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Posted On: 02/19/2021 11:16:03 AM
Post# of 148903
Re: craigakess #78658
I don’t have an issue with your post. Fair comments about NP . He is a CEO of a very small OTC company so we arent going to get a Fortune 500 CEO at this level. Personally, I wish Np would leave all science related questions to Dr Kelly who is more measured in his responses whereas NPs over enthusiastic reporting wears on me also. I have mentioned many times, when this company is on the NASDAQ, NP will need to change how he presents information because large investment houses won’t tolerate dates being thrown against the wall to see if they will stick.
He has tempered his comments with the preface of “I hope...” which allows him to miss the dates he puts out there. So he damages expectations with his excitement. Coming from the Pharma business I’m not surprised we haven’t heard anything yet. Many people have already put more rational timeframes for the top line reporting on boards pointing to more of a March date which would make sense.I’m in this stock because of the drug and what I believe it can do if it gets good navigation from management . They are learning by hiring a BLA/FDA clinical trial expert . But comments by NP dating back to the summer such as why the BLA got rejected ( saying it was only a syringe issue) turned out to be absolutely false . I also believe we are not on the NaSDAQ for the discretionary reasons Mullholland mentioned. In my opinion is the settlement of the lawsuit which stated that the board over compensated management with stock and was ordered to make compliance changes to the board. This is a big deal but is being Pooh-poohed by many retailers as not a big deal. It is a big deal and why would any exchange welcome a company and it’s management team to the exchange without seeing proof that bad behavior has changed
18-24 months from now l Cytodyn will be owned by a much larger Pharma with more experienced leadership. All will reap financial reward from that acquisition. . There are tell tale signs that they will sell. If they believe they will have HIV on the market by the end of this year they would be hiring an SVP of sales and marketing right now to build the team, create the messaging , etc. it’s very hard and time consuming to find a good head of sales but we are going into March and no job posting yet..
He has tempered his comments with the preface of “I hope...” which allows him to miss the dates he puts out there. So he damages expectations with his excitement. Coming from the Pharma business I’m not surprised we haven’t heard anything yet. Many people have already put more rational timeframes for the top line reporting on boards pointing to more of a March date which would make sense.I’m in this stock because of the drug and what I believe it can do if it gets good navigation from management . They are learning by hiring a BLA/FDA clinical trial expert . But comments by NP dating back to the summer such as why the BLA got rejected ( saying it was only a syringe issue) turned out to be absolutely false . I also believe we are not on the NaSDAQ for the discretionary reasons Mullholland mentioned. In my opinion is the settlement of the lawsuit which stated that the board over compensated management with stock and was ordered to make compliance changes to the board. This is a big deal but is being Pooh-poohed by many retailers as not a big deal. It is a big deal and why would any exchange welcome a company and it’s management team to the exchange without seeing proof that bad behavior has changed
18-24 months from now l Cytodyn will be owned by a much larger Pharma with more experienced leadership. All will reap financial reward from that acquisition. . There are tell tale signs that they will sell. If they believe they will have HIV on the market by the end of this year they would be hiring an SVP of sales and marketing right now to build the team, create the messaging , etc. it’s very hard and time consuming to find a good head of sales but we are going into March and no job posting yet..
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