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This Agreement will allow for immediate distribution of leronlimab to patients for the treatment of COVID-19 upon successful completion of CytoDyn’s ongoing clinical trials and FDA approval

“American Regent is looking forward to partnering with CytoDyn to provide COVID-19 patients rapid and efficient access to a potentially life-saving drug,” said Mr. Harsher Singh, American Regent’s Vice President and Chief Commercial Officer.

Just seems to me that CYDY believes they are going to be FDA approved in the near future for co-vid.
This does sound extremely confident.  Good for the pyche.

 
Hmmmmm.  Crosses fingers.

https://www.nbcnews.com/politics/politics-news/we-need-live-it-white-house-readies-new-message-nation-n1232884

"Next week administration officials plan to promote a new study they say shows promising results on therapeutics, the officials said. They wouldn't describe the study in any further detail because, they said, its disclosure would be "market-moving."
Would be awesome and would probably help explain why it ran up as folks on the inside track bought some. But to temper expectations a bit. Would the administration know that much already? On the call, NP made it seem like they still had to analyze the data. Think the term was 'unlock it.' I'm sure they got updates throughout but would seem like a very quick turnaround for the government to know the results already.

 
Would be awesome and would probably help explain why it ran up as folks on the inside track bought some. But to temper expectations a bit. Would the administration know that much already? On the call, NP made it seem like they still had to analyze the data. Think the term was 'unlock it.' I'm sure they got updates throughout but would seem like a very quick turnaround for the government to know the results already.
There are likely several drugs being tested due for results this week...seems unlikely it’ll be cydy. Possible, but unlikely.

 
Hmmmmm.  Crosses fingers.

https://www.nbcnews.com/politics/politics-news/we-need-live-it-white-house-readies-new-message-nation-n1232884

"Next week administration officials plan to promote a new study they say shows promising results on therapeutics, the officials said. They wouldn't describe the study in any further detail because, they said, its disclosure would be "market-moving."
Reuglatory Affairs Professional Society COVID-19 Resource Pagr

Would have to be something from these lists I assume. Anyone havr any guesses?

 
$100 says it’s hydroxychloroquine based on that study that came out and the fact that they bought 60m doses of it. 
That actually makes a lot of sense. Wouldn't be out of character to Trump after the Henry Ford study (although that study was not randomized and patients were on other medications as well).

 
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This Agreement will allow for immediate distribution of leronlimab to patients for the treatment of COVID-19 upon successful completion of CytoDyn’s ongoing clinical trials and FDA approval

“American Regent is looking forward to partnering with CytoDyn to provide COVID-19 patients rapid and efficient access to a potentially life-saving drug,” said Mr. Harsher Singh, American Regent’s Vice President and Chief Commercial Officer.

Just seems to me that CYDY believes they are going to be FDA approved in the near future for co-vid.
Two schools of thought here.

1. Is the bullish case you put out above.  It does seem very positive.

2. It’s just a continuation of a fraud.  No reason for American Regent not to sign a deal.  If it goes up in flames it doesn’t cost them anything.

I obviously on team 1 here.  But if I was on the short side I’d point that point out that this doesn’t mean much.

 
$100 says it’s hydroxychloroquine based on that study that came out and the fact that they bought 60m doses of it. 
Well I have more money at stake in my shorts than CYDY so I'd take that. The market will laugh in his face if that is the case. A real breakthrough would be a game changer though. 

 
That actually makes a lot of sense. Wouldn't be out of character to Trump after the Henry Ford study (although that study was not randomized and patients were on other medications as well).
That and difference in ages among the people in the study lol

 
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If Americans don't know what cytokine storms are by next week then I'll likely have lost a decent chunk of money. Come on cytokine.

 
Two schools of thought here.

1. Is the bullish case you put out above.  It does seem very positive.

2. It’s just a continuation of a fraud.  No reason for American Regent not to sign a deal.  If it goes up in flames it doesn’t cost them anything.

