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***OFFICIAL CYDY/Leronlimab Thread*** (1 Viewer)

Don Hutson said:
So when Whyatt says it, it is lies.  When your daughter says the exact same thing, what is that?  I'd say it's knowledge.  Something sorely lacking in this thread.
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Why be a punk and not do the work?  You run that trap but cant back up your statements?  I don't know if they are true or false but u be the lazy.

 
And in the end W, good deed would have cost me 400k. 

Does this slide because a guy with one post means well?  Even if he meant well, probably should shut it.

 
ghostguy123 said:
This is unreadable
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Haha, people in the stonks thread made the right call.

Regarding the death, I think people are freaked out that it was in the Leronlimab cohort and that it was “because Covid”

While I agree I would prefer no deaths even if true this doesn’t really prove anything.  For sure not any more than the SAE difference “proves anything”....you can’t have your statistical cake and eat it too.

If your banking on LL being a 100% “cure” then maybe it’s concerning.

But even then it’s a cure to eliminate covid, it’s not going to reverse damage that is done by covid (like irreversible lung damage) that could cause someone  to die.

Similarly all the SAE’s that were “not from LL” even though the patients took LL...you know that means the SAE’s were from covid right?
 

Think we’re mixing up our correlations.

 
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djmich said:
Haha, people in the stonks thread made the right call.

Regarding the death, I think people are freaked out that it was in the Leronlimab cohort and that it was “because Covid”

While I agree I would prefer no deaths even if true this doesn’t really prove anything.  For sure not any more than the SAE difference “proves anything”....you can’t have your statistical cake and eat it too.

If your banking on LL being a 100% “cure” then maybe it’s concerning.

But even then it’s a cure to eliminate covid, it’s not going to reverse damage that is done by covid (like irreversible lung damage) that could cause someone  to die.

Similarly all the SAE’s that were “not from LL” even though the patients took LL...you know that means the SAE’s were from covid right?
 

Think we’re mixing up our correlations.
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From a worldview standpoint I would love for it to be a cure. But I never had any hope for that, that’s unrealistic. From an investor standpoint I was hoping it would do enough to calm covid to the point where it is manageable and so the stock would take off. Now if somebody in the treatment arm dies because of covid I can’t see how that happens. No matter how much CYDY tries that is going to be part of the picture. 
 

But we don’t know why that person died yet, in fact we don’t know anything about it and are making assumptions. 

 
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Capella said:
From a worldview standpoint I would love for it to be a cure. But I never had any hope for that, that’s unrealistic. From an investor standpoint I was hoping it would do enough to calm covid to the point where it is manageable and so the stock would take off. Now if somebody in the treatment arm dies because of covid I can’t see how that happens. No matter how much CYDY tries that is going to be part of the picture. 
 

But we don’t know why that person died yet, in fact we don’t know anything about it and are making assumptions. 
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Yah, this is why a vaccine is the true holy grail.  The only way to make sure you don’t die from something is to never get it.  Once you get it damage is done and can end poorly...even if you remove the virus itself.

 
Capella said:
From a worldview standpoint I would love for it to be a cure. But I never had any hope for that, that’s unrealistic. From an investor standpoint I was hoping it would do enough to calm covid to the point where it is manageable and so the stock would take off. Now if somebody in the treatment arm dies because of covid I can’t see how that happens. No matter how much CYDY tries that is going to be part of the picture. 
 

But we don’t know why that person died yet, in fact we don’t know anything about it and are making assumptions. 
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We don't but Covid will rank third this year in the leading causes of death.  Making the assumption that 10% of the population has had Covid, then it's probably a coin flip the the death was Covid related vs. all other causes.

 
djmich said:
Yah, this is why a vaccine is the true holy grail.  The only way to make sure you don’t die from something is to never get it.  Once you get it damage is done and can end poorly...even if you remove the virus itsel
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my understanding is that it's not the virus that causes all the bad damage, but the cytokine storm that reacts to the virus.

 
cosjobs said:
my understanding is that it's not the virus that causes all the bad damage, but the cytokine storm that reacts to the virus.
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Yes, but doesn’t change my point.  If LL stops the cytokine storm that is great.  But Nader is not claiming that it can restore damaged organs to full health.  At least not yet.

 
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Capella said:
From a worldview standpoint I would love for it to be a cure. But I never had any hope for that, that’s unrealistic. From an investor standpoint I was hoping it would do enough to calm covid to the point where it is manageable and so the stock would take off. Now if somebody in the treatment arm dies because of covid I can’t see how that happens. No matter how much CYDY tries that is going to be part of the picture. 
 

