What's new
Fantasy Football - Footballguys Forums

This is a sample guest message. Register a free account today to become a member! Once signed in, you'll be able to participate on this site by adding your own topics and posts, as well as connect with other members through your own private inbox!

***OFFICIAL CYDY/Leronlimab Thread*** (14 Viewers)

Does something like Barron's move a needle at all? As far as I know this is the most legit media to mention it. Just curious as it basically just said that the drug helped/promising results.

I would have no problem asking for LL if  I get hospitalized with this. I want something to work. The Doc's probably wouldn't know what the hell I was asking for, but I would.

My investment is tiny compared to most and I was able to trade shares here and there the last few weeks to get my cost down to nearly 0. Started with 530 at $2.82 and that is all I have in the game now.

A decent chunk of cash in the account to load up is why I ask. I don''t mind missing out on the sub $.50 at all. I hope you guys buy some boats and houses and ####.

 
http://investorsmedia.mesoblast.com/static-files/6c142520-541f-445e-80d0-d7570337e255
 

https://www.google.com/amp/s/www.wsj.com/amp/articles/the-treatment-that-could-crush-covid-11597360709
 

I’m no rocket surgeon, but this could be bad for our stock, but good for the country. 
 

What reasons would a company have to halt their stock trading?  If it’s bad news, delaying over the weekend won’t matter. If it’s good news, the stock would skyrocket? 
 

maybe a buyout?  There’s guys in here with a lot more experience at this than I, so I’m interested in your thoughts. 
This seems to have nothing to with COVID or any of the other 456,396 indications CYDY will heal.

 
This seems to have nothing to with COVID or any of the other 456,396 indications CYDY will heal.
Huh?  It has COVID in the title and the trials were for treating COVID.

I'm not a subscriber so I couldn't see the whole article.  The part that was free mentioned a 12 person study and a 13 person study.  Is that all it has so far or is there a larger study mentioned behind the paywall?

ETA: Nevermind, two articles weren't related, you're right.

 
Last edited by a moderator:
Huh?  It has COVID in the title and the trials were for treating COVID.

I'm not a subscriber so I couldn't see the whole article.  The part that was free mentioned a 12 person study and a 13 person study.  Is that all it has so far or is there a larger study mentioned behind the paywall?
Trading was halted due to a meeting today, but it was for a different drug they ended up getting approved. 
 

I just thought the timing of the Covid article was odd. 

 
This is supposedly the new communications director for CYDY.  It'd be nice and give me a little more confidence if she didn't have a mistake on the front page of her website. :bag:  
This is a company that needs attention to the details. And that's a big mistake for your front page.

Does know how to take a photo and make you drool.

 
Looks like a new trend...now we just cut to the chase and drop 7% out of the gate.  Adios Nasdaq.

 
TD Ameritrade had the Barron's text:

A Field Guide to Covid-19 Vaccines and Antivirals -- Barrons.com

By Al Root

Wednesday evening, Canadian  :lmao:  small-cap biotech company CytoDyn announced it had asked the U.S. Food and Drug Administration to grant the company's drug, Leronlimab, an emergency-use authorization to treat mild to moderate Covid-19 cases.

The request was made after the company announced promising data from a Phase 2 Leronlimab drug trial.

That's good news. But following the ins and outs of therapy development can be difficult in any environment. Investors typically aren't doctors. Covid-19 doesn't make it any easier. Investors these days are tracking many antiviral drugs -- some of which were designed for other viruses -- as well as several vaccine candidates.

Vaccines, of course, prevent people from contracting the virus. Antivirals treat the disease. Both are important to defeating Covid.

Antivirals

Leronlimab is an antiviral medication that was originally developed for HIV treatment. It's a "humanized IgG4 monoclonal antibody" that inhibits the ability for a virus to enter a cell. CytoDyn (ticker: CYDY) started testing Leronlimb on Covid-19 patients earlier in 2020.

What the company said Wednesday is that patients given shots of Leronlimb improved more than patients given placebos. The results were statistically significant.

CytoDyn is a $2.1 billion development-stage biotech without sales. Gilead Sciences (GILD) is an $85 billion biotech generating more than $22 billion in annual sales. Gilead's Remdesivir is another antiviral medication that showed promise in clinical trials. The FDA granted Remdesivir emergency-use authorization to treat severe cases in May. Antiviral therapies are also in the works at Eli Lilly (LLY), GlaxoSmithKline (GSK), and Vir Biotechnology (VIR).

