re: Diamond in the Rough - Humanigen ($HGEN) a little DD

I like Humanigen's CEO and was in HGEN earlier this year and have been in all 3 of the main micro-cap severe covid stocks, HGEN, RLFTF and CYDY at some point but sold HGEN last summer when in a conference call the CSO said he expected slippage from the good time to recovery results they reported in EIND patients. That was for the regular covid trial, not the Big Effect trial.

I think lenzilumab has a pretty good chance to succeed but I think the drug that looks closest to a slam dunk is aviptadil. The problem with investing in that is it's split between two stocks, the Swiss based company that owns the drug, RLFTF, which has over 2 billion shares outstanding and a SPAC set up for the US licensing company, BRPA, which has already run up a huge amount. I do think RLFTF might be a good play but I wouldn't put a lot of cash in it.

Also, look for CYDY to report topline results for its severe COVID trial in the next few weeks or so. Its drug is an immune modulating mab like lenz and is very promising beyond covid for cancer and NASH but the management is horrible, a bunch of chimps.