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***OFFICIAL CYDY/Leronlimab Thread*** (1 Viewer)
- Thread starter This_Guy
- Start date
Dwayne Hoover
Footballguy
Charlie Harper
Footballguy
I might actually make some money on this thing!! Merry Christmas to all!
Capella
Footballguy
Read up. Probably not eligible since they wouldn’t need it on an emergency basis.
Dwayne Hoover
Footballguy
Not sure what you guys were expecting but if Leron gets approval for severe critical it is a huge win. I literally had 0 expectations for anything mild to moderate but at this point this story is still evolving, not gonna say its game over everywhere either.
This is a really good development.
Charlie Harper
Footballguy
I read it that CD12 type patients can get the drug which is a good thing.
We don't care about CD10 anymore anyways so it doesn't matter about the eIND.
Dwayne Hoover
Footballguy
I'd like to hear a solid counter argument why it wouldn't be (not the CD10 part, i don't care about that)
Well at least when he crashes it into your car and dents it, you;ll know a good attorney to sue him and the manufacturer.one of those toddler-sized cars he can drive around in. Came with no instructions (a-holes) so I had to wing it. Probably will end up only having 3 working wheels and the radio will pick up the BBC or something. .
- Nasdaq uplift in 4-6 weeks.
- HIV BLA near
- Submitting for EUA
The argument would be that CYDY rarely releases accurate information
Dwayne Hoover
Footballguy
Yeah, not buying any of this. They aren't playing games at this point and I've been as critical of NP as any.
This was an unexpected Christmas Eve surprise. I was hoping for something unexpected and this is a really good start. We may not be done yet.
eaganwildcats
Footballguy
“Don’t shoot the messenger” but when I was invested I ended up seeking out / finding those who weren’t believers to figure out the bear case at the time. Their take(s):
https://twitter.com/kgromax/status/1342505317482033152?s=21
https://twitter.com/busttfraud/status/1342463357782290435?s=21
https://twitter.com/stanphylcap/status/1342186271825911808?s=21
https://twitter.com/googlepumpdump/status/1342322656977313793?s=21
https://twitter.com/kgromax/status/1342505317482033152?s=21
https://twitter.com/busttfraud/status/1342463357782290435?s=21
https://twitter.com/stanphylcap/status/1342186271825911808?s=21
https://twitter.com/googlepumpdump/status/1342322656977313793?s=21
Exactly.
Dont be counting your riches, be counting the addl weeks you’ll be working to replace this money flushed down the
Capella
Footballguy
There are long and shorts on Twitter speaking to their self-interests and spinning PRs like that every day. The market will make up its mind on Monday.
chet
Footballguy
eaganwildcats
Footballguy
Why does the data not support an eIND request then? No idea how this stuff actually works, but doesn’t seem...good...that this line is in there?
Capella
Footballguy
eIND is for emergency use. Moderate is for moderate. Shouldn’t have been included though, I agree.
Dwayne Hoover
Footballguy
kgromax, busttfraud and googlepumpdump are virtually unreadable. They spend every day of the week bashing Cytodyn, like all day long. I stopped paying attention to them a long time ago.
Not sure about stanphylcap, that's one I don't know, but I don't see anything interesting
Dwayne Hoover
Footballguy
They seem to be getting slotted for severe critical, at least in the USA. I don't really see an issue here.
I don't think it's a big surprise that CD10 wasn't good enough. That seemed pretty obvious to me when they didn't apply for EUA. At this point, focusing on CD10 seems like a waste of time and a desperate play to find something negative in otherwise very positive news.
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Dwayne Hoover
Footballguy
They definitely failed the primary endpoint. Whether they found something with the News2 to perhaps pursue a phase 3 was possible but they never moved on it. Not sure if that was because of how late in the game it would be to start another trial or if they thought it would be a longer shot to get approval for mild to moderate. Probably a little bit of both really.
At this point, severe critical is good enough to validate them and is where I'm focused.
chet
Footballguy
Phase 2 trials are about figuring out what to target for the phase 3 trial. Hitting any kind of endpoint with statistical significance is the goal so that a phase 3 study can ensue. Shorts continually claiming the phase 2 failed show that they're not objective and as such, I don't believe their other claims.
Dwayne Hoover
Footballguy
I dont disagree and those twitter handles that @eaganwildcats linked are really the worst of the worst. It's not even worth spending any time on them.
If you can't ever see any middle ground and I think this applies to both incessant pumpers and shorts, then you don't have credibility.
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chet
Footballguy
Don Hutson
Footballguy
Has all of the data been released from the M2M trial? If not, what are they hiding?
Dwayne Hoover
Footballguy
A lot of doomsayers focused on CD10. can't see the forest for the trees
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Don Hutson
Footballguy
The M2M data is the only data from a double blind study that exists. CytoDyn saying it is great data while keeping it secret is dubious. We have no idea if the S/C data are good since the trial is still blinded. All we know is that the data from the S/C trial wasn't so horrible or so amazing to warrant stopping the trial early. But people who insist that the S/C is going to be incredible can only point to the M2M trial and the EINDs as proof. Neither the M2M trial or the EINDs are reliable evidence.
Capella
Footballguy
All I care about is the stock price. CD 10 has already been factored in, bottom line. The future price will rise or sink based on the next set of results. 10 is completely irrelevant now except for meaningless bickering online.
ChiefD
Footballguy
Maybe so, but as we have seen before this attack will probably tank this thing on Monday. Releasing that press release on Christmas Eve just seems like some weak sauce to me.
Capella
Footballguy
Yea there are parts of the release I didn’t like, but my point about CD10 now being irrelevant still stands.
Dwayne Hoover
Footballguy
I'm happy right now. I don't always say that.
Dwayne Hoover
Footballguy
You keep going back to this. I think Cytodyn essentially said the data wasn't that great when they didn't even apply for EUA or pursue a phase 3. Let's stop talking about CD10. it doesn't matter.
I see what you are inferring but I think you are going to need to better than this. CD10 does not equal CD12, so let's stop connecting the two.
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chet
Footballguy
Nick Vermeil
Footballguy
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CGRdrJoe
Footballguy
I pointed out to Kgromax that they said the same thing about overstock and then that account blocked me
Dave RL
Footballguy
ChiefD
Footballguy
$12 would be a $7.2B market cap. HGEN at $22 is a $1.1B market cap.
Maybe it gets there but market cap wise, even $10 is stretching it with the vaccines and honestly a lot more cancer drugs/companies making strides there. The competitive landscape is way different now than it was back in late June.
If I still had any, I’d put my limit order in for $9 like I should have back in June.
ETA: I’d be really happy if all goes well with the trial and there’s another solution to this crap we are in now.
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Capella
Footballguy
Capella
Footballguy
The market does not care about rational thought. It’s all froth. You know this. If you want to apply these principles to your trading that’s fine but it’s kind of antiquated thinking for what’s been going on the last 9 months.
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Acting like fundamentals are antiquated thinking is how you miss selling in the froth before the market corrects. There is no “new” world order. Stocks aren’t going to all of a sudden always be worth twice as much in the future. That’s why I threw out my thoughts that I’d look at the June peak as a good out. Maybe it’s not the top but it’s extremely hard to time it and we already saw how fast the table can turn and June was a far different competitive landscape than today. Feel free to do whatever you want just my thoughts. I just remember saying I’d be happy with $9 a share buyout and getting chastised because it could go to $20. I should have listened to myself, would have made me twice as much.
