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***OFFICIAL CYDY/Leronlimab Thread*** (4 Viewers)

If LL isn't approved by the time this test ends (late September), then it will never be approved.
Their severe trial will be the one that either sinks the ship or blasts it forward. It'll be hard to ignore a company reducing death percentage versus placebo by X percentage. The endpoint doesn't leave much to be interrupted, imo.  

 
I'm of the opinion that a rising tide will lift all boats until we get close to the finish line, where the pretenders and contenders will finally be separated. 
Seems we're the bridesmaid, never the bride. What are we not seeing? A step too far for the gov to get on board with an OTC stock? Has NP burned too many bridges? Are there accounting issues? 

 
Seems we're the bridesmaid, never the bride. What are we not seeing? A step too far for the gov to get on board with an OTC stock? Has NP burned too many bridges? Are there accounting issues? 
We're an OTC stock with a product that has never been approved for anything accompanied by a bumbling huckster idiot CEO. 

Science will either propel us forward or sink our ship. 

 
If LL isn't approved by the time this test ends (late September), then it will never be approved.
Late September? Where did it even say that? The press release talks about enrollment which appears to have not even started yet. Maybe late September could be the case, but I agree with your point that LeBron’s data will be in hand already before there are any results from this.

Again, this isn’t even a trial for the monoclonal antibody by itself. It’s 100% based on Remdesivir and tied to it. Seems like Remdesivir isn’t really doing much to help and they want to find a combo that could help it.

 
Everyone say it with me.... cancer and HIV is why we all (most) were in.  COVID was just a tasty appetizer on the menu (that now may or may not be sold out, the server is checking with the kitchen).  

 
Also, I'd love to know who has their pockets lined by Gilead in DC... Whomever they are, they need to be locked away forever, lowlifes!

Let's keep pushing this ####ty drug, maybe we can combine it with a less ####ty drug.
At least someone else noticed that. If I am Humanigen, it looks like you are just happy to be included and this is the government trying to keep Remdesivir in the $$$.

 
If CYDY results are good, combining remdesiver with leronlimab would be more straightforward as the testing has already started for leronlimab.  

It all boils down to whether the m/m and s/c results are good or not.  If they are, none of this matters that much.  If they're not good, back to the previous indications anyway.
If the results are good you can just treat with LeBron and not add a drug with side effects.

 
Everyone say it with me.... cancer and HIV is why we all (most) were in.  COVID was just a tasty appetizer on the menu (that now may or may not be sold out, the server is checking with the kitchen).  
That’s true but the stocks at $5.50 because of covid. Fails to be useful for that and it’s back to a buck or two a share. 

 
Late September? Where did it even say that? The press release talks about enrollment which appears to have not even started yet. Maybe late September could be the case, but I agree with your point that LeBron’s data will be in hand already before there are any results from this.

Again, this isn’t even a trial for the monoclonal antibody by itself. It’s 100% based on Remdesivir and tied to it. Seems like Remdesivir isn’t really doing much to help and they want to find a combo that could help it.
Rem is on borrowed time and they know it.  It won't be long before multiple drugs prove to be much more effective.  

 
Sure are cashing in and they have moved rapidly to do so in the time they have. Trump touts it in his briefing
Yep.  A failed drug for multiple indications.  Failed a Covid Trial in China in March.  Began a new trial in the US.  Changed the primary end-point with two weeks to go in the US trial.  Fails on almost all end-points except for days in hospital (beats placebo by 3 or 4 days).  And is fast-track approved.

Having a little pull in the industry is nice.

 
Everyone say it with me.... cancer and HIV is why we all (most) were in.  COVID was just a tasty appetizer on the menu (that now may or may not be sold out, the server is checking with the kitchen).  
If LL fails against COVID, I'll be selling for whatever I can get for my shares. 

It seems like there are monthly and every other month HIV injections onthe way. Will weekly injections have any space?

Cancer research is just starting, but triple negative breast cancer accounts for 10-20% of about 300,000 breast cancer cases per year. So that's 30-60k cases per year. Is that enough to propel this company? Also, do we really trust NP to guide CYDY for breast cancer after his handling of COVID...especially if COVID results suck?

Sure, if you're cost basis is cheap stick around, but if I had significant profits I'd lock some now. Otherwise, be ready to live and die with COVID results.

