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***OFFICIAL CYDY/Leronlimab Thread*** (5 Viewers)
- Thread starter This_Guy
- Start date
dkp993
Footballguy
Oh I did too. And all my shares at that point were $.29. Epic fail. But I still did well on my CYDY for sure. Unfortunately that has now all been given back, plus a big chunk, via HGEN.
Yes, SF, I have plenty of thoughts.SFBayDuck said:
Developing therapeutics for Covid has proven to be really difficult, virtually every program has been delayed, failed, or otherwise challenged. I’m really struggling with how a Lenz’s successful P3 trial which had input from US government (BARDA, OWS) is somehow not viewed as sufficient for EUA. This is after FDA review and being encouraged to submit an EUA application. Seems HGEN was set to fail here.
I think the ongoing NIH trial will be successful, but it won’t be completed until year end. Meanwhile material events could happen, like approval in other countries, but I’m not counting on it. So we could be looking at 6 months of scraping the bottom here. That said, I think Lenz will eventually be approved drug in 2022 and could have a intrinsic value of 3 to 5 billion, vs HGENs current market cap of < 500 million. The company isn’t in danger of running out of cash.
So I’m a bag holder here.
Capella
Footballguy
The other fallout from yesterday is it makes it unlikely England approves. Oh well, back to waiting.
dkp993
Footballguy
As I’m in at an around a 19 holding seems like my only real opinion. I’ve already lost 2/3 of my investment. Might as well hope for some kind of rebound.
Capella
Footballguy
Dwayne Hoover
Footballguy
I think the deck is pretty stacked against these smaller biotechs as they don't have the advantage of running the hugely powered trials that Big Pharma is afforded to do.
HGEN seemed to manage the process as well as they could. The jury is out just the same as CYDY though in how beneficial the drug really is. I still believe that leronlimab is the superior of the two drugs and can help more people. At best, lenzilumab would have had a very narrow population that it was prescribed for.
HGEN designed a trial that they could hit their primary endpoint, that's something CYDY couldn't do but at the end of the day it doesn't seem like the FDA was overly impressed with their trial design either.
IMO we may have overjudged lenzilumab a bit and I think leronlimab may still be underjudged but CYDY definitely needs to prove it out.
Tread lightly with these stocks for sure and both may be better suited for trading. I do think CYDY will have another run and I think HGEN will be higher than it is today as they get closer to having data from their Big Effect Trial. Holding either through any approval though is where it starts to get dangerous.
HGEN seemed to manage the process as well as they could. The jury is out just the same as CYDY though in how beneficial the drug really is. I still believe that leronlimab is the superior of the two drugs and can help more people. At best, lenzilumab would have had a very narrow population that it was prescribed for.
HGEN designed a trial that they could hit their primary endpoint, that's something CYDY couldn't do but at the end of the day it doesn't seem like the FDA was overly impressed with their trial design either.
IMO we may have overjudged lenzilumab a bit and I think leronlimab may still be underjudged but CYDY definitely needs to prove it out.
Tread lightly with these stocks for sure and both may be better suited for trading. I do think CYDY will have another run and I think HGEN will be higher than it is today as they get closer to having data from their Big Effect Trial. Holding either through any approval though is where it starts to get dangerous.
Last edited by a moderator:
unckeyherb
Footballguy
up 14% on....what?
arrow1
Footballguy
unckeyherb
Footballguy
What a weird stock.
Runkle
Footballguy
Maybe the takeover is happening? Who's counting the votes, and when is the deadline?
Dwayne Hoover
Footballguy
Understatement, no idea why its up so much today.unckeyherb said:
I have to think this will be very short lived and will be back in the 1.30s before long
Dwayne Hoover
Footballguy
I guess there was a call today? I used to be pretty on top of when calls were going to happen, barely care right now.
Was checking the various boards though and the longs seem to think it went well. They are excited about the Philippines again? Can't trust any of these people but they seem to think something good is about to happen.
Was checking the various boards though and the longs seem to think it went well. They are excited about the Philippines again? Can't trust any of these people but they seem to think something good is about to happen.
Capella
Footballguy
Still don’t understand how with no US approval any other country approves it. And there’s no US trial (that I know of).
Dwayne Hoover
Footballguy
Still don’t understand how with no US approval any other country approves it. And there’s no US trial (that I know of).
Yeah, im not anticipating anything like that happening anytime soon. If the Brazil trial did go well, that may change things a bit (at least in Brazil) but obviously not even close to that completing
ex-ghost
Footballguy
It was a "conference". A "conference" that CYDY paid to be in attendance. I believe these "conferences" are run like 3 times a week.
Dwayne Hoover
Footballguy
Where's Arrow? Up 7% today
Dwayne Hoover
Footballguy
I would just wait until it inevitably gets back into the 1.30 range or even 1.20s.
If nothing else this is a great stock to trade.
Capella
Footballguy
It’s not enough to care. Just bought some to watch. Probably will unload if it goes up another 10%.
Chaz McNulty
Footballguy
pffftt. Typical American!Still don’t understand how with no US approval any other country approves it. And there’s no US trial (that I know of).
unckeyherb
Footballguy
Been tradin in and out. I've doubled my holdings for free over the last few weeks. Expecting another drop soon; hoping to increase more.
arrow1
Footballguy
unckeyherb
Footballguy
13% What gives?
Dwayne Hoover
Footballguy
Makes no sense
Dwayne Hoover
Footballguy
I can't see this continuing, this run is surprising even by CYDY standards.
I will reload though on the next dip into the 1.30s, you can't keep this thing down for good
Capella
Footballguy
Yea that’s my thinking. Unload today or tomorrow, get back in on the dip. There is no catalyst for this to surge to 3 or 4 anytime soon, at least not before I could get back in.
Zegras11
Footballguy
When it hits 200. ThanksLet me know when you guys need this to drop again. I'll buy again and it will immediately tank.
ex-ghost
Footballguy
Seems like a nice run up if you bought at the bottom, but long term, it does seem like they’ve given up on the US. I guess than long hauler thing is still going, which is important. One of my wife’s co-workers got it (she regrets not vaccinating, damn misinformation), but she has said she’s still foggy at times. I bet there’s going to be a lot of that so medicine that could help with that is still important, but might not be a huge money maker. Also, that other group seems to have been knocked around so it’s funny that people were hoping for the white knight but that seems to have faded and the stock’s up.
You know, I haven’t said I’m glad I sold for a while, but I guess I don’t feel like bringing it up anymore.
