There has been a LOT of anxious chatter on the board lately. I don't mean to be critical at all. It's easy to get drawn into firing off stuff reflexively. I do it, too. For me, I think I need to take a break from it. Relax. I have only moderately proven input.....
I talked with someone close to the situation today. As many have surmised, our "competitor" has lots of money and very effective lobbying, as well as inside influential peer relationships. They are actively using these levers. Why donate over a million doses?.. You flood the market with good news and give the product away, so the "first mover" owns it! Who will the doc's prescribe... the drug they know is free, the one they are familiar with. It's really just great marketing and salesmanship. Proven strategy, too. (Amazon, Netflix, etc)
Yes, IMO, these facts, combined with a natural and urgent need for the administration to instill HOPE and CONFIDENCE in reopening the country ASAP, have created a welcome opportunity to present a virologic med, a path forward. Now we can confidently get the economy restarted. POTUS needs this NOW, not 8 weeks from now. No criticism here. Just MO. It's fine. Some may be helped. We'll move forward....
Meantime, CytoDyn will quietly continue to wrap up two critical trials, publish real data, and simply buoy the country's success celebrated today. In actuality, CytoDyn will come in and rescue this sloppy attempt at saving the world from pandemic. And a year from now, the other solution will fade like burnt out neon. Too many side effects, and too much hassle and cost to administer it. Who wants day after day of IV infusion in a hospital vs. popping one subcu dose a week 2-3X, for pete's sake! IMO of course.
It's like the bridegroom heading to his wedding, the date and time locked in, the guests assembled and waiting, and he realizes his tux is missing its zipper. He staples it with a Swingline, hoping to avoid too much tension, and voila.... the wedding is a success. Meantime, his beautiful new $2,000 tux is being delivered to the reception to carry him into a 75-year happy marriage. No one knows the better.....except the tailor. IMO
Goodnight all!
(that was an awful analogy..... sorry)
I talked with someone close to the situation today. As many have surmised, our "competitor" has lots of money and very effective lobbying, as well as inside influential peer relationships. They are actively using these levers. Why donate over a million doses?.. You flood the market with good news and give the product away, so the "first mover" owns it! Who will the doc's prescribe... the drug they know is free, the one they are familiar with. It's really just great marketing and salesmanship. Proven strategy, too. (Amazon, Netflix, etc)
Yes, IMO, these facts, combined with a natural and urgent need for the administration to instill HOPE and CONFIDENCE in reopening the country ASAP, have created a welcome opportunity to present a virologic med, a path forward. Now we can confidently get the economy restarted. POTUS needs this NOW, not 8 weeks from now. No criticism here. Just MO. It's fine. Some may be helped. We'll move forward....
Meantime, CytoDyn will quietly continue to wrap up two critical trials, publish real data, and simply buoy the country's success celebrated today. In actuality, CytoDyn will come in and rescue this sloppy attempt at saving the world from pandemic. And a year from now, the other solution will fade like burnt out neon. Too many side effects, and too much hassle and cost to administer it. Who wants day after day of IV infusion in a hospital vs. popping one subcu dose a week 2-3X, for pete's sake! IMO of course.
It's like the bridegroom heading to his wedding, the date and time locked in, the guests assembled and waiting, and he realizes his tux is missing its zipper. He staples it with a Swingline, hoping to avoid too much tension, and voila.... the wedding is a success. Meantime, his beautiful new $2,000 tux is being delivered to the reception to carry him into a 75-year happy marriage. No one knows the better.....except the tailor. IMO
Goodnight all!
(that was an awful analogy..... sorry)
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