Great post from yahoo
george3 hours ago
And here are a few facts re Adam Feuerstein and Gilead in relation to what is going on with Cytodyn :
"Putting aside all the zany theories from investors, perhaps the motivation boils down to a simple turf war. It’s not uncommon for an analyst to want to attack competitors to the companies they follow. Gilead (NASDAQ: GILD) is a perennial favorite of Feuerstein, but he also holds Immunomedics (NASDAQ: IMMU) in high regards. Both of these companies are in real danger of being toppled by CYDY. Feuerstein has been known to comment favorably on IMMU and most recently reported on its approval in metastatic triple negative breast cancer (mTNBC). The cancer results using leronlimab are worthy of a Breakthrough Therapy Designation (BTD). In all leronlimab patients they achieved zero circulating tumor cells (CTC’s). It doesn’t take much imagination to reason that CYDY could have a functional cure for metastatic cancer and that would take away and destroy much of the market share that IMMU is trying to build from scratch for its targeted chemotherapy.
Feuerstein has done many supportive articles on GILD and his main motivation seems to be to protect the HIV franchise as he throws water on competitors. There is no bigger competitor than CYDY which has a non-toxic monoclonal antibody that binds to CCR5 and prevents viral cell entry. Within 6 months it’s almost a certainty that leronlimab will be approved for 2 multi drug resistant patients. The major threat is the monotherapy approval, and due to the rigorous FDA approval pathway, leronlimab has a layup for the monotherapy indication because most of the safety data in the combination trial was from the monotherapy trial. It would be very circumspect to see the FDA disapproved of leronlimab monotherapy as a label extension. GILD derives over 55% of its revenues from HIV and leronlimab could destroy this $16 billion franchise.
Adam Feuerstein said there isn’t “any data” on leronlimab. This slide tells a much different story. This is from 23 patients at UCLA and includes Samantha Mottet who spoke out about use of the drug and has been encouraging others to get compassionate use. Firstly there are no side effects of the drug. Out of the 6 critical patients 5 improved and none have died. In the severe group which more closely resembled Remesivir’s last trial we saw an average time to discharge of 5 days compared to the 11 days until discharge in the NIH study. If this data holds up in the controlled trial due to be released by the end of the month it will be over 50% better than what Fauci called the “standard of care.” Granted this is anecdotal evidence, but look at the n=23 and then add it to the 54 EIND’s and it doesn’t look so anecdotal anymore when you realize none of these patients died. In the remdesvir controlled trial where they got to cherry pick the data they had an 8% mortality rate. When investors compare 8% mortality to ZERO mortality there’s a chance they might get excited. It could me the reopening of the economy and the end of death from this plague. The only mystery left to answer is why Feuerstein would bet his reputation on this company, which clearly has good data. Is he really that bad of an analyst?
As of late, Feuerstein’s track record has been off. The bullish and then bearish call on GILD alienated a portion of his base. The successive attacks on CYDY seem to indicate a level of desperation on part of Feuerstein to control the downward trajectory of the stock price. His negative effect has for the most part been neutralized by an outpouring of social media defending the promising results of leronlimab.
Anecdotal trial results from these emergency IND’s (EIND’s) are almost good enough for blanket compassionate use approval which has not been granted because most of the oxygen in the room has been consumed by GILD. Not once has the white house press corps asked about leronlimab. The recent preprint journal article describes COVID-19 as a Rantes (CCL5) disease that lives in your blood. Dr. Patterson came up with a working theory of the disease that can describe why the young are asymptomatic while the elderly patients with comorbidity have poor prognosis. Using the CCL5 biomarkers CYDY was able to stratify and quantify the level of disease in COVID-19 patients. CYDY also reduced IL-6 levels and quieted other parts of the cytokine storm leading to a reduction in viral load which until now has never been seen in another clinical trial. There is no doubt about the science. The anecdotal evidence is about as subtle as a freight train. In the Montefiore study 3 out of 8 critically ill patients on the ventilator with co-morbidities were able to be turned which is a survival rate of 38% versus 12%. Dr. Jacob Lalezari said ““we can even turn the sickest of the sick."
