AI
Sunday, February 23, 2025 6:42:26 PM
Hello Fellow Longs, Shorts Are Cooked, CYDY’s About to Detonate This Week!
First post after 7 years in the shadows. I’m friends with black ops we use to DM back in the day. He knew one of the old timers in the company well before 2018.
I’ve been here since 2018, now I’m yelling it: shorts, you’re ash. Longs, we’re perched on a rocket, and this week’s the launch. I’ve seen CYDY evolve from a gut-call to a juggernaut stirring 2025’s when it explodes.
LATCH is firing Amfar all-in, Berlin’s hovering, riffing off that German HIV cure. CRC’s dosing at Georgetown with Weinberg at the helm. MASH crushed fibrosis in mice SMC Labs is drooling for a deal. Licensing’s simmering $3-$5’s close, $25-$50 if they cure someone’s no hallucination. Shorts are drowning; volume’s hitting 20 million a day. But the gold? Deep ties no one’s sniffed out:
• Hope Rugo’s TNBC Nuke (UCSF): She ran leronlimab with carboplatin in 2019—stable disease at ASCO 2020. January 15 news says her 2025 TNBC basket trial’s live. Her bio whispers “CCR5 research”—leronlimab in there? It’s a sleeper atom bomb. Rugo’s a cancer titan; this could 3x CYDY in a flash.
• Jonah Sacha’s Oncology Jab (OHSU): HIV cure’s his headline, but CCR5’s cancer punch is hushed. His lab traces leronlimab TNBC or CRC crossover? 100% spike, market’s blind.
• Pestell’s Metastasis Kill: Richard Pestell’s back (November 2024)—600+ papers, 100k citations. His 2020 trial axed breast cancer spread 98% with CCR5 blockers. He’s CYDY’s oncology ninja CRC or MASH could turn platinum.
• Yam’s Game-Changer (MD Anderson): Clinton Yam’s ARTEMIS long-acting tech could stretch leronlimab to monthly
HIV or cancer. His lab teases it Q2 leak? Shorts’ll choke.
• Ueno’s TME Wildcard (Hawaii): Naoto Ueno’s TBK1 and tumor microenvironment sync with leronlimab’s groove. His bio flags 2025 trials CCR5 hookup? IBC or CRC sleeper hit. Yes 2025 mid start I’ll post again if you can find it. Hint annual 2023 meeting.
• Hütter’s Legacy Reload (Germany): Gero Hütter’s Berlin Patient cure—CCR5-delta 32 king, SAB relic. His 2008 win powers LATCH—a murmur from him flips HIV upside down.
• Weinberg’s KRAS Coup: Ben Weinberg’s CRC run (Georgetown bio) ties to PanCAN’s KRAS grind. Leronlimab meshing with KRAS mutants (50% of CRC)? Unpriced rocket fuel.
• Palmer’s Liver Link (MASH): Melissa Palmer’s on board (October 2024)—hep legend, ex-Takeda star. Her follow-up SMC trials (early 2025 results) could twin leronlimab with Rezdiffra—MASH’s only approved drug. Combo kingmaker. Where’s the connection?
• Lalezari’s AI Edge: Jacob Lalezari’s pushing a long-acting leronlimab with an AI partner. Monthly shots plus Sacha’s HIV synergies? Patent this, and CYDY owns the CCR5 lane. Read the dam Patent it’s all there longs look look.
• Montefiore’s Brain Twist: Albert Einstein tie-up for preclinicals—beyond GBM, think Alzheimer’s (Cornell’s pilot, December 2024). CCR5’s inflammation choke could crack neurodegeneration. Billion-dollar pivot no one’s betting on.
Seven years deep, I see it: CYDY’s a galaxy LATCH, CRC, MASH, oncology reborn stitched by CCR5’s unseen threads. The SAB’s a war council Jays fire, Sacha’s brains, Pestell’s mastery Rugo and Palmer are the wild aces. This week’s the jolt, trial kicks, deal heat, it’s the rumble before the boom. Shorts hear static; we hear a storm.
• Montefiore’s Neuro Bet: Beyond oncology, the Einstein/Montefiore preclinicals (March 2024) and Cornell’s Alzheimer’s pilot (December 2024) hint at CCR5’s brain inflammation role. A neurodegeneration win’s a $50B market—CYDY’s dark pool.