But we don’t know why that person died yet, in fact we don’t know anything about it and are making assumptions. 
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I disagree with your take. Remdisivir has prob had a gazillion deaths and is still the only approved treatment. Regardless, people are going to die from Covid and if a treatment can show meaningful statistical improvement, even if people die, it’s a worthwhile drug until we find something better.

PS, I think the patient who died was in the control arm, just my impression. I think NP’s comment will actually do more harm than the patient dying in itself. He’ll lose whatever credibility we want to pretend he might still have. 

 
fantasycurse42 said:
I disagree with your take. Remdisivir has prob had a gazillion deaths and is still the only approved treatment. Regardless, people are going to die from Covid and if a treatment can show meaningful statistical improvement, even if people die, it’s a worthwhile drug until we find something better.

PS, I think the patient who died was in the control arm, just my impression. I think NP’s comment will actually do more harm than the patient dying in itself. He’ll lose whatever credibility we want to pretend he might still have. 
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So you think the patient was in the placebo arm?

 
Don Hutson said:
So when Whyatt says it, it is lies.  When your daughter says the exact same thing, what is that?  I'd say it's knowledge.  Something sorely lacking in this thread.
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Whyatt says it’s a pump and dump, whyatt has been on the board for 5 months. Now on the flip side, Chet who has been here for 20 years told people about this company so do you think Chet is pushing a pump and dump company? 

 
If it was a pump and dump, when is the pump going to happen?  Why would top scientists in their respective fields agree to join Cytodyn as part of an advisory board for various cancers and HIV (ie, not covid related)?  

If the pump already happened at 10, then why didn't NP and his group sell millions of shares on June 30?  Again, if a bigger pump is coming, let's just be prepared to not get caught with our RANTES down.  No way this is an elaborate pump and dump.  imo

 
For reasons for the delay in announcing data yesterday or this weekend, consider what happened last time NP released a PR announcing what all looked like good news.  The price tanked on the news because it was confusing.  I imagine they are not going to just send out a PR until they KNOW they have their collective ducks in a row.  

No reason to rush out news just because you think it's good.  Maybe he has a group telling him to hold off until, at the very least, they make sure the PR is worded perfectly.  Leave no room for interpretation so that short shills can write hit pieces on the PR.  Because you know they have a piece in the chamber just waiting for NP's PR.  

 
Jayrok said:
If it was a pump and dump, when is the pump going to happen?  Why would top scientists in their respective fields agree to join Cytodyn as part of an advisory board for various cancers and HIV (ie, not covid related)?  

If the pump already happened at 10, then why didn't NP and his group sell millions of shares on June 30?  Again, if a bigger pump is coming, let's just be prepared to not get caught with our RANTES down.  No way this is an elaborate pump and dump.  imo
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It's not, and that's W's biggest drawback in his presentation.  Even though he's not saying he  believes it, he's using the "many smart people are saying" method.  If he just pointed out the flaws, the lack of trust of the leadership, and issues with the drug/studies/management, he'd be helpful.  He also mentioned he's working for a competitor to their HIV drug, and never answered directly when I asked whether Leronlimab would be a direct competitor to a drug he's working to help commercialize.

I really don't care too much about the back and forth of all this...I listened to all the complaints and issues, all the short reports, and the thing they all have in common is that they're unreliable in the same ways they're claiming NP is unreliable.  The things I think we can reasonably trust are the results that have been presented and they're promising, but even BP has some conflict of interest in this whole thing.  It's a tangled web, but monoclonal antibodies show promise, Leronlimab is one, it's advanced in testing, it shows promise, results are coming soon, it's a gamble for sure, but no risk no reward.  THat's my mentality.  Antagonists on a message board give things to consider, but we can all make our own judgments and just move on.

 
BassNBrew said:
We don't but Covid will rank third this year in the leading causes of death.  Making the assumption that 10% of the population has had Covid, then it's probably a coin flip the the death was Covid related vs. all other causes.
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I think this guess is probably right. 

 
fantasycurse42 said:
I disagree with your take. Remdisivir has prob had a gazillion deaths and is still the only approved treatment. Regardless, people are going to die from Covid and if a treatment can show meaningful statistical improvement, even if people die, it’s a worthwhile drug until we find something better.

PS, I think the patient who died was in the control arm, just my impression. I think NP’s comment will actually do more harm than the patient dying in itself. He’ll lose whatever credibility we want to pretend he might still have. 
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I agree but gilead is behind Rems — they have unlimited lobbying and tons of power behind them. Our little guys have a few bucks but nowhere near what gilead has and are practically unknown, so unlike them we have no room for error and will be attacked on any significant downsides. 

