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Who in the world would take advice from a self proclaimed chart reader that says the SP is down when it’s up?
This is some powerful snake oil.
This is such nonsense. Can’t wait to get approval, uplist and move away from the riffraff.
“The market says your're wrong. Down after the update tell me nobody is buying the spin”.
What chart are you reading? The SP is up not down.
SP was 2.86 at low point in first few minutes of the call. Now trading at 2.98.
Sure doesn’t appear to be headed to 2.50.
You must have missed the call — it was full of info as to what will transpire in the month of June. Looks like a ton of momentum building.
What if there is a connection. Do you think Samantha checked into UCLA dyeing from late stage Covid respiratory failure and asked for Leronlimab so she could help her Neighbor out who works for CYDY in Washington. And then Dr. Yang from UCLA jumped in bed with her also to fabricate the positive results.
Look dude the woman nearly died. She is grateful like the majority of the other 71 Eind patients that were fortunate enough to get Leronlimab. I’ve seen desperate but this is a new level. Yeah good find or fabrication — either way it’s really dark thinking that adds up to, yeah dark thinking.
“We also know that our daily volume tends to be low, maybe breaking a million here and there.”
Your way off on the volume being traded.
10 day average 3.7M
90 day average 6.2M
How desperate can one get. This was thrown at SH’s a couple of short attacks ago. No traction then and certainly no traction now.
I can taste the next leg up and it’s a big one that’s will completely derisk CYDY. Bye bye OTC and the passers by that have had their head firmly placed within the balance sheet instead of the science. They missed it. CYDY and Leronlimab is on the brink of breaking the Pink Sheet mold. Can’t put this deal in the cookie cutter pump and dump, your done box. Quite the contrary.
The last thing Nader and the BOD are concerned w is raising $. The focus is on the most advantageous deal. He’s trying to make it to data and uplist so he is cutting deals at $10 plus SP.
June is a nice month to take that much deserved vacation and get ready for the fireworks in July.
Nader is so confident and comfortable he’s going OT with the Q&A. That’s a first. I’m feeling more confident than ever. Covid play will be known by the end of this month. No gray area.
Naders best call. Very clear.
The results are going to be very good and known this month. Mexico coming in behind w a 25 patient trial that is exactly the same as the 390 patient CD-12 for severe in the US. We’ve got the Fauchi equivalent in Mexico flying the Letonnlimab torch. If the US FDA doesn’t want to approve then Mexico will be our back up plan. I agree with Dr. JL. Leronlimab is a home run. Writing is on the wall. Patterson’s wall.
The calm before the storm-articulated nicely Jimmy.
It’s clear with the decreasing daily volume that we are all waiting for the proof - is Dr. Patterson a profit with his discoveries? Will Leronlimab deliver the clinical results that leave the FDA little choice but to pass this company through the pearly gates of legitimacy?
We are but spectators that have placed our bets. The current betting line is a $3 SP with minuscule action to move it either direction.
The truth is this a powder keg ready to explode. Those that understand the facts about the science are Long, very Long. Those few that pigeon hole CYDY as just another pink sheet bust just can’t fathom a brother breaking out of the hood. It’s painful for those that make their bread and butter pay from failure to witness success. What was once a moonshot is now but a drive to visit the in-laws for the holidays out west.
Yes — The calm before the storm.
You have to have a physical certificate to transfer the shares. No brokerage will do an ACAT has to be a physical certificate. Fidelity was only brokerage that would take the shares. I wanted all my shares to be in position to trade. They are after a six month tussle with Computershare and RBC. It’s like they don’t know how to work with each other. Most of my shares were in a SEP IRA which added complication. GL. I’m glad I’m done with that headache.
You are correct we are still dealing with the overhang of the Paulson raises. The restricted shares are a conundrum to sell. Once Computershare signs off and legal opinion is cleared you have a 60 day window to sell in most cases. Then when you do sell they have to be sold by calling Fidelity in my case and the agent makes the trade. Then three weeks to clear. Personally I will never do another deal with Paulson as long as I live. It was a most frustrating experience freeing up the shares from RBC and Computershare. I’ve earned every penny of profit I have in those cheap shares.
