Below is the (actual) reality:
- CCR5 only...with significant rebound/resistance
This is true. Partially. Rebound and resistance are NOT the same thing and cannot be used interchangeably in meaningful medical discussion. There has been zero resistance noted to date, marked by the presence of antibodies to the treatment, which is very significant in HIV treatment. I'm sure most of us would have liked to have a better discussion around the rebounds yesterday though, as that is certainly a lingering question.
- Multiple Dilutions awaiting in the wings...we all know that!
We don't know that. What we know is that the company projects a funding need of $60 million, over two years, to complete the four trials currently planned or underway, as well as CNC activity. True, dilutive funding is likely at some level, but a partnership would significantly reduce the specter of dilutive funding in the future. As would share price increases from hitting primary endpoints, etc.
- GvHD and other non HIV related data..years out..we also all know that!
Actually, the FDA-approved phase 2 trial for GvHD is expected to begin this quarter, and is expected to take 6-9 months as explicitly stated by Burger yesterday. It's not tomorrow, but it's not years out either. If you don't believe the timelines, that's fine, but don't spread lies.
- Our new commander, is still not a BP CEO, CSO or acquirer with history..None!
Is that really what you expect? A BP CEO to come lead a developmental drug company with a market cap of less than his or her net worth? I think that having Caracciolo, who has significant executive-level experience in BP in operations and other areas, is more than adequate. Particularly since his primary experience has been with HIV treatments.
- Delay after delay, showing slow adoption of the SC Me too Haart regimen...30 patients world wide mind you!
The delays are not what anyone wanted, obviously. They did give significant reasoning for why adjunct enrollment was proving difficult, which is probably why the FDA reduced N from 300 to 30 even without BTD. The standards simply make it difficult. They're also not recruiting patients worldwide, so once again, do not lie. I'd be more encouraged by the fact that they expect to be able to fill 100 mono patients by the end of 2Q. Also, it's HAART, not Haart. It's an acronym, and you'd surprise me if you could give the long hand version without googling it.
- No GvHD significant update per CC. Autoimmune a dreamland back up for HIV failure.
I'd say the fact that they had wrapped up another animal study and presented the data to the FDA, who then approved protocol for a phase 2 human trial, is a very significant update. Your perspective may differ.
- Everyone is excited about the new CEO, but we still have the same data Jam! Just another PhD, trying to lend credibility to the slow accruing data set.
True, still a data jam. But Caracciolo isn't trying to lend credibility to a slowly accumulating data set, he's setting realistic expectations for the timelines of that data. That's a big difference, whether you acknowledge it or not. Also, he's not a PhD. Why do you just say random things?
- 3 to 4 month delay = Huge Dilution. The 5 to 10 dollar dream, has been diminished to 1 to 1.50 BO at Best!
I've already addressed the dilution aspect. I also suspect that many investors would be happy with the 2-3x return that you mention, without any supporting analysis, as the new best case scenario. You talk about a 200% return like it's a failure. Odd.
- PRO 140 is a ME TOO MOA SC delivery of HAART. AND..HAART is 96% effective..Puke or Die!
This is erroneous on so many levels that I'll only address two. First, PRO 140 is not HAART, which I'm pleased to see that you correctly capitalized this time. That's kind of a crucial difference - we can discuss it at length some other time if necessary. Second, HAART is 96% effective in the narrow perspective of suppressing viral load, but it's very ineffective in providing a high quality of life. "Puke or die", as you ever so eloquently put it, is only an attractive treatment option if there is no "don't puke, don't die" option. PRO 140 is intended to be that option.
- For those that think I am a basher...look at the pps pattern over the last several months....this is called reality...not manipulation! Now go ahead and spin, spin, spin..and not reconcile all the miscalculations. Hope I am Wrong. Pathetic and Sad! Quarters late..not days or weeks! Total incompetence, then to leave the drain on the cash burn by letting Dr.P sift from our investments. The BOD is also worthless and not concerned with Shareholder value.
The reality is actually what I just stated in rebuttal to all of your partly or completely unsubstantiated claims. I'll just note again that your excessive use of "pathetic and sad!" is eerily reminiscent of Donald Trump's tweeting, and I'm not insinuating that your communication style is presidential.
None of what I wrote above makes a surefire claim that CYDY is a solid investment opportunity. It may be, it may not be. I don't know. What I do know is that nobody on this board objects to rationale discourse and reasonable questioning of the characteristics of an investment or a company... but nobody likes a liar. That goes doubly for a liar with an agenda. So at least try to keep the facts straight.
