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*** (3 Viewers)

The last item on this afternoon's CC agenda is Nasdaq uplisting status.  That seems like the one positive catalyst that, while not likely, could happen.  With CYDY's massive army of retail investors, the impact could be huge.  There are definitely a lot of smalltimers who want to invest in CYDY but don't have the ability to invest in otc stocks.  Uplisting would cause a nice bump up in stock price tomorrow and another bump up when the Robinhooders could actually buy.  

 
Last edited by a moderator:
Don Hutson said:
The last item on this afternoon's CC agenda is Nasdaq uplisting status.  That seems like the one positive catalyst that, while not likely, could happen.  With CYDY's massive army of retail investors, the impact could be huge.  There are definitely a lot of smalltimers who want to invest in CYDY but don't have the ability to invest in otc stocks.  Uplisting would cause a nice bump up in stock price tomorrow and another bump up when the Robinhooders could actually buy.  
Click to expand...
True indeed. Have two friends who are robinhooders who can’t buy. I keep telling them to open a Schwab or fidelity account but for some reason that is a big hill for people to climb. 

 
Don Hutson said:
The last item on this afternoon's CC agenda is Nasdaq uplisting status.  That seems like the one positive catalyst that, while not likely, could happen.  With CYDY's massive army of retail investors, the impact could be huge.  There are definitely a lot of smalltimers who want to invest in CYDY but don't have the ability to invest in otc stocks.  Uplisting would cause a nice bump up in stock price tomorrow and another bump up when the Robinhooders could actually buy.  
Click to expand...
The financial requirements of uplisting become less stringent as the stock price increases.  I have no idea why NASDAQ doesn’t look at market cap but this is potentially a very positive item for today’s call. 

 
One negative to uplisting is that a lot people would gain the ability to short CYDY.  Most Schwab, Fidelity, etc. investors can't short it right now.

 
Don Hutson said:
One negative to uplisting is that a lot people would gain the ability to short CYDY.  Most Schwab, Fidelity, etc. investors can't short it right now.
Click to expand...
Could it be worse than it is right now? Getting shorted 47% of their daily volume, that seems pretty high to me already. 

 
Will this afternoon be FOMO or selloff?  I'm holding my small position either way.  Not buying or selling right now.

 
Don Hutson said:
The last item on this afternoon's CC agenda is Nasdaq uplisting status.  That seems like the one positive catalyst that, while not likely, could happen.  With CYDY's massive army of retail investors, the impact could be huge.  There are definitely a lot of smalltimers who want to invest in CYDY but don't have the ability to invest in otc stocks.  Uplisting would cause a nice bump up in stock price tomorrow and another bump up when the Robinhooders could actually buy.  
Click to expand...
I might be wrong but I don't believe uplisting status has been an agenda item for quite awhile now.  The fact that it is added in tells me there is some kind of good news.

What kind of bump would you expect it to get from uplisting?

 
unckeyherb said:
I might be wrong but I don't believe uplisting status has been an agenda item for quite awhile now.  The fact that it is added in tells me there is some kind of good news.

What kind of bump would you expect it to get from uplisting?
Click to expand...
It might have been included in the agenda as a carrot to keep people invested at such a high stock price.  They had better present another carrot to dangle in the CC if they don't have uplisting because people will be disappointed if it isn't uplisted. 

Maybe it'll go up 10% tomorrow with uplisting?  Hard to say.  Sometimes CYDY just keeps going up when it has upward momentum so it rising to the $7-$9 range wouldn't be a shocker.

 
Don Hutson said:
One negative to uplisting is that a lot people would gain the ability to short CYDY.  Most Schwab, Fidelity, etc. investors can't short it right now.
Click to expand...
The overall shorting situation would improve markedly.  I assume the naked shorting would all but disappear as would the short attacks.  

As I've said before, I have no issue with anyone borrowing and shorting the stock legally.  My issue is with the scumbags who distort the truth and outright lie in an effort to manipulate the share price.  They are the same people who are breaking the rules when they short.

 
unckeyherb said:
I might be wrong but I don't believe uplisting status has been an agenda item for quite awhile now.  The fact that it is added in tells me there is some kind of good news.

