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Thanks. I post on SA about CYDY whenever I can. Usually it's on a gild article.
I did not see that in the CROI announcement. Did you mean the CC ? Roughly How many min was that into the cc ?
Combo therapy is expected to take 17 months total. (One year already plus 5 months) Might it stretch into 24 ? Perhaps but unlikely. The beginning of mono trial was said to be very soon but has stretched into 7 weeks. Something is up there. Not knowing the nature of delay makes statements of certainty impossible for me. Pretty likely, tho. Then there's a Jesse Gelsinger possibility, which is QUITE small. Or a meteor could the earth, but how small of probability do you want to account for ? However, possible delays do register a bit on the risk reward ratio because the reward side is so big.
Very good thanks
So as the warrant holders sold, the shorts covered ?
Sorry 11k
That link showed that shorts have increased by 9k from the previous period.
That should read : 5 months to go for combo therapy.
I don't mean to be argumentative, but what exactly gives you confidence when in mid-October Nader said that we had 5 months to go. The chances of showing efficacy in Q1 is significant. Not high, not probable, not likely, but significant. I interpret significant to be less than 50-50, but more than 30%. What was said that changed expectations ? Please share.
For the day before Thanksgiving (like any Friday) wouldn't be surprised if it were less than 100 K shares. Pre holiday might even be 50 or 25 K.
Has Cydy ever gotten around to submitting the protocol to FDA yet ?
Isn't the "team" basically just Nader ?
That is largely because of FDA being strict more so than cydy's fault.
No, they have been glacial. After one and a half years from beginning of trial they HOPE to enroll 30 patients.
For a potential 10-bagger or more, do not wait for a lower price. That will take several months to a year to realize. I suspect more dilution is coming, but I am not willing to miss out on great returns.
His words were "as early as q1". That means it could easily be q2. Actually that sound more encouraging than "the chances of showing efficacy in Q1 is significant" as he said Oct 11.
Great news, thanks for posting. There would be dozens and dozens of poster presentations on a conference like this. But I wonder, how many "themed discussions" are there at CROI?
But isn't that about normal volume for Cydy ? If that was twice normal volume, then I would expect about half of it to be warrant associated selling.
So one month later and they STILL haven't applied to begin a trial which they said they would do soon ?
We don't even know there is a presentation today or a road show. Someone said there were such things. We estimate people's veracity, but we can't be absolutely sure. There exists some people who lie on chat boards. I suspect what was mentioned is true; but I don't know. Please don't misunderstand, I cast doubt in general, but not in specific.
How do you know this ? Please share a link.
Why would they rehash old developments already covered in last months conf call ? nnnnNo. So if there is new material info covered, there's got to be some press release or conf. call with it. I'm waiting.....
Isn't it possible or even likely that the mono be finished enrollment before adjunct trial ?
Yes it is like a race. But each phase of FDA testing is like a lap. CYDY is on the last lap, though it may be a little longer than most here expect. Longs only worry would be "will a small delay turn into a big delay" ? Wish I could say no, but I'd say that's fairly unlikely.
That is total HIV spending right ? Pro-140 might get half of the insured ccr5 patients. Whatever that turns out to be. Still, that's billions.
Yes, I agree !
Plus another few months for Pro-140 to get to market. End 2017 / Early 2018 perhaps.
In the cc at 10:10, "the possibility of enrolling 30 patients in less than 5 months and being able to announce efficacy is significant". Did that change in the last week ? What caused the enrollment rate to more than double last week ? Nader is talking about hopefully completing p3 by the end of Q1. Listen again critically. 5 months plus Oct 11 = March 11.
He said the same thing in the cc. "We are pleased that our primary endpoint could be achieved by the first quarter of 2017". If he meant what you think he said, he would have said could be achieved THIS quarter, or by New Years or by Christmas. In the cc he says 5 months for enrollment. Listen to it again. All of you are hearing what you WANT to hear. That can be dangerous.
Enrollment of phase 3 will take 5 months; listen to the conf call again.
No, the 5 months was for 30 patients on the last cc.
"Primary endpoint results expected as early as the first quarter of 2017." From the news release for conf call. It won't be earlier, but might be later. CC said, "possibility of enrolling 30 patients within 5 months from this date is highly significant." 5 months .... He is talking about mid-March.
I emailed Dr Pourhassan, and he could not clarify which one he meant. He urged me to ask that question on the next conf call.
No, they HOPE to finish efficacy by Q1 2017. (Implied It might be Q2.) That's what I heard. Plus 24 weeks would be about this time next year.
How does compassionate use differ from extended access ?
The combo trial is "pivotal". Does that mean the mono trial requires something from the combo trial ? Does pivotal merely refer to the fact that CYDY's most advanced trial ?
The combo therapy requires safety data from the mono therapy trial, but does the mono therapy require anything from the combo trial ?
Wrong
Doesn't take a consultant to answer that. Volume was about $50,000 in shares traded today. How can you increase from this pitifully low volume ? Progress through the trials, promotion, allow more investors access to the company by uplisting. 1st item is obvious but takes time, 2nd is of uncertain value and 3rd is absolutely essential long term. I'd say essential now. A company is months away from finishing multiple phase 3 trials for multi-billion dollar indications and only $50,000 traded hands today ?? Rod Serling couldn't write something more bizarre than that !
Of course, a r/s is in conjunction with an uplist where REAL big money is invested. Big money CAN NOT come in until then. Higher valuations, not for their own sake, but for lesser dilution while raising cash for operations.