San Francisco Conference personal notes
Post# of 153874
(Total Views: 618)
Posted On: 01/14/2020 9:50:59 AM
I always like to summarize for myself every interview as this represent a direct window into the company through NP eyes, so to speak, this is revealing, in large part due to Nader’s candor. The text in blue are excerpts from direct quotes from his presentation : The emphasis is mine.
His introduction: “CytoDyne doesn’t have 30 different products has one product but we believe has 30 different indications … many more that Humira”.
“We filed BTD with FDA today in base of stunning results”
NP did not refer to the stock price as he often does when is talking to us through the Christine Corado interviews (was well-advised to do so as he was talking mainly to potential investors), however he threw a couple of cute “grenades” (If this is possible) to them: “our stock has quadrupled, we think is close to $1.2 right now, just in the last 20 days because what happened in the cancer world” (nice to hear but I believe it was more due to the commercialization deal) and, in taking about monotheraphy: “As we found how to get the response at more than 95% post first 10 weeks of enrollment we realized that we had something that GILD analyst two years ago was right, he said: that is this little company, CytoDyne is successful at monotherapy and a big pharma take him there will be a huge pushback on the sales of GILD, many people laughed at that time but there are not doing it any more. We are talking to many people that are interested in this now.”
Je, je,je Well done Nader … i.e. You guys better go to the ATM and come back with some serious money before is too late !!!
Referring to what Dr. SACHA said: “You know what you have in your hands ? the future of prevention on HIV”. We are targeting once-a-month injections and good hint for investors about more money-making-indications.
Also, expecting the delivery of half a Billion worth of Leronlimab 2Q of 2020 (if I understood correctly this amounts to around 8300 doses @ $60K each one) with deferred payment.
“Now we are saying, our key opinion leaders believe that we have More than other 20 other cancer indications, and we are able to enroll emergency IND we hoping to file a basket trial very soon so everybody can get involved in a multi-patient expanded access. 10 indications of autoimmune deceases”
“Our strategy is use our patent, borrow money, money is coming in because of our warrants getting exercised”. And later: “so our strategy: lets the warrant get exercised have enough money up-list and the future will see whether we are likely to build the next GILD or not”
So no mention of dilution by the time being, warrants are being exercises and money is getting in, nice touch. There will be need for money in the future but investors don’t want to hear about dilution in the near term.
“I think These are good times for CytoDyne and for people to pay a lot of attention because if these things are coming out the way it is and if the BTD today, everybody can read the results of what is out there, come through and we get breakthrough designation we believe we can save a lot of lives in the world from this deadly disease”. Yes Sir !!!
In summary: a solid, enthusiastic, factual and sophisticated delivery (the latest because he said a lot in-between lines and wetted the appetite of the possible investors in a subtle way). I am sure they are on their boards making calculations as we speak.
Also, left the door open (we are talking to many people that are interested in this now) for a big whale to come and taste some tuna.
His introduction: “CytoDyne doesn’t have 30 different products has one product but we believe has 30 different indications … many more that Humira”.
“We filed BTD with FDA today in base of stunning results”
NP did not refer to the stock price as he often does when is talking to us through the Christine Corado interviews (was well-advised to do so as he was talking mainly to potential investors), however he threw a couple of cute “grenades” (If this is possible) to them: “our stock has quadrupled, we think is close to $1.2 right now, just in the last 20 days because what happened in the cancer world” (nice to hear but I believe it was more due to the commercialization deal) and, in taking about monotheraphy: “As we found how to get the response at more than 95% post first 10 weeks of enrollment we realized that we had something that GILD analyst two years ago was right, he said: that is this little company, CytoDyne is successful at monotherapy and a big pharma take him there will be a huge pushback on the sales of GILD, many people laughed at that time but there are not doing it any more. We are talking to many people that are interested in this now.”
Je, je,je Well done Nader … i.e. You guys better go to the ATM and come back with some serious money before is too late !!!
Referring to what Dr. SACHA said: “You know what you have in your hands ? the future of prevention on HIV”. We are targeting once-a-month injections and good hint for investors about more money-making-indications.
Also, expecting the delivery of half a Billion worth of Leronlimab 2Q of 2020 (if I understood correctly this amounts to around 8300 doses @ $60K each one) with deferred payment.
“Now we are saying, our key opinion leaders believe that we have More than other 20 other cancer indications, and we are able to enroll emergency IND we hoping to file a basket trial very soon so everybody can get involved in a multi-patient expanded access. 10 indications of autoimmune deceases”
“Our strategy is use our patent, borrow money, money is coming in because of our warrants getting exercised”. And later: “so our strategy: lets the warrant get exercised have enough money up-list and the future will see whether we are likely to build the next GILD or not”
So no mention of dilution by the time being, warrants are being exercises and money is getting in, nice touch. There will be need for money in the future but investors don’t want to hear about dilution in the near term.
“I think These are good times for CytoDyne and for people to pay a lot of attention because if these things are coming out the way it is and if the BTD today, everybody can read the results of what is out there, come through and we get breakthrough designation we believe we can save a lot of lives in the world from this deadly disease”. Yes Sir !!!
In summary: a solid, enthusiastic, factual and sophisticated delivery (the latest because he said a lot in-between lines and wetted the appetite of the possible investors in a subtle way). I am sure they are on their boards making calculations as we speak.
Also, left the door open (we are talking to many people that are interested in this now) for a big whale to come and taste some tuna.
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