I obviously on team 1 here.  But if I was on the short side I’d point that point out that this doesn’t mean much.
Too many different medical people involved from different institutions for it to be a fraud. 

 
Well I have more money at stake in my shorts than CYDY so I'd take that. The market will laugh in his face if that is the case. A real breakthrough would be a game changer though. 
I feel like we’re on the same side on all of our other bets so I really don’t to bet against you here lol 

 
Well I wasn’t the one to bring up Remdesivir in the conversation, I was speaking only to the what is likely needed to get EUA. But I will say that “useless” Remdesivir now has EUA in the USA, EU, and Japan, representing all the profitable markets, and I believe the fastest approval process in drug development history.

I am looking forward to what Cytodyn can claim after they release their clinical trial results.
The American scientist that most likely helped evolve Covid along with International scientists in a laboratory (Ralph Baric) is also linked to Gilead and Remdesivir.  There are as many (and most likely more) political reasons as there are medical reasons for why Remdesivir got the fastest approval in history.   I personally think that as Remdesivir is used in more and more patients--that it will end up being exposed that it's not the medical knight in shining armor as it's being made out to be.  In full disclosure--I have some exposure to cydy--and thats mainly because I do not trust or fully believe in Remdesivir.  

 
Venetian and Caesars Palace likely to close briefly after the holiday. This appears to be a Covid thing more than a lack of demand thing.
Unfortunate but I can’t believe masks weren’t required when they reopened. Feel sorry for the employees 😢

 
CR69 said:
@sporthenry @cosjobs

 Just a rumor of course but locals in the comments stating the same thing...

https://twitter.com/lasvegaslocally/status/1279152045836996609?s=21


CR69 said:
I feel like we’re on the same side on all of our other bets so I really don’t to bet against you here lol 
Yeah we are. Although I'm not short LV casinos. Maybe I'll see what happens Monday morning. Feel like by then, this will be priced in. Although even with the market rallying, casinos and cruise lines seemed to have lagged as folks begin to realize things aren't great. Guess with PENN, the big shoe to drop will be sports getting cancelled. Well that and earnings when folks realize that rents don't stop. 

ETA: Hospitals were something I was too early to short on. But with Texas and Florida getting smoked, that should follow through. Don't think that's being priced in to current prices if elective procedures get put on hold again. THC is probably my favorite short. Over-levered. 33% of its hospitals are located in TX, FL, AZ and AL. Another 32% in CA and 27% in MI. 

 
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Yeah we are. Although I'm not short LV casinos. Maybe I'll see what happens Monday morning. Feel like by then, this will be priced in. Although even with the market rallying, casinos and cruise lines seemed to have lagged as folks begin to realize things aren't great. Guess with PENN, the big shoe to drop will be sports getting cancelled. Well that and earnings when folks realize that rents don't stop. 

ETA: Hospitals were something I was too early to short on. But with Texas and Florida getting smoked, that should follow through. Don't think that's being priced in to current prices if elective procedures get put on hold again. THC is probably my favorite short. Over-levered. 33% of its hospitals are located in TX, FL, AZ and AL. Another 32% in CA and 27% in MI. 
Damn, THC was an EASY play a week or two ago, they’ve dropped a bunch already. I don’t know much about the industry so I’m staying away but will certainly keep an eye on it out of curiosity. 

 
Damn, THC was an EASY play a week or two ago, they’ve dropped a bunch already. I don’t know much about the industry so I’m staying away but will certainly keep an eye on it out of curiosity. 
Yeah, I took my eye off the ball with that one. I should have added more right when things were getting bad. Was too focused on CYDY. They essentially only make money on commercial payers doing elective surgeries. As things get bad, hospitals will have to delay / cancel elective surgeries. Hospitals are likely losing money on COVID between higher costs due to having to pay for all the extra help coupled with lower rates for regular hospital services. The government has and will likely backstop payments to hospitals so they aren't necessarily going to lose money. But the government probably focuses more on non-profits so they're not going to make sure these hospitals make money. 

