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Did find this on Twitter about the gala on March 1st:
search @BrandiGlanville, she has 798K followers. She tweeted this message with a picture of her in front of Cytodyn logo.
"#AboutLastNight CytoDyn's Pro 140 Awareness Event for HIV and Cancer Prevention (then 3 heart emojis)"
The tweet has 152 likes now (I added mine in). Like this post and maybe she'll tweet out again?
The press release today was so much more powerful than the cc,, I agree the cc was total head fake on NPs part to clear out shorts. Could be a brilliant move.
Morning Read:
https://www.medscape.com/viewarticle/909594
Mapping the End of HIV in the US
Heather Boerner
February 26, 2019
"SEATTLE — The plan to end HIV by 2030 in the United States by targeting the hardest-hit regions with money and support, announced by President Donald Trump during his State of the Union address, is giving physicians new hope.
"We have infrastructure in place and boots on the ground to do implementation-type work," said Michael Mugavero, MD, from the University of Alabama at Birmingham.
"If the science can be matched with resources and political will, this could be the dawning of a new era" for HIV care in the United States, he told Medscape Medical News.
That "if" is top of mind for Mugavero as he heads to the Conference on Retroviruses and Opportunistic Infections (CROI) 2019. He and his colleagues throughout the Deep South have been addressing the issue for decades with little political support or money"
(end of article excerpt)
Me: Cydyn will present poster at CROI. Here is info from today's press release:
CytoDyn's Poster at CROI 2019:
Poster # 486: PRO 140 (leronlimab) SC: Long-Acting, Single-Agent Maintenance Therapy for HIV-1 Infection
-- Presenters: Drs. Kush Dhody and Nader Pourhassan
-- Date: Thursday, March 7, 2:30pm-4:00pm, Poster Hall -- 4EF
Agreed, as long as there is no competing CCR5 antibody in as advanced development, someone will want leronlimab, and fast! (Trump voice)
My worthless opinion:
I think that NP predicted a $2-3 organic SP growth . New unnamed Partners will help in achieving this objective, then uplisting. This weekend NP and RP are going to meet high net worth individuals in Beverly Hills, the plan is in action. Now a lot depends on luck.
I'm staying in to the end to find out how this story winds up and maybe a twist of fate could produce a windfall even if a 1% chance. I think that everone can have a small portion of portfolio in speculative biotech but I wouldn't put money you need for rent into CYDY,just IMHO. Taking my break now, hopefully for a couple of days unless major news.
I agree that there is much unsaid that we don't know about.
That's why I think that we can't fairly evaluate the cc because the facts are only known to the small core group. On the surface it was horrible, like no preparation or practice done beforehand whatsoever.
sjacobs, sorry cannot answer you because I do not pay iHub so can't answer pm. I don't want you to think I'm being rude by not answering though. I think everyone on this board realizes the value of human studies/injections over mouse studies. Mice are NOT little humans! All the pre-clinical stage biotech companies (and I follow/own others not just CYDY) show the same mouse data in their investor conferences trying to drum up money.
Trying to be optimistic;
1) maybe this cc was kind of an act, a total performance, or a negotiating tactic to some third party by NP or maybe he was just stalling.
2) The fact is clinical trials are still ongoing, patients are being injected every week, trials are recruiting,
see: https://aidsinfo.nih.gov/clinical-trials/search/quick/1/category/107/investigational-hiv-drugs/115/leronlimab/0/1
3)The hang-up is FDA approval. Maybe the FDA is reluctant to give an OTC stock approval. Does anyone know of any other case of OTC drug getting approved?
Well said, thanks for getting back to facts.
If Nader is listening, please take a hot bubble bath in your whirlpool tub tonight, listen to some soothing music, meditate and turn off your phone then get some sleep and then I have confidence you will be on your game tomorrow. (do you think they read this? I would.)
CK, yes I think that is a great guess. I can realistically envision RP pulling 3 weeks positive TNBC out of his back pocket, that's his style. The challenge will be for NP to keep his poker face on, I'm sorry but after watching his PI videos, the guy needs some stress relief...but hey he's making a lot more $$$ than me so maybe that comes with the territory.
Thanks guys, this is like a long car trip until tomorrow for me, just trying to bide my time and have fun playing the guessing game with like-minded people.
Anyway, we don't have a choice but to have a sense of humor because we're all locked in anyway for Monday. I would welcome more guesses, even if just outright humerus.
Some perspective on biotech CEO pay raises is in this article I just read:
https://www.forbes.com/sites/brucebooth/2018/06/01/biotech-ceo-pay-inflation-held-at-bay/#62d4b25e6372
Since this is literally the calm before the storm, the article might be a good read to look for answers. Surprisingly, as with all CEOs and baseball free agents, a big pay raise is used to keep talent from jumping ship to "greener pastures" after receiving a big offer. Is it really possible that RP and or NP received offers from other biotechs/BP to work there? and that these higher salaries are to retain their services at CYDY?
So blocking ccr5
1. Stops HIV from infecting cells
2. Stops tumor, especially breast cancer metastasis
3. Stops ischemic traumatic brain injury (today’s reports in cell)
And some way out science that it may increase IQ?
CYDY has 200 million of a proven safe in people humanized monoclonal antibody that blocks ccr5.
Interesting, yet SP stuck in purgatory the market is strange. If people could just pick this stuff up at the drugstore it would be bigger than JUUL, lol.