Good news is this will be in our rear view mirror with next big move. Uplist and Covid approval would do the trick.
So will I as long as there is NEW information. Presenting SH’s the same info with a different colored ribbon is counter productive. Not to mention listening to Nader get it out can be a cringing experience especially with the absence of substance.
If OTOH there is a significant increase in enrollment, update on financing, or advancement in the status of our gazillion catalysts then bring it on. Good news is good news.
Once again nonsense from the cheap seats.
Both
It’s an ego deal Chuckles. Making a lot of noise and betting a pittance. It’s going to get really noisy or quiet when the SP heads North.
When a thesis is based on solely on the balance sheet and that a pre revenue biotech isn’t producing revenue rather than focusing on the disruptive science the result is polarization.
Here’s the betting line. There are many Longs betting a fortune that Letonlimab is the real deal. Then there are a few that are jumping up and down screaming the sky is falling betting tiddlywinks.
Agree, short cutting the 75 patient enrollment would be a risk that should not be taken due to an already small sample size. As ohm has stated the results will also not be as dramatic in the mild to moderate trial as the severe trial. It would be a tactical error that could as A17 states a requirement of more patients than the current 75.
Let’s finish this trial as set forth.
You have to look at market cap instead of SP. CYDY is sporting a $1.5B MC. To jump to even $10 SP pushes us to $7B MC fully diluted 700M shares.
The next move up is the Bank financing, uplist, and Covid Trial Data. Everything looks very promising especially the expected trial results which is the most important milestone.
We are on our way. As always the case with biotech patience is king.
Good post Monroe.
That is the reality of CYDY’s financial situation. $ has never been difficult to raise. The cost has always been the thorn. Today that thorn has been removed for the most part as the bandwidth of options has increased significantly with much greater valuation. Uplisting is the key to completely removing the thorn. The pathway to a lot more green is fast approaching.
Thank you for your DD. Quite a contribution econ1.
Not sure if this was posted already. Good summary of where CYDY and Leronlimab is positioned.
https://biopharmajournal.com/2020/05/27/cytodyn-otcmktscydy-investor-update-unveils-coming-uplisting-and-potential-interim-readout-followed-by-a-massive-development-pipeline-plan/=
That why they are coming hard. The science can’t be messed w. It’s like playing cards w a dealer that stacked the deck.
The outcome has already been telegraphed before unblinding the trial. Bring on the trial results and let Patterson extrapolate the data.
Let’s not cut any corners — complete enrollment and get on w the proceedings.
This inadequacy will have a way of taking care of itself. The fumbler said it best “Leronlimab cannot be replaced but everyone else can be”.
OMG!! I guess all us longs should dump our shares. Seriously LMAO.
5% richer - what today? Who gives a crap. This is about a much bigger play than today. Things are lining up for a major inflection point.
The only nothing burger is the dry Sandwich you expect investors to swallow. Redundancy burger w no condiments.
Good move.
This is nothing but a blip on the radar. The Long investor base is strong.
Good post Clam. Totally agree. Follow the protocol and get the
75 patients that have the highest probability of success. As Patterson has said they have left no stone unturned. They know the profile of patient that will benefit from Leronlimab. An extra month is nothing if it means FDA approval. Do the trial as prescribed and don’t cut corners.
The FDA is at the controls and Nader is wise to speak positively about the FDA. He knows he has no choice in the matter. Little CYDY going to get in the FDA’s face - I don’t think that would be productive. We have to have confidence in the system to recognize superior drugs.
Is it fair? No, as the barrier to entry is tilted. Can we navigate the FDA? Yes. Everyone can be replaced but you can’t replace Leronlimab. The science will not be denied.
Yes the protocol has slowed enrollment. That is a negative.
The positive is the FDA will get what they requested and it’s going to show the strength of Leronlimab as a stand alone treatment.
In the face of frustration shareholders would be wise to exercise patience. It will be handsomely rewarded.
At this point it’s all eyes on the 75 patient Mild to Moderate results. That’s the pivot. Leronlimab will roll if the data delivers as expected.
Covid outcome will be known very soon. I’m for completing 75 patients in rather than opting for interim read out.
