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One more leg down, new CEO may need to show his influence soon.
Valuation wise quite good, I like it here for slow buying.
All assumed that they resolve the issues (they already had tons of time) and deliver hopefully before the season.
Big revs probably coming more from companies, B2B, but even here they needs to be able to buy a new product to be able to drain their budgets until EOY.
Interesting.
OK, 2nd round, same valuation $0.40 average per share (50c pref + 30c warrants)
I lost track, but let's say $8M left to collect for BLA completion?
This offering is unrelated to expected (maybe late) partnering deal,
as that deal will fund CYDY only after BLA completion AFAIK.
I would prefer NP could just do one offering filing on these terms, dunno why he needs to slice it in day by day - all parameters are known.
The 40c are only real if company would execute as planned, which shall drive the price upwards then. Here they would exchange Warrants early and also shall convert the preferred after an AS increase. So that would be a positive.
If they don't execute the catalysts, well, they won't convert quickly and enjoy their safety and interest rate. Something like that I guess.
BOD, NP: complete the story & BLA, close the deal and render CYDY as a real biotech company with a real drug.
Dunno why NP does this BS. I do not doubt that there is an NBA,
as this could be validated and makes him liable.
But why oh why must he have given a deadline to himself?
That is the poor joke, as it always works out a little bit different.
The good stuff is, that for all other parts, NP cannot stop all progress (o8>
NP can't stop TNBC data, animal NASH data, safety data and so forth - which marks the safe side of the game (o8>
Dear NP, if you can't guarantee a deadline by giving your right arm, don't do it. This should be a familiar tone, isn't it?
Maybe NP needs to go to a CEO school - he probably has no kids or has he? I doubt, otherwise he would know not to make promises (o8>
Eventually it will all happen... b/c the drug is real and even the emergency patient was giving data recently.
z_smith, fair enough. Wasn't well informed about relationship about SYNH and CYDY, i.e. the hired go-to-market-plan. Thought SYNH could take the sales cut for payment, equivalent to licensing partnership. Maybe it is still a possibility? Dunno.
So you say the potential partner asked not to disclosed details of such plan, this would surely render SYNH out.
Back to the waiting game then: Who is the partner?
Makes no real sense to me why delaying the deal closing, as such deal could have all stuff contingent upon reaching certain milestones of course.
Seems CYDY and partner have spend quite some time already then, which for me is the equivalent of spend value -> high chance of closing on common goals.
In NP's own little timezone, he should have PR'ed the deal this week, Friday grace period. In this radio interview - if it is most recent - closing got delayed.
I will just wait now.
Ben + Kobe, enjoy the show and maybe add more meat to your clown show.
Looks more like you are exposing yourself as the painting you try to create (o8>
Mardi Gras fool's time season starts on 11/11 11:11:11am here in Europe.
Be my guest.
– NASH Animal Data until 11/11
– Safety Data 52 pts until 11/15
– mTNBC Update soon(+)
– Licensing Deal, kept structure - soon(*), p8 presentation mentions SYNH
– BLA completion until 12/31
(+) 1st emergency patients if alive and treated over 3 month, 1st regular patient has been injected and on 11/7 1st CTC post injection
(*) anytime, but should strategically happen before 12/31. NP earlier until EOW 11/1 (uncertainty)
yes, was my thinking and p8 1st line says explicitly
ER CC was quite excellent - New CEO Tom
https://ir.sonimtech.com/news-events/press-releases/detail/90/sonim-technologies-reports-third-quarter-and-nine-month
- No permanent headwinds, only temporarily (new phone issues)
- Can't comment on T-Online, but products are great for safety use cases
and certified.
- Asked will he redo a $1 -> $6 SP move (his old company),
he doesn't comment on SP - but he is on execution & products to do so.
- Large 'rugged' market ..
- Quality Supply Chain tops sort term tariff strategy
3 analysts called in I counted, not too bad.
May this be the turnaround point at the new floor?
New CEO for new hope and all bad news released (ER).
$SYNH ER CC 8am 10/31
http://www.investor.syneoshealth.com/events/event-details/q3-2019-syneos-health-inc-earnings-conference-call
Maybe that breaks the news embargo?
Hint on p8 might be it?
https://content.equisolve.net/_0fabb8b784fee97a4a4b390ab5453a6b/cytodyn/db/193/2912/pdf/CYDY_Investor_Presentation_Nov_2019-New+Format-LATEST.pdf
Ludwig also excited again. Maybe that's it, 'simple' as that?
