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***OFFICIAL CYDY/Leronlimab Thread*** (3 Viewers)

Dwayne Hoover said:
You seem really confident.  I'm invested and I'm not even as confident as you.

Why are you so sure this is going to fail on anything scientific?  There are obviously doctors from top programs who believe its going to work.  Not sure how you can ignore that with any confidence.

Going further than that, why are you so much more confident in lenzilumab?  We are just as blind to that data.   The anecdotal with Cytodyn results gives some reason to believe that they may have something for severe/critical but you are quick to throw that out when it comes to leronlimab.
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Thanks for the question, but the votes are in and my assessment isn’t valued here. I’m good with that so I think I’ll just “gloat”  :shrug:

But I wonder why Nader didn’t address the EUA stuff in the video today?

 
Whyatt said:
But I wonder why Nader didn’t address the EUA stuff in the video today?
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What is there to address?  I don't think many (if any at all) in here think we are getting EUA for mild to moderate.   This isn't a big relevation if it doesn't happen.  Priced in to my risk already.

 
Whyatt said:
Thanks for the question, but the votes are in and my assessment isn’t valued here. I’m good with that so I think I’ll just “gloat”  :shrug:

But I wonder why Nader didn’t address the EUA stuff in the video today?
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So, you were giving odds on your bet.  What are they?

 
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The one thing that I never thought I'd have to question and also defend is if the company I'm invested in as a scam or not.

For the record, I think everything is legit and that this isn't some massive conspiracy with multiple doctors involved but still all the filing things that get mentioned always leaves a little doubt.  At best they are incompetant when it comes to important details, which isn't a confidence booster either.

 
Dwayne Hoover said:
What is there to address?  I don't think many (if any at all) in here think we are getting EUA for mild to moderate.   This isn't a big relevation if it doesn't happen.  Priced in to my risk already.
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We should get an  EAU if the data was correct based on NEWS and the SAEs. 

We haven't heard about the UK fast approval yet which is interesting.

 
Moonlight said:
We should get an  EAU if the data was correct based on NEWS and the SAEs. 

We haven't heard about the UK fast approval yet which is interesting.
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Im really not optimistic on this.  I don't think it was a failed trial by any means but they didn't hit their primary endpoint and it wasn't a large trial at that.   They aren't going to get a break from the FDA on this data.

 
Dwayne Hoover said:
Honestly hard to take you seriously.  You came in here touting Feuerstein, who is on record as being a phony.  Hell,  you may even be the Night King.

Either way the guy you cite has gone beyond normal protocol to write negatively about Cytodyn.  He's resorted to outright lying to make a point.  He's also contacted a cancer patient and recommended an alternate treatment, which he has no business doing, as he barely writes about the science.   Aside from being a complete scumbag, he's also not been genuine about this company.  If that's who you hold in high regard, your opinion is virtually meaningless to me.
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Wait, a week ago you couldn’t take me seriously, now you want answers to all your questions?

and I’m not an honest poster?

 
Whyatt said:
Wait, a week ago you couldn’t take me seriously, now you want answers to all your questions?

and I’m not an honest poster?
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I don't know if you are genuine or not, I'm trying to figure that part out.  I'm always interested in hearing alternate viewpoints regardless.

The red flag is that if you aren't the Night King, you seem to have a lot of respect for him, where I have 0.   That guy is definitely not honest so yes, its hard for me to take anyone too serious that is touting him.  Mean you no offense otherwise but that's my opinion.

 
Dwayne Hoover said:
Im really not optimistic on this.  I don't think it was a failed trial by any means but they didn't hit their primary endpoint and it wasn't a large trial at that.   They aren't going to get a break from the FDA on this data.
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To my understanding the primary endpoint is not an end all for stage 2. If other relevant data and conclusions on secondary points are revealed that are significant they could lead to EAU. That's my message board education which is perhaps flawed. And I do know that other drugs have been approved on smaller trial sizes. 