Regeneron Pharmaceuticals (REGN) is developing a "cocktail of antibodies" for Covid-19 treatment. Earlier this week, Canaccord Genuity analyst John Newman wrote that Phase 3 data for the cocktail could be ready later this year.

Vaccines

Later this year is also the time frame for data from important Phase 3 vaccine trials. Phase 3 is typically the last phase of clinical testing and is designed to demonstrate efficacy.

Russia made headlines earlier in the week announcing their vaccine was ready. But, in U.S. terms, their vaccine has just exited Phase 1 and 2 trials.

GlaxoSmithKline, Pfizer (PFE), Oxford University, Moderna (MRNA) and Novavax (NVAX) all have vaccine candidates in Phase 3 testing. It has been a while since those entities updated investors, but enrollment should be wrapped up soon. Each of those companies -- and the university -- is recruiting about 30,000 patients in the final trial.

The Stocks

Covid-19 health-care stocks have had a wild 2020. CytoDyn stock actually dropped 8.5% following the conference call. The stock is down 15% for the week, despite positive data. Still, shares have gained more than 300% year to date, far better than the comparable gains of the S&P 500 and Dow Jones Industrial Average over the same span.

The stocks mentioned above are up 465% year to date on average. Novovax is up the most at more than 3,200%. Glaxo is the weakest of the bunch, falling 12.3% year to date.

Write to Al Root at allen.root@dowjones.com

 
Sold out.  I don't see much in the way of impetus to go higher in the near future.  Though I'm sure this marks the low of forever.

 
Ahhh, who am I kidding.  Bought 2.5k more at 3.72 (right at the latest peak, it seems). 

I'm a believer. Or an idiot.  Or both.

 
Last edited by a moderator:
I bought at 3.60, time to start fighting back on this day.

What has changed.  Good data for mild to moderate and a severe critical trial that I still believe will have good results.
What changed is they had good results and nobody cared. Good science doesn’t mean anything unless you can get people to know about it. 

 
Ahhh, who am I kidding.  Bought 2.5k more at 3.72. 

I'm a believer. Or an idiot.  Or both.
Yah, I think the Risk to Reward right now is very good.  Feels like 2.86 is a solid support.  Of course there is risk, but unless a Phase 3 is denied for M-M I dont see below 2.86 in short term.

 
What changed is they had good results and nobody cared. Good science doesn’t mean anything unless you can get people to know about it. 
FDA caring is what matters because frankly I don't think the investment community doesnt care, its that they cant decipher whats bull#### and whats not, relying on FDA

Approval = huge bump.

P3 = Potentially a price hit in short term but I'd guess stays in the 2.80 - 4.50 range until S-C gets closer.

Stop  trials = We're in the 1's

 
Last edited by a moderator:
I don't know how shorts work,  is it possible they're getting in their Last Licks while they still can?  Not saying it' is likely, but if they get EUA the price would have to go up.  Maybe they at attacking now due to the good news?

 
FDA caring is what matters because frankly I don't think the investment community doesnt care, its that they cant decipher whats bull#### and whats not, relying on FDA

Approval = huge bump.

P3 = Potentially a price hit in short term but I'd guess stays in the 2.80 - 4.50 range until S-C gets closer.

Stop  trials = We're in the 1's
What are the odds of the EAU? I’d put it at around 20% and honestly I’m being generous. A phase 3 is fine but will take longer and they could be passed by another drug. 

 
What changed is they had good results and nobody cared. Good science doesn’t mean anything unless you can get people to know about it. 
Personally I was never counting on the mild to moderate trial to be the winner.  I think the results are good enough to get them a phase 3 but was happy that it just showed efficacy because I do think this is going to bode well in current and future trials.

Definitely feels like it will be rocky for a bit but there are still catalysts coming.  Patterson should get published at some point relatively soon.  Even if FDA gives them a phase 3, that's news worthy and may give a small bump.

I'm probably going to unload some of what I've recently bought if I get some modest gains on them, think that will happen.  Still optimistic for the long run though.

 

Users who are viewing this thread

Back
Top