CR69
Footballguy
Yeah but companies like Google and Apple have made it work. This could change that quickly.
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Stock Thread (13 Viewers)
- Thread starter St. Louis Bob
- Start date
Bob Sacamano
Footballguy
Relax. Trade wars are good. And easy to win.
There is no paradox.
Lenzilumab has a limited but very impressive study. Here is is.There is additional compassionate use data. Lenzilumab was selected by the US government in a competitive process to perform a phase 3 study.
https://els-jbs-prod-cdn.jbs.elsevierhealth.com/pb/assets/raw/Health Advance/journals/jmcp/jmcp_ft95_8_7.pdf
Cytodyn hasn’t shared their data, or did I miss it?
Let’s see what happens over the next several weeks.
Institutions just bought 8 million shares. I think the 7 analysts on their last call will start coverage on the stock soon.
Don Hutson
Footballguy
Okay Whyatt, but you must admit that leron is at least equally impressive or slightly more impressive than lenz? Obviously, Humanigen is a far better run company and its market cap is a fraction of CytoDyn's. But absent those extremely important factors, leron is as good or better than lenz?
I thought it was you who posted the article in the other thread that mentioned (again) Cydy doesn’t publish data?
Or are you referring to the paid ads?
Don Hutson
Footballguy
Leronlimab has no real data. The data of lenzilumab is also not real at this point. I'm being fair. I am invested in HGEN because they are better run and their market cap is 20% of CYDY. But I don't believe in either. Both have promise.
There are no sure things, that’s true. But not all drugs have the same chance of success.
Trust me, this is meaningful. No guarantee, but meaningful.
https://www.humanigen.com/press/Humanigen-Announces-Review-of-Lenzilumab-Phase-3-Study-in-COVID-19-by-Data-Safety-Monitoring-Board
CR69
Footballguy
Fine, what about these companies?
https://finance.yahoo.com/news/10-us-companies-highest-revenue-225350456.html
ETA: that sounds snarky but wasn't meant to be. Appreciate your insight.
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McBokonon
Footballguy
Sounds good. You do realize that CYDY had a stock offering as well and there was all kind of discussion about institutional buying on the way up to $10, right?
It definitely feels like different people saying the same thing. Also, institutions don’t try to screw up offerings to set prices low. That’s message board conspiracy stuff.
Dwayne Hoover
Footballguy
Leronlimab passed the safety profile with flying colors, why is it more meaningful for lenzilumab and you have nothing good at all to say about leronlimab?Whyatt said:
I hope they both do well. I'm just trying to understand how one can be so biased when you know even less about the drug than we do about leronlimab.
“Independent data safety monitoring board (DSMB) unanimously recommends trial continuation without modification after conducting pre-specified interim analysis for safety, futility, sample size and power”
It is not a full unblinding, but this is more than safety.
I know Cytodyn faithful are fully expecting an immediate EUA with half a phase 3 trial, I’m telling you now that is highly unlikely. Just like last months attempt.
Charlie Harper
Footballguy
CytoDyn Reaches Enrollment of 195 Patients in its Phase 3 Trial for COVID-19 Patients with Severe-to-Critical Symptoms
"Recently, the Data Safety Monitoring Committee (“DSMC”) completed its first safety review of patients in the Phase 3 trial and reported it saw no cause to modify the study. The DSMC reviewed safety data from 149 of the 169 patients enrolled at the time of their review. The DSMC did not raise any concerns regarding safety and recommended the trial continue as planned."
Same same, but different.
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“(DSMB) ... interim analysis for safety, futility, sample size and power” does not equal “DSMC reviewed safety data”
phase 2/3 trials typically allow for modification, which typically occurs around the halfway point. Putting it simply, this is the phase 2 aspect of the trial. This is different than an early safety look.
phase 2/3 trials typically allow for modification, which typically occurs around the halfway point. Putting it simply, this is the phase 2 aspect of the trial. This is different than an early safety look.
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But why didn’t they release interim numbers? You were so adamant about CYDY not releasing info so if this is so much more than safety where are the numbers?
Anyway, you don’t have to mention me, I’m out and all I want is an actual solution (same with before). That said I hope you see where there’s a ton of similarity in both yet depending on what you own your view is different.
Also, why, if you are trying to bring a competitive drug to market, are you so giddy about a drug that’s not yours?