 
Whyatt said:
Wait, a week ago you couldn’t take me seriously, now you want answers to all your questions?

and I’m not an honest poster?
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I am all for different opinions but I think it's been shown that AF has no credibility.  

I respect your opinions but I would like you to address whether you do or don't support Adam Feuerstein. 

 
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Trump has said he will talk about upcoming therapeutics tomorrow evening--anyone think he could mention LL?

 
chet said:
Trump has said he will talk about upcoming therapeutics tomorrow evening--anyone think he could mention LL?
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How about we all just go 3 pages back and re-read everyone’s thoughts about Trump last announcement.  Seems like it was all covered then.  
 

*not trying to be salty as I’m long on the stock but the rhythm of CYDY speculation is very cyclical at this point.  

 
Dwayne Hoover said:
I don't know if you are genuine or not, I'm trying to figure that part out.  I'm always interested in hearing alternate viewpoints regardless.

The red flag is that if you aren't the Night King, you seem to have a lot of respect for him, where I have 0.   That guy is definitely not honest so yes, its hard for me to take anyone too serious that is touting him.  Mean you no offense otherwise but that's my opinion.
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Well maybe at the end of all this, we can have some fun and persuade a fbg admin to confirm my account email goes to xxx.xxx@bigpharma.com. And that I’ve had an account for 4 plus years.

Dwayne Hoover said:
You seem really confident.  I'm invested and I'm not even as confident as you.

Why are you so sure this is going to fail on anything scientific?  There are obviously doctors from top programs who believe its going to work.  Not sure how you can ignore that with any confidence.

Going further than that, why are you so much more confident in lenzilumab?  We are just as blind to that data.   The anecdotal with Cytodyn results gives some reason to believe that they may have something for severe/critical but you are quick to throw that out when it comes to leronlimab.
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I disagree that there are doctors from top programs who believe it’s going to work. They believe it’s worth a try, a very big difference. No one thinks these doctors are part of some conspiracy or scam. Cytodyn has phase 2 data they are hiding from you guys, if the data’s great why not share it? It seems like there is a new red flag weekly with the company.

lenzilumab has been in development for years to treat cytokine storms. Humanigen has shared data and said more is coming -published from the Mayo Clinic, so independent. This is how you gain credibility in this industry, not by paid articles speculating on Boris Johnson’s coronavirus treatment or t shirts from YouTube promoters. lenzilumab competed for and won government clinical trial support, Cytodyn talked about this but no dice. In my view, Humanigen management knows how to develop and commercialize a drug and is credible, you can guess my opinion on CYDY‘s management. How about financing, Humanigen has serious investors giving them $70 million, CYDY gets funding from a toxic penny stock lender at loan shark rates who’s record of companies financed almost always lose all equity value.

Honestly, there’s plenty more, but that’s enough for now.

 
It is concerning that they haven't released the same data they've given to the UK, FDA, etc. I would be lying if I didn't admit that. 

@chet Anyway you can get them to release that data?

 
Whyatt said:
Well maybe at the end of all this, we can have some fun and persuade a fbg admin to confirm my account email goes to xxx.xxx@bigpharma.com. And that I’ve had an account for 4 plus years.

I disagree that there are doctors from top programs who believe it’s going to work. They believe it’s worth a try, a very big difference. No one thinks these doctors are part of some conspiracy or scam. Cytodyn has phase 2 data they are hiding from you guys, if the data’s great why not share it? It seems like there is a new red flag weekly with the company.

lenzilumab has been in development for years to treat cytokine storms. Humanigen has shared data and said more is coming -published from the Mayo Clinic, so independent. This is how you gain credibility in this industry, not by paid articles speculating on Boris Johnson’s coronavirus treatment or t shirts from YouTube promoters. lenzilumab competed for and won government clinical trial support, Cytodyn talked about this but no dice. In my view, Humanigen management knows how to develop and commercialize a drug and is credible, you can guess my opinion on CYDY‘s management. How about financing, Humanigen has serious investors giving them $70 million, CYDY gets funding from a toxic penny stock lender at loan shark rates who’s record of companies financed almost always lose all equity value.

