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https://seekingalpha.com/article/4360887-interpret

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Post# of 154835
(Total Views: 922)
Posted On: 07/30/2020 10:09:12 PM
Posted By: Rbarb100
https://seekingalpha.com/article/4360887-inte...t-86023423


Thomas Barnard
ContributorPRO
Comments210 | Following
Author’s reply » The Cytodyn CONFERENCE CALL of Thursday July 30, 2020
It seems that SAEs (severe adverse events) will be the endpoint. If that is the case, leronlimab's results for the mild-to-moderate, as outlined above, are excellent, where leronlimab has half as many SAE's as placebo. As stated above there were 63% less SAEs with leronlimab than with a placebo.
Management believes there results will compare favorably to other therapeutics. Remdesivir, for example, turned out to be pretty much of a disappointment.
A comment by Dr. Scott Kelly suggests that it is the increase in CD8 that may cause the viral load to go down.
Apparently, four scientific papers will come out of the scientist's work on leronlimab.
It appears that CYDY might receive as many as 1.1 million vials this year. There are other claims on Samsung's facilities. A long approval process is the problem, though as always, Dr. Pourhassan defended the FDA process, which protects the public.
The $28.5 million funding establishes the recent high of $10 as the basis for conversion, showing the confidence of investors and loan officers in the drug and establishing $10 as a new base for the stock price.
Earliest possibility for uplisting is still a minimum of 3 weeks away.
All of the other possibilties are still in play - the basket cancer trial of 22 cancers, the liver disease NASH, multiple sclerosis, Alzheimer's.
= = = = =
Context: The economy is reeling from the Covid pandemic with GDP falling 9.5% in the most recent quarter (which is 38% on an annual basis). The economy will be under the gun until people can go to a sports bar, make a pub crawl, or visit a local restaurant. Vaccines are months or years away. Therapeutics are not very effective so far. The need is terrific.
In this context, a therapeutic of the caliber of leronlimab will be very welcome by doctors. It will not solve every case, if for no other reason that the underlying health of patients varies greatly. Doctors ability to read the data and give medicines immediately when they are needed.
Dr. Lalezari feels Cytodyn may have "hit a homerun" with leronlimab. The trials will tell. It goes without saying, that if this medication is as good as it seems, the stock will go through the roof.
= = = = =
Advice: Buy shares as though you had Covid and needed a therapeutic. And shorts should sell like they have no possible need for a cure.


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