It’s not the DSMB’s role to release interim numbers. They are independent of the company. The purpose is to give feedback to the company if the trial is on track. Once the trial is completed I expect to see the data in a reasonable amount of time.
There are lots of similarities in the 2 companies. There are also significant differences in my opinion, which I’ve shared. Your point on POV is very important and one I and others should continue to consider.
There is plenty of room for multiple therapeutics. I am interested in a solution as well. The trial data isn’t going to be any different if I ignore or am rooting against the outcome of another drug.
CR69
Footballguy
He said he was working with a competing drug. He’s not an HGEN employee.
Here’s what he said: https://forums.footballguys.com/forum/topic/786660-official-cydyleronlimab-thread/?do=findComment&comment=22945395
Yes it’s a stand alone drug.
Severe/ critical Covid patients get multiple drugs.
cr69 may be connecting too many dots. The drug I’m working on has no connection to Lenzilumab.
CR69
Footballguy
https://forums.footballguys.com/forum/topic/786660-official-cydyleronlimab-thread/?do=findComment&comment=22945314
He said the drug he's working on is complimentary, not sure what else that could mean...
CR69
Footballguy
Meaning it could work alongside the other. Not that they have to be used in combination. No idea. He said he was in supply chain and now he’s commercializing OWS drugs. I tend to take what people say with a grain of salt.
Freak Show
Footballguy
I remember when this was a stock thread, not a CYDY thread. Take it to the political thread please.
Ted Lange as your Bartender
Footballguy
CR69
Footballguy
This too...
https://twitter.com/leadlagreport/status/1307009072638627840?s=21
By the way, isn’t margin trading one of the things that lead to the Great Depression?
bcnfinance
Footballguy
Milton out of NKLA. What a mess.
ghostguy123
Footballguy
I posted a few times about how that guy rubbed me the wrong way. I compared him to Bezos because they were polar opposites in regards to stock price. Milton was saying that they’d be the Amazon of EVs and that they were worth $100B ($9B this morning) and Bezos always said he doesn’t care about the share price. When you have a CEO worried about share price for a growing/not profitable company (not well established dividend type) that’s someone looking for an exit and/or completely focused on short term goals/the wrong things.
I thought FMCI was but it may have turned red. So far only IPOB is green. I did unload all of my stock that won’t be named in here so could go bargain hunting. I’m only at about 10% cash right now but it’s at a higher level $$$ than it’s been since right before March so got a nice stash to use. The rise in stocks since then made the % cash go way down.
FSLY just about even so that’s basically a win on a day like this because of TikTok not going to Microsoft. That was the worst case. I will say that FSLY’s selling point to other clients is TikTok. My sons like it, for obvious reasons, but the one thing I’ve noticed is there’s no delay at all going video to video and that’s the point of them.
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Punxsutawney Phil
Footballguy
Man, today could get ugly.
ghostguy123
Footballguy
After an initial 6-7% pullback I started buying, and buying down to the point right now where I am like 15% cash after a couple small purchases this morning.
I haven't lost a TON (yet) but enough to make me sad and uncomfortable.
Think long term. I’m down about 1 and feel good about it. As long as I’m down less than the market that’s a good day. Have a few green tech stocks but have a nice bucket of cash. Only 10% cash but it’s a good chunk of change. Definitely looking for bargains but I’m holding back a bit just in case of a deeper drop.
Yep, no chance I was ever investing in it. Honestly, I’m not sure how it’s not hitting the other EV SPACs at all. I’d be worried about being in those as well. Maybe not fraud wise but well before you know if they’ll even make it.
Don Hutson
Footballguy
Don't think long term. We are in a bubble. Think short term. Think long term when we have a vaccine or if/when the market truly collapses.
metoo
Footballguy
Shula-holic
Footballguy
PPL is down just as much during this. I'm still riding there. Had a sell order in at 27 on Friday but I waited until it got just below that to put it in and it never recaptured that mark.
Might be a smart move. This is in my IRA so it’s a long term investment, multiple years. I’m not quick to pull the trigger and time in there and it’s worked well. Pretty sure FSLY has moved 10-40% in a day multiple times.
Shula-holic
Footballguy
I missed out on the low 26’s and 25’s, watching it myself to see if it retreats a little more.