Honestly, there’s plenty more, but that’s enough for now.
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While you fondle HGEN, their market cap is a third of CYDY’s. You left that part out. 

 
Whyatt said:
Cytodyn has phase 2 data they are hiding from you guys, if the data’s great why not share it? It seems like there is a new red flag weekly with the company.
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Well the FDA has access to their data and they haven't rejected them yet.  Clearly it's not as bad as you are inferring either.

 
Charlie Harper said:
It is concerning that they haven't released the same data they've given to the UK, FDA, etc. I would be lying if I didn't admit that. 

@chet Anyway you can get them to release that data?
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The data was good enough that the UK opened up the phase 3 trial to them.  I'm not that concerned.

Its obvious they didn't hit a home run with the mild to moderate population.  For whatever reason, they don't want to give more ammo to guys like the Night King who is just going to tear them apart for any inconsequential thing they can find.  Let the FDA make the decision first, that's fine with me.

 
Whyatt said:
Well maybe at the end of all this, we can have some fun and persuade a fbg admin to confirm my account email goes to xxx.xxx@bigpharma.com. And that I’ve had an account for 4 plus years.

I disagree that there are doctors from top programs who believe it’s going to work. They believe it’s worth a try, a very big difference. No one thinks these doctors are part of some conspiracy or scam. Cytodyn has phase 2 data they are hiding from you guys, if the data’s great why not share it? It seems like there is a new red flag weekly with the company.

lenzilumab has been in development for years to treat cytokine storms. Humanigen has shared data and said more is coming -published from the Mayo Clinic, so independent. This is how you gain credibility in this industry, not by paid articles speculating on Boris Johnson’s coronavirus treatment or t shirts from YouTube promoters. lenzilumab competed for and won government clinical trial support, Cytodyn talked about this but no dice. In my view, Humanigen management knows how to develop and commercialize a drug and is credible, you can guess my opinion on CYDY‘s management. How about financing, Humanigen has serious investors giving them $70 million, CYDY gets funding from a toxic penny stock lender at loan shark rates who’s record of companies financed almost always lose all equity value.

Honestly, there’s plenty more, but that’s enough for now.
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You make interesting points. I do not know enough about lenzilumab. Was the Mayo clinic data a big sample and double blinded? Second Phase?

You mentioned there was plenty more. I would like to hear the rest soon. Thank you.

 
Dwayne Hoover said:
The data was good enough that the UK opened up the phase 3 trial to them.  I'm not that concerned.

Its obvious they didn't hit a home run with the mild to moderate population.  For whatever reason, they don't want to give more ammo to guys like the Night King who is just going to tear them apart for any inconsequential thing they can find.  Let the FDA make the decision first, that's fine with me.
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Is the phase 3, the UK response to the emergency approval request? 

 
Whyatt said:
My reward right here for responding with my opinion. Guess I’ll stick with the gloating.
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What gloating? You touted HGEN at 5 dollars a share and it’s at 3. You’re as bad at this as anybody. Stop acting like you’re some cutting edge knowledge here. 

 
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Dwayne Hoover said:
The timing certainly fits.  While technically they haven't rejected Cytodyn yet, Im getting the feeling that's the best they are going to get from the UK at this point.
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Looks like we're down to interim analysis in October. 

Running out of lives here. 

If we get back to $6 prior to then, I'm trimming my position. 

 
Whyatt said:
My reward right here for responding with my opinion. Guess I’ll stick with the gloating.
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Dude, I've traded my way out of that mess.  Thanks for the recommendation on a good day trade stock.  Take you medicine on that call.  I've made bad ones too.

