Your Wednesday Evening Leronlimab Update: The Mystery Meetings Edition
(Sponsored by an almost completed bottle of Pure Paso by J Lohr)
(Update: Completed)
Today we failed to get any sort of news out of the big UK meeting. It's still sort of early and maybe we get one of those odd 9:32pm press releases, but the betting public disagrees with this sentiment as we've seen the line move significantly in favor of no announcement today. Current odds for an announcement before the bell opens tomorrow are at a dismal 20-1.
Analysis: You have a better chance at curing Covid with Remdesivir than you do getting an update about the UK today. That being said, they asked for our information surrounding manufacturing, efficacy, and safety so they could review it prior to this meeting. That means they can, or maybe have, come to a conclusion about the validity of Leronlimab as a treatment for Covid. The hour could very well have been about shoring up the details and setting the expectations/executables for pulling the approval trigger. I feel like "pre BLA" was a deceiving way to explain this meeting. Every day we don't have to start another trial or hear about being denied approval is a very big deal. Logic says they would have said no by now if it was a no.
We are now a full day from the meeting with the FDA and still no update. Do they want to help us? Are they slow playing us? Do they even really know what Leronlimab is and what it can do? Does the lack of an update inadvertently give us an update as no news could be construed as good news? Did I spell inadvertently incorrectly and have to go back to fix it? How many questions can a guy ask in a row before it gets weird? Is it already weird? Who defines what weird is anyway?
Analysis: You've got a higher chance of Plasma becoming the standard of Covid care than you do of Leronlimab failing to get an approval. I think that since we haven't gotten bad news after all this time we can reasonably assume that we're in a decent/good position surrounding approval. On a call from what seems like 11 years ago, JL mentioned that Cytodyn had gone to the FDA asking for EUA something like 4 times from early in the Montefiore days to much later once EINDs were happening on the west coast as well. Every time they denied us. Yet here we are 3-4 weeks in with hopes still high.
SPEED ROUND!
NP & BP - It's all good between them. They were recently seen together at Nobu eating soba noodles from opposite ends of the noodle, Lady and the Tramp style.
NASDAQ - More like NAS-WHATTHEHECKISTHEHOLDUP amiright? Thank you, I'll be here all week. Tip your waitstaff.
SHAREHOLDER VOTE - Not unlike the bicycle dance scene from the movie RAD, this subject has become a lightning rod of opposing views. I think we can all agree that no matter the outcome, Cru Jones was basically the BMX version of Leronlimab. Scrappy, unknown but worthy, good at dancing on bikes, wins in the end. You get it.
MANUFACTURING - We likely can't squeeze more out of 2020 because it's late and outside of our 1.5mil vials already scheduled and paid for, Samsung is apparently contracted out. But next year is wide open like <insert Adam Feurstein mama joke here> and we should be able to negotiate a massive increase in production with those sweet, sweet Euros the UK soon throws at us.
MESSAGE BOARDS - Ihub is now 95% disingenuous dbags and I applaud those of you who have finally made the move here. YMB is a close terrible second, with that main difference being a few less bashers but far more political BSrs. This is clearly the best board and for that I'm grateful.
PREDICTIONS
I someday have a beach house or boat called "Twenty Nine Cents", named after the cheapest CYDY shares I was able to acquire. Leronlimab is as well known to the public as drugs like the Z-Pack or Allegra. I become an insufferable wine snob as my wine budget grows to unheard of proportions. But best of all, people around the world stop dying needlessly from Covid and the tide changes for the better. Hold onto your shares. Great things are ahead and whether it's tomorrow or in a month we have yet to have any evidence that Leronlimab doesn't have the goods.
(Sponsored by an almost completed bottle of Pure Paso by J Lohr)
(Update: Completed)
Today we failed to get any sort of news out of the big UK meeting. It's still sort of early and maybe we get one of those odd 9:32pm press releases, but the betting public disagrees with this sentiment as we've seen the line move significantly in favor of no announcement today. Current odds for an announcement before the bell opens tomorrow are at a dismal 20-1.
Analysis: You have a better chance at curing Covid with Remdesivir than you do getting an update about the UK today. That being said, they asked for our information surrounding manufacturing, efficacy, and safety so they could review it prior to this meeting. That means they can, or maybe have, come to a conclusion about the validity of Leronlimab as a treatment for Covid. The hour could very well have been about shoring up the details and setting the expectations/executables for pulling the approval trigger. I feel like "pre BLA" was a deceiving way to explain this meeting. Every day we don't have to start another trial or hear about being denied approval is a very big deal. Logic says they would have said no by now if it was a no.
We are now a full day from the meeting with the FDA and still no update. Do they want to help us? Are they slow playing us? Do they even really know what Leronlimab is and what it can do? Does the lack of an update inadvertently give us an update as no news could be construed as good news? Did I spell inadvertently incorrectly and have to go back to fix it? How many questions can a guy ask in a row before it gets weird? Is it already weird? Who defines what weird is anyway?
Analysis: You've got a higher chance of Plasma becoming the standard of Covid care than you do of Leronlimab failing to get an approval. I think that since we haven't gotten bad news after all this time we can reasonably assume that we're in a decent/good position surrounding approval. On a call from what seems like 11 years ago, JL mentioned that Cytodyn had gone to the FDA asking for EUA something like 4 times from early in the Montefiore days to much later once EINDs were happening on the west coast as well. Every time they denied us. Yet here we are 3-4 weeks in with hopes still high.
SPEED ROUND!
NP & BP - It's all good between them. They were recently seen together at Nobu eating soba noodles from opposite ends of the noodle, Lady and the Tramp style.
NASDAQ - More like NAS-WHATTHEHECKISTHEHOLDUP amiright? Thank you, I'll be here all week. Tip your waitstaff.
SHAREHOLDER VOTE - Not unlike the bicycle dance scene from the movie RAD, this subject has become a lightning rod of opposing views. I think we can all agree that no matter the outcome, Cru Jones was basically the BMX version of Leronlimab. Scrappy, unknown but worthy, good at dancing on bikes, wins in the end. You get it.
MANUFACTURING - We likely can't squeeze more out of 2020 because it's late and outside of our 1.5mil vials already scheduled and paid for, Samsung is apparently contracted out. But next year is wide open like <insert Adam Feurstein mama joke here> and we should be able to negotiate a massive increase in production with those sweet, sweet Euros the UK soon throws at us.
MESSAGE BOARDS - Ihub is now 95% disingenuous dbags and I applaud those of you who have finally made the move here. YMB is a close terrible second, with that main difference being a few less bashers but far more political BSrs. This is clearly the best board and for that I'm grateful.
PREDICTIONS
I someday have a beach house or boat called "Twenty Nine Cents", named after the cheapest CYDY shares I was able to acquire. Leronlimab is as well known to the public as drugs like the Z-Pack or Allegra. I become an insufferable wine snob as my wine budget grows to unheard of proportions. But best of all, people around the world stop dying needlessly from Covid and the tide changes for the better. Hold onto your shares. Great things are ahead and whether it's tomorrow or in a month we have yet to have any evidence that Leronlimab doesn't have the goods.
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