fung_derf
15 hours ago
I have never said Tanya is the greatest
No, actually what you said was...
Monroe1
Re: None
Thursday, September 12, 2024 11:35:25 AM
Post#
233450
of 233475
Tanya is doing an excellent job all the way around. More power to her.
You have continually tried to find some mythical enemies coming to steal from this company, however, the company itself has just put out a message to shareholders that they are years away from having a product. WHO in the world is worried about this company?
There are no shorts or paid bashers. There are paid promoters however.....aren't there?
$5.95akadawson-m
2 days ago
About Monroe: "Clearly has not been a long, or wouldn't be taking this "all is well" BS stance."
Can we use a little fact, BlueH? A couple of statistics.
Your stats are: joined iHub 6/2/2017 and frequent two boards and have amassed 729 posts.
Monroe's stats are: joined 5/30/2012, and frequents only one board (CYDY) and has amassed (drum roll, please) 29,716 posts. I believe he is more
long than you.
Blueheel1
3 days ago
you're right about that - the traders, the shorts, the lawyers, Paulson, and the board members (like Tanya and the other zombies who have done nothing) are the only ones who have made money here. And they've taken it straight out of the pockets of the common shareholders.
As for me, i'm voting against all of the board members going forward. That's about all a fed-up shareholder can do.
Blueheel1
3 days ago
yes, her bio is the key here. she is a financial / wealth advisor - as well as an attorney. a compliance person dealing with wealth advisors more specifically. I spent years in the financial space and know these types very well. the compliance lawyers are the most risk averse, anti-business people you will ever come across. They take weeks and months to do something that should take a day - because they are focused on the risk side of the equation, almost to the exclusion of all else.
the reality is, she came in to clean up the mess that Nader created - and at that point, it was 100% damage control. But that time has passed. We now have the ultimate "stick-in-the-mud" as our COB. She also has no clue about biotech or pharma, again because she has no experience in the industry. Time to get rid of her - because we can't afford to have the most powerful person in this company (in such a dynamic and fast-moving space) be a wealth management compliance officer, with zero industry expertise. It's an embarrassment, and you would never see something like that in a legitimate biotech company.
fung_derf
4 days ago
I literally almost fell out of my chair! Are you considering changing your name to I_kinda_think_I_still_like_CYDY?
BTW, Tanya has done a decent job of what she was hired to do. She's not here to improve shareholder value, she's here with legal advice on how to work the rules to favor insiders.
Biography
Ms. Tanya Durkee Urbach serves as Independent Chairman of the Board of the Company. Ms. Urbach has been a director since November 24, 2021, and has served as our Board Chair since January 24, 2022. She is currently Partner/Head of Family Office for Eagle Bay Advisors, which provides family office and investment advisory services, and also provides corporate governance and corporate finance advice to Dynepic, Inc., which provides an integrated platform to power immersive training programs for companies and U.S. military forces. From November 2020 through March 31, 2021, Ms. Urbach was a sole practitioner advising broker-dealers, investment advisers and their professionals. From January 2019 through October 2020, she was a shareholder at the law firm Markun, Zusman, Freniere & Compton in Portland, Oregon. She served as General Counsel for Paulson Investment Company, LLC, a registered broker-dealer that provides investment banking services to the Company from time to time, from July 2015 until January 2019, providing advice regarding corporate governance, securities regulatory compliance, corporate finance, and other legal and securities-related issues. Ms. Urbach earned her bachelors degree at University of Oregon and her law degree at Lewis & Clark Law School. She served on the Executive Committee of the Oregon State Bar Securities Regulation Section from 2007 through 2015 and 2019 to 2021. She brings extensive training and expertise in the conduct of securities offerings, securities litigation, corporate finance and business growth, corporate governance, and other corporate business and legal issues to the Board.BTW, if I were a shareholder I'd be a bit ticked that while the stock price has gone from $1.04 in 12/21 to .275 in 12/23 (currently .1499), she has voted herself a hefty raise.
Total Compensation
Period End Date 2023 2022
Currency USD USD
Salary
Bonus
Total Annual Compensation 100,389 35,661
Restricted Stock Awards 100,000 45,526
All Other Compensation
Fiscal Year Total Compensation 200,389 81,187
Blueheel1
4 days ago
exactly. As Benjamin Franklin said "Blame-All and Praise-All are two blockheads". Monroe has zero credibility with me with his/her pie in the sky optimism. I maintain that Monroe is getting paid to promote the company. Clearly has not been a long, or wouldn't be taking this "all is well" BS stance.
