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Posted On: 10/21/2019 11:26:21 AM
Post# of 145909
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I spoke with NP last week. I am a long time long with a considerable position. I supported the company in the TO this summer bc I felt that a deal would have been signed by now. I expressed that while I am convinced that Leronlimab is a break threw for HIV, that I am concerned that every day a deal is not signed, management is losing leverage to close a deal on the terms in the non-binding agreement. I told him that if I were the party on the other side of the table and saw CYDY’s SP collapsing, I would be tempted to re-negotiate the terms to my benefit bc NP has to close this deal or the would be In an objectively dire position. He acknowledged that while other deals earlier in the year fell apart at the end, he was VERY confident that this deal would be signed. He also clarified that his timeline mentioned in public were to have that deal signed next week. Last point he emphasized was that the company has very high expectations for the upcoming Dr. Sacha publication on the cure efforts. He didn’t say what it would say but only that he hopes it will finally bring the company into the public eye.
My takeaways: I do NOT think he is a liar. I do worry that he is overly optimistic, and that I don’t think the company is in a great place to guarantee the closing of the deal or a timeframe. I am expecting to see a funding round this week to buy him some time in case the deal doesn’t close. The earliest a deal is announced is sometime next week, not by 10/24. Sorry to those of you expecting something this we. But he kept saying 2 weeks. I am holding my position and would consider buying more at the right price.
My takeaways: I do NOT think he is a liar. I do worry that he is overly optimistic, and that I don’t think the company is in a great place to guarantee the closing of the deal or a timeframe. I am expecting to see a funding round this week to buy him some time in case the deal doesn’t close. The earliest a deal is announced is sometime next week, not by 10/24. Sorry to those of you expecting something this we. But he kept saying 2 weeks. I am holding my position and would consider buying more at the right price.
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