“Last conference call Nader speculated that a bu
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Posted On: 09/21/2020 11:20:58 AM
Re: Goosebumps #57134
“Last conference call Nader speculated that a buy out would be difficult but would be way more than IMMU. He stated that he sees a buy out by indications.”
NP speculates in many topics and 75% of that speculation never materializes. IMMU has an FDA approved drug for breast cancer, CYDY is still trying to finalize the HIV combo BLA. At this point in time, CYDY is not with anywhere near what IMMU is.
“Once one is approved and the safety is addressed then the other indications can use that same safety record and do small phase 2 trials for proof of concept and quick phase 3 trials to prove efficacy in that indication.”
Very few phase 3 trials are quick and neither are phase 2s. The problem with CYDY is speed of enrollment. The NASH trial is 90 patients for 14 weeks and the estimated completion date is March of 2022.
IMO, there is nothing wrong with taking a nice profit now vs assuming risk in the future. There is no guarantee that leronlimab will work in all of these indications. Yes, the preclinical studies are great but that doesn’t always equate to results. The mTNBC trial results don’t appear to be as good as we expected as NP has been very hush about the topic. He has not discussed results, has not mentioned the BTD application and said in a recent CC about the trial that, “there isn’t a clear signal.” This doesn’t mean the trial has failed, but it isn’t what we expected.
NP speculates in many topics and 75% of that speculation never materializes. IMMU has an FDA approved drug for breast cancer, CYDY is still trying to finalize the HIV combo BLA. At this point in time, CYDY is not with anywhere near what IMMU is.
“Once one is approved and the safety is addressed then the other indications can use that same safety record and do small phase 2 trials for proof of concept and quick phase 3 trials to prove efficacy in that indication.”
Very few phase 3 trials are quick and neither are phase 2s. The problem with CYDY is speed of enrollment. The NASH trial is 90 patients for 14 weeks and the estimated completion date is March of 2022.
IMO, there is nothing wrong with taking a nice profit now vs assuming risk in the future. There is no guarantee that leronlimab will work in all of these indications. Yes, the preclinical studies are great but that doesn’t always equate to results. The mTNBC trial results don’t appear to be as good as we expected as NP has been very hush about the topic. He has not discussed results, has not mentioned the BTD application and said in a recent CC about the trial that, “there isn’t a clear signal.” This doesn’t mean the trial has failed, but it isn’t what we expected.
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