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***OFFICIAL CYDY/Leronlimab Thread*** (8 Viewers)

Capella said:
Gonna get up early and have some coffee and maybe put some bacon on. 
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It seems like every week there’s a zzzzzomgomgomg day and then nothing happens other than the price drops like 15 cents. Is that we’re gearing up for here?  Riveting stuff. 

 
stbugs said:
Huh? The conference call is Thursday right after closing bell. I'm expecting nothing before that call.
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If good news is coming, it might come Wednesday morning or Thursday morning in a written press release.  Data results are easier to do in written form.  How could Nader explain the results of 12 secondary endpoints in a conference call?  Thursday afternoon's conference call could just be the victory lap.  If there is no good news before the conference call, it isn't likely going to happen in the conference call.

 
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Don Hutson said:
If good news is coming, it might come Wednesday morning or Thursday morning in a written press release.  Data results are easier to do in written form.  How could Nader explain the results of 12 secondary endpoints in a conference call?  Thursday afternoon's conference call could just be the victory lap.  If there is no good news before the conference call, it isn't likely going to happen in the conference call.
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I go along with this thinking. Certainly would prefer a written PR before the call. NP explaining 12 endpoints would make for a lengthy cc.

 
So I’ve been staying away mostly.  It sounds like the group is pretty much convinced that there are no results this week and when they are published everyone is much more skeptical they will be good?

I know there’s been discussion but it does really seem like everyone’s perspective has taken a turn for the worse the last 24-48 hrs.

 
djmich said:
So I’ve been staying away mostly.  It sounds like the group is pretty much convinced that there are no results this week and when they are published everyone is much more skeptical they will be good?

I know there’s been discussion but it does really seem like everyone’s perspective has taken a turn for the worse the last 24-48 hrs.
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Mostly I just think people are getting impatient.

 
FDA Calendar of Biotech Stock Catalysts

I know this was posted earlier but saw this note on the page:

NOTE: LARGE CAP CATALYSTS - generally only Phase 3 catalysts noted in company presentations and/or earnings releases are shown. Only NASDAQ and NYSE stocks are covered. Stocks listed on PINK/OTC exchanges are not covered.
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Why is our little OTC stock listed?  

:whistle:         :tinfoilhat:

 
AZN Top Line Data Results for Farxiga

This may ease some of the restlessness and it also may not.

AZN just released homerun TOP LINE RESULTS for a phase 3 trial that ended on March 30 BEFORE trial completion after interm review of efficacy. They also met all secondary endpoints. Full results yet to be released. 

So practically 3 months from trail end to now for 100% positive results. 

I think we should each take a deep breath and realize 2 weeks of no news doesn't mean the news isn't positive. AZN just sat on homerun top line results for 3 months!!!

The downside is NP continues to over promise when simply shutting up or not setting any time tables would be best. 

Granted COVID is a bit more pressing then CKD, but still we maybe expecting too much, too soon. 

 
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Severe/Critical continues to have a gap that needs to be filled. Tocilzumub did not meet its primary endpoint of improved clinical status in hospitalized adult patients with severe COVID-19 associated pneumonia.

https://www.contagionlive.com/news/ra-therapy-studied-for-covid19-does-not-meet-endpoint

Continue to think severe/critical is the trial we are going to be banking on, I just dont have a clear idea when we will have actual results to ingest.  Two months away?  The indication we get next is likely just going to say that the trial continues.

 
Jayrok said:
CytoDyn's COVID-19 Trial Tribulations
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"CD10, the mild-to-moderate trial, was fully enrolled, actually treating 84 patients rather than the 75 initially set out on clinicaltrials.gov. These 84 patients were then divided into two groups, with 28 in a placebo group and 56 treated with two weekly doses of 700 mg leronlimab.

--

For @chet... looks like our total patients is 84 (28 sprite / 56 lebronlimeade split) 

 
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Dwayne Hoover said:
Severe/Critical continues to have a gap that needs to be filled. Tocilzumub did not meet its primary endpoint of improved clinical status in hospitalized adult patients with severe COVID-19 associated pneumonia.

https://www.contagionlive.com/news/ra-therapy-studied-for-covid19-does-not-meet-endpoint

Continue to think severe/critical is the trial we are going to be banking on, I just dont have a clear idea when we will have actual results to ingest.  Two months away?  The indication we get next is likely just going to say that the trial continues.
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People have disagreed with my take, but it doesn’t sound like LL will be significantly effective for severe cases.   
 

