Charlie Harper
Footballguy
A month - 30s.What were the numbers around a month ago?
December/January - 110s. Adult capacity typically 200s.
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A month - 30s.What were the numbers around a month ago?
Everybody is scared to say it but the reality is that covid as a brutal killer is extremely close to being over. All the deaths and hospitalizations we see now are lagging indicators and are 50% down from one month ago. Another month or two and it’s going to be very very small numbers.We had 11 covid patients in my hospital yesterday that serves the Bay Area, CA. This thing will be like TB soon.
But we can still sell the $100 million plus of LL sitting in the warehouse for one of the other 40 indications before it expires amirite?Everybody is scared to say it but the reality is that covid as a brutal killer is extremely close to being over. All the deaths and hospitalizations we see now are lagging indicators and are 50% down from one month ago. Another month or two and it’s going to be very very small numbers.
I kinda blew this off because I figured dr Jay was on the board or whatever. He’s not? Is he considered a doctor of some stature?Letter from Jay Lalezari to Janice Woodcock:
Love when the yahoo board says they’re holding for NASH. Cracks me up.But we can still sell the $100 million plus of LL sitting in the warehouse for one of the other 40 indications before it expires amirite?
He has worked on a large number of FDA trials and is quite well known. He has no equity stake.I kinda blew this off because I figured dr Jay was on the board or whatever. He’s not? Is he considered a doctor of some stature?
Well that’s probably the best news in a couple of weeks then, even if it doesn’t get anywhere.He has worked on a large number of FDA trials and is quite well known. He has no equity stake.
I think there's a growing level of support to get CYDY an EUA. There are some thorny ethical issues around this situation too. For example, apparently if the FDA approves CD16 they would have to stop the OLE and eIND--if they are in possession of statistical proof that the drug is effective and even perhaps believe it works, how can they limit the administration of the drug to only those who are in CD16? Also, if they grant a conditional EUA based on the outcome of CD16, who would sign up for the trial instead of getting it under the EUA.Well that’s probably the best news in a couple of weeks then, even if it doesn’t get anywhere.
They got statistical proof that it wasn't more effective.I think there's a growing level of support to get CYDY an EUA. There are some thorny ethical issues around this situation too. For example, apparently if the FDA approves CD16 they would have to stop the OLE and eIND--if they are in possession of statistical proof that the drug is effective and even perhaps believe it works, how can they limit the administration of the drug to only those who are in CD16? Also, if they grant a conditional EUA based on the outcome of CD16, who would sign up for the trial instead of getting it under the EUA.
From a thread on Reddit:
She (Rachel Maddow) had Fauci on her show recently and was trying to get him to explain his reluctance in supporting therapeutics. At the end he basically came out and said he wanted a pill like they used in HIV. Nothing else was practical in his mind. She did get him to acknowledge there was a subQ option.
If the above is true, Fauci should be replaced. It's criminal IMO.
Look, I am not going to debate this any further. Read Lalezari's letter if you'd like to come up to speed--he is an informed and objective third party whose only vested interest is saving lives. Or don't. I don't care.They got statistical proof that it wasn't more effective.
Wasn't he the previous Chief Medical Officer? I wouldn't describe him as a neutral 3rd party.Look, I am not going to debate this any further. Read Lalezari's letter if you'd like to come up to speed--he is an informed and objective third party whose only vested interest is saving lives. Or don't. I don't care.
It's a good letter. The problem is that the math doesn't add up. I don't care if Hippocrates comes back from the dead and writes a letter. Until someone explains why LL performed worse than the placebo in some subsets I think EUA isn't likely.Look, I am not going to debate this any further. Read Lalezari's letter if you'd like to come up to speed--he is an informed and objective third party whose only vested interest is saving lives. Or don't. I don't care.
He previously was an advisor to the company. The rumor mill is that Nader fired him but I have no proof of that. What I can say is that this is the first time in months that he has said anything publicly about the drug.Wasn't he the previous Chief Medical Officer? I wouldn't describe him as a neutral 3rd party.
https://www.cytodyn.com/newsroom/press-releases/detail/394/cytodyn-appoints-jacob-lalezari-m-d-as-interim-chiefHe previously was an advisor to the company. The rumor mill is that Nader fired him but I have no proof of that. What I can say is that this is the first time in months that he has said anything publicly about the drug.
Wasn't he the previous Chief Medical Officer? I wouldn't describe him as a neutral 3rd party.
