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You are correct Northstar42. If not in SEC filings it is legally much like it never happened. It is like we are both fighting for the Company but at this point do not know who should rule France. I read your posts from 2o16 and have no doubts about you but I feel there is a danger here of turn over wholesale to a new group. Let is do it in a measured fashion a little bit at a time. As much as they call for it the gulliotine might be considered a trifle harse. Can we agree on a more moderate democratization of the leadership of CytoDyn?
The price targets will be adjusted upwards soon. I am the best at Anavex Price Targets. My one year target is $55. We might see that in 6 months.
No one is the Pope in Rome without the logistics provided by the Spanish and Portugese Armanda. The facts with Anavex is that it is managed conservatively to the point it it seems very slow. But Missling never out advances the funding and supply lines. Anavex as constructed by Missling is a determined and precision machine advancing inextricably to the objective like an armoured column. How many bombings has Avavex and Missling endured yet Anavex grinds forward. Yes I get you. This is a marathon not a sprint. F the flippers. Anavex will grind it out. It takes years to generate wealth. Five to ten years for stocks. Crypto yolo and other insane stuff I can not comprehend. Be as careful with stocks as one should be with real estate but be prepared to hold even longer than the real estate. But stocks like Anavex are hard to spot so do not attempt if not competent to discern. I trust you can. As for your initial premise of overly optimist time lines I agree ten thousand percent as the market can remain stupid forever until it is hit between the eyes by a direct assault.
Arrowhead. Anavex. Sage. CytoDyn. Northwest Bio. Sensen. Vistagen. Heat Biologics. Regulus.
With $50 million more in the cash position and Missling at the helm next stop is $55. Like it or not. As I tried to get you to wager when AVXL was $13 many months ago I said AVXL will hit $20 before it hits $10 ...haha close it hit $11 but then $33. Next stop $55.
Arrowhead to $300 in three years. Anavex $300 in five years. These are the under development well positioned biotechs. Think Singapore in the 1980s and Vietnam 2022-25.
Dude...you have been here a long time. Anavex is hitting on all eight cylinders get with the program.
Interestingly and predictably various BPs are restarting the Amyloid clearing drugs in clinical trials based on the FDA awarding Biogen approval of Aduhelm based on clearing Amyloid. Apparently one can not educate the ignorant FDA on science matters and there is no cure for unmitigated greed.
Let us see what the UK and the EU where there maybe some semblance of patient outcomes and cost effectiveness in regulatory decisions will do with this Aduhelm fiasco. There is no difference between Socialized medicine and the American model on the bottom line of those that ultimately bear the cost. Only in the tyranny of how those costs are applied and how some Corporations like Biogen can unjustly enrich themselves.
In December 2018 when trading at $1.26 AVXL true market value was approximately $36 per share. Now with floor of $21 after recent market raise and the increased clinical development in my estimation puts current true market value at approximately $55. As I have often said please look at the the closest comparable to Anavex in quality of management and potential of the pipeline. Arrowhead. Look at the 20 year chart of both. Arrowhead is just 2 years ahead. The historical charts of both are extremely illustrative of successful pre-revenue disruptive biotechs. Same as undeveloped commercial real estate the value of a pre-revenue biotech is dependent on the most part of its location in the market. Get the proper permits and get it constructed and it will be a cash cow. Anavex occupies a unique commercial space. Best analogy for Anavex is an big block of Manhattan.
Arrowhead is the next Regeneron. Anavex is the next Biogen without the price gouging and legal racketeering of a Biogen.
If the 13D group really wanted to help all shareholders they would have organized to fight at the last shareholder meeting when the share award issue could have been stopped instead of a damaging lawsuit later. I voted against all BOD members last time because of that award proposal. But now I think it is time to circle the wagons against the outside interests behind the 13D group so I will vote for the majority of the Company proposed slate which I hope is improved from the current.
The 13D group coup seems like a long shot so one would think they would be richly rewarded with legal theft if they pull it off.
That site is NOT an SEC filing. it is the 13D groups site. Not impartial. SEC filings are found in ones brokers like Fidelity investment account. Or on the official SEC Edgar Reporting website.
Careful investors are well served not to consider anything said by anyone even the Company unless it is in an SEC filing. But maybe that is just me as it seems some people prefer innuendo and "free analysis" from interested but uninvested experts and do not even bother to read the boring old SEC filings.
The 13D plan is set forth in their recent SEC filing. Only those statements recited in SEC filings count for anything. Same goes for the Company. When one has been around the investment world especially pre-revenue biotech for any length of time it becomes nearly imperative to read all the SEC filings and ignore everything else.
The 13D group did already announce their plan.It is in the latest SEC filing from them. Since you have not read it you are at a distinct disadvantage commenting on the 13D group.
