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

The first indicator we get from the severe/critical is important but not a game changer.  All it does is let us know if the trial continues or not.  It would have to be a lot of patients dying in the placebo arm compared to leronlimab to completely stop it or the opposite I suppose.  I think we are really a couple of months away from actual results.

 
You're leaving out NP waiting for Trump to invite him to a WH brunch so they can unveil the good news together.  Then he'll announce that NP is the new WH health advisor replacing Dr. Fauci.  It's going to be a big day, folks, big day.  

 
Because he is exhibiting patience in order to further boost the stock price with one blowout PR release? If he knows the results are good he doesn’t have to be some impatient stockholder. 
This would make a lot sense to me if A) he wasn't so concerned about the response to the safety release and needed to update the results simply to add numbers while doing a paid video later in the day B) we didn't know the guy's background as someone hungry to hear their own voice and speak on every possible piece of news.

Having Dr. Yo ( :lmao:  ) as a headline on the website doesn't instill confidence. He also scheduled this press conference before he had any data on severe (I believe).

 
Because he is exhibiting patience in order to further boost the stock price with one blowout PR release? If he knows the results are good he doesn’t have to be some impatient stockholder. 
There would have to be something else happening behind the scenes that we don't know about for him to withhold good results results.   I have no doubt that if it were just that, they would be released immediately but there could be something we aren't taking into consideration. 

 
There would have to be something else happening behind the scenes that we don't know about for him to withhold good results results.   I have no doubt that if it were just that, they would be released immediately but there could be something we aren't taking into consideration. 
If he got word the severe results were coming this week it would make sense to hold off to put it all together. 
 

Obviously no idea what’s going on but it would make sense. 

 
Could the absence of Patterson have something to do with the delay?  Maybe they are lacking the scientific players to get the analysis done.

 
There are 3 red flags that continue to haunt 

1.The obvious, we haven't seen the efficacy results yet

2.  Patterson has not been peer reviewed or published.  This was promised at the end of April.

3. The government seems to have no interest in helping this one along, where others are generating interest

 
If he got word the severe results were coming this week it would make sense to hold off to put it all together. 
 

Obviously no idea what’s going on but it would make sense. 
I agree it is within the realm and can't be completely dismissed, but I'm skeptical of it. It's on the list. We need a comprehensive list, then we need to analyze it to determine what makes the most sense. We should keep going, we only have a little over 2 days to go. 

 
This would make a lot sense to me if A) he wasn't so concerned about the response to the safety release and needed to update the results simply to add numbers while doing a paid video later in the day B) we didn't know the guy's background as someone hungry to hear their own voice and speak on every possible piece of news.

Having Dr. Yo ( :lmao:  ) as a headline on the website doesn't instill confidence. He also scheduled this press conference before he had any data on severe (I believe).
Right but that was all before they theoretically (for this exercise) got great results back. Once you get the results back you know how everybody will react when they come out so the stock price in the interim doesn’t really matter. He probably also is being advised to play it cool and not blow this. 
 

You know how I feel about the Dr. Yo thing. Having your main social media mouthpiece have 400 Twitter followers is terrifying for me but I’m trying not to think about that side of things. 

 
There are 3 red flags that continue to haunt 

1.The obvious, we haven't seen the efficacy results yet

2.  Patterson has not been peer reviewed or published.  This was promised at the end of April.

3. The government seems to have no interest in helping this one along, where others are generating interest
Chet has voiced an opinion on two. Peer reviewed papers take months and months to be published. 

 
I don't disagree but they said this was going to happen at the end of April.  This was the same week that NP sold his stock.  That's always bothered me.
Was it ever determined if Patterson also sold his stock on April 30th?  He was on the list with Nader and Scott Kelly but people were saying he didn't sell.

 
Something else that has bothered me for a while was NP (and this goes back to my huckster talk) discussing meeting with the UK DOH when Boris Johnson fell ill. This was shady used car tactics. We haven't heard anything else on this since the press release:

https://www.cytodyn.com/newsroom/press-releases/detail/410/cytodyn-collaborating-with-u-k-s-department-of-health-to

I'm long, but not blind, we need to look at every last detail here. We have hundreds of thousands and in Chet's case millions at stake. We need to keep building this list, everyone needs to contribute, and we need to find the most rational reasoning here. 