Glancing over SYNH's gross profit thing, they seem to do similar shaped deals. Shall kick the stone and let the story unfold.
A $SYNH + $CYDY commercialization partnership.
it's Syneos Health who has their ER CC tomorrow 10/31?
http://www.investor.syneoshealth.com/news-and-events/news
(Slide 8 of CYDY's Nov Presentation)
New Nov Slides, Milestones replaced with ..
Zuess, everybody - only reply to qualified posts please,
i.e. who disclose a proper thesis and argument or the like
otherwise, please send me the troll food home for free (o8>
Expected weak quarter - totally oversold again
New all time low. P/S 0.4 on last 9 month plus using last qtr sales.
Enough cash to resolve the issue with new products.
Worth a shot?
Got a little.
cute (ab)use of my screenshot (o8
Doesn't matter to me personally how they are in a fluff state, as long they can get well excited and are raw uncut (o8>
Older lady speaking of experience and in our age we take our good time (o8>
sjacobs, yes, the dear BOD is heavily invested.
Sort of an investment club leading the horse to water.
Currently having NP in the saddle .. well, it is a strong horse (o8>
bored - that's a complete normal thing in biotech for a pure developing biotech, pre commercialization.
OTC doesn't matter really.
You also could say, CYDY actually did fare much better than other biotechs who spend more money in a more unwise manner.
I mentioned that before a few times, from the bottom perspective, they handled everything financially quite well. In this sense, NP is correct as well. Sure, his salary could be lower.
But now, it is time to look for the upside of the story as one indication is about to commercialize and two others (mono-hiv + tnbc) to step up dramatically.
May the BOD have increased his salary for a very good reason.
NP: Close the deal and show the TNBC results .. and safety data and monotherapy IND and and and .. (o8>
I forgot to add my related thoughts of what happens lately ..
Other small biotech companies recently found their licensing partners.
Recently as in just days ago _and_ regardless of pre- or post FDA approval.
Maybe the drought season is over ..
ohm20, when capable to commercialize all the indications - you might be correct.
Right now CYDY operates to get the first important hook into the wall to lift herself up into the next level of >= $2/sh @ 1B OS with HIV-1 Combo.
The rest is extreme potential and we have to see.
A potential suitor would not pay for all the potential being realized,
but should pay some of it.
For now, the $2 - $5 range must be targeted IMHO
but proper execution and so forth.
Again, licensing partnership is the underlying driver in this model
and the worst case dilution used is 1B OS.
well observed ohm20, well observed.
Nothing wrong with good Espresso to get things done.
Grip: $4 would be very excellent today.
$4.45
Remember ... sooooo close (o8>
NP 10/28
T Trade: 124k shares at less than $.29 after hours
Grip, we know this was an odd balancing crap trade,
totally insignificant handing over virtual account A to B
as done off the books earlier.
(OTC has no AH trades)
Grip, this is the second red card TODAY,
I give you for a bad bearish reasoning (o8>
Work harder lol - I mean, tons of stuff to nag on for CYDY but this wasn't it for sure, neither today's trading nor the other stuff I gve you the first red card for - I forgot (o8>
I give NP the benefit of the doubt until we know where we are.
Too many possibles positives and at least one should get hit,
stumbling into success (o8>
Bottom line, patient buyers doing their duty around 29c until seller is done unloading (o8>
good support around 29c (edited: closed green ..)
Sell off (volume and down) lately,
bringing SP from 39c support to 29c support was on
(* volume weight)
> 9/23* - 9/24
+ 17 sessions
> 10/16 - 10/18*
+ 5 sessions
> 10/25* - 10/28*
EDITED: Cut of last days at 8dema T-Line, so probably algo traded by someone, could be even loading shares on a lower steady price.
However, downtrend chart still.
Needs the catalysts to be realized. No positive anticipation yet.
EDITED-2: Closed green btw .3015
Grip, historical charts are all RS adjusted (if they even had any).
So no, nothing to see here in this department.
But you know that Grip (o8>
hu? website is fixed already.
No, the direct hint of having great mTNBC data from NP
implies that it comes from the emergency progressed patient,
as no data is yet available from the regular trial patient!
That was probably the most important hint he gave yesterday.
Now Misui thinks it could be released very soon.
The latest after 11/7 CTC test of the regular trial patient,
so they can make a PR for both - but that is not required.
NP might be advised to just publish the data they have so far,
even if it is a statement about her general condition today.
That alone would be extremely good data - being alive.
We are talking about general efficacy here.
Leronlimab already saving one live or at least significantly extending it?
