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Posted On: 10/16/2019 1:24:28 PM
Post# of 152231
Thanks trding for putting this together. I have looked at Gilead share price history previously, but never aligned it with the early drug approvals. I'm curious what the revenue potential was at the time compared to leronlimab? Also, what the actual revenue ended up being for those drugs? Do you know how large Gilead was back then? How did they transition from pre-revenue biotech to BP? I heard or read somewhere where their HIV drugs were actually developed by the FDA, so not sure how Gilead was able to take credit and make profits from them if this is true?
Indirectly, something else I have thought about previously (not currently important), but what is the strategic plan for CytoDyn? Do they intend to a) license out everything or do they plan to b) commercialize themselves, or somewhere in-between where they c) sub commercialization to Syneos Health or similar company or d) get bought out before they get that far? My guess is c to maximize revenues once on a solid financial footing. I could also see d being in play in a year or two when the share price is much higher and a premium more closely aligns with valuation. IMO b makes little sense as the do not have a R&D program, other drug candidates, or expertise to even potentially acquire a pipeline program (this is the most significant loss with RP IMO).
At this point none of this matters, but hoping these questions become more valid next year once revenues begin, human cancer data is available, mono and PrEP progresses, etc.
Indirectly, something else I have thought about previously (not currently important), but what is the strategic plan for CytoDyn? Do they intend to a) license out everything or do they plan to b) commercialize themselves, or somewhere in-between where they c) sub commercialization to Syneos Health or similar company or d) get bought out before they get that far? My guess is c to maximize revenues once on a solid financial footing. I could also see d being in play in a year or two when the share price is much higher and a premium more closely aligns with valuation. IMO b makes little sense as the do not have a R&D program, other drug candidates, or expertise to even potentially acquire a pipeline program (this is the most significant loss with RP IMO).
At this point none of this matters, but hoping these questions become more valid next year once revenues begin, human cancer data is available, mono and PrEP progresses, etc.


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