https://seekingalpha.com/article/4384093-generex-s
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Posted On: 11/02/2020 4:23:17 PM
https://seekingalpha.com/article/4384093-gene...19-vaccine
I seem to be caught up in both Generex and Cytodyn (OTCQB:CYDY). Generex I have owned since 2009, I thought they had both a painless way for diabetics to get their insulin and a vaccine technology which might be useful for both viruses and cancer. The insulin trial was badly designed, and the FDA came back wanting more data, and without funds to do the additional work the company went dormant for years. Then Joseph Moscato took over leadership, and began his acquisitions, and the stock woke up, only to be crushed by a bad deal in one of the acquisitions.
Cytodyn came to my attention with their surprising luck in triple negative breast cancer. Then I circled back to its first use against HIV, where it is effective and may change the nature HIV treatment. Instructive was Charlie Sheen’s video. The drug cocktail was protecting him, but was degrading his mental faculties and well-being, but that all turned around with leronlimab. Unfortunately, it seems like Cytodyn has been having its share of screw-ups around its HIV application, which is taking forever. Then it took up the Covid-19 challenge, and former Director of Virology at Stanford, Dr. Bruce Patterson, made a Tedx Talk in which makes the case that Cytodyn’s leronlimab solved the problem, more or less. It is not a perfect cure, but doctors have a crucial role. At first, the rate of recovery from ventilators was 10% to 15%. Happily, this has improved to the 65% level. Of course a huge number of cases will tax the ventilators available, and perhaps recovery rates. I think that when doctors get their hands on leronlimab, they will refine its use, perhaps vary the dose and the times of administration, perhaps deliver it by IV. An improvement was made with the use of dexamethasone, and I think leronlimab, which gives every indication of being safer, will make another leap up in saving lives.
Regeneron (REGN), which is a cocktail of monoclonal antibodies (like leronlimab) and was administered to the President looked like it might also make a difference, but the news came out that the safety committee monitoring its trial recommended that more severe cases be excluded from the trial. If it cannot help in severe and critical cases, what's the point?
At some point, I was selling GNBT to buy CYDY.
Maybe I am drinking my own Kool-Aid, but I was really impressed with the GNBT October 8th conference call, which I turned into the diagram above. I look at that list of deals, and I think: Wow! I think this is a stupendous turn-around announcement. Upfront fees, milestone payments, royalties. And it is not just one country, it's a good part of the world. Consequently, I have been selling some CYDY to buy back GNBT shares, which as I have said, are dirt cheap.
It would be a mistake to say that I have lost faith in CYDY. Au contraire, I expect the hiring of Mahboob Rahman, M.D., Ph.D., who has a wealth of education and experience, will turn the HIV application around, and help with the other trials. I have plenty of shares. It’s just that I expect that collection of license fees, signed deals, announcement of trials for GNBT’s vaccine will move the stock like a diver who goes deep (where we are now), puts his feet on the bottom, and pushes quickly back to the surface.
I think it is quite possible that GNBT’s vaccine and CYDY’s monoclonal antibody therapeutic may both turn out to be best in class. Sadly, for a country with so many dead (and for me as an investor) the U.S. government and the major private foundations have passed over funding either one of them, and the CEO’s have had to find funding and support where they can. They find it with me.
Disclosure: I am/we are long GNBT-OLD, CYDY. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.
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njhoops
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Downtown10
Comments3196 | + Follow
Thomas, any update on the Sinopharm deal? During the call the CEO made it sound (in a very Nader-like way) that the deal was imminent.
02 Nov 2020, 04:14 PM
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Tizthelaw2020
Comments175 | + Follow
Thank you Thomas, keep up your good reading and insights. Hopefully the UK will play a bigger role in CytoDyn's CoVid trial enrollment. Update for Shareholders on November 5th.
02 Nov 2020, 03:08 PM
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gsuk2001
Comments230 | + Follow
Please correct in your article,
Yahoo can tell you that. $16.892 million as of Friday, October 23, 2022.
02 Nov 2020, 01:52 PM
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I seem to be caught up in both Generex and Cytodyn (OTCQB:CYDY). Generex I have owned since 2009, I thought they had both a painless way for diabetics to get their insulin and a vaccine technology which might be useful for both viruses and cancer. The insulin trial was badly designed, and the FDA came back wanting more data, and without funds to do the additional work the company went dormant for years. Then Joseph Moscato took over leadership, and began his acquisitions, and the stock woke up, only to be crushed by a bad deal in one of the acquisitions.