 
Yeah, I took my eye off the ball with that one. I should have added more right when things were getting bad. Was too focused on CYDY. They essentially only make money on commercial payers doing elective surgeries. As things get bad, hospitals will have to delay / cancel elective surgeries. Hospitals are likely losing money on COVID between higher costs due to having to pay for all the extra help coupled with lower rates for regular hospital services. The government has and will likely backstop payments to hospitals so they aren't necessarily going to lose money. But the government probably focuses more on non-profits so they're not going to make sure these hospitals make money. 
That plus I imagine their costs are going to skyrocket from having to pay traveling nurses 2x like NYC did in order to meet demand. 

 
Dr. Been Interview

https://www.youtube.com/watch?v=WiyjIIpkIJw&feature=youtu.be

NP did good. Highlights

Applied to NASDAQ to uplist. Application under review. Expect to hear back in @ two weeks.

Not sure if FDA will approve for Covid if phase 2 results are good. Whether a phase three will be required depends if FDA views Leronlimab as meeting an "unmet medical need"

CYDY has been working to get a trial started in UK but have run into more govt delay on their part than expected but believes they are close to coming to an agreement

Have made rapid headway in Mexico. Whatever Mexico has asked for CYDY has given them quickly.

When asked why remdisivir has had so much support compared to leronlimab. NP mentioned that when doctors started asking to use leronlimab for emergency use, the NIH didn't undertstand as no one had asked to use the drug before in this way. So basically starting from scratch.

When asked about price point NP said at first it would be lower or perhaps match remdisivir. When asked about availability to poorer countries. NP mentioned billionaires willing to fund at a lower price point once approval occurs. Dr Been said that he could assist NP make connections with the govts of other countries that would reduce CYDY's effort needed to get trials/approval in those countries. CYDY would have an in rather than starting from scratch again.

NP said that there is no conspiracy from BP to keep CYDY down.

He again said the FDA has been cooperative and has assisted when it can to make things easier.

Again said there is a good chance CYDY will be a triple digit stock.

Expects trial results for covid by end of July can not commit to a date yet except by the end of July. Said that every hospital involved in the study has to review and sign off on the data first.

Said he believes that once results are known as positive that he expects govt funding support without the need to dilute.

When asked about Dr. Patterson and article- NP said that several of the doctors involved in the study would be writing papers. Didn't discuss the BIG article that was supposed to published by Dr. Patterson (Got the impression perhaps that there is something going behind the scenes) NP mention Dr. Patterson working for Incell and not CYDY.

There have been talks with Big Pharma about coming together with CYDY but they have signed a non-disclosure agreement

Also Dr. Been said after his own research he endorsed leronlimab as a promising drug.

Probably a few things I missed. But thought that there was good information here. 

 
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Dr. Been Interview

https://www.youtube.com/watch?v=WiyjIIpkIJw&feature=youtu.be

NP did good. Highlights

Applied to NASDAQ to uplist. Application under review. Expect to hear back in @ two weeks.

Not sure if FDA will approve for Covid if phase 2 results are good. Whether a phase three will be required depends if FDA views Leronlimab as meeting an "unmet medical need"

CYDY has been working to get a trial started in UK but have run into more govt delay on their part than expected but believes they are close to coming to an agreement

Have made rapid headway in Mexico. Whatever Mexico has asked for CYDY has given them quickly.

When asked why remdisivir has had so much support compared to leronlimab. NP mentioned that when doctors started asking to use leronlimab for emergency use, the NIH didn't undertstand as no one had asked to use the drug before in this way. So basically starting from scratch.

When asked about price point NP said at first it would be lower or perhaps match remdisivir. When asked about availability to poorer countries. NP mentioned billionaires willing to fund at a lower price point once approval occurs. Dr Been said that he could assist NP make connections with the govts of other countries that would reduce CYDY's effort needed to get trials/approval in those countries. CYDY would have an in rather than starting from scratch again.