 
Jayrok said:
If it was a pump and dump, when is the pump going to happen?  Why would top scientists in their respective fields agree to join Cytodyn as part of an advisory board for various cancers and HIV (ie, not covid related)?  

If the pump already happened at 10, then why didn't NP and his group sell millions of shares on June 30?  Again, if a bigger pump is coming, let's just be prepared to not get caught with our RANTES down.  No way this is an elaborate pump and dump.  imo
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Yeah this is a critical piece. Serious people with serious career achievements are putting their reputation on the line. Odds they're either in on it or have been duped are extremely low. 

 
CGRdrJoe said:
Whyatt says it’s a pump and dump, whyatt has been on the board for 5 months. Now on the flip side, Chet who has been here for 20 years told people about this company so do you think Chet is pushing a pump and dump company? 
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It's possible to believe in the drug and not the company.  Both Whyatt and Chet can be right.  And while leronlimab isn't getting notice in the media, it's not undervalued.  CytoDyn has a market cap of $3 billion.  It has one drug and zero revenue.  The pump has been a success.  It's leronlimab's turn to prove it's not a dump.

 
Capella said:
I agree but gilead is behind Rems — they have unlimited lobbying and tons of power behind them. Our little guys have a few bucks but nowhere near what gilead has and are practically unknown, so unlike them we have no room for error and will be attacked on any significant downsides. 
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The new members of the advisory board should help. A new CEO would be amazing. We have a mechanical engineer with a PhD from a second-rate school who doesn't know how to spell, lacks medical knowledge and has a sordid past.  

 
djmich said:
Yes, but doesn’t change my point.  If LL stops the cytokine storm that is great.  But Nader is not claiming that it can restore damaged organs to full health.  At least not yet.
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I think I read or concluded that the virus was not what does the organ damage, its the CStorm. I may be off-base.

 
⚡DEADHEAD⚡ said:
The new members of the advisory board should help. A new CEO would be amazing. We have a mechanical engineer with a PhD from a second-rate school who doesn't know how to spell, lacks medical knowledge and has a sordid past.  
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seems mean. He's not perfect, but its hard to imagine having gotten someone who could have propelled the drug this far, this quickly. But yes, he is certainly flawed and maybe we should consider someone else for the next level. But who is available and what will they cost?

 
Yesterday from the Yahoo board from MIchael:  Whoever that is

My job is to inform our providers of the best treatment options for our patients. I work closely with our infectious disease specialist and discuss covid related topics on a regular basis. Our clinical pharmacy team has been following the progress of leronlimab and several other therapies hoping to see approval soon so that we can reduce morbidity and mortality. Not only that, but working in the front lines makes us hope that there are good options for our own protection when and if the time comes to be treated ourselves.

Our clinical pharmacy team has done a great deal of research looking at the role of cytokines and chemokines in the progression of mild to moderate disease into full blown ARDS. The inhibition of CCL5 at the CCR5 receptor and its effects on chemotaxis and reducing the comorbidities of RANTES makes the most sense to us; we have tried to find holes in Dr Patterson's papers and lectures but have found none.

The GM CSF inhibitor Lenzilumab also looks interesting but in one of Dr Patterson's lectures he states that in his workups GM CSF is only elevated in about 25% of patients. This could wind up going the way of the IL-6 inhibitors where there was a great deal of excitement initially only to find that inhibition of the sole cytokine had minimal results. Compassionate use showed good results but time will tell if further studies back up the claims by Humanigen.

The CD6 ALCAM inhibitor Itolizumab is also intriguing. It's mechanism affects several cytokines including IL-6 and TNF alpha. There was a small study in India that showed very promising results. A larger phase 3 trial should be launched in the next couple weeks to see if there is good efficacy in ARDS. Results of this trial should be seen sometime in Q4.

Remestemcel-L is also quite promising and is in a phase 2/3 trial to treat Covid related ARDS. Mesoblast says that they are capable of mass producing stem cell therapy post trials and the therapy was very promising in compassionate use. The problem I see is that this therapy requires IV administration done in a clinical setting and should be cost prohibitive but if it comes to saving lives it might be worth it. Obviously, the advantage of leronlimab is abdominal subcutaneous administration that the patient could self-administer thus being considerably cheaper.

Leronlimab is ahead of the game however. Cytodyn should post Mild to Moderate Phase 2 trial results any day. I have little doubt given the exceptional safety data that efficacy should be solid; even if it shows great improvement in only one area such as D Dimer it would be a huge victory. Given the mechanism, I feel that there should be multiple areas of significant improvement vs the placebo group. Odds are pretty small that leronlimab will show no benefit over placebo across the board.

I am long CYDY.
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Don't know how legit it is but wanted to put it here. 
 

