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Stock Thread (30 Viewers)

Don Hutson said:
@adamfeuerstein

54m

For my $CYDY fans: Remember the promise made by Nader about Dr. Otto Yang publishing his leronlimab data in NEJM? Well, there is no Yang study; it’s a letter, co-authored by other UCLA docs; and does not deal with leronlimab.
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Fair criticism if that's what was said.  Nader isn't best friends with literal truth in these situations.  Leronlimab mentioned in a publication that Yang is part of in the NEJM is still something worth mentioning, but oversold from the sound of it.

 
Golf Guy 69 said:
With how inept this company is with everything, I just cant see it not having huge swings unless the data is the best ever seen.  
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This is really my fear. Something about NP screams used car salesman and hustler, so maybe he pulls it off, but IDK.

What I'm very confident in is that this is def a better drug than the garbage currently on the market, which can also speed up other clinical trials, but yes, the ineptness is scary. 

 
fantasycurse42 said:
This is really my fear. Something about NP screams used car salesman and hustler, so maybe he pulls it off, but IDK.

What I'm very confident in is that this is def a better drug than the garbage currently on the market, which can also speed up other clinical trials, but yes, the ineptness is scary. 
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Strategically, the company seems to be making good moves.  NP is also similar to Trump in this way - if he kept his mouth shut more often, he'd likely be perceived better.

I like the guy, think if the company is successful it's due in large part to his drive and pushing to get it done.  He has weaknesses for sure.  I do wonder if the drug becomes successful and the company flourishes, if there's not an offer extended to him to golden parachute out and hand the reigns to someone else.

 
Even with the attack this morning the little guy is trying to finish in the green.  Gotta give an A for effort.  

 
The Ref said:
Love how we (or I, anyway) expected a 100% move today when I saw the headline this morning and we are all happy we back in the green
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:shrug:, my initial reaction was disappointment.  Then as I kept reading it, more signs of optimism and positive results.  However, it's really just a lead-in to the good results, if they exist.  

I'd have not been surprised if it ran up, but just like when the SP was running up against a lot of resistance at $6 the other day and kept at it, couldn't push through, then finally it did and went a lot higher, I think there's a lot of resistance with this company that's capping its upward movement.  Only good, unequivocal results will cause that lid to get blown off quickly.

 
pecorino said:
You should look at ITCI. It'll make you money on a stock trade and also cure your "friend's" bi-polar condition. Not kidding on either.
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That chart over the last month looks ugly, just keeps hitting lower lows and bouncing off the bottom of the weighted moving average.  That's my technical analysis for the day.

They have news coming?

BassNBrew said:
Anyone here still playing the acquistion company stocks?
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I traded OPES for a decent gain a few weeks back, and just dipped my toe in again last week but it's just bouncing around in the high $11s, low $12s.  SPAQ is the other one I've been watching, but haven't pulled the trigger.  But I don't know what I'm talking about.  So I've got that going for me.  Which is nice.

 
Regarding NP - I'll play nickel psychologist for a minute. Just above someone mentioned a Trump similarity. I get that. But I think the difference is that NP has exuberant optimism combined with perhaps a tendency to take in all info, but really just recall/repeat the parts that he likes best that paint the best picture. But he compounds it by proactively sharing that viewpoint and shoving it into the ether with far too much frequency. As a result it makes him look like a huckster when really he's just trying to share what he sees as the best possible news. He doesn't strike me as someone being deceptive - but he doesn't do things that most smart people would do in his position, either.

 
SFBayDuck said:
Yeah, I'm finally back to almost break even after buying what was apparently the high.  Room to run if baseball stays open and NBA fires up?
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Yes I think so.  Up almost 8% today.  Anticipation of these leagues opening up play?  Probably safe to say yes.  There are a couple of recent articles with analysts giving a target price.  One is $60, IIRC.  Not sure about that, but I like the thinking.  Stories are linked on the google search for DKNG.  

