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

I'm also looking at the severe as this; if there is meaningful statistical benefit (and I believe there is), and the amount of safety we have shown not just here but everywhere else, this could be an approved treatment. I'll deal with the swings until we get that interim analysis. The upside on that is $20-$25, imo. Since I'm free rolling, whatever, I'm risking over $40k for a gain of close to $200k. I like my odds on this at 5-1, tbh. All the fear is a good contrarian indicator too.

 
Certainly possible this will climb as the shareholder meeting time approaches in anticipation of announcing news.  But, then again, it might not :)

Volume is just pathetically low.

 
fantasycurse42 said:
It's amazing with all of the sellers in this thread, since we have (had) so many shares the price held. I was at the point where I thought the only demand was this thread :lmao:
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Daily volume is ~15 million.  Unless Chet is selling I don't think we're moving it.  I don't get the impression the folks here selling are selling huge allotments.

 
fantasycurse42 said:
I'm also looking at the severe as this; if there is meaningful statistical benefit (and I believe there is), and the amount of safety we have shown not just here but everywhere else, this could be an approved treatment. I'll deal with the swings until we get that interim analysis. The upside on that is $20-$25, imo. Since I'm free rolling, whatever, I'm risking over $40k for a gain of close to $200k. I like my odds on this at 5-1, tbh. All the fear is a good contrarian indicator too.
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I can't keep track of whether we were anticipating severe or mild/moderate to be the better study.  On the whole run-up to this week I thought severe was where we were anticipating better news, but then right before the start of the week that seemed to flip and people were bearish on potential severe results and bullish on mild/moderate.  I'm not sure where we're at now.

 
adonis said:
Certainly possible this will climb as the shareholder meeting time approaches in anticipation of announcing news.  But, then again, it might not :)

Volume is just pathetically low.
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Isn’t this just about the shareholder vote? No news is coming out of that I bet. 

 
The swings don't bother me much either.  Tiresome, for sure, but holding on until the rest of the results are posted.  If given approval for Covid it rips up.  If no approval, it'll be ugly as everyone bails.  However, covid isn't the end of the road.  

If it creeps higher, I move my stop up some with it.  If it never fills then that's great news.  If it does trip on the news then dump and wait until it gets down to 2 or so.  Then I'll recapture some in increments while settling in for HIV approval and so on. 

In the meantime, I have targets to trim at 7, 8 and 10.  But if good news comes out below those levels I'll just hang on for the ride because I think it'll run right through them all on good news from Covid.  Just my opinion.  

 
FreeBaGeL said:
I can't keep track of whether we were anticipating severe or mild/moderate to be the better study.  On the whole run-up to this week I thought severe was where we were anticipating better news, but then right before the start of the week that seemed to flip and people were bearish on potential severe results and bullish on mild/moderate.  I'm not sure where we're at now.
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I've been bullish severe the whole time... M2M, especially on such a small sample size was always going to be tough. I think we've demonstrated safety, which is good and certainly one hurdle out of the way when you calm down and look at the whole puzzle. In the severe since the key endpoint is death, there is no massaging statistical benefit, it's black and white. Maybe you could on some of the secondary endpoints, but if the drug shows it saves lives, and it's safe, it could be a good frontline treatment. This is and has been my bullish Covid stance for a while.

My bullishness on severe is simple, we know the MOA. Calming the cytokine storm by blocking CCR5, which should reduce inflammation. No short or long is going to talk me off of the science. If it succeeds there, then when a person tests positive, given the safety factor, it could be considered a good frontline drug. This gives it $50-$60 potential, but that is a stretch.

 
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fantasycurse42 said:
I've been bullish severe the whole time... M2M, especially on such a small sample size was always going to be tough. I think we've demonstrating safety, which is good and certainly one hurdle out of the way when you calm down and look at the whole puzzle. In the severe since the key endpoint is death, there is no massaging statistical benefit, it's black and white. Maybe you could on some of the secondary endpoints, but if the drug shows it saves lives, and it's safe, it could be a good frontline treatment. This is and has been my bullish Covid stance for a while.

