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.
No apologies necessary. Every board deals with posters of questionable motives! I am not one, and I appreciate the tip to check out FW old posts.
I like everything I see so far RE: HGEN, and I am trying to better understand lenzilumab.
GLTU and thanks.
I see a lot of negativity/hostility toward the company developing leronlimab here (not all of which is unwarranted, I might add), but I am sincerely interested in a discussion regarding the relative merits and weaknesses of lenzilumab and leronlimab. With respect to COVID and GvHD anyway, the drugs appear to be potential competitors, but even in those indications there may be room for both drugs. Thoughts?
Thanks. I have a small position here, which I recently established following initial DD, and am not here to bash (sorry if it came across that way).
I am admittedly not as familiar with HGEN as my "other" stock, which I've followed since 2017.
I noticed the departure from HGEN 10-day average volume over the past 2-3 trading days (eTrade shows HGEN 10-day average volume as 1.3M) and was curious to know if more experienced investors here had any theories as to the potential cause.
I've also noticed that the bid-ask spread here has been large the past few days. Is that an aberration as well?
I invested here because I like management, like NIH affiliation, etc. I like that a NASDAQ uplist is pending ...
Does anyone have an estimate of data release from trials (sorry for amateur-hour question)?
Look forward to continued productive conversations. GLTU.
Thanks on both counts and GLTU.
Why the low volume?
FYI, I think your caps lock key is stuck. That's the only rational explanation I can conceive of as to why your otherwise incredibly valid points would be obscured by the all caps font.
Quite a turn of sentiment from your recent posts. What changed?
Welcome - check out 105083 also. Said better than I could.
I am approaching this conference call as all others ... with equal parts anticipation, dread, and bourbon.
To be clear, DSMC looked at 149 patients for safety. I believe 120 were enrolled as of July 1, so only 120 (or so) patients had data for the 28-day primary endpoint (mortality).
Fair enough. I've done my share of venting over the years as well.
It's a noticeable shift.
Thanks for the update Smiley...
Vyera.
I agree with you. Major news has always been announced on a call and then PR immediately after.
That would be my preference as well (comprehensive, well-written AM PR with call to summarize and take questions), but that has not been past practice.
Interesting, thanks!
Thanks Irish.
[Not just directed at you, Gasman, intended for the general board]
When and where did the administration say this? Anyone have a link? Just curious, as I've seen it posted a few times here and there but never verified. Thanks.
I couldn't listen tonight (am actually at work - the curse of a Bored Lawyer who is trying to get out of town for vacation).
Can you provide some additional clarity to your comments on issuance at $7-8 after uplisting?
Thanks much.
BL
Second this. ZH reader since 2009, when I was fortunate enough to stumble across the site when trying to make sense of Bear Stearns, Lehman, etc.
Although IMO the overall quality of the site (and particularly the comments) have declined precipitously in the past 5 years or so (the comments are pretty much a cesspool now), it still can be a very useful resource from time to time.
Scooter, thanks for your posts. If possible, can you elaborate on why you are focused on the safety data? Is your thought that the FDA wants the initial BLA package to have unimpeachable safety data for obvious reasons?
Do you have a link to where left went bullish on CYDY? Or are you referring to Sykes?
Good to see you back posting, tom. Always appreciate your perspective.
My expectation is that this will be a pre-recorded message/scripted interview from NP to shareholders.
I base this expectation off of the recent silence and the language on CYDY's website (below). Just my two cents.
"CEO will address shareholder concerns and give an update on CytoDyn’s progress on July 1 – Interview will be available after 9:30am PT"
Link doesn't work...
Great post. I had the same experience today and share your sentiment about the future.
GLTU
Link?
Serious chunk of change, for sure. We aren't in Kansas anymore.
Nice to see the old timers are still around.
Congratulations to you both.
I haven't reviewed the Vyera agreement in detail. As I recall, either a version wasn't provided or it was so redacted as to be a waste of time.
However, I've always expected that the endgame for the Vyera deal was that either CYDY or a BP partner would cut Vyera a check to go away...
Happy birthday dolphintom, and thanks for your work here over these many years!
Sorry to hear about your mother. Hopeful she has fully recovered.
I am also O+ and had the Abbotts Labs test. Did the nurse provide any color on the reasons the Abbott Labs test is inaccurate? My health care provider just told me it was negative.
Thanks and stay safe. BL
Similar experience for me and my wife. Almost identical, actually. 99% confidence we had it based on conversations with medical professionals and a previous positive test in both my office and hers.
Similar results as well for us on antibody tests. Negative test for her, 2 negative antibody tests for me.
I agree Zuess. I can't recall Kelly participating on any past calls.
I have operated on the assumption as well that institutional ownership was limited due to OTC status.
Can you please explain why the prior poster (and I as well) was incorrect in that assumption?
"A CRL on the HIV BLA is a real possibility"
I concede that a CRL is always a theoretical possibility, but you seem to think (or imply) that it is highly probable.
Do you believe it is highly probable that CYDY will receive a CRL for the HIV combo BLA?
If so, based on what?
(not just a response to you, Pirate)
It's not unreasonable to expect the mild-to-moderate trial to be at least CLOSE to fully enrolled at the end of May if the CEO tells you in the middle of May that will be the case.
I didn't expect it, but I've been here for 3 years and am well versed in NP's concept of timelines.
My point, though, is not ALL CYDY investors have a master's degree from the NP School of Timelines ... so some newer investors were reasonable to expect things to proceed more quickly and are understandably disappointed.
I agree with the excitement for what's to come. GLTU.
CYDY has stated it will price Vyralogix (i.e., leronlimab) at $45,000-$60,000/year for HIV combo. That is for one dose a week for 52 weeks (or $52,000/year at $1000/dose).
For COVID-19, the price that has been tossed about is $1000/dose. Most COVID-19 patients will need two doses (i.e., one dose a week for 2 weeks).
They are pricing it the same. It's just that one is quoted as an annual cost and one is quoted as a cost per dose.