There has been plenty of exciting things occur sin
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Posted On: 05/16/2019 1:35:45 PM
There has been plenty of exciting things occur since the 25 February CC. Today's PR only says "comprehensive update on the Company" whereas the February one was more specific and said "will host an investment community conference call to provide a business update, including current licensing opportunities, as well as the recently announced multi-pathway approach to concurrently explore leronlimab’s ability to block CCR5 in its role for potentially 8 cancer indications."
The February CC didn't provide a lot of new information IMO, but the Q&A portions allows us to clarify some questions that have floated around here. The big concerns right before the February CC were the raises and the Hollywood Breast Cancer Event that was co-sponsored by Paulson (or at least flyers sent out by Paulson).
It would be good to compile a list of questions to ask in case they are not clarified during the CC (and possible even to follow-up at the Annual meeting Wednesday....I do hope that you will include me if you have much to share with your face-to-face).
Some that I recall have been asked recently are:
1) Updates on TNBC injection: What was the reason for injection delay? Are all sites open now (I believe so based on the video last week)? Has injection occurred yet? They previously mentioned interim results in 4-5 months, does this mean two 21-day cycles per dose level (350mg, 525mg, 700mg)? Will any interim data be disclosed before complete dose escalation phase is complete? If results are positive do they intend to use CTC test as surrogate endpoint and file for Accelerated Approval?
2) Mono Pivotal: How many patients?
3) Combo BLA: Is any data needed to complete either portion of the final 2 sections or are we just wanting on CRO to compile and submit?
4) Financing updates: How are we going to squash the shorts? What is the strategic plan? How close is very close to license deal? How much upfront cash is reasonably expected from any such deal?
I'm sure many of these will or cannot be answered due to NDAs, but I would rather be told that then not even attempt to ask. I feel that NP, RP and even Mr. Mulholland has responded in ways to such questions previously to tell me a little bit more than nothing.
The February CC didn't provide a lot of new information IMO, but the Q&A portions allows us to clarify some questions that have floated around here. The big concerns right before the February CC were the raises and the Hollywood Breast Cancer Event that was co-sponsored by Paulson (or at least flyers sent out by Paulson).
It would be good to compile a list of questions to ask in case they are not clarified during the CC (and possible even to follow-up at the Annual meeting Wednesday....I do hope that you will include me if you have much to share with your face-to-face).
Some that I recall have been asked recently are:
1) Updates on TNBC injection: What was the reason for injection delay? Are all sites open now (I believe so based on the video last week)? Has injection occurred yet? They previously mentioned interim results in 4-5 months, does this mean two 21-day cycles per dose level (350mg, 525mg, 700mg)? Will any interim data be disclosed before complete dose escalation phase is complete? If results are positive do they intend to use CTC test as surrogate endpoint and file for Accelerated Approval?
2) Mono Pivotal: How many patients?
3) Combo BLA: Is any data needed to complete either portion of the final 2 sections or are we just wanting on CRO to compile and submit?
4) Financing updates: How are we going to squash the shorts? What is the strategic plan? How close is very close to license deal? How much upfront cash is reasonably expected from any such deal?
I'm sure many of these will or cannot be answered due to NDAs, but I would rather be told that then not even attempt to ask. I feel that NP, RP and even Mr. Mulholland has responded in ways to such questions previously to tell me a little bit more than nothing.
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