My bullishness on severe is simple, we know the MOA. Calming the cytokine storm by blocking CCR5, which should reduce inflammation. No short or long is going to talk me off of the science. If it succeeds there, then when a person tests positive, given the safety factor, it could be considered a good frontline drug. This gives it $50-$60 potential, but that is a stretch.
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There are only 3 people who can talk me off my position:

1) NP

2) BP

3) Chet

 
FreeBaGeL said:
Fauci: COVID-19 treatments likely to come before a vaccine.
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We already know this, but even with a vaccine, if the efficacy isn't super high, coupled with anti-vaxers, there is room for a treatment for years to come. And if it is treating Covid, it will then open doors for the other indications we originally bought in for. 

 
FreeBaGeL said:
Fauci: COVID-19 treatments likely to come before a vaccine.
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There isn't going to be a vaccine.   CV's have been around forever and there isn't one from those.   The pandemic of 10 years ago never developed one either and they quit trying after 4-5 years.

 
I kinda feel we might get something with moderate success, but treatments are of the utmost importance. If this is actually minimized to the flu, we can resume life as was.

I'd like to find a basket of the leading treatment contenders (everyone can feel free to post some here) and buy those when they sell on vaccine news.  

 
[icon] said:
Chicken Ramen Noodles + Can of chicken + Diced Scallion & Boiled Egg = Redneck Fine Dining. 
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You can eat decently for a week with one Costco roast chicken, a box  of Ramen noodles and a bag of frozen broccoli

 
Also with vaccines, think of strand mutations, etc.  How is one vaccine going to be able to stop covid 19, 20, 21...?  

Reminds me of Dr. Patterson's comment about a drug like Leronlimab can help quite the cytokine storm (and turn it into a cytokine rain shower for some patients) and should be stock piled because it doesn't matter what the pathogen is.  For Covid-19, they had to start from ground zero.  Drugs like this can be on hand and aid in treatment for covid 20, 21 and all other RANTES type infections. 

It doesn't cure the disease, but it neutralizes it so that it doesn't over burden and piss off the immune response.  This can save lives and enable individual doctors to treat their patients accordingly because, hopefully, the drug can keep them from needing a ventilator and/or critical care.    

 
So i'm seeing today the spread increase to 4 cents repeatedly.  Most days it barely budges from 1 cent.  I assume this implies a low demand for shares and is due to a lower volume?  What can I interpret in general from a spread that's about 4x higher than normal trading days?

 
Chaz McNulty said:
A lot of us are buying and selling to add to our position while lowering our average cost.
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I unloaded 12,000 shares this morning, keeping 10 (at about 5.80 avg.). I expect the short army to attack every day until efficacy published. I'm assuming I'll be able to buy back in a dollar or two cheaper. 

 
Jayrok said:
Reminds me of Dr. Patterson's comment about a drug like Leronlimab can help quite the cytokine storm (and turn it into a cytokine rain shower for some patients) and should be stock piled because it doesn't matter what the pathogen is.    
Click to expand...
This was my biggest take away from the Dr. Patterson interview. That seemed like huge news, as you say, it doesn't matter what the pathogen is, the body won't destroy itself trying to save itself.

Also think Dr. Yo's analogy about the house party/fight getting out of control, while not fine tuned, was a good one. 

 
cosjobs said:
I unloaded 12,000 shares this morning, keeping 10 (at about 5.80 avg.). I expect the short army to attack every day until efficacy published. I'm assuming I'll be able to buy back in a dollar or two cheaper. 
Click to expand...
I’m not seeing a dip of 30% coming before the news gets published. Think we would have already seen it. 

 
Capella said:
I’m not seeing a dip of 30% coming before the news gets published. Think we would have already seen it. 
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I'm okay if we don't get the dip to re-buy, but I'm newly retired now and a 30% dip in 22000 shares would kind of cramp my IRA. If I can't get back in I'm okay with just 10000 shares. 

ETA - I have repeatedly overbet the eptitude of this company and just not that comfortable with over a 100k stake in them. I still believe in the science and the drug, but every day the results are put off will have to withstand another day of short attacks and they seem more organized than our company

 
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adonis said:
Certainly possible this will climb as the shareholder meeting time approaches in anticipation of announcing news.  But, then again, it might not :)

Volume is just pathetically low.
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6k shares per minute the last 45 minutes.    It hasn't done that in a long time

 
cosjobs said:
I unloaded 12,000 shares this morning, keeping 10 (at about 5.80 avg.). I expect the short army to attack every day until efficacy published. I'm assuming I'll be able to buy back in a dollar or two cheaper. 
Click to expand...
this is exactly why I sold my shares.