That's from a year ago and since then, Scott Kelly was appointed CMO. As I said, I haven't heard anything from him for months and he owns no equity in CYDY. Is it possible he's still being paid as a consultant? Sure. However, I don't think a paid consultant would write such a letter if he didn't believe it.
I'd be interesting to see this as well as I was not aware of this.Also, please point me to the subsets where the drug did worse than placebo.
Yeah...I wasn't implying he was the current CMO, just that he was more than a consultant. Just trying to be accurate. I think you could argue that given he's departed and has no financial stake (per his words), that this is actually a good endorsement. More often than not a former employee isn't going to go out of his way for their previous company. Either he's a good guy trying to do the right thing or he's trying to help out his former co-workers. Both sides have merit but we don't have enough information to figure out the motive IMO.That's from a year ago and since then, Scott Kelly was appointed CMO. As I said, I haven't heard anything from him for months and he owns no equity in CYDY. Is it possible he's still being paid as a consultant? Sure. However, I don't think a paid consultant would write such a letter if he didn't believe it.
Also, please point me to the subsets where the drug did worse than placebo.
It's in one of the Seeking Alpha articles posted. Basically the trail was a push. LL did so well in one arm they broke out that it left another arm where the placebo was superior. There just aren't enough data points to sort this out. Also there's a huge issue which @chet mentioned where if they start a new study then Eind is halted and we get less data. For CYDY's sake I hope the FDA is working with them on this.I'd be interesting to see this as well as I was not aware of this.
Do you mean the articles written by Paulo Santos who discloses he's short the stock and also recommended shorting AMZN at $100.It's in one of the Seeking Alpha articles posted. Basically the trail was a push. LL did so well in one arm they broke out that it left another arm where the placebo was superior. There just aren't enough data points to sort this out. Also there's a huge issue which @chet mentioned where if they start a new study then Eind is halted and we get less data. For CYDY's sake I hope the FDA is working with them on this.
Yup. Just because you are short doesn't mean anything you say is invalid. If we use that principal, then you being long would make anything you say good about the company invalid. Just because you were wrong about cydy being a good value in the 4s a month or so ago doesn't mean that your UUUU recommendation at $3.xx should be ignored.Do you mean the articles written by Paulo Santos who discloses he's short the stock and also recommended shorting AMZN at $100.
I agree with you in general. However, there are a bunch of guys (now called the #shortmafia) who lie and distort the truth primarily for profit. It's disgusting.Yup. Just because you are short doesn't mean anything you say is invalid. If we use that principal, then you being long would make anything you say good about the company invalid. Just because you were wrong about cydy being a good value in the 4s a month or so ago doesn't mean that your UUUU recommendation at $3.xx should be ignored.
I think this also, but it is showing a lot of resilience.If NP thought there was any chance of an EUA he would have already applied for it. This trial of 140 is the best chance for Cytodyn but we won't know if it was effective for at least another 4 months if not longer.
I think the stock will be in the $1.50 range before it gets to the $3 range again
PR doesn't reference him replacing anyone.Was there a COO or was it essentially Nader?
Actually this guy got promoted for failing so far. Was formerly the VP of Clinical Development at Cytodyn.Most importantly, he's run over 100 clinical trials. Perhaps he can design one that works!
I noticed that as well, this was a promotion, not an external hire and considering how few employees there are he’s not likely replacing anyone.Actually this guy got promoted for failing so far. Was formerly the VP of Clinical Development at Cytodyn.
Par for the course
The phrase better late than never is truly being put to the test here.Most importantly, he's run over 100 clinical trials. Perhaps he can design one that works!
Ah well neverthelessActually this guy got promoted for failing so far. Was formerly the VP of Clinical Development at Cytodyn.
Par for the course
VPs get to use teh indoors plumbing, everyone else heads back to teh woods.With a company with only 20 people, it must be a lonely feeling if you're the only one that isn't an officer, VP, director, etc. of the company.
With this company it's best to wait two more weeks.Hmmm. CYDY virgin, but debating hopping in now
March 23 -28%
I'm optimistic! Why would they have this webcast if they dont have great news to release? </sarcasm>
Fingers crossed.Management will update stockholders on the Company’s recent COVID-19 related filings for Conditional EUA with the FDA in U.S., Interim Order in Canada, and accelerated rolling review in U.K., as well as potential similar filings in Brazil and the Philippines. Management will also provide updates on its active trials in COVID-19, NASH and Cancer, along with expected timelines for BLA submissions for HIV in U.S., Canada and U.K.