pulling for the shorts that are hanging around trying to pick the last remains of meat off the bone. It’s a crap shoot for them to wait much longer.
In general I agree with Dolphin, the master TA man when he says the Bulls are currently in charge. It appears we are riding our new support level and news will send it running forward because of the accelerated concern over Covid— increased cases and still no viable treatment.
In the month of July we embark on major news. Distribution partner PR Monday, PDUFA date, Covid trial results, Mexico trial, and uplist are all on the docket.
The short group and negative nellies can attempt to spin this any way they desire but the facts are Leronlimab is the front runner in the Covid space right now. Who else is releasing blinded trial results in July for two trials — both moderate and severe? Nobody. The Mexico trial is also a fall back if the FDA is going to slow play us.
Game on folks.
It is becoming increasingly evident that the Darth Vader’s of the OTC, and Big Board for that matter can spank CYDY but thats about all. This prodigy is of a very rare pedigree and the dark side is becoming more infatuated and concerned with its resiliency.
The latest video that visually demonstrates Leronlimab’s MOA is but a glimpse into CYDY’s future. This company is beefing up infrastructure by adding personnel and tools to make the leap to a revenue producing entity.
It’s painful for the dark side to witness a fellow inmate pass through the guarded gates to the promised land. If I have learned one thing in life it’s that few people want to see their friends elevate their status in any way — especially financially.
The turf we have been crossing is the initiation process to confirm legitimacy and the formal rights to passage. This has and will be the most rewarding journey to this point in my life from every perspective. Purpose, humanity, love, and last financially.
I hope the new Longs understand what the old and loyal Longs understand. This is so much more than a payday.
It’s going to be a great day and a very satisfying weekend as we salute our independence and look forward to a Monday morning PR disclosing our distribution partner.
Cheers
Yesterday was pure manipulation of the arena in which valuation is determined. Unlike real estate valuation, stock market valuation is determined not only each day but every second when the arena is open.
After the 2007 market correction my wife and I slowly moved our asset allocation from 50/50 to 80% real estate 20% stocks. We did this because we were not comfortable with the violent corrections that the stock market is subject to. We as humans cannot help but be emotionally impacted by experiencing a 50% correction in the form of a digital number that reminds us of how we are doing.
The difference is we don’t get a digital daily read out as to the valuation of our real estate portfolio. We know the estimated valuation and if our portfolio is trending up down or sideways. We pay minor attention to exact valuation unless we are considering selling or buying. We sleep better because we don’t get a daily report on how much we lost or gained with each passing day. We also have the comfort of knowing we are one step closer to owning an asset that produces income.
The manipulation of reality in the stock market by spinning a non factual story can momentarily cut ones net worth in half in a blink. This game is not for the weak minded as it looks to prey on mental weakness by further confusing the already confused.
If one cannot see the forest for the trees the reality of what they hold is blurred. The Big Picture as Mr. Ops often refers to is but an illusion.
I have made it this far as have many long time investors by not being faked out along the way. Clarity on the fundamentals of this investment and the value of what we are holding is as clear as the manipulation that took place yesterday.
Today is a new day that will bring added clarity as to the truth and facts. From my perspective another day in paradise.
Stuttgart just opened and it’s early but it appears we are going to start Tuesday the way Monday finished. Here comes double digits.
https://www.bloomberg.com/quote/296:GR
This next couple of weeks building up to the CV trial results reminds me of the anticipation and tension leading up to an Apollo lift off.
The likelihood of a clean lift off is not only probable, it’s expected. Could something go wrong? Nothing is for sure until it is known. That keeps me awake at night.
If this was a journey that I had started a year ago and had a 100k shares I’d be sleeping like a baby. Eight years of ups and downs, many more shares on the line, playing the devils advocate, maintaining mental clarity, and continually convincing my wife that I had not lost my mind has a cumulative effect that is difficult to convey - words cannot explain.
I have been here before with sizable investments and seen it go both ways with a pivotal inflection point approaching.
I have run the facts through my mind a thousand times and Patterson’s lyrics ring through my mind like a song that I cannot turn off. As soon as the jingle ends it automatically repeats becoming part of my subconscious.
With the sharp run up this last week on no news my mind is given too much room to overthink and the fear of loss reminds me of mistakes in judgement made in my past.
I’m no different than anyone else - I desire to win big. That’s equally as important as the money itself. It’s like an internal badge that says your perception and interpretation was correct. Well played. You Da Man.
A fellow investor brought clarity to this predicament of how best to manage risk when exiting the CYDY investment. He said to himself how am I going to feel if I sell 70% of my position today if the SP appreciates considerably in the near term vs. how am I going to feel if I stay all in and the SP tanks back to pre Covid territory? He said he could live with the first scenario but not the second.
My gut says it would be foolish not to hedge my bet and let go of a third of my position. My ego says ride it all through the trial results as Patterson, Lalezari, and Nader appears to be giddy w confidence. Gotta love the opportunity to be at the table w such problems.
Good luck to my fellow long term CYDY investors. You’ve earned your chair at the table.
Never been a more critical time for Nader to be silent.
The catalysts that are in play are clear to the market. No need to reiterate the facts on Proactive Investor. All one has to do is replay the Tedx Talk if they need clarity on where Leronlimab is positioned.
The CD-10 mild to moderate trial results combined w the 50 patient interim on the severe CD-12 trial is the tipping point and it’s T minus 21 days and counting. The company knows it, Big Pharma knows it, while the market is digesting the potential valuation with each passing day.
At this very moment the inflection point is just prior to the July 22 SH’s meeting to authorize an additional 100M shares. Nader chose the date knowing the likelihood of CYDY’s valuation being well above $10 is a safe bet.
This gives Nader infinite options to raise $. He will not be pushed into a corner w access to 100M shares.
My how far we have come from raising at .30 w matching warrants as a sweetener. Welcome to CYDY 2.0 and the reality of Leronlimab’s present and future valuation.
The infamous AF is biting his nails down to the quick trying to contrive an inspiring a spin that can turn the tide. Problem is he has to manipulate the reality without touching the science.
When AF does pounce, and he will prior to the trial results being disclosed, their will be a powerful rebuttal ready for print that will bury this POS.
Movie Theaters are closed. Who cares — CYDY is the best show in town hands down.
It is apparent that Dr. Bruce Patterson has telegraphed to the world that although the CD-10 and CD-12 trials are blinded he has perfect vision.
This is the perfect storm with an increasing level of thirst lining up to be met with a beverage that tastes and satisfies like no other.
Everybody that catches wind of the story has to have some. The price seems cheap at a nickel as it is a bargain. Stockpiling will continue for quite some time until the thirst has been quenched.
Smart people are stocking there cellars with vintage Leronlimab because it’s increasing in value with each passing day.
Economics are always right — as supply continues to tighten and demand increases the price has no option but to rise.