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Misiu143 what I am most excited about is the number of patients. No more flack about not having enough, and as well I hope that 4 injections are planned. Now what about the Philippines?
Depends on what the Philippines government does. If they bulk order so as to supply hospitals enough leronlimab for 100 patients each for csp, that's a big order and lots of revenue.
Misiu143 and Rockleo, is off label prescription something that can be done if trials in Brazil are successful (which I expect they will be)? I am hopeful that all results will be known within a year, and hopeful that interim results will prove conclusive so that Brazil grants a EUA, but when trial is completed, do you foresee off label prescriptions in other countries?
Especially if Philippines at least order in bulk for their hospitals for their csp. Brazil news is great because I believe FDA has little if any input there, and the trial is large enough the rest of the developed countries will have enough info to tell FDA to take a hike. Great news!
My apologies, I thought it was for Thursday.
I believe if the news from Philippines was good,(and I think NP would know either way) that the CC would have been after the call from the Philippines which is only a few hours later our time, so that he could give guidance regarding orders from Chiral. The fact that it's before means he'll be speaking about everything else but the Philippines imo. This tells me that the FDA has reached out and put a stop to any major purchases of leronlimab.
Daemon57 I am glad for all you've done, but I've come to realize it all hinges on Philippines. If they buy then CytoDyn will have funds to pursue other indications and pay debt, as well as perhaps other countries buying leronlimab. No Philippines, then no money for anything else, unable to pay off debt, and stock will tank imo. I don't think BO happens either if Philippines doesn't come through. GLTU.
I do believe the only way to escape the clutches of MM is profit. Once net income of significance is reported, then I believe the volume will pick up which will help bring sp up imo.
Absolutely! And it seems that CytoDyn is on sale! A lot of lost leaders to bring in the shoppers.
Separately, Merck will also donate more than $5 million worth of oxygen-production equipment, masks, hand sanitizer and financial aid to support relief efforts in India
It helps to get a foot in, if you bring your wallet.
Would US allow Philippines to spend money that US government gave them, (billions for vaccines and therapeutics), on something that doesn't have an approval from FDA? That is my concern.
Is there any expected timeline for the 28 results. When exactly did they start, is there any leeway for individuals who have been extremely ill and possibly may need 5 injections? I don't think we'll ever get an "approval", rather a blanket csp. I don't care what it is called either, as long as there is substantial revenue to get the ball rolling.
FDA will never approve leronlimab. Hopefully other countries value human life more than money from BP but I doubt that will happen, unless a BO or partnership imo. Philippines is the big question, and there has all of a sudden been a lot of quiet on that front, so it seems as if they are being muzzled, I think we all can guess by whom.
That is why I hope for BO. FDA will never approve leronlimab with NP as CEO. If Merck owns leronlimab then I believe it's a different story as they contribute to FDA and know who to give jobs to when they leave FDA apparently. Owning Merck stock as they bring leronlimab public wouldn't be half bad imo
I think NP would go for a BO if he got what he wants financially. I mean him, personally. He is not as young as he used to be, and I don't think a partnership is something he would want, as he still would have to put in a lot of work. I do believe he is at the point, where money is a big factor imo, look at the enrichment lawsuits. He could say, I salvaged leronlimab, brought it through various trials, and if a there was a BO, then he could see the fruits of his efforts. Is it the best thing vs partnership? Hard to tell, however I feel that there would be a decent pop in sp as I feel that FDA would play ball if you know what I mean. Is there a down side, absolutely, plenty of it, but look at where CytoDyn is now and if those who are planning on "3 digit sp" think we can get there with NP leading the way, I have some ocean front property in Tennessee to sell you.
Will we hear about 28 this week or will it take longer? Is it possible that a pr about sales for csp in Philippines first?
Would India even know about leronlimab?
How much pressure can FDA put on Philippines to not give EUA?
Leronlimab will have to get EUA from some other country because FDA will not give it to them. Hopefully Philippines comes through to save the lives of as many of their citizens as possible. Maybe then Brazil and India will soon follow.
I also believe an announcement of sale of 200k vials to be before results of 28 on csp are published. Notice that Dr Nicolas said a contract was being pursued, so people who need to know info on the 28 to make a decision, seems that they have. If that happens I believe sp will pop and once results of 28 come out then other countries will see how well patients did with 4 injections, game over imo.
Thanks jakeflies. Yes that is the reason. Real world results where the welfare of the patient is utmost, and an effort to give them what they need to live. Don't limit dosing, how does leronlimab do at saving lives.
Shorts should be covering while they can still afford it.