NP said that there is no conspiracy from BP to keep CYDY down.

He again said the FDA has been cooperative and has assisted when it can to make things easier.

Again said there is a good chance CYDY will be a triple digit stock.

Expects trial results for covid by end of July can not commit to a date yet except by the end of July. Said that every hospital involved in the study has to review and sign off on the data first.

Said he believes that once results are known as positive that he expects govt funding support without the need to dilute.

When asked about Dr. Patterson and article- NP said that several of the doctors involved in the study would be writing papers. Didn't discuss the BIG article that was supposed to published by Dr. Patterson (Got the impression perhaps that there is something going behind the scenes) NP mention Dr. Patterson working for Incell and not CYDY.

Probably a few things I missed. But thought that there was good information here. 
I agree.  this was one of his best interviews.  He didn't over promise and seemed to hold back.  He conveyed confidence without promising anything.  And he asked for people to be patient without saying it. He was good.  He was also endearing.  Compassionate about his company.

 
https://www.barrons.com/articles/toughened-bank-stress-tests-are-coming-this-thursday-dont-expect-clarity-on-dividends-51593003490

Looks like a major investor in DraftKings has bought a crapload of shares of another biotech.  It doesn't look to me like this is a competition to CYDY in any way.  

Since I am just starting out here and trying to learn, anybody have any opinions on how something like this might move the stock this coming week?  Do we expect to see an uptick from a huge volume transaction like this?  

52 week high is more than double what its trading for right now.  What do you all think?  I'm sure most would rather buy more of CYDY at 6+, but how do you think this stock might be affected by this news?

https://finance.yahoo.com/quote/MGTA/

 
That plus I imagine their costs are going to skyrocket from having to pay traveling nurses 2x like NYC did in order to meet demand. 
Travel nurse contracts are lower than pre-covid levels right now. Even in the states seeing a surge. I think hospitals are so strapped that they just can't come close to what NY/NJ was paying.

 
Travel nurse contracts are lower than pre-covid levels right now. Even in the states seeing a surge. I think hospitals are so strapped that they just can't come close to what NY/NJ was paying.
Interesting. Do you think nurses will still go to those areas or will states with increasing hospitalizations have to deal with staffing shortages?

 
Interesting. Do you think nurses will still go to those areas or will states with increasing hospitalizations have to deal with staffing shortages?
Just anecdotally, there are a lot of travel nurses trying to transition back to staff nursing because there’s just no guarantee of getting a new contract. I think at some point the market will find a level for the hardest hit specialties, like ICU nurses, but it won’t be the $8-$10k a week we saw in the spring. I think roughly $4-$5k a week with paid 2 week quarantine after the contract might be where things settle.

 
⚡DEADHEAD⚡ said:
What's to keep CYDY from taking LL somewhere else if the FDA isn't giving it a fair shake? Sanofi, for example. Or to another national government.
Maybe a reason for the Mexico test?  Apply pressure on FDA if demand comes outside the US assuming they get green light to go to market? 

 
Futures up because what else would they be? Guess the market is brushing off COVID stuff or thinks there will be a big announcement from the government on either the drug front, the policy front or both. 

ETA: I should say economic data seems to be leveling off. At best, the pace of growth is slowing down. I guess I'm the resident bear. I want to be bullish but there is just little to get excited about. Easy money and maybe a vaccine?

 
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Futures up because what else would they be? Guess the market is brushing off COVID stuff or thinks there will be a big announcement from the government on either the drug front, the policy front or both. 

ETA: I should say economic data seems to be leveling off. At best, the pace of growth is slowing down. I guess I'm the resident bear. I want to be bullish but there is just little to get excited about. Easy money and maybe a vaccine?
I’m with you. Makes no sense to me. 

 
Futures up because what else would they be? Guess the market is brushing off COVID stuff or thinks there will be a big announcement from the government on either the drug front, the policy front or both. 