I was against those awards and voted against all BODs last time. All the current management should step up and buy shares. The odd man out should replaced. CytoDyn needs change on the BOD. Gradual change one or two per year not a complete coup with potential for a corporate raid.
The best defense for the current regime is for Corp charter amendments to prevent the excesses of the past and to add one or two independent industry expert board members to the current board and culling out a member or two. These new directors should not be from the 13d group as they are likely beholden to outside interests. Bruce Patterson might be an exception I would consider.
The best course of action would be to form a partnership with a larger Biopharma to pursue one or more of the indications with said company buying 10% stake at higher price with a member of the BOD a clinical trial expert from said partnering Company. Nader needs to gradually turn over control to more experienced management. At some point CytoDyn will need a political heavyweight in the CEO position due to the disruptive nature of Leronlimab. Such was the need of Gilead when they installed Donald Rumsfeld as the CEO many years ago. Such a time for CytoDyn is approaching.
The plan it it seems is to build opposition to the current board and offer themselves as an alternative. Notice the emphasis on the negative in their last filing exaggerating the current boards shortcomings, indeed to an unfair degree. Whatever they propose once the 13D group gets in there if they do get on the BOD they will try to benefit a special interest group that financed their takeover actions.
The first battle in this takeover action was to weaken Nader's voting position by sueing to require return of those awarded shares. I was against that controversial award and voted against all the BOD in the last election. That suit to return shares was warranted and welcomed by me. However now it seems the real reason to pursue it was in furtherance of this proxy fight for the right to loot CytoDyn for their own benefits and those of their backers.
I will vote for the current board and against the 13D in the next election.
Absolutely. This is right out of the Corporate Raiders playbook. It will be designed to benefit their group only at the expense of the other shareholders.
The 13D proxy action is to benefit new large investors who will buy shares in a secondary and will be allowed to short sell CYDY with a prior agreement to be allocated shares in the secondary offering possibly with warrants at a below market price. It happens very frequently in pre-revenue biotech and is legal to do. Easy pickings from retail, they will without a doubt legally rob current retail investors in this manner.
Your bear thesis opinions are water under the bridge at this point. The 13 D group poses a clear danger of current shareholders being legally robbed in a dilutive secondary stock offering.
Annovis looks interesting but I missed the 10x move up.
I have deduced the most likely action of the 13D group. First fact. Proxy actions like this are expensive. Two, therefore some group of investors are financially backing this. Three those investors will expect a return on their funds to pay for the proxy fight. Fourth the most likely way for this group to be paid back is participation in a round of private stock sale of newly issued shares. Private as to benefit them only as opposed to any other bug investors. Fifth these proxy backing investors to ensure they get their return on investment immediately will short sell CYDY with agreements in place to buy x number of shares at y price in the private stock sale prior to short selling CYDY stock.
The second most likely scenario is the 13D group proxy action is funded by investors with current large short positions in CYDY stock and will be paid back by a below market private offering where they are the exclusive allowed buyers in the offering of newly issued shares. Third most likely scenario is the private offering buyer group is a combination of first and second scenario proxy backers.
Proxy actions are expensive. They who pay that Piper will call the tune. Current retail investors are the mice in this scheme and will be led to distruction by the 13D group's fanciful tunes.
The 13d group will benefit new large investors who will participate in a new dilution share sale. They will be benefitted in two ways. First they will be offered shares at a discount with possible warrants attached. But the real F'ing of current shareholders will be that they will be given advanced knowledge of the new offering and can legally short sell CYDY stock and cover with the offering shares. This is Wall Street's dirty secret and is used very often by companies to benefit Wall Street at the expense of current shareholders. The company favored by many of the bears here did it on it's last equity raise. It should be illegal but it is not. Perfectly legal way for the 13d group to throughly rob the current shareholders.
Covid came from China but the Big Pharma Corona War Profiteering Pigs weaponized it against the rest of the World by colliding with the USA FDA and CDC and suppressing early treatment and prevention protocols with fake science to promote the vaccination as the only defenses ignoring the evidence of vitamins, zinc and with HCQ or Querctin and IVM as ways to help prevent infection and spread as well as any and all Non hospital treatments. All for the greed of the Big Corporate Pigs.
C20 you have my vote for the Retail BOD member to represent us on the board. F the 13D lets start our own movement with a solid plan like what is outlined in C20 post.
Yes I still have AVXL and ARWR as long time holds. I am accumulating CYDY and NWBO while they are cheap. All four should have a long way to go to full valuation.
So what you are saying is the big positive share price moving announcement was mid call last time? So if follows form the next big news might be dropped mid call? Something like we have entered into a joint long hauler development partner with ( fill in blank like AstraZenica or Sanofi) and they are paying a fee of so many millions of dollars to CytoDyn.
Something like this can happen when least expected. Case in point CPXX a few years ago bought for 25x the existing share price.
