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Topics - stevendart

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As reported earlier that CytoDyn has entered into an Agreement with The Massachusetts General Hospital for a clinical trial of Cytolin®, the company’s novel immune therapy for treating HIV/AIDS. The Agreement between CytoDyn and Massachusetts General Hospital takes a different approach to new drug development that merges elements of the private and public sectors. CytoDyn believes this approach is superior to the standard modalities because it can provide:

    * Enhanced ROI for pharmaceutical companies.
    * Reduced burden on taxpayers.
    * Accelerated progress in clinical medicine.

Public teaching hospitals across US are usually working on some new drug development; these are funded by the government, via involuntary tax collections from individuals and corporations. The government reduces risk (the risk of criticism) by funding research that is popular in the academic community and is otherwise politically correct. Whereas, researchers at teaching hospitals are under no obligation to produce results that have utility or that provide taxpayers with any tangible benefits. Somewhere or the other, all the dollars spent provide a better knowledge base and intangible benefit for society in return. As a case in point, a significant portion of the basic science that underlies Cytolin®, i.e., the “prior art,” was funded by the National Institute of Allergies and Infectious Diseases.

On the other hand, individuals and institutional investors voluntarily inject their money at risk in made-for-profit companies who come up with new drugs and medicines every now and then, but later on have to leave the market just because their studies are on the basis of intuitions, fad theories, anecdotal observations or microbiological phenomena.

The study, CytoDyn is funding at Massachusetts General Hospital is science-intensive and is intended as a prelude to a follow-on clinical trial at the same Institution. In other words, CytoDyn is funding research of a type that is usually funded by the government, except that the funds represent money voluntarily placed at risk by investors rather than tax dollars. While CytoDyn will retain its intellectual property rights and will have access to the study data, it will not own the data, which will be owned by Massachusetts General Hospital. This research, therefore, provides Massachusetts General Hospital with an opportunity to pursue its mission of conducting relevant and potentially seminal research using funds from a non-governmental source representing a deep-pocket segment of the economy. This would not be possible in the case of a drug that does not reflect a potential scientific breakthrough, such as a “me too” drug.

Original Blog Link: http://blog.insidecytolin.com/?p=337

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Trading Strategies from the Street / Emerging Pharma Picks – 09/10
« on: November 04, 2009, 06:16:11 AM »
Watson Pharmaceuticals, Inc. (NASDAQ:WPI), incorporated in 1985, is a specialty pharmaceutical company engaged in the development, manufacture, marketing, sale and distribution of brand and generic pharmaceutical products. Throughout its history, WPI showed many fluctuations in its stock value, going to $21.23 with 8.83 million shares in 2008 to $34.81 per share in just a year.

The new-entrant CytoDyn (CYDY), incorporated in 2003, reached an all-time high of $3.00 in mid 2006, and an all time low of $0.15 in 2008. They are currently working upon an immune-based therapy to HIV / AIDS: Cytolin, claiming it to be the ONLY solution to this epidemic. CytoDyn, independently conducted a test using around ten HIV infected subjects, outcomes were satisfactory. But once the Massachusetts General Hospital – which is conducting a separate biomedical study on the drug – approves it, it is for sure that stock values would soar at $4.82, with a market capitalization that would be at least 6 times that of today (54.6 million exp. versus current 8.47 million, an inflow of around 50 million). It is clearly evident from last few weeks’ data that the stock value raised to $1.50 from $0.75 in less than a month, even before the study initiation.

What are your opinions regarding investment in emerging corporations of the US pharmaceutical industry? Any comments, ideas and stock pick suggestions are welcome.

reference link: http://blog.insidecytolin.com/?p=240

Steven




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Pinksheet Discussion / CYDY - CytoDyn Inc (Pinksheets)
« on: October 20, 2009, 10:34:42 AM »
In response to new economic and regulatory realities, CytoDyn, Inc. (Pink Sheet: CYDY) has made a sea change in its strategy for developing Cytolin®, the Company’s unique immune therapy for treating early HIV infection which is under a research study by Massachusetts General Hospital. With 18.8 million shares outstanding and 25 million available, it is grossly under priced even with the stock at $10.00 or even $20.00, which at those levels makes the market cap only $250-500 million.  Those figures are ridiculous as those valuations are typical of start-up bio-tech’s with little proven track records.  Therefore, it may be fair to say that pricing the stock at $40/share, which is a market cap of $1 billion, are they still under priced?  Who knows, but with those numbers and a worldwide rush to the doors to curb this growing disease, this company does show that a $5 Billion valuation is not unrealistic! You can go through the complete press release at: http://blog.insidecytolin.com/?p=203



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