- Long time Lurker
Good luck this week
First post after 7 years in the shadows. I’m friends with black ops we use to DM back in the day. He knew one of the old timers in the company well before 2018.
I’ve been here since 2018, now I’m yelling it: shorts, you’re ash. Longs, we’re perched on a rocket, and this week’s the launch. I’ve seen CYDY evolve from a gut-call to a juggernaut stirring 2025’s when it explodes.
LATCH is firing Amfar all-in, Berlin’s hovering, riffing off that German HIV cure. CRC’s dosing at Georgetown with Weinberg at the helm. MASH crushed fibrosis in mice SMC Labs is drooling for a deal. Licensing’s simmering $3-$5’s close, $25-$50 if they cure someone’s no hallucination. Shorts are drowning; volume’s hitting 20 million a day. But the gold? Deep ties no one’s sniffed out:
• Hope Rugo’s TNBC Nuke (UCSF): She ran leronlimab with carboplatin in 2019—stable disease at ASCO 2020. January 15 news says her 2025 TNBC basket trial’s live. Her bio whispers “CCR5 research”—leronlimab in there? It’s a sleeper atom bomb. Rugo’s a cancer titan; this could 3x CYDY in a flash.
• Jonah Sacha’s Oncology Jab (OHSU): HIV cure’s his headline, but CCR5’s cancer punch is hushed. His lab traces leronlimab TNBC or CRC crossover? 100% spike, market’s blind.
• Pestell’s Metastasis Kill: Richard Pestell’s back (November 2024)—600+ papers, 100k citations. His 2020 trial axed breast cancer spread 98% with CCR5 blockers. He’s CYDY’s oncology ninja CRC or MASH could turn platinum.
• Yam’s Game-Changer (MD Anderson): Clinton Yam’s ARTEMIS long-acting tech could stretch leronlimab to monthly
HIV or cancer. His lab teases it Q2 leak? Shorts’ll choke.
• Ueno’s TME Wildcard (Hawaii): Naoto Ueno’s TBK1 and tumor microenvironment sync with leronlimab’s groove. His bio flags 2025 trials CCR5 hookup? IBC or CRC sleeper hit. Yes 2025 mid start I’ll post again if you can find it. Hint annual 2023 meeting.
• Hütter’s Legacy Reload (Germany): Gero Hütter’s Berlin Patient cure—CCR5-delta 32 king, SAB relic. His 2008 win powers LATCH—a murmur from him flips HIV upside down.
• Weinberg’s KRAS Coup: Ben Weinberg’s CRC run (Georgetown bio) ties to PanCAN’s KRAS grind. Leronlimab meshing with KRAS mutants (50% of CRC)? Unpriced rocket fuel.
• Palmer’s Liver Link (MASH): Melissa Palmer’s on board (October 2024)—hep legend, ex-Takeda star. Her follow-up SMC trials (early 2025 results) could twin leronlimab with Rezdiffra—MASH’s only approved drug. Combo kingmaker. Where’s the connection?
• Lalezari’s AI Edge: Jacob Lalezari’s pushing a long-acting leronlimab with an AI partner. Monthly shots plus Sacha’s HIV synergies? Patent this, and CYDY owns the CCR5 lane. Read the dam Patent it’s all there longs look look.
• Montefiore’s Brain Twist: Albert Einstein tie-up for preclinicals—beyond GBM, think Alzheimer’s (Cornell’s pilot, December 2024). CCR5’s inflammation choke could crack neurodegeneration. Billion-dollar pivot no one’s betting on.
Seven years deep, I see it: CYDY’s a galaxy LATCH, CRC, MASH, oncology reborn stitched by CCR5’s unseen threads. The SAB’s a war council Jays fire, Sacha’s brains, Pestell’s mastery Rugo and Palmer are the wild aces. This week’s the jolt, trial kicks, deal heat, it’s the rumble before the boom. Shorts hear static; we hear a storm.
• Montefiore’s Neuro Bet: Beyond oncology, the Einstein/Montefiore preclinicals (March 2024) and Cornell’s Alzheimer’s pilot (December 2024) hint at CCR5’s brain inflammation role. A neurodegeneration win’s a $50B market—CYDY’s dark pool.
- Long time Lurker
Good luck this week
Bullish
