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Posted On: 10/15/2019 10:16:22 PM
Post# of 149451
I agree the call added more insight than I anticipated as some new hints and details were provided (as you outlined).
The only minor correction (and I could be wrong) is that the new TNBC trial modification hasn't been approved, but only submitted thus far. To add to this, I understood that leronlimab has more impacts than originally designed (up to 8 CCR5 MOAs for leronlimab vs the previous 3 Dr. Pestell outlined) and they want to include these in the revised trial protocol. This may add additional secondary endpoints to officially test?
A couple of my thoughts:
We will see, but I took his discussion on the pending/potential license agreement to be very close and he fully expects it to close. I'm with BD in that 6 weeks is 10/24, which is easily calculated from the Annual Shareholder meeting that 6 weeks was stated. I'm not going to sell if not announced by then, but the point stands. That's 9 days, so maybe that's what he meant with 2 weeks left......but more likely that he misspoke.....although if he said I have 1 week left, he would be grilled come next Tuesday. I believe this deal will happen and should provide some much needed relief for the share price, everyone invested and by NP a little breathing room.
Mostly good stuff IMO. The one potentially bad thing I took away was that 'deep talks' for non-HIV deals seemed to be far apart. I could be wrong, but that was my interpretation when NP was discussing human TNBC data and that he felt very arrogant in these discussions and needed to protect shareholder value. I'm good with this tactic, IF the HIV license deal closes and we secure funding to get to revenues. IMO there is no reason to rush to sell other indications unless there is a reason......at the same time, I wouldn't mind them selling another region, GvHD or a smaller indication to remove the financial risk.....but I don't see that happening before an HIV deal, so it goes back to my original thought of no reason to sell unless there is.
BTW, if I haven't already welcome to the board. I see you keep up with CYDY, but don't post here much. Best of luck!
The only minor correction (and I could be wrong) is that the new TNBC trial modification hasn't been approved, but only submitted thus far. To add to this, I understood that leronlimab has more impacts than originally designed (up to 8 CCR5 MOAs for leronlimab vs the previous 3 Dr. Pestell outlined) and they want to include these in the revised trial protocol. This may add additional secondary endpoints to officially test?
A couple of my thoughts:
We will see, but I took his discussion on the pending/potential license agreement to be very close and he fully expects it to close. I'm with BD in that 6 weeks is 10/24, which is easily calculated from the Annual Shareholder meeting that 6 weeks was stated. I'm not going to sell if not announced by then, but the point stands. That's 9 days, so maybe that's what he meant with 2 weeks left......but more likely that he misspoke.....although if he said I have 1 week left, he would be grilled come next Tuesday. I believe this deal will happen and should provide some much needed relief for the share price, everyone invested and by NP a little breathing room.
Mostly good stuff IMO. The one potentially bad thing I took away was that 'deep talks' for non-HIV deals seemed to be far apart. I could be wrong, but that was my interpretation when NP was discussing human TNBC data and that he felt very arrogant in these discussions and needed to protect shareholder value. I'm good with this tactic, IF the HIV license deal closes and we secure funding to get to revenues. IMO there is no reason to rush to sell other indications unless there is a reason......at the same time, I wouldn't mind them selling another region, GvHD or a smaller indication to remove the financial risk.....but I don't see that happening before an HIV deal, so it goes back to my original thought of no reason to sell unless there is.
BTW, if I haven't already welcome to the board. I see you keep up with CYDY, but don't post here much. Best of luck!
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Please do your own due diligence. All my posts and comments are not to be considered investment advice.
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