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!

Stock Thread (15 Viewers)

matuski said:
I almost used that logo/symbol for my side business a couple years ago.  :lol:
Click to expand...
It looks like a cross between YMCA and Girl Scout Cookies.  As long as it keeps getting good results and makes us money I don't care what they call it or what it looks like. 

 
Last edited by a moderator:
#notselling

All I needed to know is that they pulled the Citron hit piece down the next day. Clearly inflammatory and probably libelous. Obviously meant to be a catalyst, not real information. 

 
Moonlight said:
Only recent news and catalysts on CYDY have been positive so have to invent fake negatives.

Staying long going to ride out the bump. Not selling. 
Click to expand...
I know we sort of discussed this but the stock also move to $3 to $10 on little news. Now I know bulls will point to the stock catching up on the positive news from the past few months. Maybe that is right but time will tell. It's a $3bn stock that doesn't make money. I'm not as close to this as others so I don't know what people think the drug can be worth? $10bn? $20bn? But probability adjust that and $3bn ($6 / share) doesn't seem so crazy. 

I mean I've bought some more later in the week but price action wasn't great. Obviously the shorts put real damage in the psyche here. May not be the worst thing in the world to get a sanity check here. My only fear is that whoever was accumulating or buying doesn't seem to be as big as some thought. We obviously haven't seen any disclosure filings and unless the shorts knew the best timing, whoever was accumulating should have been scooping it up in the $5s. The positive of that means there is still some upside if this gets mainstream and more funds accumulate. But the floor of support obviously isn't as great as I initially thought. So reward is greater but so is the risk. 

 
Charlie Harper said:
I was just about to ask. How many pump and dump biotechs go this far?
Click to expand...
Tons of them.  The landscape is littered with smaller biotechs that fail.  They get pumped during the approval process and even if they get FDA approval they usually dump right after.

Even if their drug gets approved it's an uphill battle.  Getting the drug used is the hardest part.  If it's not clearly the best or a bigger company with connections doesn't buy them out it gets ugly.   Most of these smaller biotechs can burn 1/2 billion a year trying to get the drug to market.  They can only dilute so much to raise cash before they fail.

I've invested in a bunch of these over the years.  Lost on 90% of them and almost all of them got approval.  FDA approval doesn't mean ####.  It's all about being able to get the drug used.

The best move is to ride them during the pre-approval process, cash out initial investment on a double up, and free roll the profits for the 2-5% chance it turns into a unicorn.

 
sporthenry said:
I know we sort of discussed this but the stock also move to $3 to $10 on little news. Now I know bulls will point to the stock catching up on the positive news from the past few months. Maybe that is right but time will tell. It's a $3bn stock that doesn't make money. I'm not as close to this as others so I don't know what people think the drug can be worth? $10bn? $20bn? But probability adjust that and $3bn ($6 / share) doesn't seem so crazy. 

I mean I've bought some more later in the week but price action wasn't great. Obviously the shorts put real damage in the psyche here. May not be the worst thing in the world to get a sanity check here. My only fear is that whoever was accumulating or buying doesn't seem to be as big as some thought. We obviously haven't seen any disclosure filings and unless the shorts knew the best timing, whoever was accumulating should have been scooping it up in the $5s. The positive of that means there is still some upside if this gets mainstream and more funds accumulate. But the floor of support obviously isn't as great as I initially thought. So reward is greater but so is the risk. 
Click to expand...
nice post

 
ILUVBEER99 said:
Tons of them.  The landscape is littered with smaller biotechs that fail.  They get pumped during the approval process and even if they get FDA approval they usually dump right after.

Even if their drug gets approved it's an uphill battle.  Getting the drug used is the hardest part.  If it's not clearly the best or a bigger company with connections doesn't buy them out it gets ugly.   Most of these smaller biotechs can burn 1/2 billion a year trying to get the drug to market.  They can only dilute so much to raise cash before they fail.

I've invested in a bunch of these over the years.  Lost on 90% of them and almost all of them got approval.  FDA approval doesn't mean ####.  It's all about being able to get the drug used.

The best move is to ride them during the pre-approval process, cash out initial investment on a double up, and free roll the profits for the 2-5% chance it turns into a unicorn.
Click to expand...
I gave a like to your post Beer but I would say that if it is the best tx for the virus at this time, it will be used. And then I think all doors would be open after that for the other indications.  And there should be capital to fund them. Also whoever their distribution agreement is with may turn out to be a long term merged partner. But that just may be my wishful thinking.

 
ILUVBEER99 said:
Tons of them.  The landscape is littered with smaller biotechs that fail.  They get pumped during the approval process and even if they get FDA approval they usually dump right after.

