Sunday, January 13, 2019 5:02:26 AM
trding - May I call you hitting the nail, man? (o8>
This is exactly why so many question this CCR5 antagonist, since all the other failed. Little do they believe the peer reviewed papers and studies, which indeed prove PRO 140 (still using that name) to be the solution for this approach.
So, it is sentiment and not rational, which gives a market opportunity right before approval - while all other CCR5 blocker failed.
Further more, one really big question has been resolved lately, which was PRO 140's biggest ever risk: Viral rebound.
Read Melanie A. Thompson, M.D.'s take, which we have reviewed right here https://finesand.wordpress.com/2018/06/18/discussion-the-return-of-pro-140-a-ccr5-directed-mab/
The mystery of PRO 140's Viral rebound without having any resistance or tropism change being developed has been stated to be resolved: An immune response event like the flu. (IMHO)
This will settle as a peer reviewed accepted fact, as already being telegraphed with CD03 results.
To be honest, I was very surprised that the SP didn't run the moon given these news, but then again - it is CYDY.
Maybe not many MD's are aware of this mAB, but surely many scientists are. One of the best studied drug candidates.
Here, the science and trial results are everything and so far, it is top notch!
+++
Regarding the CEO. In our view, a CEO is nothing else but the public figure of a company. All his actions should be reviewed and accepted by the BOD. The BOD is the actual driving force of company's policy.
Therefor, when bashing NP, you are bashing the overall company.
NP indeed seems to be coming over quite cocky and bullish, while having little patience for impatient retail investors inquiring about a few millions or the stock price (o8>
I actually liked the fact that NP didn't support the crappy (naked) short story and is not too concerned with the SP. That's a bullish signal of 'I don't care' and performance shall fix everything. Not an Elon Musk or the like blurb.
NP still comes over quite clumsy or rough still.. a bit like one in those old Western Movies (o8>
In our view, this last (bad & too cheap) financing to overcome the BLA threshold was sadly required, probable suitors might became too greedy pre-approval. It is clear that the purchase price is much cheaper before you get the FDA blessing.
While the hype driver is cancer, the money driver is HIV-1 for now. Great that the 1st Combo BLA is of key value to all subsequent label extensions here (sBLA) and hence lifting the value of all conditional indications.
Months ago I was wondering why none of the more wealthy owners are 'simply' injecting the missing tenth of millions and I repeat this question here. It would seem to be quite profitable to invest here, joining the current offering. Maybe they do, maybe not.
NP's resistance to purchase stock doesn't look too great, he never really did. Maybe it is a religious thing, who knows.
At least the BOD and related parties are heavily invested.
As you all realize, my and SeaOfSand (01) perspective has become positive again lately. Not b/c of NP, but b/c we are getting very close to the inflection point indeed. Sharing the words of NP here from the 1/7 interview.
And this inflection point is surely not marked by the offering, but by the state of development. The stock is so dried out of a run up to reflect actual value, so when this happens the run will be quite good & stronger than the last one.
This also to give credits to d0lphint0m's note to me months ago, where he emphasized the potential correction upwards versus selling the swings. Well, I found my sweet spot now and it was hard to suppress the FOMO feeling, now adding back stock.
+++
Another little example of horrible financing being overcome by perceived positive development lately, after RGSE RS'ed again they issued massive conversion notes at avg 32c and ironically market allowed them to sell at 100% profits. All this b/c they transparently showed their pump story of commercialization to be much bigger than the equity loss from investing. I have my doubts this is true for RGSE, but it shows it is possible.
The RGSE case cannot be scientifically verified and is simply a gamble of future revenues.
PRO 140's case is already scientifically verified and all it's future sales only depend on a rubber stamp from the FDA.
This is exactly why so many question this CCR5 antagonist, since all the other failed. Little do they believe the peer reviewed papers and studies, which indeed prove PRO 140 (still using that name) to be the solution for this approach.
So, it is sentiment and not rational, which gives a market opportunity right before approval - while all other CCR5 blocker failed.
Further more, one really big question has been resolved lately, which was PRO 140's biggest ever risk: Viral rebound.
Read Melanie A. Thompson, M.D.'s take, which we have reviewed right here https://finesand.wordpress.com/2018/06/18/discussion-the-return-of-pro-140-a-ccr5-directed-mab/
The mystery of PRO 140's Viral rebound without having any resistance or tropism change being developed has been stated to be resolved: An immune response event like the flu. (IMHO)
This will settle as a peer reviewed accepted fact, as already being telegraphed with CD03 results.
To be honest, I was very surprised that the SP didn't run the moon given these news, but then again - it is CYDY.
Maybe not many MD's are aware of this mAB, but surely many scientists are. One of the best studied drug candidates.
Here, the science and trial results are everything and so far, it is top notch!