Enroll, enroll, enroll, let’s get it done and get to the finish line and unleash this molecule.
A17, As you know I’m not a cheer leader I’m an investor committed to the discipline of objectivity to manage this investment prudently.
I don’t agree with all of your opinions and concerns however most have merit. I welcome your objectivity.
If we are successful with the 75 patient Covid trial to the level Patterson has been telegraphing we will be assured of a very nice return.
The consequence of this trial cannot be underestimated.
You are correct. It’s not simple. It’s about $ right now for CYDY to uplist. Basically 12 months operating in the bank. That sounds like approximately $50M.
It’s all about $ and where it’s going to come from. Either we get a grant, partnership, or we dilute. Best outcome is we get strong Covid trial results and gain a grant. Otherwise, IMHO the BOD will be asking SH’s to increase shares by 100M.
No. Nothing. Just be thrilled we are off the OTC.
CYDY’s immediate future is riding on the read out from the 75 patient trial.
We are going to find out just how credible and accurate Dr. Patterson is. I will say he seems to be quite certain about what he is seeing coming through the IncellDx lab. It’s as if he can decipher through the bloodwork and determine who was administered placebo and who received Leronlimab.
If the data is as overwhelming skewed towards Letonlimab as Dr. Patterson would have us believe CYDY will be on it’s way to a sizeable government grant that will provide the capital to uplist. If not - well I don’t even want to go there. There is much riding on this so very important trial.
My one reservation that causes me to pause is Nader’s reluctance to address the number of patients currently enrolled. He sidestepped that question with Christine in the last PI interview. With the number of prospective patients that are infected this trial should be fully enrolled. Don’t tell listeners on Tuesday that we are still at 45 patients with a laundry list of excuses.
I have been Long for eight years and patiently observed Nader’s personality and ability to execute. The science is in a league all it’s own. Nader’s effectiveness and street cred is unfortunately not of the same caliber.
I am very interested in what he has in store for us on Tuesday. I’m looking for some real substance.
I played Camas a couple of years ago. Decent track.
Golf Tournament is a great idea. First things first — uplist and let the valuation roll.
It’s comical to watch the desperate attempts to manufacture a story where there isn’t one. It’s just such a telegraphed campaign with no octane.
Well stated Millstone. The questioning of patent protection is an example of yet another bone that has no meat on it. I’ll leave it at that.
For many years investors that participated in the Paulson raises dumped shares that were purchased to gain warrant rights. This type of investor eliminates risk by only playing the warrants. This held the SP hostage at under $1 for years because their was an endless amount of shares on the sell to meet any upward SP movement.
These investors I’m speaking of are unlike the Longs here on this board that participated in those same raises. We hold our shares and opt out of warrant conversion until we either decide to sell or the warrants are expiring.
In my case having participated in three warrant backed Paulson raises I have converted all my warrants to shares. One conversion was on warrants that were going to expire so I was forced to or forfeit the warrants. The major portion were exercised through the very advantageous Tender Offer last summer that was a deal of a lifetime. I had warrants ranging from .75 to 1.20. The TO was a short window that allowed exercising of ALL existing warrants at .40 plus 1/2 share for doing so. This translated to a cost of .266 per share. Keep in mind the stock was trading at .35-.40 at the time so it wasn’t a slam dunk. I know many that decided not to participate. I know others like Lawman that went all in like I did. Hind site is 20/20.
I bring this up so that investors here understand the warrant conversion equation. NOBODY exercises unless the warrants are either expiring or they are ready to sell and cash out.
The bottom line is when warrants are exercised those shares are going to be sold immediately unless the holder was forced to exercise because they were expiring.
Uplisting and consistent high trading volume will eliminate this equation. The warrants will eventually be exercised and no longer an overhang on SP movement. Also some of these warrant holders may switch to Long positions as the story has become compelling. In addition much of the investor base has been turned over in the last couple of months—Exchanging the warrant investors for retail investors that believe in the story that are in at $2 -$3. That is where we are headed. Weeding out the warrant players for real investors in the story.
The positive is the $ from exercising warrants goes into CYDY’ bank account.