1) I don’t expect the hold to be lifted in Janua
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Posted On: 01/21/2023 2:20:22 PM
Re: USS JOHNSTON #132530
1) I don’t expect the hold to be lifted in January but my gut tells me the filing, which will be pristine and unassailable, will be January. We may not know when they file, only when it is lifted…my gut says February for that. Not that my gut hasn’t experienced a bit of indigestion with the ups and downs of the trajectory of Cytodyn.
2) Progress clinically since hold? Not so much, but lots of progress on cleaning things up and building a new foundation…that foundation INCLUDES the clinical trials in aggregate which strongly indicate this drug whorls for a subset of cancers, HIV, and NASH. There is also of a foundation of evidence it works for longhaulers, acute/critical covid19, but the pivotal phase 3 trial with the much coveted p value is not there…Cyrus is unequivocal the company will be focused and not pursue that at this time…so the foundation is one with high probability focus and pursuit of key indication targets.
I think Q1 will be met with catalysts that will be pleasantly received by longs, and has been telegraphed by Cyrus: hold lifted, rebranding, with expectations of funding and downstream initiation of pivotal NASH trial. Where the money is coming from is speculative but I think potential partnerships would be impressed by all that concrete in the new foundation; like the Pantheon in Rome, concrete smartly laid with a vision can endure the test of time. Any partnership announcement will put us in a new trading range that will reward our patience. We will be seen differently when we are backed by the full faith and credit of any BP funding. Someone new with a big checkbook will likely place their bet; we have already placed our bet…
Good things are coming, I would just broaden the expectations timeline a tad.
2) Progress clinically since hold? Not so much, but lots of progress on cleaning things up and building a new foundation…that foundation INCLUDES the clinical trials in aggregate which strongly indicate this drug whorls for a subset of cancers, HIV, and NASH. There is also of a foundation of evidence it works for longhaulers, acute/critical covid19, but the pivotal phase 3 trial with the much coveted p value is not there…Cyrus is unequivocal the company will be focused and not pursue that at this time…so the foundation is one with high probability focus and pursuit of key indication targets.
I think Q1 will be met with catalysts that will be pleasantly received by longs, and has been telegraphed by Cyrus: hold lifted, rebranding, with expectations of funding and downstream initiation of pivotal NASH trial. Where the money is coming from is speculative but I think potential partnerships would be impressed by all that concrete in the new foundation; like the Pantheon in Rome, concrete smartly laid with a vision can endure the test of time. Any partnership announcement will put us in a new trading range that will reward our patience. We will be seen differently when we are backed by the full faith and credit of any BP funding. Someone new with a big checkbook will likely place their bet; we have already placed our bet…
Good things are coming, I would just broaden the expectations timeline a tad.
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