 
I know I'm almost as much of a broken record about this as FC is about panicking, but I really feel like this would be a totally different story if this thing was on the Naz.  A $6 stock with potentially the best covid trial results to date?  Good lord would Robinhooders eat that thing up.

"Yo Danny, check this out.  This stock that sounds like the company that built skynet might cure COVID and is only 6 bucks.  I think this might be an even better deal than Hertz!".

 
Polish Hammer said:
Regarding NP - I'll play nickel psychologist for a minute. Just above someone mentioned a Trump similarity. I get that. But I think the difference is that NP has exuberant optimism combined with perhaps a tendency to take in all info, but really just recall/repeat the parts that he likes best that paint the best picture. But he compounds it by proactively sharing that viewpoint and shoving it into the ether with far too much frequency. As a result it makes him look like a huckster when really he's just trying to share what he sees as the best possible news. He doesn't strike me as someone being deceptive - but he doesn't do things that most smart people would do in his position, either.
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He is a mechanical engineer.  I believe the things in his head are sharp and on point.  He has trouble articulating the things in his head.  He needs a public relations staff or partnering company to handle these things.  

 
FreeBaGeL said:
I know I'm almost as much of a broken record about this as FC is about panicking, but I really feel like this would be a totally different story if this thing was on the Naz.  A $6 stock with potentially the best covid trial results to date?  Good lord would Robinhooders eat that thing up.

"Yo Danny, check this out.  This stock that sounds like the company that built skynet might cure COVID and is only 6 bucks.  I think this might be an even better deal than Hertz!".
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You got that right.  I believe that bunch would love this ticker.  

 
Polish Hammer said:
Regarding NP - I'll play nickel psychologist for a minute. Just above someone mentioned a Trump similarity. I get that. But I think the difference is that NP has exuberant optimism combined with perhaps a tendency to take in all info, but really just recall/repeat the parts that he likes best that paint the best picture. But he compounds it by proactively sharing that viewpoint and shoving it into the ether with far too much frequency. As a result it makes him look like a huckster when really he's just trying to share what he sees as the best possible news. He doesn't strike me as someone being deceptive - but he doesn't do things that most smart people would do in his position, either.
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I'd agree.  I don't believe he's deceptive.  I think he's passionate about the drug and helping people.  I greatly appreciate/admire that and the work he's done.

Strategically, CYDY has been making good moves.  Hard to fault them on their strategic positioning, but in terms of PR...a hyperfocused group can pick almost anything apart, but he supplies some red meat.

 
FreeBaGeL said:
I know I'm almost as much of a broken record about this as FC is about panicking
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It's funny you guys keep saying this. I called today to a tee, had a buy order in close to the bottom, which sadly just missed... The other day I had an order that was literally one cent away at the bottom of panic. Rodney ####### Dangerfield of this thread. 

 
Jayrok said:
He is a mechanical engineer.  I believe the things in his head are sharp and on point.  He has trouble articulating the things in his head.  He needs a public relations staff or partnering company to handle these things.  
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Agree completely. I think he is falling victim to something I've seen firsthand with engineers which is "nobody else can really explain this as well as I understand it, so why have someone else try to do it for me?" They confuse their strength in understanding with a strength in communicating (and, I suppose, in communication strategy which is something else altogether). 

 
Polish Hammer said:
Agree completely. I think he is falling victim to something I've seen firsthand with engineers which is "nobody else can really explain this as well as I understand it, so why have someone else try to do it for me?" They confuse their strength in understanding with a strength in communicating (and, I suppose, in communication strategy which is something else altogether). 
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What are your thoughts on the actual data at hand? 

 
fantasycurse42 said:
What are your thoughts on the actual data at hand? 
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Which set of data? Seemed like some things were changing. Kidding aside I'll look at what they put on their site. Truthfully, it would be easier for me to read and try to dissect if it were in the format of a finished project that would be published in a journal. There are certain standardizations of formatting that really allow you to understand the data, the footnotes, etc much more clearly than in a PR blurb. Will go take a look and see (earlier I had just skimmed it while on a ZOOM meeting for work).

