From Reddit this morning
Do not be deceived. A pact is in place. CytoDyn stands solidly with Yorkville's recent backing. And even before any of that has kicked into place, buyers have come rushing forth, even in the past week, raising share price 0.05/0.24 = 25% in expectation of today's Annual Shareholder Meeting when the 500 million additional shares backed by the recent S3 are voted in. These shares are expected to be used for partnerships.
Let's see if we can delve a little deeper. I think the general consensus, based on share price action, is that there is a strong showing of support for CYDY shares, at least at these very low prices. They're getting in while the getting is good. Why is this happening? There are too many ways by which BP may benefit should CytoDyn's Plan prove positive. As I said, from last week's post, that multiple ICIs are utilized, which means, multiple BPs.
Jay Lalezari 14:52: Absolutely. The first order of business is for us to prospectively confirm what we've seen retrospectively. When we do that, it's a game-changer for CytoDyn. I think it's a game-changer for patients with CCR5-positive solid tumors. And at that point, we've spoken to quite a number of the pharmaceutical entities that have checkpoint assets, and they're really just waiting to see us confirm this signal prospectively before diving in, because it gives them an opportunity, not only will patients benefit, but it'll give the companies an opportunity to vastly expand their markets.
...
The fact that Dr. Lalezari uses the plural indicates that he is thinking multiple ICIs, but let's see if the FDA wants only one ICI. But, the plan is in place, which is to prospectively prove what has already been seen retrospectively. Once signs of that prospective proof is made, and remember, the trial is Open, therefore, we could see at any moment in time, building blocks of that proof come into view. Then, with each contributing building block added, we can also see the share price build.
So, we are seeing the share price building... CytoDyn has extended their hand to BP, through the S3 in Peace and Solidarity with BP. A solution in which:
"Dr. Lalezari does not show much concern about this though. This MOA has made it possible for CytoDyn to integrate or collaborate together with the BPs instead of directly competing with them. It is a means through which to establish a peaceful relationship with the Kings of the Jungle, especially when you're only a lowly lamb. This MOA of Prime and Pair is like a stabilizing force now being established and soon going into effect, between all the ICI manufactures and CytoDyn."
This establishes a Normalizing relationship between CytoDyn and their neighbors shutting down the influence of one unrelenting foe. Someone is jumping on the bandwagon. Someone is acquiring shares...
"$30M at a share price of $.25 would buy120M shares -- in other words, 8% of the float if we are are 1.38B shares.
But Yorkville ownership cannot go over 5%, according to the agreement. $30 million would buy 5 percent of 1.38B shares if the share price is at .43.
Seems like Yorkville and CYDY are assuming that the MINIMUM price CYDY offers Yorkville shares at will be .43 a share.
One would think that the share price on the open market would rise to that minimum. Maybe if it were a truly open market, it would."
It seems like you were right Ken.
This could explain that the share price is rising simply to get to its valued price. Or it could mean that a group, possibly a group of various BP entities, could be coming on board, in such a way, so as to act to stabilize and organize this relationship.
"What CytoDyn has been given, or has "stumbled upon"; what has fallen into CytoDyn's lap is exactly what we have been saying for years would happen. Not exactly/specifically that, but that something safe and secure would come along that would solidify CytoDyn's place in the world and it looks like Prime and Pair is exactly that which would stabilize CytoDyn's position between and amongst the biggest BP players. How were we making those claims back then? From Leronlimab's anecdotal but now scientific clinical evidence.
This MOA of Prime and Pair, may cause some kind of confederation of BP to Unite and partner together to work between and amongst themselves in order to partner with CytoDyn. Is this becoming too obvious to me? FDA negotiations and decisions shall build some kind of understanding or agreement between the ICI manufacturers. A plan where CytoDyn can do its thing safely and even protected by its Brothers in Arms who are in the conglomerate. Shoot me if you want, but, this is what I'm seeing, otherwise how else is ANY ICI implemented?"
