Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
After listening to previous CC's I was often very critical...but not with this one. Overall I am intrigued, and If anything, there is so much going on its hard for me to know what exactly I am listening too.
For example: are you telling me that Dr. Pestell was only a very short time away from having a likely licensing deal for a diagnostic test that is many times more effective than current standard of care and he just through it in with the cydy deal along with him and everything else for only 27,000,000 shares!! This is turning out to be an amazing deal for cydy and shows me that Dr. Pestell is extremely eager to join cydy and whatever he saw in his cancer tests must have blown his socks off!!
There were other things too...like the number of times Nadar said he expects over 90percent of people to have viral load suppression on 700mg. He has never thrown out numbers before in my memory.
I just finished listening and I might have to listen again.
Charlie hated HAART..I remember how he said it made him feel horrible. And lately he has looked good....so maybe his was just lazy reporting?
Did any of you see this news article on Sheen.
https://www.redorbit.com/does-charlie-sheen-have-hiv/
Seems to say that Charlie is back on HAART. "Currently, the Hollywood sensation is under treatment on strong ARV drugs, four pills daily, that have immensely suppressed the virus to a point is completely healthy according to his doctor, "
I thought he was doing well on pro 140?.. Was he not able to continue?
Yes a partnership is, in its own right...dilutive. However, after the partnership our SP will depend more on the science and meeting timelines....and not on unknown future financing at "who knows" prices and warrants.
I really appreciate you trying to get straight answers on financing. I will be shocked if you get any. I will be shocked if they even allow you to press them at all on the heavy dilution. But thank you for making the effort and give a little grief over not partnering.
If a Martian went to America to raise money for his bio company what would people think?
Some would be excited to possibly invest because.... He is a Martian!
Others might be skeptical to invest because....he is a Martian!
Even if he went to BYU. Isn't that outrageously unfair!!
So thank God above he went to NY! Because in NY they only care about the content of the proposal and do not even notice the antenna sticking out of your head... My friend... In NY ... People are just better than that!
Lolololol...
He is still CEO because he is our bio-Putin. Dissenters dissapear off the board while he keeps an iron fisted grasp on power.
I am exaggerating...I am just not sure how much. I imagine that RS was stopped by Nadar and I imagine that lead to board changes. Am I imagining that? Maybe
I don't recall any CEO this rude to regular investors with normal questions. The idea of him in New York looking for more investors is absurd.... They just have to ask Nadar how many shares he has bought..or a few other questions before he gets short with them. Also his country of origin probably doesn't help getting money in NY due to "possible" prejudice.
Nadar gets upset with investors that ask how he will finance things. His whole demeanor changes to one of impatience... If you are lucky he will only say that its easy to raise money..." They turn offers down" lol...or at worst he will just cut you off.
I heard him do this years ago when a caller was complaining of raises at .70 cents and literally nothing has changed.
I have been believing cydy is undervalued for a very long time. I kept thinking that as pro 140 was shown to work that the SP would move past all of Dr P's bad investor skills and bad financing. But know its clear that we are only going to get out of this cycle if we get a partner because cydy just can't finance this effectively. These PRs about our intentions to go after cancer are nice but with what money???
This is only a good PR if they can fund these new trials without warrants.
If companies are bought and sold in secret how would other BP know they suddenly need to make an offer?.. Been wondering that since saltz's comments.
I agree with most of your points. I would be surprised if we got a buyout before at least one fda approval. But a partnership is a constant possibility.
I like to trade, but with this market being so low I could easily miss out on a double or triple from here on positive results or any number of surprises. And the downside risk is what?... The .50's?.. Just a loading zone in my outlook.
Those are my personal reasons for not trading right now.
What! The CEO does not buy shares and the ones he gets for free he sells for .50 cents?
If this is the case...he makes about as many good CEO moves as the president of Venezuela.
Yes. I looked at their website.argonne capital. They seem to be successful but biotech is not usually on their menu.. looking at the list of what they invest in.
I take this appointment as huge plus since they may have the resources to take this all the way through HIV by themselves.
Lol.. Its been a little while since I have understood one of his posts. But I did appreciate the comment about a dip in shape price depending on Dr Pestell deal.
This might have already been covered by someone? Most things are... I don't always have time to read every post.
I don't know much about valuation reports and I am a little worried it will less than what we think pro 140 is worth. They will base this report on the narrow drug resistant groups of our combo phase 3?
Very Near term PR's I am looking for are.. How many shares they give to Dr. Pestell and what kind of terms they get on their next financing. In the past that always meant a dip in the share price. This time, at least, has the potential to be different
Lol..I probably won't, but 525mg made a big percentage difference in responders.. if 700mg also makes a percentage difference with no side effects "and it probably will"...then "all in" at the poker table type thoughts will happen.
If this form of hiv is spread through the ccr5 receptor, and pro 140 blocks this receptor.
Then whether its 700mg or 1200mg or 2000mg....at some point don't you reach 100% patient responders?
And won't that also be the case for any cancer or disease that spreads through the ccr5 receptor?
I occasionally consider emptying my bank account into this stock.
Between 13:30 and 14:00 minutes of the CC.. He says that the number of injections does not change...that only the volume in the injection changes.
Actually he says 70% of those who started on 525mg.. Responded.