Even if their drug gets approved it's an uphill battle.  Getting the drug used is the hardest part.  If it's not clearly the best or a bigger company with connections doesn't buy them out it gets ugly.   Most of these smaller biotechs can burn 1/2 billion a year trying to get the drug to market.  They can only dilute so much to raise cash before they fail.

I've invested in a bunch of these over the years.  Lost on 90% of them and almost all of them got approval.  FDA approval doesn't mean ####.  It's all about being able to get the drug used.

The best move is to ride them during the pre-approval process, cash out initial investment on a double up, and free roll the profits for the 2-5% chance it turns into a unicorn.
Click to expand...
Insightful post. 

It’s got to be a real challenge to keep a balanced perspective when the stock price and talk is so positive, but I do think there is very high risk going forward for the Covid indication of the drug. I’m surprised that many think Leronlimab is likely to get some sort of emergency use with such a small data sets. I just don’t see it, and there are plenty of patients around to run a full phase 3.

On the therapeutics side, things are and will continue to change rapidly. There could be a new antiviral, a Remdesivir type drug, but one that actually works well, by Christmas. On the vaccine side, widespread use of vaccines by fall 2021 is a possibility.

The perspective noted above about FDA approval of a drug not equating to significant sales is how I feel about the HIV indication. A very niche market if approved. I’ll be interested to know if FDA grants a priority review for this indication.

Regarding the cancer indication, at a minimum, a big pharma partner will be needed (other option is buyout) There is really no other way to get the proper value out of this indication.

 
Last edited by a moderator:
Yah, I'm starting to rethink my all-in position on CYDY. I always say I'm gambling, but I've yet to make a single bet anywhere near this large at a casino. 

I think we're better than 50/50 chance of good trial results and if it happens I think a run to $12 (2x for me) can happen especially after what we witnessed. I didn't originally think to take profits then, but I probably will now. 

Thanks for the other perspectives.

 
Charlie Harper said:
Yah, I'm starting to rethink my all-in position on CYDY. I always say I'm gambling, but I've yet to make a single bet anywhere near this large at a casino. 

I think we're better than 50/50 chance of good trial results and if it happens I think a run to $12 (2x for me) can happen especially after what we witnessed. I didn't originally think to take profits then, but I probably will now. 

Thanks for the other perspectives.
Click to expand...
It depends on if those potential good trial results come alongside an uplisting.  If there are good trial results AND an uplisting together this thing is going to 30+ easily.

I agree with you my bets on CYDY/NKLA are larger than I have ever placed at a casino even though I call them gambling money, but too be fair they have a much lower chance of going to zero than a hand of blackjack or a table full of craps bets so it's kind of all relative.

If I could bet a hand of blackjack where I could have reasonable odds of quintupling my bet with a downside of losing half my bet I would throw down a lot more money than I do currently on a hand with a 48% chance to double up against a 52% chance of losing it all.

 
Last edited by a moderator:
ILUVBEER99 said:
Tons of them.  The landscape is littered with smaller biotechs that fail.  They get pumped during the approval process and even if they get FDA approval they usually dump right after.

Even if their drug gets approved it's an uphill battle.  Getting the drug used is the hardest part.  If it's not clearly the best or a bigger company with connections doesn't buy them out it gets ugly.   Most of these smaller biotechs can burn 1/2 billion a year trying to get the drug to market.  They can only dilute so much to raise cash before they fail.

I've invested in a bunch of these over the years.  Lost on 90% of them and almost all of them got approval.  FDA approval doesn't mean ####.  It's all about being able to get the drug used.

The best move is to ride them during the pre-approval process, cash out initial investment on a double up, and free roll the profits for the 2-5% chance it turns into a unicorn.
Click to expand...
If the trial results are good and news gets out I believe there will be plenty of pressure from BP to initiate a buyout.  NP knows this and if this drug was only good for covid treatment I could see them selling.  The bread and butter of LL is HIV and cancer trials that are ongoing.  

Instead of selling to BP, I hope CytoDyn gets approval for covid treatment and negotiates a partnership with BP (GILD or) for only the covid treatment indication.  The bigger fish are down the road with HIV, cancer, NASH, and other interesting indications, each of which could results in huge revenue.   Such an agreement could generate lots of revenue providing them funds to bolster the research/production for those down the road indications.   

Covid was a wildcard out of nowhere.  A covid-based partnership would be a huge shot in the arm for this small biotech company if they can partner with BP who has the resources to market and produce. 

All those other smaller biotechs that failed didn't have this golden opportunity to be bring them out of the shadows.  That alone makes this scenario different, if only slightly, than other small biotechs of the past trying to find their way onto the big stage.  