I’m hoping mild/moderate hits it out of the park.  

 
Peter Navarro was on CNN this morning and just sort of casually mentioned they were sitting on millions of doses of hydroxychloroquine. So, this would at least cast some doubt on my original theory about why they can’t shut up about it, which was that individuals in the administration had a personal financial interest in it. My secondary theory was that Trump blurted it out the first time and now they have to keep defending it no matter what. Navarro’s comments indicate the reason might actually be they bought a ton of this crap and now they can’t get rid of it.

 
bshell27 said:
People have disagreed with my take, but it doesn’t sound like LL will be significantly effective for severe cases.   
 

I’m hoping mild/moderate hits it out of the park.  
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Can you quote what your take is?  I dont see what I posted that could possibly be related.

If we believe that Leronlimab was the reason patients came off of ecmo at UCLA than its still very possible its going to be the winner.

 
Capella said:
:lmao:  two days ago you said you were unflappable on this stock. 
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We found a house we love, we want to buy it. Losing $40k would sting, $20k at this point (with over $20k locked in), would be whatever, try to dump the closing costs on the seller. Honestly, the more I layers I peel back, the more this #### stinks. Believe me, still love a moonshot, but I'm keeping over half of my profit in my pocket no matter what at this point. 

 
Dwayne Hoover said:
Can you quote what your take is?  I dont see what I posted that could possibly be related.

If we believe that Leronlimab was the reason patients came off of ecmo at UCLA than its still very possible its going to be the winner.
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It was based on Bruce Patterson’s comments.  I’d have to rewatch that Dr. Been interview again 

 
Tried to place a buy for 200 CYDY at Market (when it was 5.01). It's been almost 2 mins and it's just sitting there... WTF? Fidelity. 

EDIT: 3 mins later it's 5.20 and I cancelled it.

Never filled. 3 mins open for a measly 200 shares at Market. How does that happen? 

 
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adonis said:
Folks getting tired of waiting for results and just running on fumes.
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Basically.  I’m out of half at $5.  Hope it moons but I’m locking in a double.  My confidence in NP and the clown show associated with this is in the toilet.

 
Lacey said:
Basically.  I’m out of half at $5.  Hope it moons but I’m locking in a double.  My confidence in NP and the clown show associated with this is in the toilet.
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Unfortunately for me, i've been buying more in the low-middle 5's....so unless there's a runup above my average share price, i'll stick around until tomorrow to see what's going on with the conference call.  My hopes were to be able to sell some this morning if it jumped up, but no luck.  So I'm in it at least until after the conference call.

All of the reasons to invest are still there, they're just more tenuous than before.  Some double-blinded placebo trial results would sure help solidify the ground...but that would also be the case for every other investor out there.  The sentiment we're feeling is the same others are...

Ironically, we complained about NP being on the air too much, not saying anything.  And now that he's been quiet, the outcome is relatively similar.  The hunger is for solid news, and whether we don't get it through the absence of communication from Cytodyn, or whether we don't get it from fluff PR pieces, the outcome is the same.  However, for the CEO, I think the 'be quiet' method is better, and just weather the breaks of silence like stronger leaders do.  Conference calls can be good, especially with 45 minutes dedicated to Q/A, but without results, folks will still be antsy.   

 
[icon] said:
Tried to place a buy for 200 CYDY at Market (when it was 5.01). It's been almost 2 mins and it's just sitting there... WTF? Fidelity. 

EDIT: 3 mins later it's 5.20 and I cancelled it.

Never filled. 3 mins open for a measly 200 shares at Market. How does that happen? 
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Not sure but I missed several buys in the 4s today.  Did get 5 shares filled at $4.94 and 100 at 5.06.  I'm using exclusively limit orders on this stock as I've gotten stuck before with the market orders, but it has cost me a lot of cheap shares.  

 
adonis said:
Unfortunately for me, i've been buying more in the low-middle 5's....so unless there's a runup above my average share price, i'll stick around until tomorrow to see what's going on with the conference call.  My hopes were to be able to sell some this morning if it jumped up, but no luck.  So I'm in it at least until after the conference call.

All of the reasons to invest are still there, they're just more tenuous than before.  Some double-blinded placebo trial results would sure help solidify the ground...but that would also be the case for every other investor out there.  The sentiment we're feeling is the same others are...