 
Something else that has bothered me for a while was NP (and this goes back to my huckster talk) discussing meeting with the UK DOH when Boris Johnson fell ill. This was shady used car tactics. We haven't heard anything else on this since the press release:

https://www.cytodyn.com/newsroom/press-releases/detail/410/cytodyn-collaborating-with-u-k-s-department-of-health-to

I'm long, but not blind, we need to look at every last detail here. We have hundreds of thousands and in Chet's case millions at stake. We need to keep building this list, everyone needs to contribute, and we need to find the most rational reasoning here. 
I hate this board, this was not what I was trying to quote

 
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I tend to think they are going to package details from both M/M and S/C data as sort of a 1- 2 punch.  Perhaps M/M efficacy results are decent but not earth shattering and putting them out alone would feed negativity and negatively affecting the SP.  NP can't release them and also say "But wait, our S/C results are going to be excellent."  That would be just another promise and shareholders are already weary of promises in PRs.  

Good S/C results would work to soften mediocre M/M results in the short term.  If the drug can save lives in S/C, then that is a HR.  But like all of them, it's just a guess.  

 
Something else that has bothered me for a while was NP (and this goes back to my huckster talk) discussing meeting with the UK DOH when Boris Johnson fell ill. This was shady used car tactics. We haven't heard anything else on this since the press release:

https://www.cytodyn.com/newsroom/press-releases/detail/410/cytodyn-collaborating-with-u-k-s-department-of-health-to

I'm long, but not blind, we need to look at every last detail here. We have hundreds of thousands and in Chet's case millions at stake. We need to keep building this list, everyone needs to contribute, and we need to find the most rational reasoning here. 
I don’t get the impression Chet is too worried. I’m not either. It’s going to be fine either way. 

 
I tend to think they are going to package details from both M/M and S/C data as sort of a 1- 2 punch.  Perhaps M/M efficacy results are decent but not earth shattering and putting them out alone would feed negativity and negatively affecting the SP.  NP can't release them and also say "But wait, our S/C results are going to be excellent."  That would be just another promise and shareholders are already weary of promises in PRs.  

Good S/C results would work to soften mediocre M/M results in the short term.  If the drug can save lives in S/C, then that is a HR.  But like all of them, it's just a guess.  
I'm starting to see more skepticism towards the M2M, it's worrying. Now we're holding out hope for severe, if that is the case. 

 
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?
Read the two previous pages and it' been covered in detail.

 
You're an early shareholder too, voice your opinion as to why no efficacy results and this conference call Thursday.

ETA: I'm adding another one, stalling for severe due to mediocre results, kind of inline with @Chaz McNulty post.
Agree that the results are not of the shout-from-the-rooftops variety, or Nader would be up there with a megaphone. Everybody knows this.

After the disaster of the breathless safety PR, there was likely a come-to-jeebus meeting where Nader was told to keep his damned stupid mouth shut. (That part is purely speculation.)

Your exercise was already done. The bottom line is we get results that move the SP or we don't. There no amount of posting that is going to divine the answer in advance.

And as I've said many times, removing your cost basis makes uncertainty much more tolerable.

 
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Agree that the results are not of the shout-from-the-rooftops variety, or Nader would be up there with a megaphone. Everybody knows this.

After the disaster of the breathless safety PR, there was likely a come-to-jeebus meeting where Nader was told to keep his damned stupid mouth shut. (That part is purely speculation.)

Your exercise was already done. The bottom line is we get results that move the SP or we don't. There no amount of posting that is going to divine the answer in advance.

And as I've said many times, removing your cost basis makes uncertainly much more tolerable.
I've done this, and I've put about $5k in my pocket, if it goes to zero, I'll still have $5k. That doesn't change the fact that I have $40k of very real money still floating out there. I personally don't want to give that back, nor do I think anyone else wants to let go of nice gains. 

I'm not trying to be a #### here, but I just went back and read a few pages of unorganized incoherent mumbo jumbo... I'm asking for everyone to put together their thoughts in an organized manor so I can add it up and come up with probabilities, it's beneficial for us to decide what type of risk makes sense here. It's a good exercise to run through in an organized fashion. 

 
Could the absence of Patterson have something to do with the delay?  Maybe they are lacking the scientific players to get the analysis done.
I'm hoping for the opposite. That the new advisory board had, among conditions of participation, some authority to weigh in on process, including for results releasee, press release drafting, analysis, etc. Perhaps these advisors are in it for a buck, but perhaps they're in it because the science is intriguing and the one thing that needs fixing is the CEO clown show.