So, as I'm seeing it, this is the beginning of a long term relationship between CytoDyn and multiple BPs who enter into a conglomerate. Let's see what the new FDA says. As we know, the meeting with the FDA may have happened already, but if not, is scheduled for any day now, on the horizon, in which they arrive at a consensus on CytoDyn's next steps. But, as we know, regardless of what decisions are made at the FDA meeting, Yorkville stands with CytoDyn regardless of whether it ends up as multiple ICIs and multiple BPs or just one. Yorkville stands behind CytoDyn regardless of whether an ICI may be included in the MSS mCRC Clinical Trial as soon as the patient's Tumor converts from Cold to Hot or if the patient must wait until being Rolled Over into a Roll Over Trial. Here, our friend, Ken Chowder makes this point/argument,
"Of course we might always get good news before that, Bucweey. Dr. Jay and Hoffman both described a meeting with the FDA for which they'd prepared a briefing book. The ideal news for me would be that the protocol for the CRC trial has been changed to include an ICI option within the study itself. But there are also other positive results that meeting could bring -- orphan drug status, for example, as Hoffman mentioned."
and here is his reasoning. I see success for CytoDyn regardless of which way this decision goes, intra-Trial or post-Trial administration of the ICI. Life is a bunch of compromises and you win some and lose some, but the end goal remains as what we have in sight.
CytoDyn is expanding through multi-lateral relationships made possible through this multi-lateral functionality of the MOA. Leronlimab is getting mixed together with any ICI. This is a concept very new to both CytoDyn and BP, but evidence of true success has been appreciated and verified. Certainly, if the decision is made to incorporate the ICI intra-Trial, that is as soon as the patient's Tumor converts to Hot, then the evidence of this MOA becomes even more solidified scientifically much sooner and those patient's lives would be saved, but CytoDyn could lose out on the collection of certain data that results from the outcome of Leronlimab alone, provided the patient remains alive to collect that data. Ken's got a point and hopefully we get an intra-Trial administration of any ICI.
"And that will give us the opportunity both to submit our proposed follow-up study in triple negative breast cancer, submit a compassionate use program in triple negative breast cancer, as well as do some redesign of our colorectal cancer, updating it with the information we have about PDL-1 and the role of using checkpoint inhibitors in this case in patients with colorectal cancer who started with cold cancers, hopefully received leromlimab, and then their tumors turn hot, at which point they become eligible for a checkpoint inhibitor.
So he will present a case for redesigning the CRC study, and as I understand the above will lobby for patients whose PD-L1 is elevated to get a checkpoint inhibitor -- not a year later, but during the study.
We've seen in the TNBC studies that patients who did NOT receive an ICI eventually died -- over 70% in the first year. Since 88% of the TNBC patients responded to Leronlimab, and 100 % who then got an ICI are still surviving, this redesign should save something like 88% of the patients!"
BP does not have ANY realistic Cold to Hot Cancer Cures. Not until now. So, they no longer have to search for one. They have to prove it out. Could this uptick in share price be the beginning of their backing of CytoDyn's Plan? The buying is solid, a one-for-one, Long share for Short share purchase, if not more.
But, what is the intent? It's not for the singular outcome of this issue in the details of the FDA requests, but rather, it is for the overall outcome of CytoDyn's Plan. Compromises assuredly shall be settled upon and the collaborative Result is what is expected. We wait and see, again. But, there shall be Peace between BP and CytoDyn put into place through agreements made with the new FDA.
Breadcrumbs. How do we know CytoDyn is on the right path? They have a Plan. We've always known, based on anecdotal evidence, that Leronlimab has a great place in the treatment of disease. We just didn't know how it gets there. We went through hell, but the time has come where we're beginning to exit that deep pit of miry clay. All of this has taken much time, and this exiting also takes time. As time goes on, we appreciate new news which relates and pertains to this journey. So then, what is next which we should be looking for?
I've always said, we should be looking for Peace for CytoDyn. A time when CytoDyn can work and do the things a bio-pharmaceutical does. Where is the Safety? We had a breadcrumb in the S3. Another breadcrumb presented with the very, very, very, very High Net worth benefactor decided to back all eINDs and GlioBlastoma Multiforme. Another breadcrumb came along in Yorkville. An uptick in share price another breadcrumb. Today's shareholder meeting vote on the 500 million additional shares allows the cake to bake.
This is what verifies and validates our expectation for Leronlimab to be realized and become what it was designed to be. Keeping an eye out for Safety, and $30 million towards that end is the beginning. $70 million to go. Let's see the outcome of the FDA meeting and what requests are made by CytoDyn for the current Trial and for the proposed Trials. We'll see how CytoDyn is permitted to intermingle with BP through this multi-lateral, multi-factorial, combined treatment protocol. We'll see how CytoDyn maintains its sovereignty with in this multi-lateral agreement which comes forth. It's all in negotiations and we keep an eye out.
