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We are at 250m shares including all the warrants and current private offering. so, 4 bucks per billion on a purchase. Did anyone see Gilead will close on 5b of bond offering today? Consensus is they may want to the cash for an acquisition, would be nice if our ex-Gil Chairman closed a deal. 1 other thing, HC Wainright- RandR is the real deal, not like Paulson, they wouldn't have done this deal without making Nader take reverse split off the table, it would look too bad for them. Personally, I have no doubts there are various pieces of good news coming that got the inst. investors to buy in now.
Shareholder meeting:
45 mins total, no surprises on voting, all passed...only 54% on reverse split and 57% on authorizing shares, so really, all of the "little people" voted no and board controlled shares voted yes.
they can't tell us anything about future offerings at this point...will need 35m to finish all the tests they plan though, so dilution is possible.
anyone who has input, submit a letter to Nader at the company and they will address all...also, if you want to go there and sign an NDA, they will give the inside scoop.
biggest news is they do have a new PR firm, and will be doing a 10 min and 20 min video, interviewing patients and medical providers in the various testing, so a real life account of how much better pro 140 treats vs previous regimen.
mulholland was questioned on reverse split, as shareholder experience is it is usually done by sinking ships. he says they have studies which show that when done for up-listing by companies with good fundamentals to allow inst investor access, can be a success. In our case the good fundamental would not be solid revenue, but solid testing results. but let's face it, they are trying to avoid the reverse ploy. BTW if we did a 1 for 5, we would be down to 40m shares outstanding (including warrants promised) so if it were coming soon, they wouldn't have bothered to get the 350m share amount okayed -my commentary, not mgmts.
otherwise a "by the numbers mtg".
According to the meeting, we should now have injected all 28 patients----at the very least approaching that number. That means we should be seeing 4 week results by mid-Oct.
On the first 12 FDA mandated that if there were 2 failures in the first 2 weeks we would stop. Instead even the incorrectly screened patients made it at least 4 weeks.
C'mon Nader, give us something to be thankful for by November.
By definition, orphan drug is designated for a small number (relatively). This is why the treatment substitution idea is the key for qualifying. I think what Nader was trying to say when he answered the question from David Callaham, and began quoting from journals was he was listing the various needs Doctors face now for taking patients off of Haart. Once approved, Docs could write it for anyone it might help, but it would be approved as an orphan for treament sub.
Homework: Re-read the Investor Presentation: http://ir.cytodyn.com/
Especially pages 15,17,20. Some of this info, much of it in red is new. Read and lets talk over what it may mean.
Dog, your Teva overview fits with what many of us have heard. At the investor meeting, working with an unnamed patent infringing big pharma company was denied "officially", however at other times it has been hinted at. To me, this completes the puzzle of the CYDY burn rate, yet the lack of worry on the last conf call. I believe mgmt thinks teva will buy out soon. Of course, i'm over-invested here, so i have to believe, so take it as you like.
Black out period. My sources tell me that CYDY mgmt has gone into black out. They won't speak with shareholders, even those that they see socially. I think the attorneys have instituted this so that nothing slips out. This info, plus the way they answered the burn rate questions tell me they think they are going to have this thing sold off soon. Well, that's what I'm hoping anyway.
content somewhat outdid presentation. Neither Nader or the CFO presented themselves as prepared. Is it too much to ask that they forecast the questions to come and have an answer ready? Clearly they believe a buyout or partnership will follow the 12 week test, but can't say so. Therefore, come up with an answer the atty will let you say! Same story on the OTC to NSDQ uplisting. Why bring it up if you don't have a solve you can talk about??
anyway, 4 people in the world are better off today than they were last week, hopefully the other 8 get started soon, because our 12 weeks really begins with the last of the 12 starting treatment.
Feigal is top notch. Can't tell you the patent answer. I know for cytolin, the humanized version is just over a year old. Pro 140 is further along.
Ironic....how so? no income, spending cash, waiting for updates on trials. 10Q was non event.
Now, give me some news, like receiving an orphan drug designation for the treatment interruption plan, and we are getting somewhere.
BTW, word is the treatment interruption program will begin 5-1, so by Memorial Day, may start to have some idea how well it has done.
some of the recent CYDY articles.
http://www.investing.com/analysis/cytodyn-inc:-making-headway-in-treatment-substitutions-for-hiv-patients-206490
http://www.examiner.com/article/cytodyn-inc-new-hope-for-hiv
http://insights.wired.com/profiles/blogs/three-innovative-biotechs-to-watch-in-2014?xg_source=msg_appr_blogpost#axzz2x5KskoFb
http://ireport.cnn.com/docs/DOC-1108726
Also go directly on the cytodyn website. there is a nice investor powerpoint, compares pro140 to maraviroc. Powerful stuff.
So...what did everyone think of the conference call?
Items
1. Drexel is in complete charge of their 2 Stage iib tests, and CYDY can't make any commments, even about when they will begin. CYDY has delivered the vials to Drexel of Pro 140, which will be used in the testing. These 2 trials have funding through NIH.
