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Ok, I'll bite. I've marked my calendar for April 27, 2020.
Somebody needs to send that video to Nancy pelosi.
Yep, need to speak in terms of $MC/700M shares = BO price.
I used to joke that the headline (like something out of The Onion) would be:
"CYDY cures cancer; trades down 11% for the day"
There are 700 M authorized shares. Of those authorized shares, a significant number have either been issued or are "reserved" due to warrant issues, option issues, or the current convertible note.
There are currently approximately 485M (give or take 10M) issued and outstanding shares.
Whenever I crunch my numbers for this investment, I just use the 700M number for a fully-diluted count.
Hope this helps.
In short, yes. But do your own diligence and place your bets accordingly.
Not per month, per year.
At the risk of stating the obvious, there is a reason they call them pre-revenue biotechs...
Here's some light reading on valuation methodologies for pre-revenue biotechs and why pre-revenue biotechs can still be worth billions.
https://www.toptal.com/finance/valuation/biotech-valuation
No. The $1272 is a registration fee payable to the SEC for the filing.
No one ever went broke selling for a gain!
A lot of new faces around. Anyone doing diligence should know that CYDY is primarily an HIV and cancer company.
The coronavirus indication is a very timely and decadent layer of icing on an already sumptuous cake.
https://www.cytodyn.com/newsroom/press-releases/detail/332/cytodyn-files-pivotal-trial-protocol-for-hiv-monotherapy
https://www.targetedonc.com/news/leronlimab-moving-toward-breakthrough-designation-with-positive-mtnbc-data
https://www.cytodyn.com/newsroom/press-releases/detail/389/cytodyn-reports-remarkable-outcomes-for-additional-cancer
Very briefly at one point today. Wish I had taken the screenshot!
Not too worried though, because I know it's coming in the future.
Good luck to you as always Bobby
Check #61707. GLTU
Well said. Priority 1 is saving lives. If that happens repeatedly, the profit will be a happy afterthought.
Thanks for sharing
Wow, if you think misiu is culper, you really MUST be new here. As somebody else said previously, know your audience... GLTU
Andy, you must be relatively new here. Grip is definitely a long who maintains a core position in CYDY at all times. Maybe a sometimes disgruntled long, but there aren't many of us who have been here for the past 3 years (or more) who haven't complained about management or this company at one point or another. But I can assure you grip is long CYDY. GLTU
No worries. Thanks for finding that. I was under that impression as well (speaker), but it is what it is. C'est la vie!
Meanwhile, Dr. Sacha speaks on his late-breaking PreP abstract in 15 minutes:
https://www.globenewswire.com/news-release/2020/01/27/1975290/0/en/CytoDyn-Announces-CROI-s-Acceptance-of-Late-Breaking-Abstract-by-Dr-Jonah-Sacha-for-use-of-Leronlimab-as-PrEP.html
Non sequitur. This article relates to another repackaging of existing HART therapies.
HIV BLA, as you know, is for combination therapy for sick individuals who are FAILING HART therapy.
"Keep reading here for true info on the company/investing side of CYDY"
........................
All is not lost Saltz. The other board really is worthwhile IMO.
Oh ihub anyway ... there is value elsewhere, as you know.
Not saying you're wrong weasel, but how do you know that this is the partner?
Fair points and good post.
Those are very specific opinions!
Short seller hit pieces can scam investors. Companies can scam, defraud, and mislead investors.
However, neither short seller hit pieces nor companies can scam the FDA.
CYDY will submit the BLA. CYDY has applied for BTD in cancer.
Eventually, the FDA will render its decisions, and the truth will come out about CYDY.
I have placed my bet and know which side I am on.
In the meantime, the rest of this BS is just noise.
Thanks EK. The culper report is laughable at best. Any rational person should be able to see through that BS.
I agree misiu, there is a lot of positive information on the call!
However, the BLA delay (again) is the issue that the market is most likely to care about in the short term.
In the long term, if cancer results hold, all of this will be noise.
GLTU as always.
It seems like the only doom and gloom is that DBLA is likely delayed until the end of February. That is what we are being told, but of course, we were being told September, December, January as well. At a certain point, even rational people stop knowing what to believe.
That said, I have no doubt that the BLA will get submitted eventually, but, in the absence of revenue, the company will either have to close deals or raise funds. That could hurt our investment in the short term.
Overall, I think the only bad news is the BLA delay, but that is not insignificant.
full disclosure, I did not listen to the call but got second-hand information from people who did
I'm not saying you're wrong, but I haven't heard that one before.
Care to elaborate?
I did say February OR later!!
We should all know by now CYDY operates on PST (Pourhassan Standard Time)...
Note:. Just a playful jab at NP. I don't care if the BLA is filed in February or March. I would rather be filed correctly.
Just don't tell us that it will be done in September. or December. Or January.
I agree. What is behind the FDA's request for all of the safety and efficacy data from all 595 mono patients?
Is it simply an administrative issue where the FDA needs justification of efficacy at 700 in any HIV indication to allow CYDY to file the combo HIV BLA at 700 despite not running a trial at 700?
Or is it something more? Could it be that the FDA is considering converting the investigatory trial into a pivotal phase three monotherapy trial (Even though by all accounts the company has said that the FDA will require a pivotal trial)
I am a pessimist by nature so I tend to think the answer is somewhat closer to the former than the latter.
But none of us knows for sure, so it is very intriguing.
Also, congratulations to all of those who had February or later in the "when will CYDY actually file the BLA?" pool.
I start by assuming that CYDY wants to save as many lives as possible and demonstrate that leronlimab is effective in cancer as quickly as possible.
Given that, I assume that the 350mg dose was an FDA requirement to allow immediate enrollment across 22 cancers, and CYDY took what it could get.
I am not aware that CYDY has preclinical evidence of effectiveness across 22 cancers, so the FDA likely is doing CYDY a favor permitting immediate enrollment in 22 cancers prior to preclinical evidence.
Either that, or the 350mg dose was a typo! Wouldn't be the first time ...
Just my two cents.
Thanks sentiment. Sincerely appreciate the thoughtful reply. Good luck to you as always
Thanks for your thoughts. I must be a masochist, but I can't help but be curious about NWBO. I (like all of you) want to know how this story ends.
I consider myself fortunate that I checked out of here for the last year or so and re-allocated my capital elsewhere (see other boards I post on).
Good luck to all. I will stay tuned ...
Followed NWBO for several years and posted here occasionally in the past.
Owned some, sold almost all of it, still have a small position (approx. 5000 shares). I came to NWBO late, so I was fortunate to sell for no gain.
Can someone bring me up to speed on current thinking regarding when, if ever, NWBO will unblind the PIII trial? Is everyone still in the dark?
What is the status of the SAP? Submitted?
I am considering adding to my position.
Thanks in advance for any input.
My thought (non-medical, obviously) is that any value leronlimab would have in coronavirus treatment would be as adjuvant therapy to modulate immune system over-reaction. Would be great if leronlimab also inhibited viral entry, but I am not expecting it based on my research.
This was my first thought. Not only might institutions look upon it unfavorably, but I am not sure that NASDAQ doesn't have more stringent compensation committee requirements (i.e., independent directors) that might make an award like this more difficult or impossible.
Although I am not thrilled about this award or about the terms of the most-recent offering, I am trying to keep perspective and not get TOO worked up about CYDY these days.
I've been in this 3 (very stressful) years, and, yes, some of management's actions from time to time are puzzling at best, but, if this investment works out in any way like we think it should, I will likely be a very bored RETIRED lawyer in the next few years.
GLTU as always.
Great post. We all need to speak in terms of MC and not share price.