 
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If LL fails against COVID, I'll be selling for whatever I can get for my shares. 

It seems like there are monthly and every other month HIV injections onthe way. Will weekly injections have any space?

Cancer research is just starting, but triple negative breast cancer accounts for 10-20% of about 300,000 breast cancer cases per year. So that's 30-60k cases per year. Is that enough to propel this company? Also, do we really trust NP to guide CYDY for breast cancer after his handling of COVID...especially if COVID results suck?

Sure, if you're cost basis is cheap stick around, but if I had significant profits I'd lock some now. Otherwise, be ready to live and die with COVID results.
Worldwide there is 2M new cases each year.  At 150K triple negative's taking a shot a week for a full year.  Lets say 52K per person.  That's 7.8B per year.

 
I actually think Thursday can be huge IF they have the interim safety results of the S/C trials.

The SAE in mild to moderate doesn't translate to LL effectiveness, but DEATH is considered an SAE. So if the interim safety analysis for the S/C shows statically significant reductions in SAE that's a pretty good parallel to the primary endpoint (mortality) in the S/C trials without even completing the study. 

Thursday can't come soon enough.

 
I actually think Thursday can be huge IF they have the interim safety results of the S/C trials.

The SAE in mild to moderate doesn't translate to LL effectiveness, but DEATH is considered an SAE. So if the interim safety analysis for the S/C shows statically significant reductions in SAE that's a pretty good parallel to the primary endpoint (mortality) in the S/C trials without even completing the study. 

Thursday can't come soon enough.
Well they said they are going to discuss it so it should be something at least. Thursday at 4 is going to be wild, amazon reports then too I may actually have a stroke. 

 
Is it relevant that the time for the next one is right at market close?  Wasn’t the last one in the middle of the day?  

 
There's way too much bad information on the yahoo boards to even be interesting now.
I really did like that thoughtful investing fellow but in the past week he’s turned into this theory that trump is going to announce us and they’re just waiting till it’s all lined up and now I can never take him serious again. He actually thinks that will happen by Thursday. 

 
I really did like that thoughtful investing fellow but in the past week he’s turned into this theory that trump is going to announce us and they’re just waiting till it’s all lined up and now I can never take him serious again. He actually thinks that will happen by Thursday. 
I heard Trump today and he mentioned a few times that they will be announcing developments on therapeutics in the next week or two.  It is not out of the question that CYDY is one he is talking about.

 
Fauci on Monday pimped monoclonal antibodies, saying that results are coming in the next two weeks. Not super likely, but that could include us. 

 
I heard Trump today and he mentioned a few times that they will be announcing developments on therapeutics in the next week or two.  It is not out of the question that CYDY is one he is talking about.
It’s not out of the question, but it’s wishful thinking.

If results are really good, it could happen but by then it wouldn’t be all that necessary - publicity would follow regardless.  
 

If result aren’t good it won’t happen.  

there are tons of companies out there wishing for good results and a trump mention.  No reason to think cydy is special until good results on efficacy for Covid come back.  
 

If that happens though, like I said and to borrow a line from Hamilton,

“The world’s gonna know your name, what’s your name? 

Cytodyn Leronlimab.  My name is Cytodyn Leronlimab.  There’s a billion folks I haven’t helped...just you wait. Just you wait.”

 
UPDATED ODDS: 

STUDY RESULTS: 
Very positive +180
Somewhat positive +140
Inconclusive / Oops -140
Negative +155

RESULTS RELEASE DATE: 
Thursday +320
1st Week August +240
2nd Week August +155
3rd Week August +110
4th Week August +160
September or later +125

 
I really did like that thoughtful investing fellow but in the past week he’s turned into this theory that trump is going to announce us and they’re just waiting till it’s all lined up and now I can never take him serious again. He actually thinks that will happen by Thursday. 
Thoughtful Investing puts a lot of work into his posts but they are often based on faulty assumptions.  For instance, he'll have elaborate posts about institutional investing.  But then he'll explain that the way he determines what is an institutional investment is any buy or sell of 10,000 shares or more is an institutional investment.  Obviously, a trade of 10,000 shares does not mean it's an institution.  Yesterday, he was talking about there being 3 short attacks because 50k, 65k, and 100k shares were traded.  Again, someone selling that many shares isn't necessarily shorting or even likely shorting.

