This is just my opinion, but I think there is way
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(Total Views: 1022)
Posted On: 07/27/2020 9:47:31 PM
This is just my opinion, but I think there is way too much time being spent on reading the Trump tea leaves.
I understand the reasons why -- we all want it to be true. And as investors and traders, we value any edge or insight we can get, and we strive for perfect situational awareness.
However, at best, Trump is a non-technical, non-specific speaker who has repeatedly used the plural form "therapeutics" -- and has done so in the context of vague time frames alternately described as "in the coming days" or "in the coming weeks". Let's also not forget that this non-technical speaker has discussed the existence of an HIV vaccine on national television.
It would be one thing if Trump had said that there was a mAb therapeutic that will be announced in the next week or two. But the fact is we are still not on the radar of the president, Fauci, Stephen Hahn, or mainstream media. And it is doubtful that any of those parties knew our trial results a couple of days ago when all of this message board chatter started.
In my opinion, nothing that Trump says short of the words "CytoDyn" or "leronlimab" will provide any assurance that we have left the world of obscurity and finally stepped onto the global stage. And chances are that he will not be the first one saying it.
The FDA will have to grant the company an approval or EUA, and it's not going to be handled like a game show where Trump plays the part of Monte Hall on Let's Make a Deal and tells CytoDyn to "Come on Down!"
On Thursday, we will hopefully have a better idea of where we stand on M/M, and when we might learn more about the DSMC's recommendation for the S/C.
As a reminder, the S/C is not being unblinded. The DSMC will only recommend one of three options: (i) Terminate due to futility, (i) Continue to Interim (195) or, (iii) Terminate due to overwhelming benefit.
You're not going to get what you want from Trump. You will, however, have a better idea of where we stand on either Thursday morning -- or Thursday afternoon. And even then, there will be attendant questions regarding how the FDA rules our results, and whether or not they will demand one or more larger Phase 3 trials for our indications.
I get it. We all want this excruciating chapter to end. We want the dying to stop and we want our stock to appreciate. Unfortunately, we're just not there yet.
I understand the reasons why -- we all want it to be true. And as investors and traders, we value any edge or insight we can get, and we strive for perfect situational awareness.
However, at best, Trump is a non-technical, non-specific speaker who has repeatedly used the plural form "therapeutics" -- and has done so in the context of vague time frames alternately described as "in the coming days" or "in the coming weeks". Let's also not forget that this non-technical speaker has discussed the existence of an HIV vaccine on national television.
It would be one thing if Trump had said that there was a mAb therapeutic that will be announced in the next week or two. But the fact is we are still not on the radar of the president, Fauci, Stephen Hahn, or mainstream media. And it is doubtful that any of those parties knew our trial results a couple of days ago when all of this message board chatter started.
In my opinion, nothing that Trump says short of the words "CytoDyn" or "leronlimab" will provide any assurance that we have left the world of obscurity and finally stepped onto the global stage. And chances are that he will not be the first one saying it.
The FDA will have to grant the company an approval or EUA, and it's not going to be handled like a game show where Trump plays the part of Monte Hall on Let's Make a Deal and tells CytoDyn to "Come on Down!"
On Thursday, we will hopefully have a better idea of where we stand on M/M, and when we might learn more about the DSMC's recommendation for the S/C.
As a reminder, the S/C is not being unblinded. The DSMC will only recommend one of three options: (i) Terminate due to futility, (i) Continue to Interim (195) or, (iii) Terminate due to overwhelming benefit.
You're not going to get what you want from Trump. You will, however, have a better idea of where we stand on either Thursday morning -- or Thursday afternoon. And even then, there will be attendant questions regarding how the FDA rules our results, and whether or not they will demand one or more larger Phase 3 trials for our indications.
I get it. We all want this excruciating chapter to end. We want the dying to stop and we want our stock to appreciate. Unfortunately, we're just not there yet.
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