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Posted On: 02/03/2022 4:30:17 PM
Post# of 151830

Question: Let's say we partner on an indication or two, such as NASH or cancer. Deals are made and CYDY gets a percentage of sales with the other percentage going to the partner. When it comes to a potential BO, this would be cause for a lower BO price, no?
As Evil stated, just on pure math, the IMMU deal would translate into about $20/share for CYDY, all things being equal, but if we partner, things are not equal, because the buyer of CYDY is only getting a percentage of income in connection with certain indications, whereas he purchaser of IMMU got the whole enchilada, correct?
Makes me think that if we did get a partnership for NASH, which I think we will, CYDY wouldn't want to make too many more partnerships, because I don't think the current BOD is planning to make CYDY into a BP company, but would instead sell as completely as possible. Thing is, as I stated before, even if CYDY had tons of money, CYDY doesn't have the manpower (or desire?) to go it alone on other indications, based on the current BOD and their skillset, which is deal-making.
As Evil stated, just on pure math, the IMMU deal would translate into about $20/share for CYDY, all things being equal, but if we partner, things are not equal, because the buyer of CYDY is only getting a percentage of income in connection with certain indications, whereas he purchaser of IMMU got the whole enchilada, correct?
Makes me think that if we did get a partnership for NASH, which I think we will, CYDY wouldn't want to make too many more partnerships, because I don't think the current BOD is planning to make CYDY into a BP company, but would instead sell as completely as possible. Thing is, as I stated before, even if CYDY had tons of money, CYDY doesn't have the manpower (or desire?) to go it alone on other indications, based on the current BOD and their skillset, which is deal-making.


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