 
Capella said:
I agree but gilead is behind Rems — they have unlimited lobbying and tons of power behind them. Our little guys have a few bucks but nowhere near what gilead has and are practically unknown, so unlike them we have no room for error and will be attacked on any significant downsides. 
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But this is also what's so great about the trials. Facts and stats dgaf how rich or powerful the company is. It provides a level playing field to CYDY.

And if the drug proves to be effective, no amount of attacks will have much impact on its intrinsic value. 

And finally, if it wins the game and is effective vs. the virus and valued accordingly, wtf cares if we were down by two touchdowns in the third quarter?

 
cosjobs said:
But this is also what's so great about the trials. Facts and stats dgaf how rich or powerful the company is. It provides a level playing field to CYDY.

And if the drug proves to be effective, no amount of attacks will have much impact on its intrinsic value. 

And finally, if it wins the game and is effective vs. the virus and valued accordingly, wtf cares if we were down by two touchdowns in the third quarter?
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Oh I agree. I am obviously a believer, I have lots of dollars on it. Just thinking it all through. 

 
cosjobs said:
But this is also what's so great about the trials. Facts and stats dgaf how rich or powerful the company is. It provides a level playing field to CYDY.

And if the drug proves to be effective, no amount of attacks will have much impact on its intrinsic value. 

And finally, if it wins the game and is effective vs. the virus and valued accordingly, wtf cares if we were down by two touchdowns in the third quarter?
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Nice job and using a football analogy too!

 
The signing of the executive order on lowering drug prices in the US is interesting.  BP doesn't like it I'm sure.  Could NP come in with a lowered price for LL and look attractive to the pres?  Who knows?  

 
Jayrok said:
Yesterday from the Yahoo board from MIchael:  Whoever that is

Don't know how legit it is but wanted to put it here. 
 
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You read things from people claiming to be Medical Virologists, clinical trial organizers, chemists etc. Hard to know who's legit. You have pumpers and dumpers taking on various disguises it seems. 

As was just said proof is in the trials.

 
Moonlight said:
You read things from people claiming to be Medical Virologists, clinical trial organizers, chemists etc. Hard to know who's legit. You have pumpers and dumpers taking on various disguises it seems. 

As was just said proof is in the trials.
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I saw they yesterday and scanned through some of that guy’s previous posts to get an idea if he was legit. He called Adam feurenstein “Adam fartenstein” and constantly was crying about the shorters. If he had that kind of knowledge he would be loving any price dips caused by shorts. Fake or stolen from somewhere imo 

 
Regardless, what made the stock appealing at .30 cents, on its way up to $10, back down to 3ish, and now at 5 is all the same.  There's potential, there's enough justification to invest in it based on the results publicly available, BP's analyses, clinicial trials in progress, early SAE results, etc.

But it's still clearly a gamble, and if the efficacy results come in less than what it takes to get FDA approval or use for Covid then the stock will go back to just a couple dollars, or less.  It's a risk.  Everyone should know it.  It's a gamble.  But it's a better gamble, imo, than most casino's offer on any games...far better, again, imo.

It's a better gamble because there seems to be inherent value to the drug in treating some cancers and HIV.  Does that justify current stock price right now? No.  It's as high as it is based on Covid.  If it's not applicable for Covid, SP will drop off a cliff.  However, where it falls to still has value as a drug for HIV and cancer, just like it was pursuing before the world was hit with a once every century pandemic that LL just might be able to help.

Gamble.  Roll of the dice.  Some educated guesses one can make, kinda like card counting, helps your odds a lot...but we're betting on a single hand that a card counter is playing.  Odds in our favor, odds better than house, but still a big gamble.  Come to terms with that.  Be willing to lose your money, buckle up, and enjoy the ride.  Results will be coming soon...the dealer will turn over his cards...and you'll know how your ideas stack up against what the house has.  Maybe we win, maybe we lose, but it's all a game.

If you don't want to be playing games...invest all your money in index funds and stop complaining. :)  

(If i lose here, that's likely what I go back to doing, hand burned, and scorned - tens of thousands down.)

It's clear it's not a pump and dump.  But that doesn't mean the share prices can't tumble back down sub $1.  Cytodyn is shooting for the moon with Covid applicability/indication, and it may miss...it may be completely safe, and completely without efficacy.  But it's a good faith effort on the part of the company that they think it is effective, and they're willing to do a double-blinded placebo two arm study to show it, and publish results to the world, while trying to get FDA approval and uplist and pursue cancer and HIV indications, and anything else leronlimab can work on.  Balls to the wall, swing for the fences Babe Ruth style...but remember Babe Ruth was also leader in strikeouts.  He's still in the HOF.  

 
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