If they're bought out, I just hope the price is more than 10-20 per share.  Either way, lots of investors here have already seen profits and are riding largely on house money.  

 
ILUVBEER99 said:
Tons of them.  The landscape is littered with smaller biotechs that fail.  They get pumped during the approval process and even if they get FDA approval they usually dump right after.

Even if their drug gets approved it's an uphill battle.  Getting the drug used is the hardest part.  If it's not clearly the best or a bigger company with connections doesn't buy them out it gets ugly.   Most of these smaller biotechs can burn 1/2 billion a year trying to get the drug to market.  They can only dilute so much to raise cash before they fail.

I've invested in a bunch of these over the years.  Lost on 90% of them and almost all of them got approval.  FDA approval doesn't mean ####.  It's all about being able to get the drug used.

The best move is to ride them during the pre-approval process, cash out initial investment on a double up, and free roll the profits for the 2-5% chance it turns into a unicorn.
Click to expand...
Thanks for sharing the insight/experience.

The cash out initial / free roll makes sense.  I was half way there before the short attack.

I think the one thing to me that is unique here is we've never had something as crazy as covid, let alone the robinhood phenomena.  I will be shocked if the covid trial results come back "powerful" and the stock doesn't hit the teens.  Frankly I would expect at least $20

What I am concerned about the most (besides outright failure) is solid results and "more trials needed" before FDA approval, where Whyatt was going.  These guys seem to be forever in the "just around the corner" mode.

And if the COVID trial comes back crappy, yah this is back in the $1's

 
JAA said:
#notselling

All I needed to know is that they pulled the Citron hit piece down the next day. Clearly inflammatory and probably libelous. Obviously meant to be a catalyst, not real information. 
Click to expand...
The entire report was simply a consolidation and rehashing of old hit pieces from past attacks.  All of which were answered and cleared up.  This one used terms like SEC+fraud and "this stock is a joke."  The leaders of the attack knew this was nothing new but they also knew that there are lots of new investors putting money into the stock that may not have heard/seen the old pieces.  The goal was to insight fear selling and it worked.  

Taking the article down later in the day is a sign they didn't care that what they posted wasn't based on fact.  The damage was done.  Hit and run. 

The timing is interesting, imo.  They are running out of time to short this stock.  I'm positive there will be other attempts but I tend to doubt there will be one the size we saw on Tuesday.

Good news, good trial results, distribution partnership... up-listing to main exchange.  These are some of the things that would cause shorts to abandon this stock and move to other targets.

 
Whyatt said:
Insightful post. 

It’s got to be a real challenge to keep a balanced perspective when the stock price and talk is so positive, but I do think there is very high risk going forward for the Covid indication of the drug. I’m surprised that many think Leronlimab is likely to get some sort of emergency use with such a small data sets. I just don’t see it, and there are plenty of patients around to run a full phase 3.

On the therapeutics side, things are and will continue to change rapidly. There could be a new antiviral, a Remdesivir type drug, but one that actually works well, by Christmas. On the vaccine side, widespread use of vaccines by fall 2021 is a possibility.
Click to expand...
Well why can't it follow in Remdesivir's footsteps? Correct me if I'm wrong but Leronlimab doesn't have Emergency Use Authorization? At the very least it isn't on the FDA's list for combating COVID. Link  I believe Hydroxychloroquine got further along with the FDA before they had to revoke its EUA. I think I saw a tweet or something saying the FDA was scrutinizing COVID treatments more thoroughly so maybe the bar is higher than the President just touting it. But if it leads to better outcomes than Remdesivir, I would think it could get EUA or similar treatment to Remdesivir. That would seemingly be a near-term boost and get at least some of the drug out the door. Now FDA approval is a different ballgame and odds of it being the best therapeutic are low. But it doesn't seem out of the question to be a better drug than Remdesivir and if it got on the FDA list, that would seemingly be a boon. Of course, any further treatments approved will just cut the pie into smaller pieces. 

 
Last edited by a moderator:
There was a poster on the ihub board that was bragging about the attack on Tue.  You know how ego fogs judgment sometimes.  He first said that Tim Sykes and Citron were not involved together. I know for a fact (his words).  When asked to elaborate he said that Citron reached out to him an hour before the report was released.

Lots of other posts immediately started asking questions and the guy disappeared.  Hasn't posted since, at least using that username.  