Cytodyn came to my attention with their surprising luck in triple negative breast cancer. Then I circled back to its first use against HIV, where it is effective and may change the nature HIV treatment. Instructive was Charlie Sheen’s video. The drug cocktail was protecting him, but was degrading his mental faculties and well-being, but that all turned around with leronlimab. Unfortunately, it seems like Cytodyn has been having its share of screw-ups around its HIV application, which is taking forever. Then it took up the Covid-19 challenge, and former Director of Virology at Stanford, Dr. Bruce Patterson, made a Tedx Talk in which makes the case that Cytodyn’s leronlimab solved the problem, more or less. It is not a perfect cure, but doctors have a crucial role. At first, the rate of recovery from ventilators was 10% to 15%. Happily, this has improved to the 65% level. Of course a huge number of cases will tax the ventilators available, and perhaps recovery rates. I think that when doctors get their hands on leronlimab, they will refine its use, perhaps vary the dose and the times of administration, perhaps deliver it by IV. An improvement was made with the use of dexamethasone, and I think leronlimab, which gives every indication of being safer, will make another leap up in saving lives.
Regeneron (REGN), which is a cocktail of monoclonal antibodies (like leronlimab) and was administered to the President looked like it might also make a difference, but the news came out that the safety committee monitoring its trial recommended that more severe cases be excluded from the trial. If it cannot help in severe and critical cases, what's the point?
At some point, I was selling GNBT to buy CYDY.
Maybe I am drinking my own Kool-Aid, but I was really impressed with the GNBT October 8th conference call, which I turned into the diagram above. I look at that list of deals, and I think: Wow! I think this is a stupendous turn-around announcement. Upfront fees, milestone payments, royalties. And it is not just one country, it's a good part of the world. Consequently, I have been selling some CYDY to buy back GNBT shares, which as I have said, are dirt cheap.
It would be a mistake to say that I have lost faith in CYDY. Au contraire, I expect the hiring of Mahboob Rahman, M.D., Ph.D., who has a wealth of education and experience, will turn the HIV application around, and help with the other trials. I have plenty of shares. It’s just that I expect that collection of license fees, signed deals, announcement of trials for GNBT’s vaccine will move the stock like a diver who goes deep (where we are now), puts his feet on the bottom, and pushes quickly back to the surface.
I think it is quite possible that GNBT’s vaccine and CYDY’s monoclonal antibody therapeutic may both turn out to be best in class. Sadly, for a country with so many dead (and for me as an investor) the U.S. government and the major private foundations have passed over funding either one of them, and the CEO’s have had to find funding and support where they can. They find it with me.
Disclosure: I am/we are long GNBT-OLD, CYDY. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.
Like this article
Follow Thomas Barnard and get email alerts
Recommended for you:
Out of Ignorance
CytoDyn: COVID-19 High Anxiety (OTCMKTS:CYDY)
Out of Ignorance
Arne Verheyde
If You Could Only Own One Stock, Buy Teladoc Health (NYSE:TDOC)
Arne Verheyde
Quad 7 Capital
AT&T: Why Isn't Anyone Talking About This? (NYSE:T)
Quad 7 Capital
Rida Morwa
Tech Bubble Could Burst Sooner Than You Expect
Rida Morwa
Comments 3
Sort by
njhoops
Before you comment, why not add your picture?
Add Your Comment: (NEW! Use @ to tag a user)
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Downtown10
Comments3196 | + Follow
Thomas, any update on the Sinopharm deal? During the call the CEO made it sound (in a very Nader-like way) that the deal was imminent.
02 Nov 2020, 04:14 PM
Reply
0
Like
Tizthelaw2020
Comments175 | + Follow
Thank you Thomas, keep up your good reading and insights. Hopefully the UK will play a bigger role in CytoDyn's CoVid trial enrollment. Update for Shareholders on November 5th.
02 Nov 2020, 03:08 PM
Reply
0
Like
gsuk2001
Comments230 | + Follow
Please correct in your article,
Yahoo can tell you that. $16.892 million as of Friday, October 23, 2022.
02 Nov 2020, 01:52 PM
Reply
0
Like
Add a comment
Disagree with this article? Submit your own.
To report a factual error in this article, click here.
Your feedback matters to us!
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