That conference call sure was a thing, eh? A real
Post# of 148292
(Not sure why I’m Canadian all of a sudden)
I’d like to first start my recap by getting rid of the negative energy that call built up inside me. I’ve got no room for it. Especially tonight. I bought two bottles of Bogle Phantom (a fantastic bottle for what is usually well under $20) AND TWO STEAKS. Yes, you read that correctly. I, a mere mortal even though many see me as a god, has doubled up on the basics for this evening. Not unlike how I’d like to double up on my investment tomorrow when we see the price dip because of this B(%&-$#^$ conference call that was completely unnecessary.
(For what it’s worth, I don’t have any more money to invest. I’m all in at this point so I can’t take advantage of any dips. Which is probably what makes me more angry than anything)
I guess those who saw the speaker lineup and correctly guessed it was because they knew they had to try to polish their turd should get a pat on the back or a few likes. I was wrong about the call. I thought we’d get something substantial. That obviously didn’t occur for what we all thought were short term opportunities. Now they’re longer term opps but they’re still very much in play, which is the only reason I’m not extra pissed off. BUT I’M PUTTING THIS IN ALL CAPS BECAUSE I’D LIKE YOU TO READ THIS AS IF I’M YELLING ABOUT HOW THIS REALLY NEEDS TO BE THE LAST TIME WE HAVE A CONFERENCE CALL WITHOUT MAJOR ADVANCEMENTS OF OUR EFFORTS BECAUSE IT ONLY HELPS OUR HATERS!
If you’re already on board you likely aren’t scared away by a delay in the timeline just because of bureaucratic BS, so long as there isn’t evidence that the drug no longer works. The only thing these calls really do at this point, when they have no real substance, is give fodder to those who want to abuse the stock for their own gain. It’s gotta be obvious at this point, right? Or maybe not. But maybe it will be made extra clear if in a week the share price has been held under $3 and we can’t uplist to any tier of NASDAQ. That would be a pretty obvious kick in the nuts, eh?
Not that I’ve decided, but I’ll be a no vote if NASDAQ gets submarined by the combination of the FDA not giving a shit and NP going out of his way to make sure everyone who was blissfully unaware of said shit is brought into the light.
Ok, I feel better for having bitched about it. I think I can move on. I mean, this is a little bit like when I get annoyed with my iphone doing something stupid. I get all fired up about it and then four seconds later I’m making fun of my brother for owning an Android. They really are terrible. I’m in it to win it with CYDY. I’ve gotten friends and family on board. I spend way too much time on this board and refreshing the share price. You can’t get rid of me.
Ok, on with the superb technical analysis you’ve all come to expect from me…
Let’s say you ask me for a quote on one of the devices I sell. I’m going to tell you it won’t be a problem, and to be ready to receive said quote later today or first thing in the morning. What you won’t see is that when I look up your account there isn’t one. I have to create it, which requires an admin to execute. Then I go to quote and the pricelist isn’t loaded. Or it’s loaded for the wrong kind of account. Then I get everything done but it has to wait on approval because my company has safeguards in place to ensure nobody can do anything easily. Eventually, sometimes days later, I can finally print an actual quote and forward it along. I think we all forget that NP and the team are the tiniest customer in the largest system of its kind, asking an archaic and inflexible system to do something out of the ordinary. You, me, NP, a doorknob, two dead squirrels, and a tub of easy cheese knows this thing works. Hell, even the FDA stooges can probably see that this thing works. But TPS reports are TPS reports and the higher ups will be damned if they don’t ensure success on the TPS reports before they ensure success on the more important part of their job.
I’ll give you another example from my company. We have sales and we have service. If my service guy is two office suites down from a clinic I have equipment at and I ask him to grab that demo device that’s just sitting there at reception waiting for someone to grab it, he has to put in a service request and FIVE DIFFERENT PEOPLE HAVE TO SIGN OFF ON IT before he is allowed to go grab it. It’s ridiculous and we’re just a smallish company in the grand scheme of things. I can only imagine the layers of bullshit upon bullshit within the FDA that hinders the average Joe from making a smart decision. Process becomes more important than results. Unless you can skip the line. Cytodyn can not skip the line.
It sucks that the FDA doesn’t give a shit about CD10 but I think deep down we all kind of knew that once the results weren’t slam dunks to the average Joe that we’d have a toss up as to our success getting approval. So we aren’t getting it. No big deal in hindsight. We can still get approval from CD12, we can still get uplisted, we can still get a BLA filed. The share price still gets to where we think it will, it just takes longer to get there than we hoped. We’ve moved from renting a one hour hotel room to our significant other convincing us that a month-long tantric bootcamp is a better idea. It isn’t, but that’s where we find ourselves. The end result will be the same. By the way, the 12 hour bus trip to Delay Town only has Kombucha and vegan muffins available. There won’t be any stops. Also, if you’re filling up on Kombucha and fake muffins hopefully there’ll be a shitter on the bus. It may not be on purpose but those products are designed to scorch the earth, if you know what I’m saying.
Anywho…
I was actually impressed with the three docs who came on and discussed their experience. I know NP has been trying to get us stories from the doctors and patients who have been involved with Leronlimab for many months. While it stinks it appears to have been used to cover for lack of great news it was still extremely comforting in terms of confidence that leronlimab works like we all think it does. Again, we’ll still get to where we think we will it is just going to take at least another 3-4 weeks. Maybe I need to get a custom Cytodyn blanket created so I can wrap myself up in it each night, protecting myself and my shares from the boogeyman until payoff time.
The blood brain barrier part of the call is actually very cool. Ohm should get awarded some shares for knowing about the potential for quite some time. Many of you who aren’t as smart as me and Ohm don’t realize how big of a deal this is. Yes, Ohm said it first. Then NP and SK on the call. But please don’t forget about how I bravely said the same thing once everyone I’ve already mentioned had already gone on record and then I posited that I was just as smart as them. Hero poster.
But really, it’s a big deal. There are companies out there trying to develop carrier molecules to help drugs cross that difficult barrier. The results in some cases have been considered impressive when a drug that only sees 2% crossing can all of a sudden see 6.5% getting across. It’s that difficult. The fact that we are seeing 70-75% occupancy of CCR5 receptors on the other side of the blood brain barrier is definitely boner-inducing for researchers and should result in some fantastic future study results, papers, and indications.
The BLA is going to get filed once they file it after they get a review about filing and consider filing or discussing the filing and you spin me right round baby, right round like a record baby right round, round, round. I mean, we should have seen this on the market for HIV already or at worst within a month or two. It’ll get there but good lord it’s taking way longer than it needs to. I don’t blame Cytodyn, NP, or Amarex. I blame the FDA and an old-ass system that can’t adjust as needed to make common sense decisions.
I’m into my second bottle of Phantom now and this has gone way longer than I intended. It likely lacks structure and probably could use even the most mediocre editor to look over it. Nothing I can do about that now. But like Leronlimab my efficacy isn’t super easy to explain but it’s there. I also come prepackaged in vials, and to-date have never caused a severe reaction, unless you count the two thumbs down I’ve recently gotten from bitter short-n-distorters.
In conclusion: Everything we think Leronlimab can do is still in play. And more. Nothing has changed that. We’re just at the whims and capabilities of slow-moving, inflexible entities. The science will win. Be patient, my friends. Be patient.