 
BassNBrew said:
Always interested in hearing what you are eying next.
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Well, I do pay for some services so I can’t divulge everything. Unless you want to split it. ;)  It has absolutely been worth it, mainly because so many companies I likely never would have heard of that have done well.

 
fruity pebbles said:
Seconded. I’ve got some shares but I liked this thread a lot better when it was about the actual stock market.
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I mean it’s totally overwhelmed this thread to the point where no other stonk has any chance of getting discussed. And I am as guilty of that as anybody. Chet should fire up a new one. 

 
Bought a little FOUR today (which someone recommended in here last month).  I bought the day of the IPO, and thought I sold way too early after seeing it run up to $47's.  It's back below $37 today.

 
fantasycurse42 said:
From their press release this morning. Discussing the SAE
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OK, looking at the updated one right now. I'll try to focus on the data and save my editorializing on how they choose to present it.

  • Looking at the headline they created - reduction in SAEs (absolute number, not rate/incidence) while having double the population is good. Considering that some SAEs may be expected with a treatment, and you are actually seeing less, that's pretty good as well. For anyone that wants to know what an SAE actually is as defined by the FDA, click here.
  • They point out that the 8 SAEs in the LL arm were unrelated. However, depending on how the study was set up, those still may affect their scores and could be counted against them. The larger your population size, the less likely that this "chance" factor creeps in - at least that's how RCTs are supposed to work out. 
  • This trial was to demonstrate efficacy and safety in this population. So far we are just looking at the safety piece, and that appears to check out. Not a bad thing at all - just not the whole picture.
  • 5 patients in the LL arm had SAEs, with a total of 8 SAEs. Some patients had more than one event. That could be explained by deterioration of condition being counted as more than one SAE. It could mean a person went up and down in terms of their condition. It could mean a lot of things. A full publication with supplement would clear up these questions. Also, an SAE can occur and then resolve.
  • Also they are saying that none were related to the treatment. I'd like to see exactly how that shakes out. If this was peer-reviewed and published I'd be more comfortable with that statement. Adjudication of things can be tricky sometimes, but generally researchers (independent ones) don't want to label something inappropriately and damage their credibility, so I tend to believe them until shown otherwise - but I still have a slight hesitation.
  • They say they are going to release efficacy data later once analyses are done. Totally believable. I'd prefer it come all at once, but I'm not the CEO or PI on the trial. Which reminds me, who is the PI? I see this guy's name on the clinicaltrials.gov site. He looks to be just an outsourced administrator maybe. I see they didn't provide the name of any investigators, which I hadn't noticed before. Just strikes me as a little odd. A footnote shows that is a "data element required by the International Committee of Medical Journal Editors and the World Health Organization ICRTP."
  • Paragraph 3 talks about adverse events (as opposed to SAE - degree of severity matters). Here they perform better as a percentage, but not as the absolute number. Depending on what those are they may be totally acceptable. I notice here they do NOT call out that these adverse events aren't related to LL. Doesn't seem like this would affect the decision on safety of the product.
  • In the CMO paragraph I noticed he used the phrase "the significant reduction in SAEs" and I wonder if he's using that term in the statistical sense (implying they've already completed that analysis) or just in the colloquial sense. 
  • NP calling out the DSMC's review of the S&C Phase 3 trial is interesting. Personally I'd have just kept focused on this particular study. Cart before the horse and all that. Plus referring to anecdotal data (even if it's excellent) while an RCT is in progress isn't scoring you any points with the medical community. Sorry, editorializing.
  • Rest of it is just boilerplate company stuff.
Not sure if that was helpful or what you were looking for.

 
So obviously we're still awaiting more details in the results but early indications are that we are probably headed for a phase 3 trial, right?

The early data seems neither good enough to skip phase 3 and go straight into production nor bad enough to squash phase 3 before it even begins.

Pending results on the severe trial, of course.

 
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