CC take by dante from YMB
listened to the call 3 times.. a lot of info to digest. I am going to break down my analysis/hypothesis into each catalyst discussed. Firstly, that was an incredible call. It seems the team is building off each call because they seem to continually get better not just from a data standpoint but from a communication standpoint as well. Each team member vividly knows their role and they are all executing at the highest level with unimaginable workloads and pressure on them. It does seem as nadar put it they have the right synergy. You can tell the way they communicate with each other they are in sync in a higher dimensional state.
Cancer
being that most of the mTNBC data was compassionate use is hard to fathom data on this level honestly. a recent article stated that compassionate use patients have a 50% chance or more of dying. In my humble opinion I think it's more like 80-90% these patients are on there last hope, given every treatment available. The hail mary being leronlimab. To produce data that is so far better then the SOC approved in this indication is ground breaking in the field of oncology. I really don't think people are comprehending this data. When sacituzumab did there trial they had many criteria/ exclusions to effectively push the drug over the finish line and hit there primary endpoint like any company the goal is stat sig. immunomedics had 20 years of data to curate there trial. This is not the case for leronlimab. So it really is comparing apples to oranges. Leronlimab at a SIGNIFICANT disadvantage and still producing better results. As Dr.kelly stated its possible that patients could have even better outcomes if they were able to get leronlimab earlier in there cancer treatment. This was a humble way of stating what i have stated above. There is no doubt in my mind leronlimab should get BTD as no drug has ever produced data on the level cydy just presented. OH and one big thing NO SIDE EFFECTS. Hearing the anecdotal testimonies can get you emotional at times. These are patients that would be dead. If they never received leronlimab. Just that alone makes me incredibly proud to be an investor in this company. It's interesting that in the second testimony the patient was ONLY taking leronlimab and still working 60 hours a week. which made me hypothesize maybe leronlimab is working overtime with patients that are given combo leronlimab with chemo and leronlimab is actually helping fight against the negative effects of chemo maybe it would be even more effective as a mono treatment in some cases....hmmm something to think about. The bottom line cydy will be a oncology company one day. With the biggest cancer drug in the world.
long haulers
This will be the biggest indication of the century with every country in the world needing it. What makes leronlimab so powerful among many is no side effects. It's hard to justify giving a patient a treatment for long haulers with side effects. What a paradox. The data speaks for itself 21-24 symptoms are dominant. They will get BTD for long haulers. By the end of this year we will see a big pharma partnership in long haulers my guess is GSK, MERCK, or JJ. This will significantly help the company and the share price and they will be able to allocate resources to other indications.
Covid
Brazil trial starts any day now. My hypothesis CYDY knows they will hit their endpoints so they proactively are getting all the documents ready for when they do. This will expedite the EUA process when they hit stat sig. Not to mention for future trials now biome and brazil FDA has all the data/paperwork. This in general will significantly expedite trials moving forward. The wait now will be worth it in the long run. Honestly this covid trial is personal. It's time to take the FDA's soul with their disgusting letter. I AM confident leronlimab will be dominant in this trial and shock the world with the first real effective treatment. 4dose iV.
HIV
Dr.Recknor is on another level. I could tell the first time he was on a CC there's a different sense of understanding when he talks about the MOA of leronlimab. He does it humbly with a 100% fascination in the science and patients lives. Having the ROC be accepted by the FDA is a MAJOR step considering it was a needle in haystack type mission and considering the hyper failure of incelldx. People don't understand this indication alone has significant weight. When they file the full BLA in oct. This will be monumental and there will be a dynamic shift in stock price upon approval. I think we will see a HIV partnership HIV is all about marketing and cydy has too many indications to focus on. Let big pharma do what they do best MARKET.
