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

Gents, let's enjoy the weekend.  A couple of days off from having to watch this stock price, should be relaxing!

It was a tough week but really think overall things are looking up.  We have a safe drug that proved efficacy in a tough population to do so.  

The lack of media coverage is frustrating but not anything new.  The shorts are in control for now but a little positive bump anywhere could send them reeling.  

Also feel like there will be a country that will give this a shot.  Even if that means starting a new trial in another country, it could give a push toward some positive momentum.  I think that very well could happen too.

Even the FDA giving a phase 3 trial for m/m should be viewed as positive.  

I think we are going to be okay.

 
Dwayne Hoover said:
Gents, let's enjoy the weekend.  A couple of days off from having to watch this stock price, should be relaxing!

It was a tough week but really think overall things are looking up.  We have a safe drug that proved efficacy in a tough population to do so.  

The lack of media coverage is frustrating but not anything new.  The shorts are in control for now but a little positive bump anywhere could send them reeling.  

Also feel like there will be a country that will give this a shot.  Even if that means starting a new trial in another country, it could give a push toward some positive momentum.  I think that very well could happen too.

Even the FDA giving a phase 3 trial for m/m should be viewed as positive.  

I think we are going to be okay.
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These shorts won’t be reeling. I suspect they are in and out of this stock on the same dayThese shorts won’t be reeling. I suspect they are in and out of this stock on the same day

 
Chaz McNulty said:
Was there a pre-flop raise and what position were the Shorts in?
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The shorts ran a Phil Hellmuth like trap play on an overfunded amateur half way through the game and made bank.  That is all I got.

 
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Golf Guy 69 said:
We have 4s 5h.

Board is Ah 2h 3h Ac

60bb in the pot..  Shorts push all-in for 50bb.  You them barely covered.  What do you do?
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That depends on if it’s a tourney or live.... If a tourney how deep you are is a factor.  If at the beginning I push, if late and close to cashing I play tighter.  If live then the equivalent to CYDY is I bought in at the equivalent of 1bb and ran it up to my +50bb. There it’s pure gut.  If the buy in was close to my current 50bb then I push and say f-it.  

 
OK so who is going to take one for the team and read that and give us Cliff's notes?

I assume we'll get Cliff's notes of all the potentially bad sounding parts from AF on Monday, but I'm curious about the rest.

 
FreeBaGeL said:
I assume we'll get Cliff's notes of all the potentially bad sounding parts from AF on Monday, but I'm curious about the rest.
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Half an hour after it was posted, Feurenstein called it "a great read" and also insinuated something negative without giving any details at all.  

Not sure how this guy can be taken seriously in the industry.  He obviously didn't read it in a half an hour but he's quick to suggest the negative.  Not sure what NP did to this guy but he's seriously got an obsession with this company.  Just the way this guy is going about his business deserves it to backfire on him.  Will be happy to see that day.

 
Dwayne Hoover said:
Half an hour after it was posted, Feurenstein called it "a great read" and also insinuated something negative without giving any details at all.  

Not sure how this guy can be taken seriously in the industry.  He obviously didn't read it in a half an hour but he's quick to suggest the negative.  Not sure what NP did to this guy but he's seriously got an obsession with this company.  Just the way this guy is going about his business deserves it to backfire on him.  Will be happy to see that day.
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Maybe he'll be diagnosed with triple negative breast cancer and NP can stand outside his hospital window pouring out vials of LL on the ground.

 
Through 83 pages, nothing odd from a skim.  The things that might get someone's panties in a bunch but probably shouldn't? 

We expect to incur losses for the foreseeable future without any meaningful corresponding revenues as we continue development of, and seek regulatory approvals for, leronlimab. If leronlimab fails to gain regulatory approval, or if it or other candidates we acquire or license in the future do not achieve approval and market acceptance, we will not be able to generate any revenue, or explore other opportunities to enhance stockholder value, such as through a sale. If we fail to generate revenue and eventually become and remain profitable, or if we are unable to fund our continuing losses, our shareholders could lose all or part of their investments.