I agree 3xCharm. I would have had a lot more respect if NP would have been honest from the beginning. I also feel him not understanding that getting HIV taken care of first would get more money sooner shows why he isn't qualified to be ceo of a biotech. However it is what it is, and I hope for a BO which I believe would serve all concerned, patients and shareholders better imo.
Yes Misiu143. Watching Dr Nicolas was very encouraging to me. He seemed very assured that a DEU or their version of a EUA would take place, and soon as you say. I do believe that this will lead to other countries ordering, as it will not take long, even in the Philippines to use 200k vials imo. I even feel that there will be multiple countries asking when the results of the 28 on csp be become public. Then if a BO is put forth, I believe it will have to be high dollar.
Reading this explains why BP is against CytoDyn. The revenue potential in a year or two is unfathomable. That is why I really believe a BO is going to be done because if info for this paper can be put together, certainly Merck or others can connect the dots imo.
100 patients equals 400 vials per hospital times 1000+ hospitals in Philippines equals a bunch of revenue! I believe this will start other countries considering doing at least the same, and Merck better do a BO quick or it will cost them many billions imo.
CytoDyn would provide Merck with lots of revenue potential for years to come. If info on 28 in csp comes out and results are good like I hope, I believe BO price will be $10+ per share imo.
India's government probably doesn't know leronlimab exist. I'm sure if FDA has clamped down on Philippines media, any mention of it in India would be met with a quick warning. FDA doesn't care if people die, as long as they get rich imo. It's the corruption in the U.S. government that pervades throughout the halls of congress, and those who buck the system, will get run over.
Is there a time info on 28 is expected? Would it be expected in the next two weeks realistically?
If info on 28 is good, BO imminent imo. I think a BP whether Merck or someone else will not want to wait long, as DEU from Philippenes would be expected, hence a sp pop. There is too much potential revenue from the different indications, that I believe somebody will pull the trigger before retail pushes sp too high after a DEU or possibly a IO from Canada, all imo.
If CytoDyn can announce Philippines purchased a substantial amount of leronlimab for CSP or better yet a EUA before end of quarter, how do you think that will affect BO price? Do you think it will get that far?
BO from Merck would be nice. Have any idea how soon an announcement would be if that is what is happening? There has been an awful lot of quiet as of late, compared to the last few months filled with blathering CC's.
I have to admit, even though I have a fair amount of distrust and disdain for NP for the what he has said and done (or not done) I was hopeful that there were caring people around the world that would see the benefit of leronlimab, and haven't had the interaction that the FDA or other influential people have had, and the negativity that they've experienced. It seems as though that the FDA and those lobbyist you have mentioned have an agenda, and are working feverishly to accomplish it, which is to keep leronlimab from seeing the light of day. So sad as Misiu143 would say, as multiply hundreds of thousands of people could lose their lives, but that is not important to them imo. Seriously reconsidering my investment here, not due to the science, but due to the fact that chance of return investment is very low as it's hard to go against the establishment.
Unfortunately neither he or anyone else cares what these two fine doctors have to say unless they are followers on facebook or twitter or youtube. It is slightly discouraging knowing what a great product leronlimab is, yet having very little chance of it ever helping people because of politics imo.
Saving lives are not important to BP imo but making money is, as well as wielding power over those who would dare to question their authority. Stay between the lines and everybody will get along. Little people need not apply.
misiu143, I just don't share your belief's that a EUA is coming soon from anybody. I feel that the FDA is so ticked at NP, they will threaten Philippine government and make them allow only CSP one hospital at a time. Slow down the money, don't allow it to be a threat to Remdisiver. That being said, no Philippine EUA then Brazil and India will be very reluctant to "go it alone". I believe NP has really tried to force the hand of FDA, even though he comes off as noncommittal regarding them, and even portrays a positive opinion, I think he has gone too far for leronlimab to have any success with FDA, hence the world unfortunately.
I am anxious about 27 as well. Would like a progress report, such as they have received 3rd or 4th injections. Were there any that were in ICU and have some or most been removed? Some kind of information would be welcome.
I agree! NP thinks that benefits are obvious so normal trial protocol is a waste of time. He doesn't want to pay what it takes to someone to get it done, so consequently NP is the reason no approval yet imo. As a electrical contractor, to me it akin to saying the light comes on when I flip the switch, but did you follow NEC code to get to get the occupancy permit?
Do you think CytoDyn receives a DEU (EUA in US terms) or news on the 28 in the CSP trial first?
Official announcement of sale or info on 28 response would be great this week. Any thoughts on either happening?