Below is an excellent post by Jesse Casillas - on the CytoDyn Shareholders Community Facebook page.
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Recknor wants to find a biomarker index that will allow a Doctor to identify how much dosage is needed; and then titrate between 350Mg -700Mg.
Patterson wants to use other medication in line with 350Mg to bypass RO Assay data and use as a combination therapy.
My argument: why introduce another medication and start a new trial for the patient, that may cause side effects with long term usage?
Why not find the efficacy in a precise manner like current management?
Since CD12, “we have uncovered more data on the MOA than we have in years”
Currently the trial is to be:
40% interim analysis w/ bonus for accelerated enrollment.
Critical - 326 Pt - 127 Pt interim analysis.
Severe - 612 Pt - 245 Pt interim analysis.
The 5/25 clinical design as of now is: (1) 700Mg, (3) 350Mg: SubQ:
700MG day 1 (700mg, 0 R.esidual)
805MG day 8 (350mg, 455mg R)
873MG day 15 (350mg, 523mg R)
917Mg day 22 (350mg, 567mg R)
596Mg day 29 (350mg, 596 R)
Never dropping below 350Mg and weekly continuity. It’s important to note that as a mono therapy in the Philippines, long haulers symptoms were NOT present in the patient that spoke in interviews. I assume CytoDyns goal is to prevent LH by eradicating the use of immunosuppressants, by working as a Monotherapy and become the new SOC for Covid-19. Therefore, imo, jumping into 350Mg trial like Patterson wants can ultimately lead to more LHs.
The 5/25 design under IV as of now would be about:
Critically Ill
Half life 4 Days
700Mg Day 0 - (700Mg, 0 R)
1,100Mg Day 7 - (700Mg, 400R)
1,332Mg Day 14- (700Mg, 632R)
1,460Mg Day 21 - (700Mg, 760R)
832Mg Day 28 - (0Mg, 832R)
475Mg Day 35 - (0Mg, 35R)
The patient never goes below 700Mg until 30+ days. Remember the chart data from the Philippines? It makes sense why after the 3rd dose that the patient improves.
Recently; SK said “CCR5 binding will help to regulate the immune response, so that macrophages and other immune cells “don’t rush in all at once and destroy tissue. We think we can coordinate immune tracking to slow inflammation.”
In other words, there has to be balance and precision. Therefore, no one here, Sydney, (or Bruce Patterson) can say what the actual answer is, since they didn't want to discuss all of the details to protect IP until patents are in place.
Rebuttal:
In CVC is an oral, once-daily, potent immunomodulator that blocks two chemokine receptors, CCR2 and CCR5. Unfortunately, CCR2 promotes monocytes that INCREASE inflammation overtime.
LL MOA:
LL promotes an M2 to M1 macrophage shift. M2 promotes tumor growth, and M1 promotes elimination of pathogens / virus infected / cancer cells.
Rebuttal to the FDA Statement:
“Leronlimab has already been tested in a phase 2b/3 clinical trial as add-on therapy for respiratory illness in patients critically ill with COVID-19. Results showed a SURVIVAL BENEFIT compared with commonly used treatments.”
https://www.nature.com/articles/s41587-021-00984-7...
Narrative:
What LONG sells on “good” news?
Paul hasn’t bought since around the time Tony Caracciolo resigned as a member of the Company’s board of directors.
Beaty - has sell offs after PRs: We go from $5.94 down to $3.50, selling 190k shares.
Thomas Errico- has sell offs after PRs: Share price: high of $3.98 to a low of $3.09 In a course of two weeks, sold 297k.
Example of PR sell offs?
PRs:
-First CSP Philippines patient significantly improves 35 hours after LL treament.
-4/5 we sign exclusive BRAZIL distributor BIOMM for Covid 19+ All other indications.
The narrative is “PRs hurt share price. The ceo hurts share price.”
Personally, I love the transparency of where we are when we get PRs. I also love to see the transparency that is shown when 13D seem to be collectively dumping after our PRs.
When you look at the broad picture and think “why is SP so low with all these indications?”
SP = $6.12
Short balance: = 21.6M
SP = $1.92
Short balance: = 39M
If someone wanted to take over the company, manipulation might just be the way to win a Proxy battle.
Lastly, the CNBC article never mentions that the majority of the 13D crew exercised warrants and are about 300%+ on returns.
One thing it got right?
“If the company is successful in receiving U.S. Food and Drug Administration (FDA) approval for leronlimab, the group of investors believes many lives will be saved, and tremendous value will be created for the company’s stockholders.”
