Moderna’s (MRNA) Bloated Market Cap & mRNA Vaccine Thesis Under Fire

Shares of Moderna (NASDAQ: MRNA) recently spiked over $400, giving the mRNA vaccine maker a market cap of about $200 billion, greater than big pharma behemoth Merck (NYSE: MRK), for a few days. Investors must have bid up the stock anticipating the need for COVID-19 vaccine booster shots. However, that thesis is extremely flawed and… Continue reading Moderna’s (MRNA) Bloated Market Cap & mRNA Vaccine Thesis Under Fire

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CytoDyn (CYDY) Shorts Throttle Up Bashing Ahead of August Super News Cycle

CytoDyn Inc. (OTCMKTS: CYDY) has been going through a massive consolidation since March 30, 2021 after they announced a statistically significant 82% reduction in mortality at day 14.  The great news fell on deaf ears at the FDA who instead of issuing an EUA lashed back at shareholders who were badgering them for approval with… Continue reading CytoDyn (CYDY) Shorts Throttle Up Bashing Ahead of August Super News Cycle

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CytoDyn’s Preliminary Phase 1b/2 Cancer Results Likely to Receive Breakthrough Therapy Designation (BTD)

CytoDyn Inc. (OTCMKTS: CYDY) announced excellent preliminary results from its Phase 1b/2 clinical trial in metastatic triple negative breast cancer (mTNBC) that were well beyond the parameters needed to achieve ultimate approval if looking at historical controls.  They had a 450% increase in overall survival (OS) at the 12 month point.  Since this was a… Continue reading CytoDyn’s Preliminary Phase 1b/2 Cancer Results Likely to Receive Breakthrough Therapy Designation (BTD)

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CytoDyn (CYDY) at Crossroads: Past and Current Leadership Collide in Epic Grudgematch

At the close of business, Friday CytoDyn Inc (OTCMKTS: CYDY) filed an innocuous 8-K that ignited a firestorm of controversy on the message boards.  The 13-D group called Advancing Leronlimab seems to be joining the ranks of the shorts.  The negative sentiment is very high.   The old saying is that it’s darkest before it is… Continue reading CytoDyn (CYDY) at Crossroads: Past and Current Leadership Collide in Epic Grudgematch

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Enzolytics (ENZC) Takes on HIV Heavyweight Gilead Sciences

The cocktail of drugs given to HIV patients has been dominated by Gilead Sciences (GILD) for over a decade.  They are the undisputed leader with a strong majority of the global market share and 11 HIV drugs which include names you have heard on prime time TV commercials like Biktarvy®, Descovy®, and Truvada®. Gilead had… Continue reading Enzolytics (ENZC) Takes on HIV Heavyweight Gilead Sciences

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Todos Medical (TOMDF) with a $22 Million Market Cap Taking on Pharma Giant Pfizer for COVID-19 Antiviral

Pfizer (PFE) is approaching COVD-19 with a complete end-to-end solution intent on capturing the lion’s share of the market. It’s no secret that viruses mutate. For the past 90 years, mankind has been using a vaccine to battle the most famous virus of them all called influenza. Vaccines have been able to eliminate polio, tetanus,… Continue reading Todos Medical (TOMDF) with a $22 Million Market Cap Taking on Pharma Giant Pfizer for COVID-19 Antiviral

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