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Posted On: 05/25/2021 4:35:27 PM
Post# of 148899
FROM T.I. (over on the YMB)
"Investor Group Goals:
today, I spoke with Paul Rosenbaum, the lead investor in the 13D filing. He has been an investor in Cytodyn for more than 8 years. He feels passionately about the prospects of Cytodyn. He and his group believe that the prospects for success could be substantially enhanced by making changes. They plan to provide investors with proposals for these changes within the next few weeks.
NP is a Bulldog and has made tremendous progress. But to be honest, his prognostications of the time frame for approval and sales have consistently been way, way off. They are so far off that I sometimes wonder how firm a grasp of the regulatory landscape NP really has. After all, he has never achieved an FDA approval or sales anywhere.
Having said that, I like his Philippine and Brazil trial strategy. There is a good chance that they could be successful because, as the longs all know, the drug works and has tremendous potential. Orders could start coming in from Philippine and change the complexion of the situation. I would welcome that.
But if the Company had management with significant successful drug development experience, successful execution could come a lot sooner for Cytodyn.
I view Mr. Rosenbaum's efforts as a large positive. At minimum, it will encourage soul searching by current management for ways to improve. Either way, longs can benefit."
"Investor Group Goals:
today, I spoke with Paul Rosenbaum, the lead investor in the 13D filing. He has been an investor in Cytodyn for more than 8 years. He feels passionately about the prospects of Cytodyn. He and his group believe that the prospects for success could be substantially enhanced by making changes. They plan to provide investors with proposals for these changes within the next few weeks.
NP is a Bulldog and has made tremendous progress. But to be honest, his prognostications of the time frame for approval and sales have consistently been way, way off. They are so far off that I sometimes wonder how firm a grasp of the regulatory landscape NP really has. After all, he has never achieved an FDA approval or sales anywhere.
Having said that, I like his Philippine and Brazil trial strategy. There is a good chance that they could be successful because, as the longs all know, the drug works and has tremendous potential. Orders could start coming in from Philippine and change the complexion of the situation. I would welcome that.
But if the Company had management with significant successful drug development experience, successful execution could come a lot sooner for Cytodyn.
I view Mr. Rosenbaum's efforts as a large positive. At minimum, it will encourage soul searching by current management for ways to improve. Either way, longs can benefit."
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