 
Skepticism isn’t rooted in any facts; just people getting worried on a message board because they are getting impatient. 
Kevzilla's previous post speaks to us knowing the results weren't over the top fantastic, right? I agree with him and if the results were excellent, he'd be screaming them, yet we're all still holding. Plenty of times when you look back on an investment gone wrong, there were plenty of red flags and someone comes back and says how did I miss that? To me, this is a potential red flag, and in organizing our thoughts, I'm trying to make the case for holding or selling. 

 
Skepticism isn’t rooted in any facts; just people getting worried on a message board because they are getting impatient. 
JFC, enough with the excuses already.  If I taught myself Thermodynamics in a weekend after Friday night of binge drinking, you would think these yahoos could get off there butts and analyze a measley 84 data points.  If they start a Cytodyn FF league, I want in because these clowns would be drafting a QB in the first and kicker in the second because they score the most points.  Scratch that, their draft clock would expire every pick and the draft would take 6 months.

 
Kevzilla's previous post speaks to us knowing the results weren't over the top fantastic, right? I agree with him and if the results were excellent, he'd be screaming them, yet we're all still holding. Plenty of times when you look back on an investment gone wrong, there were plenty of red flags and someone comes back and says how did I miss that? To me, this is a potential red flag, and in organizing our thoughts, I'm trying to make the case for holding or selling. 
There are plenty of red flags but I’m not selling anyways so it doesn’t really matter to me. I appreciate the exercise and like to see people’s thoughts but it won’t influence me either way. JMO

 
JFC, enough with the excuses already.  If I taught myself Thermodynamics in a weekend after Friday night of binge drinking, you would think these yahoos could get off there butts and analyze a measley 84 data points.  If they start a Cytodyn FF league, I want in because these clowns would be drafting a QB in the first and kicker in the second because they score the most points.  Scratch that, their draft clock would expire every pick and the draft would take 6 months.
In fairness, I believe we have 12 secondary and one primary, so they are analyzing 1,092 data points. With that, I agree with your sentiments. 

 
JFC, enough with the excuses already.  If I taught myself Thermodynamics in a weekend after Friday night of binge drinking, you would think these yahoos could get off there butts and analyze a measley 84 data points.  If they start a Cytodyn FF league, I want in because these clowns would be drafting a QB in the first and kicker in the second because they score the most points.  Scratch that, their draft clock would expire every pick and the draft would take 6 months.
From what I understand they have nothing to do with the analyzing of data. 

 
JFC, enough with the excuses already.  If I taught myself Thermodynamics in a weekend after Friday night of binge drinking, you would think these yahoos could get off there butts and analyze a measley 84 data points.  If they start a Cytodyn FF league, I want in because these clowns would be drafting a QB in the first and kicker in the second because they score the most points.  Scratch that, their draft clock would expire every pick and the draft would take 6 months.
Cytodyn employees= 10

moderna employees = 800+
pfizer employees = 88,000 +
 

Cytodyn is in the champions league looking for promotion to the premier league :shrug:  

 
I'm pretty new to trading stocks, but given the uncertainty with CYDY wouldn't it be prudent to take as much profit as needed to feel comfortable with free rolling the rest?  I haven't invested as much as most of you but I'm prepared for any outcome between terrible news in the next few weeks to Trump wearing a CYDY hat at his next presser.  I'm good with either outcome because I've balanced my investment/profit/shares remaining with the possible range of outcomes.

 
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. 
Can we keep adding here? Not sure about you guys, but this list is a screaming sell so far. 

 
@fantasycurse42 There is a sub-possibility that I have seen play out in trials before. The primary endpoint may have positive results, but not be enough to be statistically significant. Their primary outcome is just taking the combo score of fever/pain/shortness of breath/cough at a singular point in time - Day 14. In the other thread I discussed my concerns about how they are defining in the scoring of mild/moderate/severe and if these are based on the impressions of the clinical staff or some more rigid guidelines. That could lead to good results but inconclusive p-values. This scenario would be called a "failed trial" but that can sometimes be a misnomer. 

If this is happening, then they would look to some of the secondary endpoints to create a more full story. Here are the secondary endpoints, and I'll put in bold ones that I think they might look to balance out "good but not statistically significant" results on the primary. I put these in bold because they could make the case these are more objective and still quite meaningful. Also, they may want to see "days of hospitalization" favorable, akin to remdesivir.

  • Time to clinical resolution (TTCR) [ Time Frame: Day 14 ]
  • Change from baseline in National Early Warning Score 2 (NEWS2) [ Time Frame: Days 3, 7, and 14 ]

    This score is based on 7 clinical parameters (respiration rate, oxygen saturation, any supplemental oxygen, temperature, systolic blood pressure, heart rate, level of consciousness). Higher scores mean a worse outcome.