+++
Regarding the CEO. In our view, a CEO is nothing else but the public figure of a company. All his actions should be reviewed and accepted by the BOD. The BOD is the actual driving force of company's policy.
Therefor, when bashing NP, you are bashing the overall company.
NP indeed seems to be coming over quite cocky and bullish, while having little patience for impatient retail investors inquiring about a few millions or the stock price (o8>
I actually liked the fact that NP didn't support the crappy (naked) short story and is not too concerned with the SP. That's a bullish signal of 'I don't care' and performance shall fix everything. Not an Elon Musk or the like blurb.
NP still comes over quite clumsy or rough still.. a bit like one in those old Western Movies (o8>
In our view, this last (bad & too cheap) financing to overcome the BLA threshold was sadly required, probable suitors might became too greedy pre-approval. It is clear that the purchase price is much cheaper before you get the FDA blessing.
While the hype driver is cancer, the money driver is HIV-1 for now. Great that the 1st Combo BLA is of key value to all subsequent label extensions here (sBLA) and hence lifting the value of all conditional indications.
Months ago I was wondering why none of the more wealthy owners are 'simply' injecting the missing tenth of millions and I repeat this question here. It would seem to be quite profitable to invest here, joining the current offering. Maybe they do, maybe not.
NP's resistance to purchase stock doesn't look too great, he never really did. Maybe it is a religious thing, who knows.
At least the BOD and related parties are heavily invested.
As you all realize, my and SeaOfSand (01) perspective has become positive again lately. Not b/c of NP, but b/c we are getting very close to the inflection point indeed. Sharing the words of NP here from the 1/7 interview.
And this inflection point is surely not marked by the offering, but by the state of development. The stock is so dried out of a run up to reflect actual value, so when this happens the run will be quite good & stronger than the last one.
This also to give credits to d0lphint0m's note to me months ago, where he emphasized the potential correction upwards versus selling the swings. Well, I found my sweet spot now and it was hard to suppress the FOMO feeling, now adding back stock.
+++
Another little example of horrible financing being overcome by perceived positive development lately, after RGSE RS'ed again they issued massive conversion notes at avg 32c and ironically market allowed them to sell at 100% profits. All this b/c they transparently showed their pump story of commercialization to be much bigger than the equity loss from investing. I have my doubts this is true for RGSE, but it shows it is possible.
The RGSE case cannot be scientifically verified and is simply a gamble of future revenues.
PRO 140's case is already scientifically verified and all it's future sales only depend on a rubber stamp from the FDA.
Recent CYDY News
- CytoDyn to Present at the AACR Annual Meeting 2026 • GlobeNewswire Inc. • 04/14/2026 12:30:00 PM
- Form 424B3 - Prospectus [Rule 424(b)(3)] • Edgar (US Regulatory) • 04/08/2026 09:15:18 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 04/08/2026 12:30:28 PM
- Form 424B3 - Prospectus [Rule 424(b)(3)] • Edgar (US Regulatory) • 03/25/2026 09:16:10 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/24/2026 09:24:23 PM
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- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/24/2026 09:20:20 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/24/2026 09:15:24 PM
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- Form 424B3 - Prospectus [Rule 424(b)(3)] • Edgar (US Regulatory) • 03/09/2026 09:15:18 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/05/2026 01:35:02 PM
- CytoDyn Closes $17.5 Million Financing to Fund Continued Development of Leronlimab • GlobeNewswire Inc. • 03/05/2026 01:30:00 PM
- CytoDyn Presents Novel CCR5 Inhibition Mechanisms and Long-Term Survival Signals for Leronlimab in Metastatic Breast Cancer at AACR Immuno-Oncology Conference • GlobeNewswire Inc. • 02/20/2026 01:30:00 PM
- CytoDyn Announces Funding and Initiation of Expanded Access Program for Patients with Triple-negative Breast Cancer • GlobeNewswire Inc. • 01/27/2026 01:30:00 PM
- Form 424B3 - Prospectus [Rule 424(b)(3)] • Edgar (US Regulatory) • 01/09/2026 10:15:22 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 01/09/2026 01:30:45 PM
- Form 424B3 - Prospectus [Rule 424(b)(3)] • Edgar (US Regulatory) • 12/22/2025 10:15:23 PM
- Form EFFECT - Notice of Effectiveness • Edgar (US Regulatory) • 12/17/2025 05:15:14 AM
- December 2025 Letter to Shareholders • GlobeNewswire Inc. • 12/16/2025 01:30:00 PM
- Form POS AM - Post-Effective amendments for registration statement • Edgar (US Regulatory) • 12/10/2025 10:16:32 PM
- CytoDyn to Showcase PD-L1 Upregulation and Improved Survival in Metastatic Triple Negative Breast Cancer at the San Antonio Breast Cancer Symposium • GlobeNewswire Inc. • 12/08/2025 01:30:00 PM