He was probably lying, but who knows?  

 
sporthenry said:
Well why can't it follow in Remdesivir's footsteps? Correct me if I'm wrong but Leronlimab doesn't have Emergency Use Authorization? At the very least it isn't on the FDA's list for combating COVID. Link  I believe Hydroxychloroquine got further along with the FDA before they had to revoke its EUA. I think I saw a tweet or something saying the FDA was scrutinizing COVID treatments more thoroughly so maybe the bar is higher than the President just touting it. But if it leads to better outcomes than Remdesivir, I would think it could get EUA or similar treatment to Remdesivir. That would seemingly be a near-term boost and get at least some of the drug out the door. Now FDA approval is a different ballgame and odds of it being the best therapeutic are low. But it doesn't seem out of the question to be a better drug than Remdesivir and if it got on the FDA list, that would seemingly be a boon. Of course, any further treatments approved will just cut the pie into smaller pieces. 
Click to expand...
Trump was widely criticized (imagine that) this week from the US and other countries for hoarding present supplies of remdesivir.  IIRC he bought (well we bought, tax) 500k or m vials of the drug supply.  A large percentage of what is now available and it caused other countries to not be able to secure enough.  It was a story earlier.  

Politics and money may eventually be the cause of LL not being able to emerge as a leading treatment for covid.  If BP can't buy it they'll try to keep it on ice by keeping the biggest US decision-maker focused on their own drug.  If true, shameful.  

 
Last edited by a moderator:
sporthenry said:
Well why can't it follow in Remdesivir's footsteps? Correct me if I'm wrong but Leronlimab doesn't have Emergency Use Authorization? At the very least it isn't on the FDA's list for combating COVID. Link  I believe Hydroxychloroquine got further along with the FDA before they had to revoke its EUA. I think I saw a tweet or something saying the FDA was scrutinizing COVID treatments more thoroughly so maybe the bar is higher than the President just touting it. But if it leads to better outcomes than Remdesivir, I would think it could get EUA or similar treatment to Remdesivir. That would seemingly be a near-term boost and get at least some of the drug out the door. Now FDA approval is a different ballgame and odds of it being the best therapeutic are low. But it doesn't seem out of the question to be a better drug than Remdesivir and if it got on the FDA list, that would seemingly be a boon. Of course, any further treatments approved will just cut the pie into smaller pieces. 
Click to expand...
Remdesivir’s footprints include a 1100 patient phase 3 trial and giving away months of supply. Now that treatment options such a Remdesivir and Dexamethasone are available it’s reasonable to expect the bar to the same or higher, not lower for Leronlimab.

 
Jayrok said:
Politics and money may be the cause of LL not being able to emerge as a leading treatment for covid.  If BP can't buy it they'll try to keep it on ice by keeping the biggest US decision-maker focused on their own drug.  If true, shameful.
Click to expand...
No one is delaying Leronlimab, the ball has been in CytoDyn’s court since the Clinical studies have been approved. Run the studies, evaluate the results, and if they are successful, submit the filing for approval.

It’s not a conspiracy that CytoDyn is slower than big pharma, small companies get a partner to speed up the process. CytoDyn, didn’t.

 
Whyatt said:
No one is delaying Leronlimab, the ball has been in CytoDyn’s court since the Clinical studies have been approved. Run the studies, evaluate the results, and if they are successful, submit the filing for approval.

It’s not a conspiracy that CytoDyn is slower than big pharma, small companies get a partner to speed up the process. CytoDyn, didn’t.
Click to expand...
I'm not saying politics and money are keeping them down right now.  They're still in trials with results due soon. They are still unknown.  I'm saying if the trial results are positive and they get approval and still fail to see the light of day because other drugs are in law makers' pockets.  Lobbyist funding. 

I should have said politics and money may "eventually" be the cause of LL not being able to emerge as a leading treatment for covid [even if trial results show it is a better, safer, treatment than the apparent drug of choice].  Of course, I hope this isn't the case.  

 
Bluto Blutarsky said:
Dr. Been interviewing NP on the 4th

😐
Click to expand...
I really wish the company had another spokesperson.  Every time NP talks, I end up more confused with more questions.  I understand his passion, but he just isn't good at conveying information.

I'm worried that he won't have a distribution agreement signed by Monday and this will just give the Shorts more ammunition.  I am not sure why he constantly announces dates and then misses them.

 
interesting after hours yesterday

After Hours Time (ET)After Hours PriceAfter Hours Share Volume

16:11:20$6.00200

16:10:55$6.04100

16:10:55$6.04100

16:09:28        $6.34          400,000

16:09:28         $6.34          225,000

16:01:20$6.089,550

16:00:46             $6.35               9,160

16:00:06$6.09400

16:00:02$6.08400

16:00:02$6.09400

1

 
Chaz McNulty said:
I really wish the company had another spokesperson.  Every time NP talks, I end up more confused with more questions.  I understand his passion, but he just isn't good at conveying information.

