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Posted On: 03/24/2022 5:14:50 PM
Post# of 148892
It's now four months to the day that the annual shareholders meeting and subsequent seventy minute conference call was held, and of course two months since the sudden canning/exit of NP- Even though the PPS is in the tank, as a longtime investor I've never been more confident and enthusiastic about what lies ahead.
In revisiting the call ( I'll leave a link to sign up for it) I was struck by how often Dr. Kelly, Dr. Recknor and other management personal spoke so excitedly about the trial results they were seeing. With regards to HIV extension studies Dr. Recknor shared that in speaking with the patients physicians they admittedly worried that without LL they " were concerned for the lives and well being of patients" because it was obvious LL was the one drug that was bringing them relief.
Throughout the call Dr. Kelly excitedly spoke of the team "targeting the tumor micro-environment in cancer(s) which no-one else had done successfully and will pursue "all cancer avenues relentlessly" and will "find the the exact MOA" to best help each particular patient.
Dr. Recknor took the same tone when speaking about how now being able to use "bio-markers" for each patient across a number of maladies would be a "huge" boon for both patients & company. As well he mentioned more than once he's receiving " support and help from multiple divisions within the FDA" regarding Long Haulers and mentioned that trial saw "dramatic" improvement in osteoarthritis.
And for him, he was almost giddy about the reduction in fibrosis he was seeing in NASH patients across all patient categories ( mild, moderate & severe) and that these early results could have " implications beyond NASH for other organs".
Without prattling on, there were plenty of highlights regarding all trials, potential partnerships/licensing deals and looked expectantly to the weeks and months ahead.
Antonio Migliarese updated on business development focusing on building back office infrastructure, scalable systems, upgrading HR, Security, Compliance, etc- In other words CYDY ( absent NP) sounded like a tight ship with true professionals running the place.
NP did mention that the Brazil CRO/Einstein was adamant about continuing the CV-19 trials with expectation of the spike that as we know came to be. At the time their was just four critical & twenty-three severe patients enrolled but if they took advantage of the spike opportunity these trials should have been filled.
Also one poster presentation noted their were 200 patients dosed in the Philippines as of 11/24 and a subsequent PR of 12/21 mentioned 240 had
been dosed under the compassionate Special Permit with a "very high rate of success".
And last I would mention the recent hirings. This is not a company folding it's tent and turning out the lights. In a cross check of Linkedin & similar sites I was able to find 23 CYDY employees listed. People like Jospeh Meidling ( Merck), George Bitar ( Pfizer) Brian Brothen, Minxiu Chen ( Progenics) and many others don't saddled up with tiny cash strapped biotech unless they see the enormous potential.
I like and embrace the management style, air of professionalism and expect to hear great news on or about April 13/14 -- link below
https://event.webcasts.com/starthere.jsp?ei=1...0d3cbab763
In revisiting the call ( I'll leave a link to sign up for it) I was struck by how often Dr. Kelly, Dr. Recknor and other management personal spoke so excitedly about the trial results they were seeing. With regards to HIV extension studies Dr. Recknor shared that in speaking with the patients physicians they admittedly worried that without LL they " were concerned for the lives and well being of patients" because it was obvious LL was the one drug that was bringing them relief.
Throughout the call Dr. Kelly excitedly spoke of the team "targeting the tumor micro-environment in cancer(s) which no-one else had done successfully and will pursue "all cancer avenues relentlessly" and will "find the the exact MOA" to best help each particular patient.
Dr. Recknor took the same tone when speaking about how now being able to use "bio-markers" for each patient across a number of maladies would be a "huge" boon for both patients & company. As well he mentioned more than once he's receiving " support and help from multiple divisions within the FDA" regarding Long Haulers and mentioned that trial saw "dramatic" improvement in osteoarthritis.
And for him, he was almost giddy about the reduction in fibrosis he was seeing in NASH patients across all patient categories ( mild, moderate & severe) and that these early results could have " implications beyond NASH for other organs".
Without prattling on, there were plenty of highlights regarding all trials, potential partnerships/licensing deals and looked expectantly to the weeks and months ahead.
Antonio Migliarese updated on business development focusing on building back office infrastructure, scalable systems, upgrading HR, Security, Compliance, etc- In other words CYDY ( absent NP) sounded like a tight ship with true professionals running the place.
NP did mention that the Brazil CRO/Einstein was adamant about continuing the CV-19 trials with expectation of the spike that as we know came to be. At the time their was just four critical & twenty-three severe patients enrolled but if they took advantage of the spike opportunity these trials should have been filled.
Also one poster presentation noted their were 200 patients dosed in the Philippines as of 11/24 and a subsequent PR of 12/21 mentioned 240 had
been dosed under the compassionate Special Permit with a "very high rate of success".
And last I would mention the recent hirings. This is not a company folding it's tent and turning out the lights. In a cross check of Linkedin & similar sites I was able to find 23 CYDY employees listed. People like Jospeh Meidling ( Merck), George Bitar ( Pfizer) Brian Brothen, Minxiu Chen ( Progenics) and many others don't saddled up with tiny cash strapped biotech unless they see the enormous potential.
I like and embrace the management style, air of professionalism and expect to hear great news on or about April 13/14 -- link below
https://event.webcasts.com/starthere.jsp?ei=1...0d3cbab763
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