Hi, I’m Plotinus and I have a disease…I can’t resist a good metaphor that helps me put a prism on what is happening around me.
With a nod to upwithstock on Reddit, the recent warrant notice translated amounts to a strategy to secure if possible approximately $31.6 million in funding to underwrite the CRC study and for operations. Warrant holders that come to the table will make out well. This may be the lily pad to hop on with enough green energy nutrition that secures the future. If I can relapse into metaphor language, I see this as a Queen’s Gambit move…there are a lot of shares on the table with the warrant conversion but by sacrificing the pawn you may find you own the board.
The conference call made clear priority one is relapsed, refractory MSS CRC. We are down to third line therapy and patients drawing up their wills and ensuring their affairs are in order for the second leading cause of cancer death world wide and with the MSS subgroup current regimens are falling well short of the mark…into the gap Dr Lalezari is sending in the drug equivalent of Seal Team Six. If the operation is successful it’s checkmate.
Perhaps fitting to look at this through the lens of Operation Overloard…80th anniversary is in two days. Enormous resources on the line for the future of Europe and the world. Hanging in the balance, a weather report that likely made the difference between success or failure. When JFK asked Eisenhower what made the difference he said that we had better weathermen than the Germans.
https://www.bbc.com/news/articles/cyjj7dddvmjo.amp
The weather report equivalent to go ahead comes at the end of June deadline for warrant conversion announced. In the interim Cytodyn is working with the FDA on the protocol, putting a budget together and interviewing CRO’s.
Jay Lalezari may not be a master chess player (too busy with a day job) but I think he sees the board clearly and a path to success, or in his words “we are writing the next chapter of the Cytodyn story.” That path also de-risks or the aviation equivalent axiom “always leave yourself an out”…fuel is options and viable alternate airports get you back on the ground.
The alternates and de-risk moves were discussed on the call; in Evelyn Wood fashion:
-Concomitant attention to the HIV inflammation study with CRP primary endpoint, shortly to be submitted to the FDA with 30 day review period…Otto Yang as principal investigator…study start hopefully this year, priority 2.
-LATCH, stem cell transplant for HIV Cure under AMFAR with their funding, likely 2025
-MASH preclinical trial with Leronlimab and resmetirom, results in Fall, opens door to partnerships.
-Alzheimer’s, principal investigator at Academic center identified, 20 patients, 12 week duration
-Glioblastoma preclinical at Montefiore, results this year (a reminder, we had TNBC patients treated with Leronlimab that had mets to the brain involving GBM that improved).
Looming over all this is the Amarex settlement November 11th…might take several weeks, 30-60 days post comes the award issued…but talks continue and settlement can happen anytime. That could be more green energy dropped onto that lily-pad.
I like the flight plan and am buckled in for the ride.
With a nod to upwithstock on Reddit, the recent warrant notice translated amounts to a strategy to secure if possible approximately $31.6 million in funding to underwrite the CRC study and for operations. Warrant holders that come to the table will make out well. This may be the lily pad to hop on with enough green energy nutrition that secures the future. If I can relapse into metaphor language, I see this as a Queen’s Gambit move…there are a lot of shares on the table with the warrant conversion but by sacrificing the pawn you may find you own the board.
The conference call made clear priority one is relapsed, refractory MSS CRC. We are down to third line therapy and patients drawing up their wills and ensuring their affairs are in order for the second leading cause of cancer death world wide and with the MSS subgroup current regimens are falling well short of the mark…into the gap Dr Lalezari is sending in the drug equivalent of Seal Team Six. If the operation is successful it’s checkmate.
Perhaps fitting to look at this through the lens of Operation Overloard…80th anniversary is in two days. Enormous resources on the line for the future of Europe and the world. Hanging in the balance, a weather report that likely made the difference between success or failure. When JFK asked Eisenhower what made the difference he said that we had better weathermen than the Germans.
https://www.bbc.com/news/articles/cyjj7dddvmjo.amp
The weather report equivalent to go ahead comes at the end of June deadline for warrant conversion announced. In the interim Cytodyn is working with the FDA on the protocol, putting a budget together and interviewing CRO’s.
Jay Lalezari may not be a master chess player (too busy with a day job) but I think he sees the board clearly and a path to success, or in his words “we are writing the next chapter of the Cytodyn story.” That path also de-risks or the aviation equivalent axiom “always leave yourself an out”…fuel is options and viable alternate airports get you back on the ground.
The alternates and de-risk moves were discussed on the call; in Evelyn Wood fashion:
-Concomitant attention to the HIV inflammation study with CRP primary endpoint, shortly to be submitted to the FDA with 30 day review period…Otto Yang as principal investigator…study start hopefully this year, priority 2.
-LATCH, stem cell transplant for HIV Cure under AMFAR with their funding, likely 2025
-MASH preclinical trial with Leronlimab and resmetirom, results in Fall, opens door to partnerships.
-Alzheimer’s, principal investigator at Academic center identified, 20 patients, 12 week duration
-Glioblastoma preclinical at Montefiore, results this year (a reminder, we had TNBC patients treated with Leronlimab that had mets to the brain involving GBM that improved).
Looming over all this is the Amarex settlement November 11th…might take several weeks, 30-60 days post comes the award issued…but talks continue and settlement can happen anytime. That could be more green energy dropped onto that lily-pad.
I like the flight plan and am buckled in for the ride.
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