Facebook: Cytodyn Shareholders Community- Jesse Casillas
Post
_________________________________
Recknor wants to find a biomarker index that will allow a Doctor to identify how much dosage is needed; and then titrate between 350Mg -700Mg.
Patterson wants to use other medication in line with 350Mg to bypass RO Assay data and use as a combination therapy.
My argument: why introduce another medication and start a new trial for the patient, that may cause side effects with long term usage?
Why not find the efficacy in a precise manner like current management?
Since CD12, “we have uncovered more data on the MOA than we have in years”
Currently the trial is to be:
40% interim analysis w/ bonus for accelerated enrollment.
Critical - 326 Pt - 127 Pt interim analysis.
Severe - 612 Pt - 245 Pt interim analysis.
The 5/25 clinical design as of now is: (1) 700Mg, (3) 350Mg: SubQ:
700MG day 1 (700mg, 0 R.esidual)
805MG day 8 (350mg, 455mg R)
873MG day 15 (350mg, 523mg R)
917Mg day 22 (350mg, 567mg R)
596Mg day 29 (350mg, 596 R)
Never dropping below 350Mg and weekly continuity. It’s important to note that as a mono therapy in the Philippines, long haulers symptoms were NOT present in the patient that spoke in interviews. I assume CytoDyns goal is to prevent LH by eradicating the use of immunosuppressants, by working as a Monotherapy and become the new SOC for Covid-19. Therefore, imo, jumping into 350Mg trial like Patterson wants can ultimately lead to more LHs.
The 5/25 design under IV as of now would be about:
Critically Ill
Half life 4 Days
700Mg Day 0 - (700Mg, 0 R)
1,100Mg Day 7 - (700Mg, 400R)
1,332Mg Day 14- (700Mg, 632R)
1,460Mg Day 21 - (700Mg, 760R)
832Mg Day 28 - (0Mg, 832R)
475Mg Day 35 - (0Mg, 35R)
The patient never goes below 700Mg until 30+ days. Remember the chart data from the Philippines? It makes sense why after the 3rd dose that the patient improves.
Recently; SK said “CCR5 binding will help to regulate the immune response, so that macrophages and other immune cells “don’t rush in all at once and destroy tissue. We think we can coordinate immune tracking to slow inflammation.”
In other words, there has to be balance and precision. Therefore, no one here, Sydney, (or Bruce Patterson) can say what the actual answer is, since they didn't want to discuss all of the details to protect IP until patents are in place.
Rebuttal:
In CVC is an oral, once-daily, potent immunomodulator that blocks two chemokine receptors, CCR2 and CCR5. Unfortunately, CCR2 promotes monocytes that INCREASE inflammation overtime.
LL MOA:
LL promotes an M2 to M1 macrophage shift. M2 promotes tumor growth, and M1 promotes elimination of pathogens / virus infected / cancer cells.
Rebuttal to the FDA Statement:
“Leronlimab has already been tested in a phase 2b/3 clinical trial as add-on therapy for respiratory illness in patients critically ill with COVID-19. Results showed a SURVIVAL BENEFIT compared with commonly used treatments.”
https://www.nature.com/articles/s41587-021-00984-7...
Narrative:
What LONG sells on “good” news?
Paul hasn’t bought since around the time Tony Caracciolo resigned as a member of the Company’s board of directors.
Beaty - has sell offs after PRs: We go from $5.94 down to $3.50, selling 190k shares.
Thomas Errico- has sell offs after PRs: Share price: high of $3.98 to a low of $3.09 In a course of two weeks, sold 297k.
Example of PR sell offs?
PRs:
-First CSP Philippines patient significantly improves 35 hours after LL treament.
-4/5 we sign exclusive BRAZIL distributor BIOMM for Covid 19+ All other indications.
The narrative is “PRs hurt share price. The ceo hurts share price.”
Personally, I love the transparency of where we are when we get PRs. I also love to see the transparency that is shown when 13D seem to be collectively dumping after our PRs.
When you look at the broad picture and think “why is SP so low with all these indications?”
SP = $6.12
Short balance: = 21.6M
SP = $1.92
Short balance: = 39M
If someone wanted to take over the company, manipulation might just be the way to win a Proxy battle.
Lastly, the CNBC article never mentions that the majority of the 13D crew exercised warrants and are about 300%+ on returns.
One thing it got right?
“If the company is successful in receiving U.S. Food and Drug Administration (FDA) approval for leronlimab, the group of investors believes many lives will be saved, and tremendous value will be created for the company’s stockholders.”
Facebook: Cytodyn Shareholders Community- Jesse Casillas
Post
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