 
Getzlaf15 said:
There isn't going to be a vaccine.   CV's have been around forever and there isn't one from those.   The pandemic of 10 years ago never developed one either and they quit trying after 4-5 years.
Click to expand...
I could see that if this does fade away. That's why the money dried up for previous vaccines. As of now they are still fast tracking a vaccine and there will be one by the end of the year.

 
jamny said:
I could see that if this does fade away. That's why the money dried up for previous vaccines. As of now they are still fast tracking a vaccine and there will be one by the end of the year.
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One day it will just magically appear

 
jamny said:
I could see that if this does fade away. That's why the money dried up for previous vaccines. As of now they are still fast tracking a vaccine and there will be one by the end of the year.
Click to expand...
Hope so, but I doubt it.  And even if they do, how effective will it be?   The flu vaccines now each year are only 10-40% effective.

 
FreeBaGeL said:
I can't keep track of whether we were anticipating severe or mild/moderate to be the better study.  On the whole run-up to this week I thought severe was where we were anticipating better news, but then right before the start of the week that seemed to flip and people were bearish on potential severe results and bullish on mild/moderate.  I'm not sure where we're at now.
Click to expand...
With M2M, we're actually getting results from a completed trial.  The severe/critical has about 157 enrolled out of an intended 390.  So it has a long way to go.  It's hard to get excited about something that isn't finishing any time soon.  There is an interim analysis coming but we'll only find out anything if the news is amazingly good or amazingly bad.  Likely, the trial will just keep going.

 
Capella said:
There are a few truly excellent posters there, so I check in a few times a day. 
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HELLO, SEC!!! YES, YES, VERY GLAD I'M ABLE TO GET THROUGH!!! I HAVE SOME VERY PRESSING NEEDS TO DISCUSS ABOUT AN OTC BIOPHARMA COMPANY THAT I BELIEVE IS BEING SHORTED BY SOME BAD INDIVIDUALS... I NEED YOU TO PUT YOUR BEST PEOPLE ON THIS, STAT!

 
Don't Noonan said:
What percentage of your shares did you sell?
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100.   I'm up $24k on all of this. Really wanted to protect that.    During all of this CYDY stuff, I've been approved by insurance to replace all the roofs on my 26 duplexes. Total cost is $332k.  They are hammering out final details, but it looks like I will only have to pay $30-35k out of my own pocket for this, which would be like $10k if I didn't lose more.  So that became more important than trying to hold this for the home run.  


The shorts will likely nit pic something soon IMO.   


Another thought that has been gnawing at me.   BP's Ted talk and the hour long talk a few days ago were beyond excellent.  Why doesn't anything he says move the stock? 

 
I think the share price will be negatively affected by the vote as the shareholders meeting no matter which way it goes.

If its approved, we just watered down the shares.

If it's dissaproved, the company isn't liquid enough and the shareholders don't trust them.

 
Getzlaf15 said:
Another thought that has been gnawing at me.   BP's Ted talk and the hour long talk a few days ago were beyond excellent.  Why doesn't anything he says move the stock? 
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His Ted Talk was right before the massive run north. Unfortunately, his interview from a few days ago was overshadowed by our achilles heel, NP.

 
fantasycurse42 said:
I've been bullish severe the whole time... M2M, especially on such a small sample size was always going to be tough. I think we've demonstrated safety, which is good and certainly one hurdle out of the way when you calm down and look at the whole puzzle. In the severe since the key endpoint is death, there is no massaging statistical benefit, it's black and white. Maybe you could on some of the secondary endpoints, but if the drug shows it saves lives, and it's safe, it could be a good frontline treatment. This is and has been my bullish Covid stance for a while.

My bullishness on severe is simple, we know the MOA. Calming the cytokine storm by blocking CCR5, which should reduce inflammation. No short or long is going to talk me off of the science. If it succeeds there, then when a person tests positive, given the safety factor, it could be considered a good frontline drug. This gives it $50-$60 potential, but that is a stretch.
Click to expand...
I am going to say that in no world will this hit $50-60.  They will be bought out before this point.  I am going out on a limb to say this will possibly hit 10-15, but more likely than not is going to fade away.  BP wasn't psyched about its cancer application.  That leaves only Covid and HIV.  If it's safe and effective for Covid, they will be bought out and Covid treatment will not be profitable.  They are saving lives and the medication will be given away to do so.  HIV will be the "homerun" and again they will be bought out. 

 
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