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***OFFICIAL CYDY/Leronlimab Thread*** (2 Viewers)

I think this is the last straw for me, at least at this price. Seriously considering selling. I was not in early, so this will just be break even. Maybe I’ll hop back in if it drops, not sure. I also can’t handle/trust management. 

 
I think this is the last straw for me, at least at this price. Seriously considering selling. I was not in early, so this will just be break even. Maybe I’ll hop back in if it drops, not sure. I also can’t handle/trust management. 
Knowing the number of deaths, I actually feel more assured that LL may be able to hit their primary endpoint.  It either works, or it doesn't.  Even if you think there's only a 25% chance of them getting any kind of approval for Covid, the payout will be better than 4 to 1 (depending what you bought in for).

 
All I know is that Nader has no ability to read the room.  There was absolutely no need for that CC today.  What did it accomplish?  After seeing the stock price go down time after time, you'd think he would cool it but he forced another one in.  I don't get it.

Cytodyn must be confident that the 87 number gets them to where they need to be or they wouldn't have mentioned it.  However I go back to point #1 and just don't trust the guy as he has terrible reads.

The one thing about not having the DSMC review at 75% is that they weren't able to make a last minute adjustment to the trial if it was needed.  With HGEN's trial which was also adaptive, it was the 75% review that recommended upping the number of patients.   So this is another thing we are trusting NP and team on, they have to be extremely confident to move forward but was it the right move?  They also are not going to be able to use the 42 day endpoint which may have helped.  

These are the concerns.

I still think the FDA working with them more and giving them Open Label Protocol was a positive so always mixed signals.

 
Knowing the number of deaths, I actually feel more assured that LL may be able to hit their primary endpoint.  It either works, or it doesn't.  Even if you think there's only a 25% chance of them getting any kind of approval for Covid, the payout will be better than 4 to 1 (depending what you bought in for).
Right. Pot odds for a lot of us are outstanding right now. 

 
Knowing the number of deaths, I actually feel more assured that LL may be able to hit their primary endpoint.  It either works, or it doesn't.  Even if you think there's only a 25% chance of them getting any kind of approval for Covid, the payout will be better than 4 to 1 (depending what you bought in for).
# of deaths, the fda early use thingie and the insurance code is way more than enough for me 

 
I'm up over 100% on my purchases over the last two months.  Pot odds or not, I feel like I would be a complete idiot not to lock more of this in.

 
# of deaths, the fda early use thingie and the insurance code is way more than enough for me 
And the FDA has stopped several trials at the midway peak.  They recommended this one to continue without any modifications.  Why punt when you're a couple weeks away from results.

What would bother you more?  Staying long and watching the stock go back down to $1.50, or selling now and watching the stock moon to $50.

 
And the FDA has stopped several trials at the midway peak.  They recommended this one to continue without any modifications.  Why punt when you're a couple weeks away from results.

What would bother you more?  Staying long and watching the stock go back down to $1.50, or selling now and watching the stock moon to $50.
Lol for sure. But people play their hands differently. 

 
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 1tweet 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). 
Can those smarter than me back up the math claims of these tweets?

 
I don't know about the math but look at that twitter account's history. He tweets every day about CytoDyn only in a negative light. Seems like an obvious short interest.
That twitter account kgromax is unreadable.  I'm all for consenting opinions, I have them myself but that guy has a clear agenda against Cytodyn.  Every day several times a day, he is posting negatively about Cytodyn.

You can only cry wolf so many times.

The source is huge, I don't even bother with that one.

 
This group definitely seems to have a higher death rate than normal standard of care.  I have to assume it's still positive for Cytodyn as they would have been shut down a long time ago if they were part of the problem.

There were 45 deaths at the 50% review.  42 deaths in the last 50% of the trial.  That's pretty high considering mortality has improved overall across the country.  Seems logical that if they were trending in the right direction at 45 deaths that these additional 42 will prove out well for leronlimab.

 
Sure but this time has numbers. Sounds legit-ish. Worth a verification if you have any money. 

The shorts have bad intentions, but they CYDY hasn't delivered anything aside from the stock price. Uplisting. HIV. Mexico. UK. Philippines. NP has LIED whether EUA was filed. 

I don't dismiss those guys entirely.

 
Sure but this time has numbers. Sounds legit-ish. Worth a verification if you have any money. 

The shorts have bad intentions, but they CYDY hasn't delivered anything aside from the stock price. Uplisting. HIV. Mexico. UK. Philippines. NP has LIED whether EUA was filed. 

I don't dismiss those guys entirely.
 I dismiss anyone that doesn't have any balance at all.  It goes for pumpers and bashers.  Kgromax is 100% negative on Cytodyn, can't be trusted

 
If you're going to sell today, sell at open to get the best price.  This stock never gaps down all the way.  It will often gap down 5% or less at open and then have a 10% or more drop after the market opens.

 
Schwab showing 5.15, not the worst...
That's where I have my sell order in.  I think it goes down from there.  I will buy back in at 4.5-4.6

If it doesn't get to that level, I can't say I will regret being completely out, even at a loss.

 
The good news is it seems to be stabilizing. Wouldn't be surprised if we got all of that drop back by tomorrow. 

 
Did Nader give a date that the trial would end?  I think people from the message boards were thinking that Jan 12th would be the last day of the trial.  It would be nice to have confirmation.

 
still own 6500 shares at 2.26.  this was a buy & hold so never sold although it's been a wild ride.  anyone else with original investment still in place?

 
still own 6500 shares at 2.26.  this was a buy & hold so never sold although it's been a wild ride.  anyone else with original investment still in place?
Yep, in just over two months, any sales I make of my original 1000 shares will be long term gains.  :pickle:

I've been in out and out and made some short term money back in the 2's and 3's. Still holding my original 1000 @ $1.34 each

:banned:

 

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