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Posted On: 12/13/2021 2:43:01 PM
Post# of 151823
I think it is important to see the difference now in how these deals and development this year. Nader when asked about 13d was clear that he did not really care if they were on the ballot, Scott Kelly did care because they were violating the by-laws. Along comes Sidley law firm - definitely a Scott Kelly call.
Kelly has been clear that the path forward for next steps in the cancer and Nash p2 trials is to be partnered for the next step. We have partnered with distributers but they are not involved with trials. all VC partnerships have been in very limited terms in cash for shares deals - not a future growth type partnership. The BP partnership is next and it is not a buyout deal, it is more of a show them what we have and let them decide if it is there best interest. Scott Kelly has been very clear that he and everyone at HQ know what they have. this is the wait and see who jumps in first. Cytodyn is not building the BP infrastructure to go at it alone.
strategy is very different now. this is not the garage band it once was, way too many top level people involved to beg for pennies. before p2 trial data, the response was likely come back when you have something to back this up, they have that now.
Kelly has been clear that the path forward for next steps in the cancer and Nash p2 trials is to be partnered for the next step. We have partnered with distributers but they are not involved with trials. all VC partnerships have been in very limited terms in cash for shares deals - not a future growth type partnership. The BP partnership is next and it is not a buyout deal, it is more of a show them what we have and let them decide if it is there best interest. Scott Kelly has been very clear that he and everyone at HQ know what they have. this is the wait and see who jumps in first. Cytodyn is not building the BP infrastructure to go at it alone.
strategy is very different now. this is not the garage band it once was, way too many top level people involved to beg for pennies. before p2 trial data, the response was likely come back when you have something to back this up, they have that now.


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