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***OFFICIAL CYDY/Leronlimab Thread*** (3 Viewers)
- Thread starter This_Guy
- Start date
chet
Footballguy
Common sense. Try to look at the situation objectively. See if it's logical. Lots to hate about the company and its execution and management but this is not one of them. The ability to discern a real opportunity vs. something that is pie in the sky is a valuable skill.
Don Hutson
Footballguy
Don Hutson
Footballguy
I never said that a call wasn't happening. I questioned whether the "UK was pulling CYDY"
JerseyToughGuys
Tough Guy
Novel concept:
wait and see
wait and see
JerseyToughGuys
Tough Guy
Unless you are day trading this stock, I cannot imagine why in the world you would micro analyze it on a minute-by-minute basis, unless doing so entertains you.
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Jayrok
Footballguy
UK requested the call. They also wanted, according to the PR, Cytodyn to submit its CD12 data to their urgent public health agency to see if they can receive financial help with trials.
If this is a 5 minute zoom call to check off a block for DD, why are they even having trials? Why are they reaching out to CytoDyn at all? Why not just reject their requests outright?
We all know NP... if the UK didn't reach out then he wouldn't have mentioned anything. Remember Mexico in June/July? Emails got lost or whatever... nothing much else was mentioned.
This is different.
Don Hutson
Footballguy
I have been day trading it since March. I have also had periods where I owned CYDY for a month or longer. I have always been 100% in or 100% out. Right now I own zero shares. I own HGEN instead. That hasn't been bueno.
Don Hutson
Footballguy
He has previously said things were going to happen in the UK that have not happened. We know that Nader has been pestering the UK for 6 months. They finally called back and granted him a meeting. If you pester any government agency long enough, they will grant you a meeting. Nader saying that it was the Brits initiating things is his way of twisting the truth.
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Capella
Footballguy
Chaz McNulty
Footballguy
Andy Dufresne wrote a letter a week for 5 years and he ended up getting funds and books for a library. And that was a prison!
⚡DEADHEAD⚡
Footballguy
Zegras11
Footballguy
Jayrok
Footballguy
So you are hoping the SP to fall way back so you can buy and resume day trading. For enough.
I guess the question is why do you want the rest of us to think the company will be in the toilet by a certain date? Do you want us to sell all our shares and you think that will drive the SP down for you? That isn't very neighborly.
I guess the question is why do you want the rest of us to think the company will be in the toilet by a certain date? Do you want us to sell all our shares and you think that will drive the SP down for you? That isn't very neighborly.
ex-ghost
Footballguy
Don Hutson
Footballguy
I can admit I'm speculating. Believing anything that Nader says is delusion. speculation>delusion
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⚡DEADHEAD⚡
Footballguy
dkp993
Footballguy
Zegras11
Footballguy
Stock action today is more like the during the big run up. 3.55 close to 4.28 high. Retrace 50% of that to around $3.88. Trade sideways for awhile. Not saying it will hold the rest of the day, but certainly not like the quick shot up and then sharper downturn 5-30 minutes after the opening into negative for the day.
Don Hutson
Footballguy
The only thing that matters right now is the results of the interim analysis of the S/C trial. That is a month away. All government agencies in the US and abroad are waiting to see those results before making any commitments. How leronlimab affects people in really bad shape is 100 times as important to how it affects the mild cases.
Zegras11
Footballguy
Chaz McNulty
Footballguy
If the UK gives emergency use for the m/m trial, how do you think the FDA reacts? If they wait for the s/c trial, there will not be any LL left to purchase for 2020.
Bob Sacamano
Footballguy
⚡DEADHEAD⚡
Footballguy
I wonder if any of the new advisors are calling in favors, seeking some air time. I'd put some money on that being the case.
Bob Sacamano
Footballguy
We are an entity unto ourselves at this point. We DGAF what anyone else is doing unless it pierces the thin skin of our fearless leader. If they want our sloppy seconds, let them take them. It wasn't good enough for us.
JerseyToughGuys
Tough Guy
Steeler
Footballguy
Don Hutson
Footballguy
The mild cases aren't a priority. Mild cases recover at a super high rate without treatment. Governments are far more worried about the severe and critical cases. If leronlimab has great S/C trial results, there won't be enough leronlimab for the mild cases this winter.
cosjobs
Footballguy
He's getting hammered on all his tech holdings and needs to blow off some steam somewhere.
Bob Sacamano
Footballguy
So say we all
cosjobs
Footballguy
Charlie Boyle
@charlieboylert
·
22m
Just before it hits the news folks - "U.K. GOVERNMENT Meeting with CytoDyn to Discuss Fast Track Approval of Leronlimab for COVID-19 Patients" Looking a lot like the 1st Covid 19 Cure for Severe & critical AND MILD TO MODERATE!! https://hra.nhs.uk/planning-and-improving-research/application-summaries/research-summaries/cd12_covid-19-covid-19/… #Covid_19 #leronlimab #NHS
@charlieboylert
·
22m
Just before it hits the news folks - "U.K. GOVERNMENT Meeting with CytoDyn to Discuss Fast Track Approval of Leronlimab for COVID-19 Patients" Looking a lot like the 1st Covid 19 Cure for Severe & critical AND MILD TO MODERATE!! https://hra.nhs.uk/planning-and-improving-research/application-summaries/research-summaries/cd12_covid-19-covid-19/… #Covid_19 #leronlimab #NHS
cosjobs
Footballguy
By 30 into the open, I converted $150K of tech holdings into 2500 shares of UVXY and another 3000 CYDY and lots of sideline cash
Now here?