ETA: I should say economic data seems to be leveling off. At best, the pace of growth is slowing down. I guess I'm the resident bear. I want to be bullish but there is just little to get excited about. Easy money and maybe a vaccine?
I was actually thinking this weekend that we'd be pretty green at open tomorrow.  I wish there were a way I could have bought calls yesterday.

I think part of it is anticipation of the "market moving" news the White House has about therapeutics this week.  I also think a part of it is our bi-weekly shift in sentiment where people are starting to focus on the much smaller increase in deaths compared to the increase in cases that have been dominating the headlines for the last couple weeks.  The sentiment seems to trail the news by a week or so (remember we were on our way back to mooning to all-time highs a week into the reporting about the re-opening failure before the market finally dropped on it).  I think for the next couple weeks the market will be operating under the sentiment that maybe the virus isn't that bad and we can live with it.  Then we'll probably get a death spike and two weeks from sentiment will once again shift from optimism to pessimism as we bounce back and forth.

 
I was actually thinking this weekend that we'd be pretty green at open tomorrow.  I wish there were a way I could have bought calls yesterday.

I think part of it is anticipation of the "market moving" news the White House has about therapeutics this week.  I also think a part of it is our bi-weekly shift in sentiment where people are starting to focus on the much smaller increase in deaths compared to the increase in cases that have been dominating the headlines for the last couple weeks.  The sentiment seems to trail the news by a week or so (remember we were on our way back to mooning to all-time highs a week into the reporting about the re-opening failure before the market finally dropped on it).  I think for the next couple weeks the market will be operating under the sentiment that maybe the virus isn't that bad and we can live with it.  Then we'll probably get a death spike and two weeks from sentiment will once again shift from optimism to pessimism as we bounce back and forth.
Why are we expecting news from the White House about therapeutics this week? If anything, most of the news I keep reading about is related to improved treatments in hospitals as they learn how to combat the disease, but, obviously, a therapeutic that would reduce hospital stays would be fantastic.

Does anyone know why the market goes up or down each day? Most of the news coverage on COVID is related to new cases and not to death's being reduced. It's pretty bleak and it's been focused on the Southern states handling as well. Not much good news coming out of COVID coverage these days.

Even with the job report from this past Thursday, it was pointed out that this report showing a gain of 4.8 Million jobs was only through mid-June so it won't show the slowing of the economy.

In other words, there isn't much good coming from anywhere if all you watch is news coverage. I have no idea why the market heading into the morning or if it will sustain through the day.

 
Why are we expecting news from the White House about therapeutics this week? If anything, most of the news I keep reading about is related to improved treatments in hospitals as they learn how to combat the disease, but, obviously, a therapeutic that would reduce hospital stays would be fantastic.
https://www.nbcnews.com/politics/politics-news/we-need-live-it-white-house-readies-new-message-nation-n1232884

"Next week administration officials plan to promote a new study they say shows promising results on therapeutics, the officials said. They wouldn't describe the study in any further detail because, they said, its disclosure would be "market-moving."

 
https://www.nbcnews.com/politics/politics-news/we-need-live-it-white-house-readies-new-message-nation-n1232884

"Next week administration officials plan to promote a new study they say shows promising results on therapeutics, the officials said. They wouldn't describe the study in any further detail because, they said, its disclosure would be "market-moving."
They got one good report on chloroquine. Will be shocked if he’s not talking about this all week long. 

 
https://www.nbcnews.com/politics/politics-news/we-need-live-it-white-house-readies-new-message-nation-n1232884

"Next week administration officials plan to promote a new study they say shows promising results on therapeutics, the officials said. They wouldn't describe the study in any further detail because, they said, its disclosure would be "market-moving."
I think this will be another sell the news type situation. When has this administration ever been afraid of moving the markets? Never. This administration is very savvy when it comes to communications with the stock market. They know they could get a pop just by being coy. Then they’ll come out and pump HCL or Remdesevir again. 

 

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