Six possible reasons the CSO of HGEN sold $7 million of HGEN shares right after filing for EUA.
1. He knows FDA is suppressing all Non hospital Covid drugs.
2 He knows FDA is suppressing all Non BP Covid drugs.
3 He knows HGEN will not be able to supply the drug in meaningful quantities.
4. He knows HGEN drug only has application to a very narrow subset of patients.
5. He knows that the way the trial of HGEN drug was engineered it met p values on a non significant clinical outcome.
6. He is aware of Cameron Durrants history going way back as a pump and dump artist and dilution by allowing the Hedgies that buy the secondary offering to short the stock before the offering with knowledge and subscription to the offering and then cover with the newly issued shares. Wall street's dirtiest BIG but perfectly legal rip off shenanigan secret. Dr Durrant was the reason I never gave a single thought to investing in KBIO/HGEN. I know his history going back many many years.
The future variants/mutations of Sars CovidVirus might just very well adapt to spread and thrive most easily in host humans with the altered immune systems caused by the vaccinations. We need a drug that can keep the virus from entering and replicating inside the bodies of the masses of the vaccinated public. If we could just figure out the mechanism of viral entry and replication. If we could that drug might also prevent the spread of HIV as well. Otherwise Sars Covid might evolve to easily infect much of the vaccinated public.
NWBO is not pink sheet. Pink sheet stocks are not required to do SEC reporting...
NWBO is a fully reporting company.
Very well put. Speed bumps are to be expected in pre-revenue biotech. That is all the FDA letter was a speed bump with an admonishion to slow down and generate more data. That is what will happen in the 4 dose Brazil trial run by a top notch world class CRO. If those trial pan out CYDY might 5x or 10x from here as early as August or September.
Donald Rumsfeld one of Gilead's largest shareholders might still have a lot of political muscle in Federal Bureaucracies like the FDA. After all he was the one, while CEO of Searle, who put pressure on the FDA to approve the artificial sweetener Aspertame that is banned in the EU because of its neurotoxicity.
What is bad for CytoDyn is good for Gilead and therefore Donald Rumsfeld's wealth.
Excellent post. Truth is, as beauty, its own reward.
That is right. $8 would be less that $10 billion market cap. Immunomedics was bought out for what $20 billion? If DCVAX is successful it should be worth much more than $20 billion especially with the potential in other solid tumors. I would suggest $30-40 billion market cap at a minimum. NBWO might see a legendary move like CPXX. May 31, 2016 Celator stock rockets from $1.68 to $30.25 in one day. Sleep well short sellers.
This post I am replying to has link to the onenewph one hour interviews regarding Leronlimab. Thank you SBinSB!
If there is to be an uplist to Nasdaq soon and also TLD or other extremely positive catalyst soon would the best strategic and tactical timing be to release that news while NWBO is in the transition phase of uplist ie. trading under Symbol NWBOD?
If you ignore facts what does that qualify you for to be qualified for?
You are not qualified to comment whatsoever on the subject stock uplistings.
Just one recent real world example that illustrates your complete lack of knowledge is the recent uplisting of HGEN to Nasdaq. HGEN reverse split 1 for 5 on Sept 11 2020 and uplisted to Nasdaq on Sept 17, 2020. There are others that unlisted the very next day.
Please quit spreading you false conclusions based on your confusions.
Your limited knowledge of the subject matter has led you to read just one standard of many and come to the wrong conclusions. Read more. Look at the real world evidence.
You are confused and picking just one standard for uplifting out of many. That one is for micro caps. NWBO has a market cap of over $1 billion. Just go look at some recent uplistings of stocks done quite soon after reverse splits. There are many.
There is absolutely no 90 day minimum bid requirement. NWBO could get everything else lined up and then reverse split and literally uplift the very next day. I hold a stock that did just that same thing several years ago.
I find it ludicrous and entirely disingenuous that those officials were feigning not to know why the system and rules were set up as they were. Anyone with a history of experience in regulatory practice would know that the rules were largely written and influenced by Bernie Madoff in his heyday as the revered and influential figure before his thievery became too much to bear. They were set up that way to benefit the privileged insiders of Wall Street at the expense of everyone else. Money is their God and Bernie Madoff was their High Priest. Now they pretend Bernie Madoff did not influence the regulatory scheme, set up for the insiders.
Despicable. Forget and deny history so that the thievery can be made to repeat itself in a new form. Bernie is gone but the RICOs he served are stronger and more prevalent then ever.
Truth as beauty is its own reward.
CEOs are generally not voted on by shareholders. They are appointed by the BOD.
You have no idea what you are talking about. It has nothing to do with orphan indication. It is 12 years protection against generic knock-offs.
Dc-Vax should be considered a biologic and as such would get 12 years exclusivity even without patent protection unless I remember wrong.
It seems many of those posts are profoundly insecure about the HGEN investment. But I understand why.