What kind of bump would you expect it to get from uplisting?
Click to expand...
I assume it would be very meaningful--$1-$3 is a guess.  Uplisting would also allow institutions to own the stock--most aren't allowed or won't buy OTC names.

 
I wasn't able to get out with my limit sell orders. I could have tried harder but the price kept moving away.  Fully loaded still, hopefully NP can surprise here

 
unckeyherb said:
I might be wrong but I don't believe uplisting status has been an agenda item for quite awhile now.  The fact that it is added in tells me there is some kind of good news.

What kind of bump would you expect it to get from uplisting?
Click to expand...
HGEN did not get a bump from uplisting but it  is now covered by 5-6 analysts as opposed to maybe one before.

 
eaganwildcats said:
Not listening but seeing 87 deaths reported in the trial? Given 2-1 that placebo arm going to have to have a real high death rate I think.
Click to expand...
Or it just doesn't work.

Unfortunately, more deaths is a good thing from a CYDY perspective because it gives them more room to show a statistical improvement using the drug.

 
BassNBrew said:
Or it just doesn't work.

Unfortunately, more deaths is a good thing from a CYDY perspective because it gives them more room to show a statistical improvement using the drug.
Click to expand...
More deaths is a good thing from a CYDY perspective to a point.  We know that the placebo arm can't have much more than 30% deaths.  So any additional deaths would have to come from the treatment arm.

 
Don Hutson said:
More deaths is a good thing from a CYDY perspective to a point.  We know that the placebo arm can't have much more than 30% deaths.  So any additional deaths would have to come from the treatment arm.
Click to expand...
How do you know this?

Do you recall the number in the study?  Would be interesting to use you 30% and see how many that puts in the LL arm.

 
Don Hutson said:
More deaths is a good thing from a CYDY perspective to a point.  We know that the placebo arm can't have much more than 30% deaths.  So any additional deaths would have to come from the treatment arm.
Click to expand...
37/130 in placebo is 28%.

50/260 in LL is 19%.

I think this gets us to statistical significance.  I didn't calculate this, but just repeating what I heard.

 
Charlie Harper said:
You have to think dexamethasone trial had higher mortality because it was earlier in covid. Not sure if LL will br as high.
Click to expand...
So I guess a lower death total is actually better.  Given that the mortality rate in the placebo will be low, we do not want to see a huge amount of deaths.  As it stands, there was a 22% mortality rate in the trial (87 deaths).  We need the placebo group to be 28% or more I think.

 
BassNBrew said:
How do you know this?

Do you recall the number in the study?  Would be interesting to use you 30% and see how many that puts in the LL arm.
Click to expand...
Similar studies have around 30% mortality in the placebo.  Critical could have a higher mortality rate but leronlimab's trial is severe and critical combined.  Studies of March/April patients could have a higher mortality rate but leronlimab's patients come later.

 
Don Hutson said:
Similar studies have around 30% mortality in the placebo.  Critical could have a higher mortality rate but leronlimab's trial is severe and critical combined.  Studies of March/April patients could have a higher mortality rate but leronlimab's patients come later.
Click to expand...
So there's a pretty tight window otherwise we're looking at a dud.

 
BassNBrew said:
So there's a pretty tight window otherwise we're looking at a dud.
Click to expand...
Take it for what it's worth given the source (I haven't went and actually looked at the studies), but here's some info on mortality: tweet 1 | tweet 2. Just presenting info to be considered, not trying to make anyone grumpy - no position at this point.  

My personal stance here is I will forever be grateful to @chet for the call here, made a bunch of loot - but I have come to believe, in general, management matters. I also believe mortality as the primary endpoint makes this tough and maybe not great risk/reward going in to unblinding. If the data isn't great with the company is already valued at ~$3.5 billion dollars there is a lot of room to fall. I think we can get lost in the stock price sometimes and forget what it extrapolates to. For example, $HGEN has an $850M market cap a 4x difference (and I believe a generally higher chance of getting approval given how the studies have been setup. See: importance of management). 

 
Last edited by a moderator:
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: 3 (members: 0, guests: 3)
Back
Top