Nash
The fastest Nash trial ever enrolled. Speaks for itself. No pharma has ever hit a primary endpoint in Nash. I can not wait for the results of the Nash trial . This is one of the biggest indications with a market value of 68 billion by 2028. UNMET MEDICAL NEED.
listened to the call 3 times.. a lot of info to digest. I am going to break down my analysis/hypothesis into each catalyst discussed. Firstly, that was an incredible call. It seems the team is building off each call because they seem to continually get better not just from a data standpoint but from a communication standpoint as well. Each team member vividly knows their role and they are all executing at the highest level with unimaginable workloads and pressure on them. It does seem as nadar put it they have the right synergy. You can tell the way they communicate with each other they are in sync in a higher dimensional state.
Cancer
being that most of the mTNBC data was compassionate use is hard to fathom data on this level honestly. a recent article stated that compassionate use patients have a 50% chance or more of dying. In my humble opinion I think it's more like 80-90% these patients are on there last hope, given every treatment available. The hail mary being leronlimab. To produce data that is so far better then the SOC approved in this indication is ground breaking in the field of oncology. I really don't think people are comprehending this data. When sacituzumab did there trial they had many criteria/ exclusions to effectively push the drug over the finish line and hit there primary endpoint like any company the goal is stat sig. immunomedics had 20 years of data to curate there trial. This is not the case for leronlimab. So it really is comparing apples to oranges. Leronlimab at a SIGNIFICANT disadvantage and still producing better results. As Dr.kelly stated its possible that patients could have even better outcomes if they were able to get leronlimab earlier in there cancer treatment. This was a humble way of stating what i have stated above. There is no doubt in my mind leronlimab should get BTD as no drug has ever produced data on the level cydy just presented. OH and one big thing NO SIDE EFFECTS. Hearing the anecdotal testimonies can get you emotional at times. These are patients that would be dead. If they never received leronlimab. Just that alone makes me incredibly proud to be an investor in this company. It's interesting that in the second testimony the patient was ONLY taking leronlimab and still working 60 hours a week. which made me hypothesize maybe leronlimab is working overtime with patients that are given combo leronlimab with chemo and leronlimab is actually helping fight against the negative effects of chemo maybe it would be even more effective as a mono treatment in some cases....hmmm something to think about. The bottom line cydy will be a oncology company one day. With the biggest cancer drug in the world.
long haulers
This will be the biggest indication of the century with every country in the world needing it. What makes leronlimab so powerful among many is no side effects. It's hard to justify giving a patient a treatment for long haulers with side effects. What a paradox. The data speaks for itself 21-24 symptoms are dominant. They will get BTD for long haulers. By the end of this year we will see a big pharma partnership in long haulers my guess is GSK, MERCK, or JJ. This will significantly help the company and the share price and they will be able to allocate resources to other indications.
Covid
Brazil trial starts any day now. My hypothesis CYDY knows they will hit their endpoints so they proactively are getting all the documents ready for when they do. This will expedite the EUA process when they hit stat sig. Not to mention for future trials now biome and brazil FDA has all the data/paperwork. This in general will significantly expedite trials moving forward. The wait now will be worth it in the long run. Honestly this covid trial is personal. It's time to take the FDA's soul with their disgusting letter. I AM confident leronlimab will be dominant in this trial and shock the world with the first real effective treatment. 4dose iV.
HIV
Dr.Recknor is on another level. I could tell the first time he was on a CC there's a different sense of understanding when he talks about the MOA of leronlimab. He does it humbly with a 100% fascination in the science and patients lives. Having the ROC be accepted by the FDA is a MAJOR step considering it was a needle in haystack type mission and considering the hyper failure of incelldx. People don't understand this indication alone has significant weight. When they file the full BLA in oct. This will be monumental and there will be a dynamic shift in stock price upon approval. I think we will see a HIV partnership HIV is all about marketing and cydy has too many indications to focus on. Let big pharma do what they do best MARKET.
Nash
The fastest Nash trial ever enrolled. Speaks for itself. No pharma has ever hit a primary endpoint in Nash. I can not wait for the results of the Nash trial . This is one of the biggest indications with a market value of 68 billion by 2028. UNMET MEDICAL NEED.
35
CytoDyn Inc (CYDY) Stock Research Links
Whatever happens, we have got
Le-Ron-Li-Mab, and they have not.
Le-Ron-Li-Mab, and they have not.
