Recent content by adonis

Reading volume 2 of the Wandering Inn. guilty pleasure.  Was annoying for a good part of the first book then it really grew on me.  Into second one and really am enjoying it.

This is pretty serious, IMO.

Worst case he lied, best case he made a big strategic blunder and wasted time.

So...any bets on how low it goes tomorrow? $2.30?

Depending on your timeframe, from what I hear it's still a promising drug.   However, we're primarily still hearing that from folks with ties to Cytodyn, or with anecdotal evidence.  We have some good results from m/m, but until more is known on the Covid front, it's a big question mark.  FDA...

I didn't mind the CC.  It got all the information out there, with the spin they wanted, but it was a whole lot of bad news really.  The bad news being almost NOTHING they were hoping for in the short term has panned out and it turns out the direction they've been going in for months has been...

Interim results should be available, but results ready for release in October?  No confidence.  FDA approval based on resubmission? Don't have a timeline.  Uplisting?  Extremely unlikely. All dominoes that will fall in sequence, but not closely after each other.  Many months of delay still ahead.

Except we were told by NP that they hadn't filed for an EUA, and that the advice given by both the MHRA and FDA was that they weren't interested in approving a drug for emergency use for a mild-moderate population, or on the results from a mild-moderate population. Could this NOT have been...

By all means, the board should wish NP the best, thanks for the memories, and bring someone else in if they can find a quality person who can turn this around.

On this series of tweets, I think he has a point. NP did admit that no EUA was submitted.  That is not how he promoted it. I'm a big AF critic, but I think he's not too far off here.  I feel like while NP has meant the best over the past few months, I'm left with just words and a lot of poor...

The problem as I see it is there was a short term bubble introduced by the tilting at windmills NP has lead lately.  A better use of his time, and company resources, over the past few months would've been a focused approach regarding the S/C trial, enrollment, and results at which point FDA...

Still waiting on S/C results, and lowered probability on the uplisting option.   What I'm most discouraged about is that the FDA and MHRA had no intention of greenlighting a drug for EUA for mild/moderate populations, which means the exercise has been pointless.  How could they be unaware of...

They remind me of a guy who works for me whose wheels spin a lot, does a lot of work, but at the end of the day ended up going down many rabbit trails that he shouldn't have. I intervene a lot to keep him on track and can usually short-circuit his low probability rabbit trails, based on...

And if the price of stock falls, chance of uplisting goes away.  We're back to waiting for results for s/c for anything else.  It's all talk until then, and likely lower stock prices. All we have is an upset NP on the call.

Oof, definitely going to drop soon. Uplisting will have review of application completed next week.  They don't sound optimistic to be honest.