Source : https://emerginggrowth.com/stat-reporter-trip...g-tactics/
george3 hours ago
And here are a few facts re Adam Feuerstein and Gilead in relation to what is going on with Cytodyn :
"Putting aside all the zany theories from investors, perhaps the motivation boils down to a simple turf war. It’s not uncommon for an analyst to want to attack competitors to the companies they follow. Gilead (NASDAQ: GILD) is a perennial favorite of Feuerstein, but he also holds Immunomedics (NASDAQ: IMMU) in high regards. Both of these companies are in real danger of being toppled by CYDY. Feuerstein has been known to comment favorably on IMMU and most recently reported on its approval in metastatic triple negative breast cancer (mTNBC). The cancer results using leronlimab are worthy of a Breakthrough Therapy Designation (BTD). In all leronlimab patients they achieved zero circulating tumor cells (CTC’s). It doesn’t take much imagination to reason that CYDY could have a functional cure for metastatic cancer and that would take away and destroy much of the market share that IMMU is trying to build from scratch for its targeted chemotherapy.
Feuerstein has done many supportive articles on GILD and his main motivation seems to be to protect the HIV franchise as he throws water on competitors. There is no bigger competitor than CYDY which has a non-toxic monoclonal antibody that binds to CCR5 and prevents viral cell entry. Within 6 months it’s almost a certainty that leronlimab will be approved for 2 multi drug resistant patients. The major threat is the monotherapy approval, and due to the rigorous FDA approval pathway, leronlimab has a layup for the monotherapy indication because most of the safety data in the combination trial was from the monotherapy trial. It would be very circumspect to see the FDA disapproved of leronlimab monotherapy as a label extension. GILD derives over 55% of its revenues from HIV and leronlimab could destroy this $16 billion franchise.
Adam Feuerstein said there isn’t “any data” on leronlimab. This slide tells a much different story. This is from 23 patients at UCLA and includes Samantha Mottet who spoke out about use of the drug and has been encouraging others to get compassionate use. Firstly there are no side effects of the drug. Out of the 6 critical patients 5 improved and none have died. In the severe group which more closely resembled Remesivir’s last trial we saw an average time to discharge of 5 days compared to the 11 days until discharge in the NIH study. If this data holds up in the controlled trial due to be released by the end of the month it will be over 50% better than what Fauci called the “standard of care.” Granted this is anecdotal evidence, but look at the n=23 and then add it to the 54 EIND’s and it doesn’t look so anecdotal anymore when you realize none of these patients died. In the remdesvir controlled trial where they got to cherry pick the data they had an 8% mortality rate. When investors compare 8% mortality to ZERO mortality there’s a chance they might get excited. It could me the reopening of the economy and the end of death from this plague. The only mystery left to answer is why Feuerstein would bet his reputation on this company, which clearly has good data. Is he really that bad of an analyst?
As of late, Feuerstein’s track record has been off. The bullish and then bearish call on GILD alienated a portion of his base. The successive attacks on CYDY seem to indicate a level of desperation on part of Feuerstein to control the downward trajectory of the stock price. His negative effect has for the most part been neutralized by an outpouring of social media defending the promising results of leronlimab.
Anecdotal trial results from these emergency IND’s (EIND’s) are almost good enough for blanket compassionate use approval which has not been granted because most of the oxygen in the room has been consumed by GILD. Not once has the white house press corps asked about leronlimab. The recent preprint journal article describes COVID-19 as a Rantes (CCL5) disease that lives in your blood. Dr. Patterson came up with a working theory of the disease that can describe why the young are asymptomatic while the elderly patients with comorbidity have poor prognosis. Using the CCL5 biomarkers CYDY was able to stratify and quantify the level of disease in COVID-19 patients. CYDY also reduced IL-6 levels and quieted other parts of the cytokine storm leading to a reduction in viral load which until now has never been seen in another clinical trial. There is no doubt about the science. The anecdotal evidence is about as subtle as a freight train. In the Montefiore study 3 out of 8 critically ill patients on the ventilator with co-morbidities were able to be turned which is a survival rate of 38% versus 12%. Dr. Jacob Lalezari said ““we can even turn the sickest of the sick."
Source : https://emerginggrowth.com/stat-reporter-trip...g-tactics/
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