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*** (2 Viewers)

Jayrok said:
In the video he is asking callers to be prepared to ask questions that involve the press release that was put out so they can spend the time explaining the contents specifically.

Might be why the video was released this afternoon right before the call.  While it's nice to hear about uncles/siblings who would like to be involved in future trials, etc., they seem to want to limit the questions specifically to current pressing company activities.  Uplisting, trials, etc.  
Click to expand...
If only they could figure out a way to screen questions, submitting them before, and have the moderator then call on the person, they'd be in business....so to speak.

 
adonis said:
The company doesn't have positions, but it said the individual author may have a long or short position.

Chet is right to be skeptical, and to carefully vet his claims because he's likely long (considering about half of his articles over the year have been glowing about Cytodyn) but that doesn't mean his analyses are wrong.
Click to expand...
Yeah, I mean I didn't post it claiming it was from Nature or ABC news.  Just nice to see an article instead of a website that just copy/pastes the PR from yesterday.  There are several of those.

 
Jayrok said:
Yeah, I mean I didn't post it claiming it was from Nature or ABC news.  Just nice to see an article instead of a website that just copy/pastes the PR from yesterday.  There are several of those.
Click to expand...
Worthwhile article I think, more based in truth than AF's hit pieces.

 
Jayrok said:
In the video he is asking callers to be prepared to ask questions that involve the press release that was put out so they can spend the time explaining the contents specifically.

Might be why the video was released this afternoon right before the call.  While it's nice to hear about uncles/siblings who would like to be involved in future trials, etc., they seem to want to limit the questions specifically to current pressing company activities.  Uplisting, trials, etc.  
Click to expand...
I wonder if they realize they can just screen the questions in advance and pick and choose the ones most relevant? Might be better use of time then having some Georgia yokel getting on the line talking about his sick aunt. 

 
Capella said:
I wonder if they realize they can just screen the questions in advance and pick and choose the ones most relevant? Might be better use of time then having some Georgia yokel getting on the line talking about his sick aunt. 
Click to expand...
You'd think.  But we need to remember who we're talking about.  

 
Capella said:
I wonder if they realize they can just screen the questions in advance and pick and choose the ones most relevant? Might be better use of time then having some Georgia yokel getting on the line talking about his sick aunt. 
Click to expand...
In all likelihood, the Asian dude from HC Wainwirght will be the first questioner.

 
JerseyToughGuys said:
Can no longer wade through the dreck in here. What's the bullish view of the latest PR and what's the bearish view?

https://www.cytodyn.com/newsroom/press-releases/detail/458/cytodyn-announces-clinically-significant-top-line-results
Click to expand...
Con: They didn't hit their primary endpoint and failed to address any data related to it. There's also a lack of data on most of the other endpoints. 

Pro: They killed the NEWS2 secondary endpoint. Smashed it. That seems like the best mild to moderate result we've seen in a trial for any drug.

Counter-: On the other hand, it's cherry picking the best result in a trial with a small sample size.

 
Also pro: They're seeing improvement in 90% of patients in the LL arm in 3 days. Which sounds amazing.

Counter-: If 76(ish?)% of people in the placebo arm are also seeing improvement, what's an extra 14% worth?

I guess a lot to the people who fall into the 14% group. But do the people in the 76% group want a shot in the abdomen to help out the 14%?

 
Bob Sacamano said:
Also pro: They're seeing improvement in 90% of patients in the LL arm in 3 days. Which sounds amazing.

Counter-: If 76(ish?)% of people in the placebo arm are also seeing improvement, what's an extra 14% worth?

I guess a lot to the people who fall into the 14% group. But do the people in the 76% group want a shot in the abdomen to help out the 14%?
Click to expand...
71% in placebo I thought.  I think the way to look at that is you have a 30% chance of getting worse vs 10%.  Reduce you odds of bad outcome by 2/3rds.

The biggest problem with those numbers is that the group is probably so small (90% is nice and round) that the data may be useless.

 
The News2 result is also a pro argument for the severe critical as they seem to be helping a lot more with people that have symptoms that are getting worse (Dr Been told me that)

All in all, I think there are some serious positives to take out of this trial.  Im not counting on EUA right away, which would be great, but am staying grounded here.  

Think we are setting up for good results from the severe critical, unfortunately the counter to that is we have to wait about two months before they are available.

The drug seems to work though, at least to some extant, feel like they will find the right path for it (whether that is covid or not)

 
Don't think this was posted yet but Dr Been had a good breakdown of the trial results.  If you have 15 minutes, the first 15 of this video are on point I thought.

https://www.youtube.com/watch?v=arDjl8o0Dqk

I know Dr Been is barely considered an outsider at this point but he claims he has no financial interest in the outcome.  Anyway, his breakdown was still useful 

 
Last edited by a moderator:
Capella said:
You don’t think part of the CEO’s job is making sure the press release is easy to digest for the common investor? 
 

I mean, a competent CEO could do both. 
Click to expand...
I’m not going to say no, but my point is his main focus shouldn’t be on investors or shorts unless he’s worried about up-listing. I think there’s been just as much harm due to too many press releases. We need approval first and foremost. 

 
stbugs said:
I’m not going to say no, but my point is his main focus shouldn’t be on investors or shorts unless he’s worried about up-listing. I think there’s been just as much harm due to too many press releases. We need approval first and foremost. 
Click to expand...
I totally agree but you don’t have to confuse/drive away investors in the meantime. Should have a team for PR and a team for uplisting. They are making rookie mistakes. 

 
Bob Sacamano said:
Con: They didn't hit their primary endpoint and failed to address any data related to it. There's also a lack of data on most of the other endpoints. 

Pro: They killed the NEWS2 secondary endpoint. Smashed it. That seems like the best mild to moderate result we've seen in a trial for any drug.

Counter-: On the other hand, it's cherry picking the best result in a trial with a small sample size.
Click to expand...
Biggest concern I have is that it will take months to fill a phase 3 trail group.  I suspect a vaccine will be out before LL is approved.

 
They're optimistic about proceeding with Phase 3 trials even if everywhere rejects them for emergency usage designations.  they believe they can proceed with low populations to show statistical significance for a phase 3 primary endpoint if they choose NEWS2.

They'll also improve based on Phase 2 findings to only accept patients with greater than 4 in terms of severity of disease.  So they'll exclude more mild folks.

 
You must log in or register to reply here.

Similar threads

wadegarrett
***Official OHIO STATE-MICHIGAN Thread***
40 41 42
Replies
2K
Views
52K
Blue Dot Orange Dot
B
Bob Magaw
*** Official 2011 St. Louis Rams Thread ***
Replies
21
Views
2K
Bob Magaw
Bob Magaw
Couch Potato
Couch Potato 2012 Dynasty Rankings
4 5 6
Replies
293
Views
40K
Spin
Spin

Users who are viewing this thread

Total: 2 (members: 0, guests: 2)
Back
Top