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If the UK spent $10 million on LL and it didn't move the needle, few would know or care. Even $100 million. The downside is limited to the investment loss, which is insignificant. There is no safety downside. The upside is, as is said, tremendous.
I’d say it held up well. Had the big pop at the start but then traded in a small range the whole way. It sure didn’t fall off a cliff like yesterday right at the end. It was basically 3.80 to 4 all day after the start and it ended right about the middle of that.
I could see a billionaire philanthropist taking that kind of gamble but not a government official. A politician taking a 25% chance on a drug means he'll look bad 75% of the time. It's the kind of visible mistake that will cause a politician to lose their next election. Boris Johnson or any other leader is going to want to see results before buying. And all any country cares about right now is S/C.
I'd would say things are changing.
Have you talked to a lot of experts about this?
There has been no tipping point. I still believe that leronlimab might be a great drug. But I've also accepted that leronlimab might not be a great drug.
And it’s a bit much to expect a drug that hasn’t completed phase 3 trials for Covid, nor has been approved by the FDA (just the FFA), to be the buzz of a community that requires these things for something to be on their radar.
There are indications that show it’s a good drug. Trial results.
What the heck is royberina and how did you find this? Also says article/comparison is based on published results, have our trial results as a whole been published somewhere?
Replied in the stock thread, I’ve drank the kool aid on this one and am riding this one out.
When are the results from the trials expected? Will they beat LL tothe finish line for the S/C peak?
Humanigen decided not to do an interim analysis. They believe the phase 3 will be completely enrolled by the end of September. So the interim analysis of leronlimab's S/C trial will come a few weeks before lenzilumab's completed phase 3 trial.
Yah I know, I've read the SA articles and they are much more of a "balanced investment view" to my recollection. This basically throwing down the gauntlet to the FDA/US gov't with regard to their caving to BP and the UK potentially grabbing all of the supply.
I know one article is not gonna change the world.
Well of course I would prefer the NY Times or Washington Post but that article you posted was pretty good.
I would assume he meant more in the terms of stock price and not that a zerohedge article would have any effect on the fda.
No, HGEN stated today that they will not do interm analysis, and instead wait for the trial completion, which is expected to fill late September/early October then wait for outcomes. So while HGEN is currently ahead of Cytodyn in trial enrollment, Cytodyn’s 50% data will be available 5 to 6 weeks prior to HGEN’s.
I remember reading they had the cash the next day after the announcement but couldn’t swear to it.
Were there other ZH articles that were that bullish? I am part of a day trading group and one of the things we have alerts on are zerohedge tweets/articles as they often move a stock pretty hard in the short term.
Probably a lot like the meeting where Joe B declared that the board would allow imbedded pictures, I’m sure Chase said “yeah, what could go wrong”
Not with experts who have had direct interaction: Drs. Patterson, Yang and Seethamraju to start. The naysayers, like yourself and Adam Feuerstein are basing their opinions on NP which confuses drug efficacy with management capability. The drug works.
Patterson is a stockholder. Yang and Seethamraju haven't said much lately. When was the last time a reputable scientist or doctor supported leronlimab? It's been months without any traction in the scientific community. A lot of you decided that leronlimab was a miracle drug for Covid before any results were released. The M2M trial results are mediocre. That has nothing to do with NP.
I thought the results were good (better than anything currently out there for m/m), but whoever set the primary endpoint was dumb. When 70% of the population heals on their own at 14 days, it doesn't take a rocket scientist to figure out that the primary endpoint was going to be almost impossible to meet with such a small trial.
They had a ton of endpoints and only did well on NEWS2 at 3 days. With the number of endpoints in the trial, they were bound to get lucky on a few. So they cherry pick the few good results they have and ignore all of the bad data. No one in the scientific community has said anything positive about the M2M results.
That's incorrect.
Cherry-picked data. Why aren't they releasing the results? When they say beneficial improvement, how much improvement? Is it a tiny amount of improvement with which they are showing statistical significance? Adam Feuerstein predicted that CytoDyn would only release cherry-picked data and not release the bad data. His prediction has turned out accurate.