Do not be deceived. A pact is in place. CytoDyn stands solidly with Yorkville's recent backing. And even before any of that has kicked into place, buyers have come rushing forth, even in the past week, raising share price 0.05/0.24 = 25% in expectation of today's Annual Shareholder Meeting when the 500 million additional shares backed by the recent S3 are voted in. These shares are expected to be used for partnerships.
Let's see if we can delve a little deeper. I think the general consensus, based on share price action, is that there is a strong showing of support for CYDY shares, at least at these very low prices. They're getting in while the getting is good. Why is this happening? There are too many ways by which BP may benefit should CytoDyn's Plan prove positive. As I said, from last week's post, that multiple ICIs are utilized, which means, multiple BPs.
Jay Lalezari 14:52: Absolutely. The first order of business is for us to prospectively confirm what we've seen retrospectively. When we do that, it's a game-changer for CytoDyn. I think it's a game-changer for patients with CCR5-positive solid tumors. And at that point, we've spoken to quite a number of the pharmaceutical entities that have checkpoint assets, and they're really just waiting to see us confirm this signal prospectively before diving in, because it gives them an opportunity, not only will patients benefit, but it'll give the companies an opportunity to vastly expand their markets.
...
The fact that Dr. Lalezari uses the plural indicates that he is thinking multiple ICIs, but let's see if the FDA wants only one ICI. But, the plan is in place, which is to prospectively prove what has already been seen retrospectively. Once signs of that prospective proof is made, and remember, the trial is Open, therefore, we could see at any moment in time, building blocks of that proof come into view. Then, with each contributing building block added, we can also see the share price build.
So, we are seeing the share price building... CytoDyn has extended their hand to BP, through the S3 in Peace and Solidarity with BP. A solution in which:
"Dr. Lalezari does not show much concern about this though. This MOA has made it possible for CytoDyn to integrate or collaborate together with the BPs instead of directly competing with them. It is a means through which to establish a peaceful relationship with the Kings of the Jungle, especially when you're only a lowly lamb. This MOA of Prime and Pair is like a stabilizing force now being established and soon going into effect, between all the ICI manufactures and CytoDyn."
This establishes a Normalizing relationship between CytoDyn and their neighbors shutting down the influence of one unrelenting foe. Someone is jumping on the bandwagon. Someone is acquiring shares...
"$30M at a share price of $.25 would buy120M shares -- in other words, 8% of the float if we are are 1.38B shares.
But Yorkville ownership cannot go over 5%, according to the agreement. $30 million would buy 5 percent of 1.38B shares if the share price is at .43.
Seems like Yorkville and CYDY are assuming that the MINIMUM price CYDY offers Yorkville shares at will be .43 a share.
One would think that the share price on the open market would rise to that minimum. Maybe if it were a truly open market, it would."
It seems like you were right Ken.
This could explain that the share price is rising simply to get to its valued price. Or it could mean that a group, possibly a group of various BP entities, could be coming on board, in such a way, so as to act to stabilize and organize this relationship.
"What CytoDyn has been given, or has "stumbled upon"; what has fallen into CytoDyn's lap is exactly what we have been saying for years would happen. Not exactly/specifically that, but that something safe and secure would come along that would solidify CytoDyn's place in the world and it looks like Prime and Pair is exactly that which would stabilize CytoDyn's position between and amongst the biggest BP players. How were we making those claims back then? From Leronlimab's anecdotal but now scientific clinical evidence.
This MOA of Prime and Pair, may cause some kind of confederation of BP to Unite and partner together to work between and amongst themselves in order to partner with CytoDyn. Is this becoming too obvious to me? FDA negotiations and decisions shall build some kind of understanding or agreement between the ICI manufacturers. A plan where CytoDyn can do its thing safely and even protected by its Brothers in Arms who are in the conglomerate. Shoot me if you want, but, this is what I'm seeing, otherwise how else is ANY ICI implemented?"