Our auditors have issued a going concern opinion, and we will not be able to achieve our objectives and will have to cease operations if we cannot adequately fund our operations.

Our auditors issued an opinion, which includes a going concern exception, in connection with the audit of our annual financial statements for the fiscal year ended May 31, 2020. A going concern exception to an audit opinion means that there is substantial doubt that we can continue as an ongoing business for the next 12 months.




We will need substantial additional funding to resubmit our BLA filing for leronlimab as a combination therapy with highly active antiretroviral therapy (HAART) for HIV patients, and to complete our

COVID-19

clinical trials and our Phase 1b/2 clinical trial for triple-negative breast cancer, to continue our Phase 2 clinical trial for GvHD, to fund development of leronlimab for other indications, such as cancer and immunologic indications, and to operate our business, and such funding may not be available or, if it is available, such financing is likely to substantially dilute our existing stockholders.
Capital Requirements

The Company has not generated revenue to date, and does not expect to generate product revenue until after it receives approval from the FDA for its BLA for leronlimab as a combination therapy with HAART for highly treatment experienced HIV patients
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Bob Sacamano said:
Through 83 pages, nothing odd from a skim.  The things that might get someone's panties in a bunch but probably shouldn't? 
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Yikes. The independent third party saying they probably won’t be in business in a year. “Nothing to see here—please disperse.”

 
Bob Sacamano said:
Not unexpected for a small company with no revenue. Just means they can't continue without raising money. Which we knew. 
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Problem with me is when I drink.....start to drink, I have a good eye to strip thing to what they are.   

I know nothing about cydy but there couldn't be less interest and beyond the horn tooter doctors, there is simply no interest in the drug.  I hope that changes but the question that drives my criticism is why? 

We are in a free market....people don't see value....why?  Its the best hidden secret or the other.

 
There will be interest IF there is positive news from the FDA or Nasdaq.  The “news” coming from NP is falling on deaf ears and it is basically a day trading stock that the shorts can manipulate in the absence of real 3rd party developments.  FDA approval would generate a revenue stream which sets the stock price up beyond speculation and getting out of the penny stocks opens up new investors and lowers the ease of outsiders shorting.  

 
Golf Guy 69 said:
As a company.....is there anything they do well?   
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They are incredibly consistent.  I wont say at what though.

For real though, they are good at getting people to give them money so they can exist.  As much as we say nobody cares, many people do and have put real money into it ($25M recent investment).

btw I don’t think that accounting opinion means squat (nothing new) but I’d be shocked if shorts don't have a field day with it and we see more stock price pressure.

 
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Golf Guy 69 said:
I know nothing about cydy but there couldn't be less interest and beyond the horn tooter doctors, there is simply no interest in the drug.  I hope that changes but the question that drives my criticism is why? 
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#1 on my list of concerns.  Its pretty much Patterson, to a lesser extant the Doctor from Montefiore and Yang (who has been extremely quiet lately).  If this drug works, other Doctors have to get on board, maybe this is where a peer reviewed publication from Patterson helps.

I don't care about the 10k, highly doubt there will be any surprises in there, will let someone else data mine that if they want to find a nugget.  Its gonna be largely bad news, kind of what is expected.  It comes down to leronlimab or bust.  If the drug shows promise, money won't be an issue.  At very least they would get a buyout.

 
Golf Guy 69 said:
As a company.....is there anything they do well?   
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They have a very safe drug to start. I think they have an effective drug based on the anecdotal and based on those News2 results but I definitely want more validation.

I'm definitely a little out of my realm with bioscience but I think these results from the mild to moderate trial were good.  If other experts can give it a rubber stamp would be great.  The market certainly doesn't seem to think so, which is a red flag for sure.

 
Dwayne Hoover said:
They have a very safe drug to start. I think they have an effective drug based on the anecdotal and based on those News2 results but I definitely want more validation.