2. Amarex is ready to begin recruiting for a treatment interruption study. This would take patients currently using HAARP, take them off their meds, and instead receive a weekly injection of Pro140. Viral loads would be tracked weekly. Any patient could be put back on HAARP if they did not react well to Pro140. Since this is not a "blind" or "double blind" study, it's possible data could be shared with big pharma as it is gathered. Sounds like they are expecting to interrupt patients for 4 to 8 week cycles.
3. Currently negotiating with 3 vet Universities to do the next round of cytofeline testing with a true feline version of the drug.
4. Company aware of need for inst investors and would also like to get off the OTC.
5. not able to tell us what the other Amarex testing will be. I still believe it will be something non-hiv related, either staph infections or breast cancer.
Conference Call Tomorrows
See Direction Below
Topics I'm interested in:
1. when will iib enrollment and start be announced
2. separate iib trials, one on hiv treatment interruption, what is the other (i believe it will be breast cancer).
3. had heard there is a large biotech with a drug that infringes on our pro 140 patent a, is this true b, agreement being discussed?
A large biotech might be better off buying the whole thing, rather than paying a fee forever, get this friggin thing moving.
Conference Call and Webcast Instructions
CytoDyn’s management team will host a conference call and live audio webcast on Tuesday, March 25, 2014 at 1:30 p.m. PT.
Interested participants and investors may access this conference call by dialing 877-407-2986 (U.S./Canada) or 201-378-4916 (international).
A live audio webcast may also be accessed via the Investors section of CytoDyn’s corporate web site at www.cytodyn.com, and will be archived for 30 days. Web participants are encouraged to go to the web site 15 minutes prior to the start of the call to register, download and install any necessary software.
Examiner.com
http://www.examiner.com/article/cytodyn-inc-new-hope-for-hiv
new article, would be stronger if we could announce iib starting, rather than planned.
Another Friday uptick in volume. Buyers, hopeful that next week will be THE week, and announcements come that change the company and PPS. Of course, price went down, so I guess there is an argument it was sellers, who've decided Nader and Co., may never get this thing going. Nader, time to prove yourself. From all your boasting after securing Pro 140, most of us would have thought that beginning iib in March 2013 would have been a bit behind schedule. Well, it is now March 2014, what have you accomplished in the past 365 days? Last year at this time, you were blaming Dr. Trauger for the holdups, who is responsible now???????
I'm sticking to my guns. The first day we begin enrolling Stage iib patients, the value of Pro 140 as an HIV treatment should be in the 250 to 300 million range. The wildcard is uses of Pro 140 for things other than HIV. I spoke directly with Dr. Feigal on this subject at the shareholder meeting. I asked if there was a "quicker" path to FDA approval for one of the other treatment uses. Specifically, at that time I asked about Staph Infection uses. In the past month or so, we've seen data that indicates that CCR5 may be a key element in breast cancer. Wow. While I hope (every day) to see the announcement that begins our Stage iib testing at Drexel, we know it is inevitable that it comes, we just don't know which day. CYDY has announced a second study for treatment interruption. I believe, given the press coverage of breast cancer and CCR5, that CYDY will also announce a study of Pro 140 in breast cancer treatement. Combined, these things should push the stock price up near the $5 share that Stephanie Kramer forecasted, even with the recent dilution.
Got a fortune cookie last night...said fortune to be made "next Tuesday"...Nader, get off your a__ and make it happen.
FIV may also have some news at some point. way overdue.
One of these other treatments will be the next study cydy announces. my money on breast cancer treatment.
Agreed, this is terrible. What should have happened by now is at the least, an official announcement of enrolling for stage iib at Drexel. It's disappointing that they haven't already begun and really we should be injecting patients already. My view of the Company is poor management has put us at least a year behind where they should be in the testing pattern.
They have announced another study, a continuation study, outside of Drexel and Nader has hinted a third study should be announced in 2nd Q. My guess is that this will be regarding breast cancer. I have not been told this, it is a guess, based upon various studies Pfizer is trying with Maraviroc.
The good news is the science is so good it will outperform the crappy management and eventually pay off. Hang in there.
I am...but it's a lonely existence. They best begin injections soon, already past due. 2013 basically became a lost year. Time mgmt earn their pay.
share price is very frustrating, but even more frustrating is we need to get the Mab treatments into the hands of those living with #hiv and #aids. Look at the side affects of miravoroc. Diahrrea, nausea, vomiting, night sweats. I just got over flu and 1 night of this seemed intolerable. Imagine living with flu like symptons daily. Nader...show me a little more hustle and get this moving forward.
at this point the hope is that when they announce that iib begins, there is renewed interest. other than that, who knows. whispers of licensing agreements not yet arrived. long history in biotech of deals done iib, though.
Yes, Dr. Feigal was impressive. He really believes Pro 140 will get to the finish line. Bummed we haven't seen the tabulations from the voting yet. I have a suspicion that the shareholder proxy war declined the compensation package and will replace a board member. If I was Nader, I would want this whole thing sold off before before another shareholder meeting comes around.