Ironically, we complained about NP being on the air too much, not saying anything.  And now that he's been quiet, the outcome is relatively similar.  The hunger is for solid news, and whether we don't get it through the absence of communication from Cytodyn, or whether we don't get it from fluff PR pieces, the outcome is the same.  However, for the CEO, I think the 'be quiet' method is better, and just weather the breaks of silence like stronger leaders do.  Conference calls can be good, especially with 45 minutes dedicated to Q/A, but without results, folks will still be antsy.   
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The quiet would be fine typically, but in this case he has already shown a pattern that he will spout off regularly.  Now, the silence seems very out of place.  Hope I’m wrong.

 
BassNBrew said:
What happened to #notselling
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For me, I got more info on how BP is financially tied to the success of leronlimab.  I'd understood before that he likely had a large holding of shares in the company, but didn't realize how closely his IncellDX and leronlimab were tied.  To me, that decreases the independent reliability of his research and increases risk as he was basically the primary non-CYDY employee touting the drug.

That doesn't mean the drug doesn't work, or the results are fake, or he shouldn't be trusted even with the ties.  For me, it just increases the risk where I feel more comfortable decreasing my stake.  However, the drop in price is making that less likely to happen now before the conference call.  My fault entirely for a lack of research there, as none of this is/was hidden.  

 
Lacey said:
The quiet would be fine typically, but in this case he has already shown a pattern that he will spout off regularly.  Now, the silence seems very out of place.  Hope I’m wrong.
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He could be taking feedback from basically the entire internet that was talking about CYDY that his paid pr video pieces weren't helping.  Kinda damned if he does, damned if he doesn't.  The key is being able to release solid information where we're not just having to trust anecdotes, or potential, or initial results without placebo's or blinding.  

I spent some time watching videos from mid last year with NP saying almost exactly the same things he's saying now.  That was unnerving.  Mid 2019, talks about a paper Jonah Sacha would be releasing (hopefully) that never happened.  The potential for the drug, exciting revenue opportunities with IncellDX.  Bringing on a guy who later sued the company because Nader basically went against his recommendation and pursued a clinical trial (i may be butchering this) anyway.  Other folks who were involved with Cytodyne sued due to the compensation packages the leadership got and claim it went against stockholder interest.  None of that really pertains to the science of the drug, but it's a cycle of promising that things are right around the corner.  Right now we have:

- Uplisting
- S/C trial results for Covid
- FDA type A meeting
- M/M results coming soon
- BP's paper that's pending peer review that hasn't been published yet

Going back and looking at BP's paper, all folks involved had financial ties to Cytodyn as was disclosed in the papers pre-print.  

Just so much talk...the good thing is that many of these items are going to be delivered, one way or another.  Trial results will be released, the type a meeting will happen, but BP's paper may never get published and uplisting may never happen.  Much uncertainty from a company that seems to produce that as their main product, rather than leronlimab.

Still holding on, still think it's a risk worth taking, but have scaled back my committment to the risk given a new to me understanding of the risk.  

 
BassNBrew said:
Not sure but I missed several buys in the 4s today.  Did get 5 shares filled at $4.94 and 100 at 5.06.  I'm using exclusively limit orders on this stock as I've gotten stuck before with the market orders, but it has cost me a lot of cheap shares.  
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Grabbed 400 more at 4.97 (DCA). Used a limit order. Will flip these at 5.40-5.50 

Have never had a Market order just sit for minutes without filling before.... especially for a small amount in a stocking moving solid volume. 

 
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And my final comment this morning, I feel much better with more folks being cautious than folks discussing (jokingly even) their million dollar number.  When folks are greedy, be scared, when folks are scared, be greedy.  Not so much advice for individual stocks, but I trust caution more than greed with these things.

 
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adonis said:
For me, I got more info on how BP is financially tied to the success of leronlimab.  I'd understood before that he likely had a large holding of shares in the company, but didn't realize how closely his IncellDX and leronlimab were tied.  To me, that decreases the independent reliability of his research and increases risk as he was basically the primary non-CYDY employee touting the drug.

That doesn't mean the drug doesn't work, or the results are fake, or he shouldn't be trusted even with the ties.  For me, it just increases the risk where I feel more comfortable decreasing my stake.  However, the drop in price is making that less likely to happen now before the conference call.  My fault entirely for a lack of research there, as none of this is/was hidden.  
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Does anyone know if he purchased the shares or was just gifted them through some transaction.

 
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