 
Money talks, it’s a phrase that rings true to almost anything and is certainly relevant here. They’re throwing the warpspeed money out like it’s candy, and if Cytodyn was in the conversation, they would’ve picked up at least a few hundred million. Furthermore, Trump isn’t the kind of guy to say oops, not sure why they didn’t receive funds. If Leronlimab is going to be a contender, they’re going to have to show something beyond safety data in their trials.

 
Thoughtful Investing puts a lot of work into his posts but they are often based on faulty assumptions.  For instance, he'll have elaborate posts about institutional investing.  But then he'll explain that the way he determines what is an institutional investment is any buy or sell of 10,000 shares or more is an institutional investment.  Obviously, a trade of 10,000 shares does not mean it's an institution.  Yesterday, he was talking about there being 3 short attacks because 50k, 65k, and 100k shares were traded.  Again, someone selling that many shares isn't necessarily shorting or even likely shorting.
Right. Exactly. He is constantly worried about short attacks but does have some good info, definitely better than anybody else there. But the trump thing is just too much for me. 

 
the cool thing is that most here can sell & make a profit NOW,   so should be no sour grapes if it collapses.  hoping for the best.

notselling.

 
the cool thing is that most here can sell & make a profit NOW,   so should be no sour grapes if it collapses.  hoping for the best.

notselling.
That’s why I sold @ 1/3 at 6.40. Just protecting myself in case of bad news. I’d hate to lose all my gains but worst case scenario is even. Best case is a really good.

 
the cool thing is that most here can sell & make a profit NOW,   so should be no sour grapes if it collapses.  hoping for the best.

notselling.
This is such a key point. Take your profits if you are getting cold feet. If your cost basis is north of $6, this post is not for you. 

 
It doesn’t matter if we earn money or lose money, what really matters is the friends we made along the way 
I have enough friends, need more money.

Actually...who am I kidding I don't have any friends...but still the money comment stands!

 
We have to dive into why still no efficacy results... can we actually put our brainpower to use?

I’ll start with the most obvious; results are bad and NP doesn’t want price to collapse.

What else we got? There are other reasons, otherwise we’d be lower, so what are they?

 
Anyone else pretty comfortably accepting the idea that these test results have to be pretty crappy.  Or else why keep hiding them?

Wishing to be rich,

Bloats 

 
We have to dive into why still no efficacy results... can we actually put our brainpower to use?

I’ll start with the most obvious; results are bad and NP doesn’t want price to collapse.

What else we got? There are other reasons, otherwise we’d be lower, so what are they?
My guess is that they missed on the primary endpoint but hit on some of the secondary ones.  Now they need to convince the FDA that the results still show it to be an improvement over Rem.

 
We have to dive into why still no efficacy results... can we actually put our brainpower to use?

I’ll start with the most obvious; results are bad and NP doesn’t want price to collapse.

What else we got? There are other reasons, otherwise we’d be lower, so what are they?
Could be waiting to couple them with the severe trial info they are getting. 

 
We have to dive into why still no efficacy results... can we actually put our brainpower to use?

I’ll start with the most obvious; results are bad and NP doesn’t want price to collapse.

What else we got? There are other reasons, otherwise we’d be lower, so what are they?
Go back 2 pages 

 
Being unable to speak in front of a camera and do PR does not make a person an incompetent moron. Your fear shtick 
It's not fear shtick, the man isn't who you want leading a company to save the world. Furthermore, not knowing and being cognizant of your weaknesses does make you an incompetent moron. 

ETA: especially with these kind of stakes. 

 
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I'm keeping a list, let's all contribute:

- Didn't meet endpoint goal, other positive data though

- Coupling with severe from interim

- Bad results

- Stalling for severe

- Trump is fully onboard with Leronlimab being the savior and he doesn't want to upstage him

Let's keep going. We need a comprehensive list and then we need to analyze it to come to the most logical conclusion. 

 
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I lean towards the mild to moderate results are going to be inconclusive.  Possibly they get a phase 3 trial though.

Hoping the severe/critical is the one but does anyone have a clear idea of when those results will be posted.  Am I right that after they have it half filled, they will be able to get the interim results.  This seems like its still a couple of months away?

Preparing that the price is probably going lower in the short term.

 

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