At the end of the day, shareholder value is the name of the game here. Sure, we want to save lives, but anyone who says they're here just for that is full of it. This is an investment - and the scorecard for an investment is the share price, and if investors have made or lost money. Using that as our scorecard, current leadership gets an F. In fact, If there was anything lower than F, they'd get that - because I'm down over 80% in after-tax dollars. In the greatest bull market in history (with most investments doubling or tripling over the past 5 years), you can't find anything else that has crushed investors like this POS.
I've got nothing personal against Tanya - she's simply a wealth management lawyer and way out of her depth. It's not her fault that she's totally incompetent in this role - but as a shareholder, it's time we start demanding change and finding someone with a sense of urgency here.
Blueheel1
7 days ago
I agree. all of the wounds of this company have been self-inflicted - Nader was an unmitigated disaster in every way, and the fallout has been massive. the conspiracy theories of this company being "targeted" by big pharma, the FDA, etc. - has always been a complete joke. CytoDyn under Nader was a very bad actor - submitting false data, Nader's fraudulent trading, partnership with Martin Shrekil "the pharma bro", etc. - and the shareholders have been paying the price for the fallout. The 13D group was spot on - again, their main point was the Nader would destroy the company - and here we are at a share price that is 90% lower from when they were saying that.
My point regarding Tanya is that while we have purged the worst elements (Nader and his buddies) we still have very weak links that would never be present at a real company. Tanya is former wealth management advisor and a lawyer - that's fine - but no way on earth she should be COB at a real company (and at a company where the COB should have some industry expertise). Again, if we were on a real exchange, with real investors - an activist would have come in and purged her years ago.
I'm still long (and somewhat exhausted). I still think there is some value in this drug - and at least we're not committing fraud, submitting incomplete information to the FDA, and bragging about $100 SP on random webcasts. But having an overly conservative, and totally inexperienced (in the biotech world) COB is troubling. And while i like him, Jay doesn't give me confidence that we'll see value at any point in the near or intermediate future. There is no "lack of urgency here" - and i think the investors who have suffered for years and watched their investment implode damn well deserve a sense of urgency to restore some value. What we really need is a deal-maker - someone focused on restoring value as quickly as possible.
Monroe1
1 week ago
Tanya is doing an excellent job all the way around. More power to her. Naysayers dressed up like longs have many times revealed a lack of real due diligence and only seek to put downward pressure on the stock price by posting BS.
We get it. But wait, there's more....>>>>
Recently a tried and true long TOOK THE WORDS RIGHT OUT OF MY MOUTH.
How obvious the soft bashing and the innuendos.
Dr. J is doing such a good job he has to be beat over the head with a bunny rabbit!
The game is obvious. Not one person who cares at all for improving lives would bad mouth
this company in any way shape or form. The few who legitimately spoke out against the ex
CEO's pilfering are to be commended, but not those who just merely rode in on the coattail
to supplement their bashing. There is a great distinction to be make of this.
Be that as it was(is).... we still see some who can only dip into the past since we are off to a new
start making great strides in the pharma world. Nice to be on good terms with these agencies! Dr. J brings a whole lot to the table.
Say, how would anyone like to see a new head of the FDA, CDC, NIH etc giving leronlimab a real up and up evaluation?
I would venture to say the short stumpers would vanish and CYDY would get some timely approvals and maybe even a EUA or two!!
EXCELLENT JOB Tanya and CYTODYN TEAM. YOU ARE ALL TO BE CONGRATULATED FOR HANGING TOUGH. $CYDY$ 2024
Blueheel1
1 week ago
this is spot on. she is terrible - her background has nothing to suggest that she can add any value to a company. she's a lawyer, who had a background at a wealth management firm. way too conservative - but beyond that, i don't think she has even basic business skill.
of course the problem has been that the company had no money to pay anyone good to come in - tough to attract talent with a stock at all time lows, and no cash in the bank. i had hoped the new infusion of capital would attract a new CEO, with a business focus. I would think that CEO (if good) would keep Jay at CMO, and then immediately demand competent board members - because we don't have any.
we'll see. I'm afraid we'll be stuck with her and the same zombie crew we've had for years. Doesn't mean the company will fail - just means we're many years from making any money here.