Probably raid the CYDY warehouse under a stack manipulation warrant and the inventory is confiscated and hauled away in a truck with a sticker saying "Report any dangerous driving to 1-800-BUY-GILD."
Bob Sacamano
Footballguy
By 30 into the open, I was still sound asleep.
I already have the sideline cash I want to have. I'll prob ride out most of it. Only 2 positions I don't want to be holding l-t anyway (apart from the covid speculation stocks).
I have a feeling this DOCU earnings report is going to be one that generates a decline regardless of the results. They better kill it. I just wish I'd waited a day to sell the TDOC put I sold yesterday.
adonis
Footballguy
UK may approve it provisionally, with continued approval based on the results. The NEWS2 results along with the safety results from over 1000 folks, should be enough to show it's safe, as well as likely useful to some degree. Due to there being so few tools to fight this, they may be more likely to roll with it for a bit since they're likely more governed by science than our current FDA seems to be.
Bob Sacamano
Footballguy
Bah. Forgot this was the other thread.
Don Hutson
Footballguy
Leronlimab is not cheap. The UK approving it means the government will be paying for it. I don't think the UK government wants to pay $3,000 for 2 shots of leronlimab for a person who is feeling flulike symptoms.
Improving a patient's NEWS2 on Day 3 is nice. But the treatment arm of the M2M trial didn't show any benefit over the placebo arm on Day 7 or Day 14. So it might speed up a patient's recovery time from mild symptoms but not provide benefit beyond that. The results of the M2M trial are mediocre.
The S/C trial is everything.
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cosjobs
Footballguy
I had sold off a lot of MSFT and TSLA last Friday. Unfortunately, I had built a huge position in AVGO; I sold most for minor profit this morning, but really would have liked to have held thru this afternoon's earnings.
Moonlight
Footballguy
I think you may have something here. The UK government will look to pay a low rate. On the other hand I would believe that if approved that CYDY would find a way to produce more of the drug than now planned especially with govt $.
Another thing being the first country in the world to approve and use a drug that really works would be a shot in the arm for BOJO and a British economy that is tanking.
Don Hutson
Footballguy
Boris Johnson will look foolish if he buys a ton of leronlimab and it turns out to be a dud. Politicians don't like taking those kinds of gambles. It's politically safer to do nothing.
Chaz McNulty
Footballguy
cosjobs
Footballguy
adonis
Footballguy
I'm not sure that's true.
NEWS2 is a leading indicator that can tell clinicians which patients are most likely to go severe or critical. The cost of just preventing one patient from going into ICU, intubation, etc will pay for the cost of quite a lot of shots.
Additionally, Cytodyn may be willing to cut a deal in terms of the cost of doses to get it approved somewhere, at least until more results come out.
adonis
Footballguy
Boris Johnson personally suffered from Covid and all the symptoms. The NEWS2 score originated over there and is a clear tool to show folks most at risk and Leronlimab is a drug that is shown to be safe and has had statistically significant results showing a decrease in the NEWS2 scores for folks, decreasing the likelihood (one would reasonably assume) of having folks who are at risk go severe or critical.
This isn't a huge risk.
Idiot Boxer
Footballguy
Send me a PM.I worked 22 years for place until the owner died in 2018. His second company was a driving range with a pro shop and did the books there too. I got a good grasp on the business end of this. I wouldn't hate moving there full time. But already committed to the mountain home and don't have another 675k just lying around yet.
The place was hopping last weekend. Which reminds me @Idiot Boxer
IB, can you recommend and attorney in Greensboro to get rid of a traffic ticket? 87 in 65.
Also, I don't recognize "Golf Guy 69" so let me know who you are.
Don Hutson
Footballguy
The M2M trial did not show the placebo arm having more patients progress to severe/critical. The treatment arm didn't have better NEW2 scores on Day 7 and Day 14. It's not worth giving to mild patients.
Have we ever found out how the person in the treatment arm died on day 34? First, Nader made a confusing statement that the guy could have died from a car accident. In his next mention, he said the patient had been a junkie so that was probably it. I want to know if the patient died from Covid.
adonis
Footballguy
It's not worth giving to mild patients - I agree. However I think you're understating the significance of showing a statistically significant reduction in NEWS2 scores in a mild to moderate population after day 3.
In 3-4 days, almost all mild-moderate patients recover anyway. I've known 2 I've worked with closely who got sick, high fever, aches, cough and both were nearly 100% on their own after 3 days. To show this kind of improvement in that population, you have to make a significant difference in those who actually have more advanced versions of the disease.
They person on day 34 who died, died we were lead to believe from drugs, as they were a drug user and researchers cleared leronlimab from anything to do with the death.
I'm not going to say the results were amazing, or that it's a clear winner in the drug wars for Covid, but the results were clearly good. Leronlimab is safe, and has been shown to be effective to reduce the likelihood of folks progressing to more serious versions of the disease. We know this because it showed a statistically significant improvement in the NEWS2 scores for patients after 3 and 14 days.