So, as I'm seeing it, this is the beginning of a long term relationship between CytoDyn and multiple BPs who enter into a conglomerate. Let's see what the new FDA says. As we know, the meeting with the FDA may have happened already, but if not, is scheduled for any day now, on the horizon, in which they arrive at a consensus on CytoDyn's next steps. But, as we know, regardless of what decisions are made at the FDA meeting, Yorkville stands with CytoDyn regardless of whether it ends up as multiple ICIs and multiple BPs or just one. Yorkville stands behind CytoDyn regardless of whether an ICI may be included in the MSS mCRC Clinical Trial as soon as the patient's Tumor converts from Cold to Hot or if the patient must wait until being Rolled Over into a Roll Over Trial. Here, our friend, Ken Chowder makes this point/argument,
"Of course we might always get good news before that, Bucweey. Dr. Jay and Hoffman both described a meeting with the FDA for which they'd prepared a briefing book. The ideal news for me would be that the protocol for the CRC trial has been changed to include an ICI option within the study itself. But there are also other positive results that meeting could bring -- orphan drug status, for example, as Hoffman mentioned."
and here is his reasoning. I see success for CytoDyn regardless of which way this decision goes, intra-Trial or post-Trial administration of the ICI. Life is a bunch of compromises and you win some and lose some, but the end goal remains as what we have in sight.
CytoDyn is expanding through multi-lateral relationships made possible through this multi-lateral functionality of the MOA. Leronlimab is getting mixed together with any ICI. This is a concept very new to both CytoDyn and BP, but evidence of true success has been appreciated and verified. Certainly, if the decision is made to incorporate the ICI intra-Trial, that is as soon as the patient's Tumor converts to Hot, then the evidence of this MOA becomes even more solidified scientifically much sooner and those patient's lives would be saved, but CytoDyn could lose out on the collection of certain data that results from the outcome of Leronlimab alone, provided the patient remains alive to collect that data. Ken's got a point and hopefully we get an intra-Trial administration of any ICI.
"And that will give us the opportunity both to submit our proposed follow-up study in triple negative breast cancer, submit a compassionate use program in triple negative breast cancer, as well as do some redesign of our colorectal cancer, updating it with the information we have about PDL-1 and the role of using checkpoint inhibitors in this case in patients with colorectal cancer who started with cold cancers, hopefully received leromlimab, and then their tumors turn hot, at which point they become eligible for a checkpoint inhibitor.
So he will present a case for redesigning the CRC study, and as I understand the above will lobby for patients whose PD-L1 is elevated to get a checkpoint inhibitor -- not a year later, but during the study.
We've seen in the TNBC studies that patients who did NOT receive an ICI eventually died -- over 70% in the first year. Since 88% of the TNBC patients responded to Leronlimab, and 100 % who then got an ICI are still surviving, this redesign should save something like 88% of the patients!"
BP does not have ANY realistic Cold to Hot Cancer Cures. Not until now. So, they no longer have to search for one. They have to prove it out. Could this uptick in share price be the beginning of their backing of CytoDyn's Plan? The buying is solid, a one-for-one, Long share for Short share purchase, if not more.
But, what is the intent? It's not for the singular outcome of this issue in the details of the FDA requests, but rather, it is for the overall outcome of CytoDyn's Plan. Compromises assuredly shall be settled upon and the collaborative Result is what is expected. We wait and see, again. But, there shall be Peace between BP and CytoDyn put into place through agreements made with the new FDA.
Breadcrumbs. How do we know CytoDyn is on the right path? They have a Plan. We've always known, based on anecdotal evidence, that Leronlimab has a great place in the treatment of disease. We just didn't know how it gets there. We went through hell, but the time has come where we're beginning to exit that deep pit of miry clay. All of this has taken much time, and this exiting also takes time. As time goes on, we appreciate new news which relates and pertains to this journey. So then, what is next which we should be looking for?
I've always said, we should be looking for Peace for CytoDyn. A time when CytoDyn can work and do the things a bio-pharmaceutical does. Where is the Safety? We had a breadcrumb in the S3. Another breadcrumb presented with the very, very, very, very High Net worth benefactor decided to back all eINDs and GlioBlastoma Multiforme. Another breadcrumb came along in Yorkville. An uptick in share price another breadcrumb. Today's shareholder meeting vote on the 500 million additional shares allows the cake to bake.
This is what verifies and validates our expectation for Leronlimab to be realized and become what it was designed to be. Keeping an eye out for Safety, and $30 million towards that end is the beginning. $70 million to go. Let's see the outcome of the FDA meeting and what requests are made by CytoDyn for the current Trial and for the proposed Trials. We'll see how CytoDyn is permitted to intermingle with BP through this multi-lateral, multi-factorial, combined treatment protocol. We'll see how CytoDyn maintains its sovereignty with in this multi-lateral agreement which comes forth. It's all in negotiations and we keep an eye out.
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