(Total Views: 321)
Posted On: 09/06/2019 12:08:11 PM
Post# of 154777

Re: Bored Lawyer #7445
I firmly believe that a combo deal is in the works, how close and the terms may require more time, but IMO this is even CYDYs preferred commercialization plan (pending fair terms).
I guess stating this as 'most likely' could be misleading......to clarify, seems they have been in discussion for a long time and I expect these talks have progressed and we may even be in the same ballpark now? I think a deal with Gilead or combo HIV BP is more likely than cancer at this point (Regeneron). Maybe NanoString for the PCa test as they had a recent meeting and we know they have been in discussions for awhile now also. This may not be a significant upfront cash, but maybe enough to stop further dilution / raises? It is most likely nothing is official (meaning signed term sheet) by the 12th, and only given progress updates.....geese I pray it isn't just a repeat of what we already know.
I agree that the volume and price action doesn't support any whispers.
I guess stating this as 'most likely' could be misleading......to clarify, seems they have been in discussion for a long time and I expect these talks have progressed and we may even be in the same ballpark now? I think a deal with Gilead or combo HIV BP is more likely than cancer at this point (Regeneron). Maybe NanoString for the PCa test as they had a recent meeting and we know they have been in discussions for awhile now also. This may not be a significant upfront cash, but maybe enough to stop further dilution / raises? It is most likely nothing is official (meaning signed term sheet) by the 12th, and only given progress updates.....geese I pray it isn't just a repeat of what we already know.
I agree that the volume and price action doesn't support any whispers.


Please do your own due diligence. All my posts and comments are not to be considered investment advice.