Shareholder Meeting: 11-1-13 Interesting Proxy battle at Shareholders Meeting. Activist long time shareholders have had enough of the keystone cops, and nominated a shareholder representative to the board. Interesting time as everyone in the room lined up to cancel their previously filled in ballots and re-cast their votes. 8K will come out with official results soon, but very likely a new addition to the board. CYDY goes Icahn. Now lets see some shareholder value realized.
Here is an older article about Pro140, from when it passed Phase I. Some info is old, such as now can be self injected, but look at those numbers! Wow!
http://www.fool.com/investing/high-growth/2007/05/02/progenics-intriguing-study-results.aspx#.Uigfa7gUeQM.email
Who is looking for the next Onxx? You might take a look at CYDY. They have a mono clonal anitbody to fight hiv. PPS finally starting to move, stage iib testing to start soon.
This article is 28 months old, but shows just how important Pro 140 is going to be in the #aids #hiv community:
http://www.translational-medicine.com/content/9/S1/S9
Would you prefer a once a month self administered injection with no side effect or a twice daily oral, that may lead to night sweats, diahrrea or other side effects? That will be the difference Pro 140 brings to market vs. maraviroc.
Right now, it looks like Pro 140 can go up to 45 days. One of the iib tests to be run, I understand, is to give a larger dosage, since it's a mono clonal anitbody, there would be no side effect to that, and the upside may be to stretch out the duration between injections. WOW
Cytolin can become one of the newest mAb treatments for #hiv #aids 2 main points I see regarding Rosenberg's Cytolin study 1. cytolin binds to hiv, 2. prevents replication. seems like they didn't really define what the triggering effect is, but what we know is it works, got to figure out why. Before moving on, Dr. Trauger had begun process of replicating Rosenberg study with a humanized version, so these results will be taken to next step in humanized form and hopefully pushed into FDA testing. can't happen fast enough. read an excellent overview at searchforacure.org
Mono Clonal antibodies (mAb) the future of #hiv #aids. read about them here. $cydy owns 2: cytolin and Pro140. 140 to enter stage iib testing soon. http://searchforacure.org/index.php?option=com_k2&view=item&id=65:why-we-are-so-into-antibodies-a-web-comic&Itemid=67
searchforacure.org early returns from cytolin, saved first 188 patients who used it. #hiv #aids read it here: http://searchforacure.org/index.php?option=com_k2&view=item&id=34:cytolin-original-due-diligence-for-dr-eric-rosenberg&Itemid=67
searchforacure.org #hiv #aids 6 facts on Cytolin: stops hiv replication. read it all
When Ms. Kramer first published:
http://www.forbes.com/sites/hilarykramer/2012/12/03/progress-in-drug-therapy-marks-the-25th-anniversary-of-world-aids-day/
...she gave a $5 price target. I heard it was taken out, because mgmt complained it was too low. In the research I've done, the 250 million dollar valuation is about right for a Stage iib company. In fact, what I found is that other biotechs with a first lead-drug entering Stage iib, are valued at about 150 million, $3 for CYDY, and at completion, about 350 million, a $7 target for CYDY. I say this based upon 30 million shares, and my belief there are about 20 million warrants waiting to be exercised.
We don't know when those first injections will begin at Drexel, but when we see that announcement our true value should be right at $3. If mgmt can pull off an announcement from the FDA of some sort of combo iib/stageiii test...could send us right towards that $7 target.
CYDY past mgmt has earned the crappy .80 cent valuation we are currently at. From the original mgmt, to KVN, the company is lucky to still have the doors open. It's a tribute to the belief of the shareholders in the underlying science that CYDY is still in the game. Current mgmt must now show it has the ability to execute and move the science forward in a way that shows all of us on the OTC that the company not only has science, but the ability to deliver it to the marketplace. The sands are passing through the hour glass, and are not limitless, so good luck and get moving.
http://www.pharmacychoice.com/News/article.cfm?Article_ID=1032360
#hiv #aids CYDY on the way!
Nice Article, shows Pro 140 headed the right way. A monoclonal antibody, can provide the benefits without side effects. Also, Pro 140, will be a bi weekly or monthly self administered injection. Much less expensive. Credit to Gestalt for finding this.
http://gma.yahoo.com/woman-born-hiv-reacts-cure-032255015--abc-news-wellness.html
Propholactic Study Coming at Scripps Institute. #hiv #aids #prevention
http://finance.yahoo.com/news/cytodyn-announces-collaboration-dr-bruce-162900547.html
Watch this Video, if you haven't already...
big things coming. Replacing the side affects of current #hiv treatment with a mAb is a real game changer.
http://www.cytodyn.com/pro-140/
From the August shareholder call, we were told each 6 months or so we would continue to have calls. Of course there was a full shareholder meeting in December, but I'm thinking a call is in order. Write down all your questions. I think Nader and Rich are committed to full (within the sec guidelines) disclosure, and I think they will do a call soon. No doubt there are a lot of things we could all be updated on: when does iib injections start, did Rich meet with FDA again as he hinted/outcome, FIV, other uses for Pro140. The science here is still the best in biz, but we've got to show the investment world the ability to move it forward.