I'm definitely a little out of my realm with bioscience but I think these results from the mild to moderate trial were good.  If other experts can give it a rubber stamp would be great.  The market certainly doesn't seem to think so, which is a red flag for sure.
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But how much of the market really knows about CYDY? 

Very small percentage. It really boils down to FDA EUA (m/m or s/c) or bust. 

 
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FreeBaGeL said:
OK so who is going to take one for the team and read that and give us Cliff's notes?

I assume we'll get Cliff's notes of all the potentially bad sounding parts from AF on Monday, but I'm curious about the rest.
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Taken from another board

Important Things From The 10K

1. Production estimates assume no EUAs. Sensible timeline continuing a recent trend of not over promising I like it.

That said if a EUA does come in, of course the company shifts gears immediately.

2. No lawsuits effecting the company. Someone posted a lot of bad information over the last few months about lawsuit this, and pack of lawyers that. 10k showed no lawsuits that will materially effect the company. Nice.

3. Reverse split listed as a risk factor. Board has not voted on a reverse split, Nader has not opined that a reverse split is the way to go. So along with all the other risks it sits in the boiler plate section of risk disclosures.

4. Committed to resubmitting BLA. On track for that with seeking the Type A meeting with the FDA. Who would submit another FDA before seeking guidance? Answer is no one.

5. Financials show secured financing. Debts cleared, cash on hand to operate. Between cash on hand and available shares we can get through to the conservative estimates of getting approval and to market.

6. No revenue is a gimmie start up biotech with no approvals yet. But this is the obvious and inherent risk investing in a start up biotech. So that moot as it's probably one of the first things anyone's due diligence should have turned up.

7. The 10K out on time. I like seeing delieverables met and kept.

Overall I'm happy with the 10K and I'm comfortable if we end up having the long haul.
 

 
Only two days after early data from its trials was released the FDA approved remdesivir for EAU in US. Since remdesivir was already an FDA approved drug for other uses it suggests EAU approval for LL will take longer than two days. 

My own thought is that if we do not hear by the end of next week (assuming that trial results for m/m were turned in) we are not getting it.

But I do think that we will get it based on the results and the the lack of tx options. 

 
I wouldn’t get caught up over risks listed in the 10-K.  Management is obligated to state everything that can even semi-realistically go wrong otherwise they can be held accountable.

im sure in the Apple 10-K there is a line where it says “if the whole world stops using cell phones we would be screwed”

 
McBokonon said:
Nothing lends credibility to a news site more than using words like “crushes” and “smokes” in the headline. I wonder what didn’t make it.

”Leronlimab delivered The People’s Elbow to the fat, stupid face of Remdesiver!”
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If you read the footnote it’s basically a random submission, not written by someone employed by the site

 
adonis said:
New stat hit piece out on Cytodyn.
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What’s the point at this price? Only thing I can think of is to keep it down for the benefit of a competitor.

I wish I sold more at $6.50. Sold enough that break even was the worst case. This is honestly the stock I think most about. Everything else is set and forget/watch. SMH for not taking the over $9 when I even posted in here that I’d be happy with a $10 buyout. Lesson learned on exiting.

 
stbugs said:
What’s the point at this price? Only thing I can think of is to keep it down for the benefit of a competitor.

I wish I sold more at $6.50. Sold enough that break even was the worst case. This is honestly the stock I think most about. Everything else is set and forget/watch. SMH for not taking the over $9 when I even posted in here that I’d be happy with a $10 buyout. Lesson learned on exiting.
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Will you still feel this way if they get EUA in the next couple weeks?  NASDAQ uplisting? 

I am just curious how you feel about those two items and if they will move the stock price over $10 or not.  I honestly don't know if either will happen, and if they do, I don't know how far it would drive the price.  The way this stock goes, the price could drop for all we know.

The difference between that run up and (hopefully) the next one is that one happened on no news at all.  The next one, if there is one, would be happening because of legitimate positive happenings.  So where does that leave your head when it comes to your exit plan?

 
Do stocks regularly uplist from OTC to NASDAQ without meaningful revenue streams and just based on potential of getting drugs approved?

 
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