“CCR5 is A Therapeutic Target for Recovery after Stroke and Traumatic Brain Injury” Cell, published electronically FEBRUARY 21st 2019.
Totally new use for Leronlimab. The study uses old fashioned maraviroc to promote motor recovery after stroke, can you imagine what our drug could do.
I’m sure NP and RP are giddy, game over (if done right by the business side)
Did you see what happened to a 30 person Seattle Washington company with "no cash". IMDZ bought today by Merck at a 500% premium. IMO this is because David Baltimore is a board member. I believe CYDY has more potential than IMDZ but maybe the KEY IS..for RP to start bringing on his friends (co-authors as board members, do it Dr. Pestell, it's the ticket!)
Thanks Amarexcro and Dr. Kohody information. This is very good news that there is a team in constant contact with the principal scientists.
Ok, breaking my rule, forgot to say enjoyed your posts this week and have a nice weekend y'all :)
I'm also going to take time off until after Monday's call. Now I see that iHub can be addicting, very.
I've only been invested/following this stock for two weeks and need a drink!
2 questions:
1) If management can be matter of fact about the NDA for HIV, when it will be submitted, that would calm people down or at least flush out the shorts, does it matter if it goes down to 0.20 and rockets back to 1.25?
2) I also look at their staffing though and wonder who will write this huge NDA application? I think that they will need to hire 2-3 medical writers on a two month contract, hope they are reading and listen, I think that would be good news to discuss at the conference call.
I agree, the PR this morning is very positive but if the Drs. can score some time on mainstream media and get some favorable coverage, that's what this stock needs.
Excited about the new PR this morning, beats yesterday's by a long margain!
Actually, there's too much focus on how much stake they have monetarily, this is something that they are invested in intellectually, which is far more important!
All the more reason for NP and RP to buy in now at 0.50 so they can make it on FORBES list.
Thanks for all the thought provoking analysis of salary vs. stock holdings for top execs. Something to consider that should make people realistically reevaluate a 20$ or 40$ SP is that management would become instant billionaires and celebrities, it would be the biggest biotech story of all time...food for thought.
Chump, I'm having fun with this stock/board. I might be like Bored Lawyer and need a new obsession and this board is lively and fun.
My level of sophistication is not nearly as much as the good group here. My only advantage is I know of RP from the science world and that is a relentlessly driven man. For me, I guess I'm counting on him to pull this through and I hope in the movie in my head that this is the score of my life. "Hope" that's a dangerous word, I'll pin my logic on CCR5 then.
This three day weekend is big. I would bet my stake that management is hunkered down for three days writing something big that will be mailed/faxed, etc. out first thing in the morning Tuesday. I hope so?
Thanks to gf for clarifying, if their relatives tragically got the disease and the cure was t given the chance to go to market then it would be a tragedy, got it. You actually had good intentions! As for the shorters come on. I suggest you short Vertex it is up and down like an elevator but that’s not financial advice, I’m just a novice investor with a PhD in Immunology. Thanks sjacobs for the good facts!
No reason to resort to personal attacks, wishing a certain illness on someone is really not appropriate. As my handle says, I wish everyone could stick to the facts or news whether good or bad. Seems like the company financials are in terrible shape but if this was a Nasdaq stock it would be at least high single digits.Many clinical stage biotechs losing boatloads of money each quarter still valued over a billion.
Does anyone know what the odds are of a path to Nasdaq.
If the 200mil stockpile of antibodies is sitting on ice right now, then I would estimate that 2020 is the absolute last date for approval, or else make a new batch. Because the date of manufacture would be presumed to be stamped on the package and I could see a 2018 manufacture and a 2020 sell date but not more than that (though it could still be fully active). Just my thoughts based on marketing instinct not any actual facts. Still I think this is the time that management will work the hardest to get approval for 2020.
What's the deal with this, pls explain:
"We are also negotiating with several large manufacturing companies to add $500 million worth of inventory to our current commercial inventory for deferred payments after approval.”
source:https://www.cytodyn.com/media/press-releases/detail/312/cytodyn-announces-productive-conference-call-with-fda
Since I can only post free 3X per day, I would say today was nothing new. I have to read more and become even more educated on the trials but am learning a lot of great things here. I think that BP might be interested if it be fast-tracked maybe compassionate use.Orphan drug companies are a big thing and have a faster path, at 70K a year for treatment that would be good revenue.
A question? What has anyone heard about this $500 million manufacturing facility for once the product is approved.
To me, if this is true, then it is a definite plus.
I spent a couple hours searching on the web after the SOU searching for HIV companies. Trump promised he will cure it in 10 years, and found that RP, who I was aware of from scientific conferences was on board with CYDY. So I did my HW. I am hoping that Trump issued a buy signal to this sector and that CYDY will capitalize on it. I cannot believe that more people have not found this incredibly exciting!
Thanks, I look forward to being in. Nice to see such an active board!
New Investor here. I have a biomedical background and am long. Just three reasons why this stock is worth being in on, 1. RP is a highly ambitious individual, a great mind, unlimited energy 2. RP is not enormously rich yet but wants to be. 3. Lead product has no side effects and improves 80-100% of quadruple resistant patients at the highest dose ( please fact check me if I’m wrong). There is tremendous upside but I have seen my fair share of small biotechs fail. Be in this for the dream then and have fun, no one says you should invest your life savings in a speculative stock so don’t risk more than you can afford to lose.