I'm worried that he won't have a distribution agreement signed by Monday and this will just give the Shorts more ammunition.  I am not sure why he constantly announces dates and then misses them.
Click to expand...
Yah if there is no announcement by Monday that is unforgivable.

 
  • Love
Reactions: JAA
Whyatt said:
Remdesivir’s footprints include a 1100 patient phase 3 trial and giving away months of supply. Now that treatment options such a Remdesivir and Dexamethasone are available it’s reasonable to expect the bar to the same or higher, not lower for Leronlimab.
Click to expand...
And none of that made remdesivir less useless. You mean I can get out of the hospital a whole 3 days sooner AND with kidney/liver damage? Yaaaaaaaay!

 
Chaz McNulty said:
I really wish the company had another spokesperson.  Every time NP talks, I end up more confused with more questions.  I understand his passion, but he just isn't good at conveying information.

I'm worried that he won't have a distribution agreement signed by Monday and this will just give the Shorts more ammunition.  I am not sure why he constantly announces dates and then misses them.
Click to expand...
I’m hoping that’s when he’s going to announce the agreement🤞🤞

 
Bob Sacamano said:
And none of that made remdesivir less useless. You mean I can get out of the hospital a whole 3 days sooner AND with kidney/liver damage? Yaaaaaaaay!
Click to expand...
Well I wasn’t the one to bring up Remdesivir in the conversation, I was speaking only to the what is likely needed to get EUA. But I will say that “useless” Remdesivir now has EUA in the USA, EU, and Japan, representing all the profitable markets, and I believe the fastest approval process in drug development history.

I am looking forward to what Cytodyn can claim after they release their clinical trial results.

 
Whyatt said:
Well I wasn’t the one to bring up Remdesivir in the conversation, I was speaking only to the what is likely needed to get EUA. But I will say that “useless” Remdesivir now has EUA in the USA, EU, and Japan, representing all the profitable markets, and I believe the fastest approval process in drug development history.

I am looking forward to what Cytodyn can claim after they release their clinical trial results.
Click to expand...
Here's some info pn CYDY's HIV offering.

 
Whyatt said:
Well I wasn’t the one to bring up Remdesivir in the conversation, I was speaking only to the what is likely needed to get EUA. But I will say that “useless” Remdesivir now has EUA in the USA, EU, and Japan, representing all the profitable markets, and I believe the fastest approval process in drug development history.

I am looking forward to what Cytodyn can claim after they release their clinical trial results.
Click to expand...
Sure, after changing their endpoint, having no impact on mortality, and getting pimped by the guy who sits at Trump's side AND is a Director where GILD's study was conducted. A coincidence, to be sure.

 
Moonlight said:
CYDY Distribution agreement.

https://www.cytodyn.com/newsroom/press-releases/detail/444/cytodyn-announces-execution-of-exclusive-agreement-with

Faith and follow through on use for co-vid.
Click to expand...
Well they followed through so that is step one. No idea why you post it on a Friday afternoon when the market is closed and it's a holiday weekend. Not going to lie, I was hoping it'd be a bigger name. But still, if this is positive news, report it on Monday morning at 9:00am ET. At the very least, they should have said it's an agreement with Daiichi Sankyo. 

I'll be monitoring American Regent's website. Will be telling if they think it's worthwhile to have a press release or more telling if not. https://www.americanregent.com/news/

ETA: The bright side of missteps does lend credence that it's not a pump and dumb. A pump and dump would have misled folks about it being with Daiichi Sankyo

 
Last edited by a moderator:
This Agreement will allow for immediate distribution of leronlimab to patients for the treatment of COVID-19 upon successful completion of CytoDyn’s ongoing clinical trials and FDA approval

“American Regent is looking forward to partnering with CytoDyn to provide COVID-19 patients rapid and efficient access to a potentially life-saving drug,” said Mr. Harsher Singh, American Regent’s Vice President and Chief Commercial Officer.

Just seems to me that CYDY believes they are going to be FDA approved in the near future for co-vid.

 
You must log in or register to reply here.

Similar threads

Andrew74
2025 FBG Stock Contest
2
Replies
76
Views
4K
SouthJersey
SouthJersey
Andrew74
2024 FBG Stock Contest
2 3
Replies
127
Views
7K
McBokonon
McBokonon
Joey Wright
2025-2026 NCAA College Basketball Thread
Replies
6
Views
181
SpurrierisisGod
SpurrierisisGod

Users who are viewing this thread

  • ... and 2 more.
    • Total: 13 (members: 8, guests: 5)
    Back
    Top