+++
Misui, you might just want to contact the admin's here by following
the direction given when you try to post (1 post per day limitation).
results will be impressive with our cancer patients , and that this lady is alive few months later is a miracle already
^^^ impressed myself too, telegraphed others and response is like:
If this is true, it is astonishing. When will they publish it?
ohhhh
since the deal was still on as of yesterday, the time to close might be simply due to a vote process on the buyer side?
They setup the NBA together, now potential buyer needs to also get their own final permission to proceed to the terms?
A joint presentation of the closed deal would be nice.
to be honest, I am no more so sure which catalyst will hit first and either is quite powerful: deal, mTNBC, .. maybe NASH data.
For some reason, NP just delivered safety data 52 pts,
he _understates_ the status quo.
For me the completion of safety data and its assessment is a very important detail as it is for the FDA.
Why not disclosing it in a PR with some summary data points?
You know, not that NP is lost in his videos .. communicating.
IMHO (as always), he should also PR that milestone.
Bottom line, adding safety, four material details are to be disclosed.
Then add BLA completion as the cherry on top until EOY.
- mTNBC Update soon
- Licensing Deal soon
- NASH Animal Data until 11/11
- Safety Data until 11/15
- BLA completion until 12/31
Quite a suspense ..
Good morning. Company better has their website update done before the partnership announcement (o8>
https://www.cytodyn.com/
(self cert signing key and no content in the meantime)
while it is a funny snapshot of his gesture, first time I have seen this gesture of him - perfectly done w/ fingers and whole face.
Play it in slow motion.
It very well could have been a very honest expression that CYDY is indeed very close to a deal.
... or he just is an awesome salesman (o8>
BLA events all in line (so I was correctly scolded)
- Safety done around now, submission in Nov
- BLA completion around Dec
- an important delivery of course
mTNBC pts NP talked about is the emergency pts?
misiu, you think the mTNBC pts he talked about is the emergency pts?
I was assuming the normal regular trial pts.
Now if the results of that emergency pts are exciting, SO AM I!
Because that would be a very positive surprise.
(I actually did assume she passed away due to her progressed state)
- Mono would be obviously the trial approval from FDA (IND).
- Safety data now +2 pts and maybe just 1 week late.
- BLA submission December is still in line
I also recommended having a FOMO set at least in case
any of the catalysts come through.
Heck even if the toxic notes suddenly stop playing games
stock would start to appreciate.
It's mostly them below 30c IMHO.
However, good volume.
Maybe not believe in him, but P/L setup.
mTNBC and NASH could give a moderate nice bounce
and partnership closing would be the event.
BLA and approval I take for granted - eventually.
T0M et al., please tell NP that he needs to talk to the NOTE holder to keep their cheap stock for much more ROI.
This is what I learned with a few other companies, they talked with certain investors to not play their penny stock games but to become investors.
Sometimes this works well and the funny selling stops.
- 52 pts 700mg (safety) early Nov (was Oct)
- All data incl stability data in Dec (was Nov?)
BLA complete in December ... hopefully.
- mTNBC 1st pts exciting results soon
- 7 - 10 dayse NASH animal data
- Licensing Deal in US soon
52 pts Nov 1st SAFETY? So that would be done for BLA. Humm.
Listening.
Licensing Partnership ... 'going fwd to a great way'. Hmm.
7 - x days Nash mouse data.
mTNBC data.
Deep breath.
T0M, this will the only the 1st deal of many possible.
It is the first enabling company to break the ice.
NP should be modest and IF the suitor gives great support and is very capable - a discount is more than OK.
Here it is not only that CYDY has no cash, but also ability to raise cash gets worse every other month.
So a 'discount' deal today - still shooting company upwards big time above $1 and allowing to have non-dilutive proceeds from sales.
Maybe use the weakness to have partner take good responsibility of things as well.
Sometimes it is not just the money which makes a partnership great.
Then the next deal could be very different.
IMHO
legally speaking, there must be at least one serious suitor. Otherwise NP could be caught lying on a FOIA re NBA.
NP is a grown up adult w/ a huge salary - he doesn't need ihub support (o8>
He might need protection from his own BOD beign heavily invested, if he failed intentionally lol /joke
But, NP, if you listen, try to sell the company - or close this deal and don't haggle too much, we are not on the bazar and CYDY is known to be very vulnerable right now.
Not getting 50% on sales is OK. 30-40% would do it, shoot for $20M+ upfront.
NP, you may get a chance to act from strength on the next deal, mono.
But - if he is not a total ignorant, he knows it.