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***OFFICIAL CYDY/Leronlimab Thread*** (2 Viewers)

Literally no idea what that means 
The RO assay (receptor occupancy) measures how effectively the drug binds to the CCR5 receptor--in other words, it shows whether the drug is working or not.

The genotyping assay tests whether the patient has "wild" or "dead" CCR5.  "Dead" CCR5 means that nothing can bind to that receptor and therefore, patients with "dead" CCR5 will not progress to severe or critical COVID.  Dead CCR5 mostly occurs in Northern European countries.  About 10% of Americans have dead CCR5.

 
I think I remember the trial being two-thirds severe from the interim analysis.  But I might be wrong.  I might have just been using Otto Yang's severe/critical ratio which is two-thirds severe.  It would help leronlimab's chances immensely if critical patients are half or two-thirds of the trial since they die at 2 or 3 times the rate of severe patients.
Ive seen no indication of the breakdown between severe and critical.  If that exists, would like to see it.  

 
I think they will get it largely because of unmet need.  Hell, remdesivir got approved and they only lowered mortality 4% and their p-value wasn't statistically significant.  
Remdesivir being Gilead had a huge advantage though.  Nobody takes Cytodyn seriously, I don't expect any breaks.  

 
I think they will get it largely because of unmet need.  Hell, remdesivir got approved and they only lowered mortality 4% and their p-value wasn't statistically significant.  
Humor me please and throw out a number. I won't hold it against you if you're wrong. Just curious what's your thinking because you seem to have insight that we don't have.

 
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Just to hedge a little, I sold 50k shares in lots of 10k.  It's nice getting ~$50k for something that cost $3k.

Don't get me wrong: I am still long almost 90% of my original position and think it goes higher.

 
Just to hedge a little, I sold 50k shares in lots of 10k.  It's nice getting ~$50k for something that cost $3k.

Don't get me wrong: I am still long almost 90% of my original position and think it goes higher.
#sellinghugelots

Does anyone know if Chet's real first name is Michael?

 
Have you come around to that the vaccines aren't going to put Cytodyn out of business yet?

How about your assumption on the 2/3 severe to critical split?

 
Nope, I said that vaccines will take away 90% of leronlimab's market.  I stand by that.

It is not an assumption.  It is a memory.  But I've already said that I might be mistaken.
With the rate vaccinations are going and the number of people refusing to take them, I think that number will be  greatly diminished

 
Nope, I said that vaccines will take away 90% of leronlimab's market.  I stand by that.

It is not an assumption.  It is a memory.  But I've already said that I might be mistaken.
Vaccines are potentially going to take away a percentage of the market but the vaccines are not mandatory and people are very hesitant to take them. Not sure how you figure such a high number when there will be a very high number of people who refuse the vaccine. 

 
With the rate vaccinations are going and the number of people refusing to take them, I think that number will be  greatly diminished
Even without vaccines, herd immunity eventually comes.  Look at the Spanish Flu of 1918, it peaked in its second year and then diminished rapidly.  Vaccines will just speed up the process.

 
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Don Hutson said:
Even without vaccines, herd immunity eventually comes.  Look at the Spanish Flu of 1918, it peaked in its second year and then diminished rapidly.  Vaccines will just speed up the process.
Look at the current flu, there is no herd immunity there. We get an annual vaccine to hopefully diminish the chances of catching it for that year but even then the strain mutates and the vaccine can be ineffective. Hopefully the vaccine gives a person a few years of immunity to help lower the numbers but it's already starting to mutate into different strains, therapeutically drugs are going to be very important for a long time. This is all based off talking to the PHS that works in my office, he was one of the lead PHS doctors running the covid information for the CG. 

 
I agree it will be around for the long run.  However, with vaccines and therapeutics COVID should look more like a bad flu than a pandemic.

 
Don Hutson said:
Nope, I said that vaccines will take away 90% of leronlimab's market.  I stand by that.

It is not an assumption.  It is a memory.  But I've already said that I might be mistaken.
So per your memory, roughly how many severe patients and how many critical patients in the 394?  I can't tell if he means 66.66% or 40%.

 
So per your memory, roughly how many severe patients and how many critical patients in the 394?  I can't tell if he means 66.66% or 40%.
I would think the critical would have more.  My belief is that someone is more likely to accept an experimental drug when on death's door rather then just needing some oxygen.

 
So per your memory, roughly how many severe patients and how many critical patients in the 394?  I can't tell if he means 66.66% or 40%.
I thought it was 66% severe and 33% critical.  I thought I remembered those numbers from the interim analysis.  But I might also have gotten that ratio from Otto Yang's eINDS patients.

 
I would think the critical would have more.  My belief is that someone is more likely to accept an experimental drug when on death's door rather then just needing some oxygen.
I have to agree with this.  They also had to have a good idea of what kind of patients they needed to recruit at the 50% mark.  They likely got that part right.

All these calculations about p value mean nothing if we don't know this breakdown but I'm just going to trust that they got the right numbers of critical patients to make this work.

 
I have to agree with this.  They also had to have a good idea of what kind of patients they needed to recruit at the 50% mark.  They likely got that part right.

All these calculations about p value mean nothing if we don't know this breakdown but I'm just going to trust that they got the right numbers of critical patients to make this work.
Needing to trust NP to do something correctly makes me want to throw up.

 

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