Monroe1
1 week ago
Good post. This is what it is all about. We sit on a miracle drug that finally is getting off high center no thanks to Dr. Falsi whose HIV Pharma babies had his utmost devotion keeping all others at bay for many years. Well, this extended over into China Virus Syndrome too, unfortunately into many other indications that would lead one to believe the CCR5 was practically not more than hidden crook gone amuck. Plus now, it has been learned the immune system as well receives stimulation so we have a dual action going on.
Now years later, it has taken a herculean effort by some real champions to keep this God sent medicine into the realm of real science. So as truth never can be kept silent forever, we finally have a great board of directors and one of the world's best minds who has probably more knowledge about CCR5 than most.
God Bless Dr. Jay and the whole team that has given new life to leronlimab. We know it works, they know it works, so bring on the challenges and let's keep the good news out front. Remember. safety first...which by the way the miracle drug is safe, very safe.
Thanks for your posting Trding.
trding
1 week ago
I haven’t been following closely lately here, but I am guessing it is because this is an area of need and one that matches previous research, with other ccr5 trials and papers. I am guessing they suspect that is the fastest way to approval, because with good results the time to approval can be greatly shortened compared to those cancers with good results already. Also they have a good way to show the drug is working with measuring crcs directly as direct evidence is needed for fast approval.
Example:
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7407580/
“CCR5 expression was found to increase with primary tumor size and peaks in T4 CRC tumors (metastatic colon cancer). In liver metastases, CCR5 intensity increased, compared to primary tumors, but the stain was detected in small isolated areas (patchy staining). Low CCR5 expression in metastases was found to characterize patients with prolonged disease-free survival and disease-specific survival. Patchy CCR5 expression in cancer cells is a signature of liver metastases, and maraviroc was still effective in patients with CCR5 “patchiness”.
The C-C chemokine receptor type 5 (CCR5) plays a role in colorectal cancer (CRC) progression and is associated with several factors, including:
Tumor size
CCR5 expression increases with tumor size, and peaks in T4 CRC tumors, which are metastatic colon cancer.
CCR5 expression increases in liver metastases compared to primary tumors, but is detected in small, isolated areas.
Disease-free survival
Low CCR5 expression in metastases is associated with prolonged disease-free survival and disease-specific survival.
Tumor microenvironment
CCR5 signaling increases the infiltration of regulatory T-cells and myeloid-derived suppressor cells into the tumor microenvironment. This can contribute to cancer survival and progression, and may make tumors resistant to immunotherapy.
Macrophage repolarization
CCR5 is a potent regulator of macrophage repolarization. It promotes a proinflammatory, prometastatic phenotype of tumor cells.
Mesenchymal stem cells (MSCs)
MSCs produce large quantities of CCR5, and the CCL3/4/5-CCR5 axis promotes tumor progression.
fung_derf
2 weeks ago
You should probably read this. The entire article is important, but this should quash to 2025 talk.
Oncology – September 2024 Updates
Our top priority remains the investigation of leronlimab in the field of oncology. As recently announced, CytoDyn is initiating a Phase II study of leronlimab in patients with relapsed/refractory micro-satellite stable colorectal cancer (“CRC”). Our synopsis proposal for the study was reviewed via a meeting with the FDA in August, and our final protocol is being submitted this week. We will continue to provide updates on this trial in the coming weeks, and expect to start screening patients in early 2025.
https://lifesciences.n-side.com/blog/what-is-the-average-time-to-bring-a-drug-to-market-in-2022
What’s the average time to bring a drug to market?
According to industry group PhRMA, it takes 10-15 years on average to develop one new medicine from initial discovery through regulatory approval.
Other sources corroborate this number. Biotechnology Innovation Organization (BIO), another industry group, analyzed 9,704 clinical development programs over the course of a decade from January 2011 to November 2020. They found that, on average, it took 10.5 years for a drug to get from Phase I to regulatory approval.
Looking at individual stages of the process, the averages were 2.3 years for Phase I, 3.6 years for Phase II, 3.3 years for Phase III, and 1.3 years between Phase III and regulatory approval.
According to BIO, a drug’s disease area impacts how long it takes to get to market. While 10.5 years was the average for drugs across all disease areas, averages for specific areas ranged from 9.2 to 12.2 years. At the lower end were drugs focused on allergic, metabolic, and infectious diseases. Meanwhile, drugs focused on neurological, cardiovascular, and urologic diseases had the longest development timelines.