 
Dwayne Hoover said:
The timing certainly fits.  While technically they haven't rejected Cytodyn yet, Im getting the feeling that's the best they are going to get from the UK at this point.
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With a very statistically significant result from a very difficult patient cohort measured by an objective index that was designed by the Royal College of Physicians?

 
chet said:
With a very statistically significant result from a very difficult patient cohort measured by an objective index that was designed by the Royal College of Physicians?
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I'd like to be wrong for sure.  I think its a good starting point and will be judged along with the phase 3 data for severe critical.  They are definitely more interested than they were and that's a huge positive.  

 
BassNBrew said:
Dude, I've traded my way out of that mess.  Thanks for the recommendation on a good day trade stock.  Take you medicine on that call.  I've made bad ones too.
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Its hard to know if HGEN is a bad call yet.  They definitely don't do a lot of self promotion.  They are likely to have data from their phase 3 prior to Cytodyn having data ready so possible leg up there but any outcome is possible, both approved, both rejected, one makes it, one doesn't.  I don't think Lenzilimab is out of the conversation like Whyatt thinks Leronlimab is.

 
HGen has a big advantage in being tied to Remdisivir which lets the administration green light it without having to admit Remdisivir was likely a waste of money. 

 
HGEN did change their primary endpoint away from deaths to time to recovery.  They obviously think that's going to set them up better for a successful result.   Less patients are dying lately, which is a good thing, but perhaps not as good for Cytodyn.

 
chet said:
With a very statistically significant result from a very difficult patient cohort measured by an objective index that was designed by the Royal College of Physicians?
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Here is something to consider, due to higher healthcare costs, approval in the US first is always preferred.

The UK has socialized medicine and is notoriously cost conscious, even more so than the EU. This link below is old but I think still reflects the situation. Efficacious cancer drugs are turned down by the U.K. if they are too expensive. 

https://www.parliament.uk/documents/post/postpn_364_Drug_Pricing.pdf

I don’t think you want the U.K. setting the price of an expensive MAB.

 
Whyatt said:
Here is something to consider, due to higher healthcare costs, approval in the US first is always preferred.

The UK has socialized medicine and is notoriously cost conscious, even more so than the EU. This link below is old but I think still reflects the situation. Efficacious cancer drugs are turned down by the U.K. if they are too expensive. 

https://www.parliament.uk/documents/post/postpn_364_Drug_Pricing.pdf

I don’t think you want the U.K. setting the price of an expensive MAB.
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If it cuts 3 days off of ICU it pays for itself.

 
Whyatt said:
Here is something to consider, due to higher healthcare costs, approval in the US first is always preferred.

The UK has socialized medicine and is notoriously cost conscious, even more so than the EU. This link below is old but I think still reflects the situation. Efficacious cancer drugs are turned down by the U.K. if they are too expensive. 

https://www.parliament.uk/documents/post/postpn_364_Drug_Pricing.pdf

I don’t think you want the U.K. setting the price of an expensive MAB.
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If it works I want somebody to use the damn thing to start saving lives. If Americans see a drug saving Brit lives, it’ll be in production over here real quick. 

 
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Capella said:
If it works I want somebody to use the damn thing to start saving lives. If Americans see a drug saving Brits, it’ll be on production over here real quick. 
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Did any of the placebo patients die in the m/m Trial? No.

You need to wait for the S/C trial results to demonstrate saving lives. 

 
Whyatt said:
Did any of the placebo patients die in the m/m Trial? No.

You need to wait for the S/C trial results to demonstrate saving lives. 
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Or if the drug has been demonstrated to be safe and at least somewhat effective we can start now seeing as 1000 people are dropping dead in the middle of a GD pandemic every day. 

 
Whyatt said:
Did any of the placebo patients die in the m/m Trial? No.

You need to wait for the S/C trial results to demonstrate saving lives. 
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If you believe in lenzilumab enough to invest in HGEN, then you have to admit that leronlimab has potential.  The interim analysis of S/C could produce great results.  The stock would skyrocket if the placebo arm has more deaths than the treatment arm despite having half as many patients.  And that is a possibility.  

 
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