Listen to the CC starting at 11:00 minutes...he says 70 percent of non responders.
Around 40% on mono therapy responded to 350mg dose.
Then 70% of the non responders (60 × .70 = 42) responded to the 525 mg dose.
40 + 42 = 82
So don't we have 82% response for mono even without the 700mg dose?
What did Dr P. Mean when he said that cydy can take pro 140 to market cheaper than" BP can or is willing to do"?
I got the feeling he meant cydy is going all the way and becoming a BP company in their own right... No buy out.
Do those share counts include Dr P's wife?
I recall her having shares, but either way its odd that Dr. P does not have more.
When I try to look at all that pro 140 can do in so many diseases... It seems like any price we get for it will be to low. If the board of cydy is thinking the same way we might be here quite a while longer.
Also the more I think about it... A BO is the only way anything will happen... What would be the incentive for some other company to partner with cydy or licence individual uses for pro 140?
And this may be unfair but I have had the feeling for years that Dr P Doesn't really care about BO , partnering, SP, RS.. Or really anything at all on the actual money investor side of this. I sometimes think he would hate to give up pro 140 and CYDY... He is probably beyond attached to his "child". Its his...he believed in it and raised it and it is now part of him.
Remember when Vladimir Putin put dmitry Medvedev in charge for a few years even though everyone knew Putin was calling the shots.
This PR still has Dr P as CEO and president of cydy... I can't help but think the board threw Tony into the front lines just to temporarily calm unhappy investors.
And whoever said we should take pro 140 like a multi-vitamin...I totally would..I was just thinking about it yesterday after some "questionable" weekend activities.
The part that caught my attention about your post was were IR said cydy mgmt was "ecstatic" about the fda meeting.
Did you feel the "electricity" in the PR? Lol.
Think they were referring to the graft vs. Host? Now I am curious what part of the meeting has them dizzy with unexpected happiness. Because I got dizzy for completly different reasons reading the PR.
The BLA... Is going to take forever. It will be another year before we get it.
I mean..." I "would never argue with you... Not " bp"
And it is only in hindsight that we see that actually nothing was around the corner then.
bp would never argue with you....for the same reason that I don't put my computer chess game on too high a level.
But actually.. If you were to access your data banks...2 years ago there were things just around the corner... Cydy mgmt actually told us in a past CC that they expected pro 140 on the market by the end of 2017.. And I can still remember Dr. P arguing with a shareholder that it was just fine for cydy to sell shares for .70 cents because it was getting us close to the finish line and not to worry.
Your circuits would fry with anger at every lying CC ... And if I was silicon based I would also call myself..."fine sand" ;)
Unfortunately, when it comes to SP and timelines for CYDY... History is 100 percent on your side.... How many times have we been lead astray?.. Sometimes directly by misinformed management or by giving them the benefit of the doubt?
There is no doubt in my mind after following this company, for so many years, that if they do not partner with someone this will continue to drag on for more years. So that is all I hope for while adding to my position...anyone who says that management is doing certain things in a certain way because of some great strategy that we dont know about...is, in their heart, mystified that mgmt is truly this lost in space, And is making excuses for them.
But everything is different now right? Lol... Get real... Cydy... Partner up.
Over your career you must have seen many buyouts... Is this what gives you such certainty of not just a buyout, but a good sized one?
I added to my position last week and today.
After reading these posts it has come to my attention that "finesand" is probably an artificial intelligence.
As evidence if you say.. "Ok finesand"... What is the answer to the valuation of cydy crossed with an 85% success rate in the mono phase 3... It will spit out an answer "that sounds like Stephen Hawking wrote it"... In about 5 minutes anytime day or night.
I am sure the cydy board broke a calculator or 2 trying to run finesand numbers and have just responded by saying "that looks interesting thanks" while secretly wondering if they can let their CFO go on a prolonged vacation and save some money.
As further evidence everyone else on the board sounds completely human.
I completely agree...especially with your final paragraph.
Best hope is partnership...but with as much promise as pro 140 has...still no collaboration??.. Even in phase 3?
It really makes me think cydy management has bungled some deals behind the scenes. I truly doubt that no companies have tried to work a deal in all this time. Something doesn't add up with these ridiculous raises being a best alternative....thats the same as saying that either no one is interested or that their offers to partnership have been worse that .50 cent raises with warrants.
I said it before and I continue to believe...we have a rare case here where ph3 results will be better than ph2 results...better screening and higher dosage.
Anyone who listens to cydy CCs for the last 3 years, watching mgmt stumble and learn as they go along, and defends them... Is just being nice.
And yes..before you ask... I could have done better... Lol
What could i have done worse?.. Made more false promises?.. More bad timelines?.. More capital raises at lower prices? More failer at attracting a partner?
Or are they just the greatest mgmt ever?
And no one could have done better?
Thanks for posting your communication with mgmt.
Even the most bullush investor is going to have a hard time defending cydy mgmt. I have had hope for so long that one day i will wake up to find that cydy has sold pro 140 to a company that truly deserves it and can properly research all that it can achieve.
As for the news of the RS being canceled... It could mean they hope the SP rises with that newd and then they do the split anyway "before april 24"... Or maybe Amateur17 is right and there is some delay.. Or maybe Chump is right and cydy has finally found a partner or buyer... It certainly isnt boring any more!