[*]Change from baseline in pulse oxygen saturation (SpO2) [ Time Frame: Days 3, 7, and 14 ]

[*]Change from baseline in the patient's health status on a 7-category ordinal scale [ Time Frame: Days 3, 7, and 14 ]

  • A 7-category ordinal scale of patient health status ranges from: 1) Death; 2) Hospitalized, on invasive mechanical ventilation or extracorporeal membrane oxygenation (ECMO); 3) Hospitalized, on non-invasive ventilation or high flow oxygen devices; 4) Hospitalized, requiring supplemental oxygen; 5) Hospitalized, not requiring supplemental oxygen; 6) Not hospitalized, limitation on activities; 7) Not hospitalized, no limitations on activities. Lower scores mean a worse outcome.

[*]Incidence of hospitalization [ Time Frame: Day 14 ]

[*]Duration (days) of hospitalization [ Time Frame: Day 14 ]

[*]Incidence of mechanical ventilation supply [ Time Frame: Day 14 ]

[*]Duration (days) of mechanical ventilation supply [ Time Frame: Day 14 ]

[*]Incidence of oxygen use [ Time Frame: Day 14 ]

[*]Duration (days) of oxygen use [ Time Frame: Day 14 ]

[*]Mortality rate [ Time Frame: Day 14 ]

[*]Time to return to normal activity [ Time Frame: Day 14 ]



Then of course you can add on my theory of them being contractually obligated to some big pharma company to share the results with them prior to the public in case there is interest in some buyout. Unlikely, but not impossible.

 
In fairness, I believe we have 12 secondary and one primary, so they are analyzing 1,092 data points. With that, I agree with your sentiments. 
https://clinicaltrials.gov/ct2/show/NCT04343651

1 Primary, 12 Secondary, 4 Other

I'm not sure it's as simple as multiplying 13 x 84, but I don't know enough about this stuff. I think they'll want to look at the interplay among the primary and secondaries but what do I know.

 
With the administration talking about monoclonal antibody companies releasing results, has anyone bothered to look at what others will be releasing results over the next week or two?  What companies could Fauci and Trump be referring to?

 
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With the administration talking about monoclonal antibody companies releasing results, has anyone bothered to look at what others will be releasing results over the next week or two?  What companies could Fauci and Trump be referring to?
HGEN

😄

 
With the administration talking about monoclonal antibody companies releasing results, has anyone bothered to look at what others will be releasing results over the next week or two?  What companies could Fauci and Trump be referring to?
Could it be this?

https://www.fiercepharma.com/manufacturing/az-lilly-amgen-and-more-score-justice-department-nod-for-monoclonal-antibody-scale-up

"Eli Lilly, AstraZeneca, Roche's Genentech unit, Amgen, GlaxoSmithKline and Lilly partner AbCellera can now share manufacturing information that could help speed up coronavirus antibody production, thanks to a business review letter from the Justice Department's antitrust division."

""The demand for monoclonal antibodies targeting COVID-19 is likely to exceed what any one firm could produce on its own," the DOJ said in its letter. "Moreover, waiting until regulators approve specific treatments before scaling up manufacturing might delay access to these potentially life-saving medicines by many months, which adversely could affect the nation’s efforts to fight COVID-19."

I'm not smart enough to know if this is noteworthy:  

"Notably absent from the collaboration project was Regeneron. The Tarrytown, New York-headquartered biotech first pushed its antibody cocktail, dubbed REGN-COV2, into clinical trials in June. The treatment was created by selecting hundreds of neutralizing antibodies against SARS-CoV-2 from a mouse model and humans who recovered from the virus. The company ultimately settled on two of the most potent antibodies, pairing them to prevent a viral mutation from evading treatment. 

In July, Regeneron signed a $450 million deal with the Trump administration to supply 1.6 million doses of its antibody cocktail, possibly by summer's end, the company said." 

 
So Big Pharma called off their meeting with Trump today because of his call to lower drug prices.  Big Pharma refused to send anyone to meet with him.  If the conspiracy theory that leronlimab has no chance because of Big Pharma's clout is true, then this could provide an opportunity.

 
Dude, please stop insisting that other people rehash the last eight pages of this thread for you. They were unreadable the first time through. No ones suffering through all that again just because you're too lazy to. 
I apologize. Trying to put all our thoughts into one clear organized and coherent post was too much to ask as we collectively have 7 figures on the line, my bad. Now if you'll excuse me, I have to put a collared shirt over my Beastie Boys tank top to host a virtual meeting. 

 

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