(Total Views: 1148)
Posted On: 02/15/2022 1:38:57 PM
Post# of 148878
You don't need help, you need patience.
If you found CYDY to invest in, and this board for information/support, you're already ahead of the game. Now you just have the difficult task of waiting for those good decisions to pay off.
Presumably, you learned something about Leronlimab that caused you to invest some hard earned money. If you've been reading this board for a while you may already know how some very smart people view their investments, which should give you some additional confidence in your own decisions. If not, read through Ohm20's old posts and go down the rabbit holes you see fit from there.
While we don't know exactly why the company is silent, there are more than a few logical puzzle pieces that, together, appear to form a very striking image of a partnership or buyout. It may even be one of those visual trick pictures where it just looks wavy until you squint and cross your eyes, revealing a shirtless Nader Pourhassan drinking a mai-tai under a plam tree.
Here are a couple of those puzzle pieces:
1. The company has openly talked about partnering for cancer, and aggressively expressed interest in partnering for Nash. Nash is a huge deal. Nobody has a drug out for it and just about every drug that comes close ends up fizzling out for whatever reason. We released 350mg Nash data that hit primary and secondary endpoints in a phase 2 trial, setting up the 700mg data to outperform it and earn us a potential partner. Even if it only performs identically to 350mg we'd still hit endpoints and still be worthy partner in the eyes of big pharma.
2. In November, Brandon Rae was brought back. He was here for one reason only, licensing & partnerships. Now he's back just as positive cancer and Nash data is coming out, and just as our executives are aggressively seeking partnerships.
3. Even though it is well overdue, the company has not released the 700mg data, and coinciding with that decision, they abruptly canceled a conference call, let NP go, redesigned the board, and went completely silent.
4. We needed quite a bit of money by the end of January, both for the Amarex bond and the payments to Samsung. We didn't have the cash on hand and we did/do have the shares available to sell. But that didn't appear to happen. Or at least didn't happen until February 14th or so, when we learned they'd just posted the bond they owed.
5. The company has remained completely silent through all of this.
Even if a company has decided to limit press releases and public statements, the decision to not even respond to shareholder emails is telling. It's saying something without saying it. They can't talk. Otherwise they would, because they always have. Maybe they wouldn't host multiple conference calls or do proactive investor type promotions moving forward, but they'd answer the occasional question from shareholders, even if it's just a polite brush off because they can't share the information.
You also don't rehire a licensing and partnering expert if you aren't planning on licensing, partnering, or even working on a buyout. And if you were working on one of those things, the company making an investment absolutely would want NDA's signed and executives to stay silent until ink hits paper and lawyers sign off on the disclosure. They'd also want the company to hold off on making new information public, like 700mg Nash data, until after the deal was formed. There are articles that discuss this if you google biopharma buyout examples.
Long story short, in my humble opinion the signs point to some sort of partnership or buyout. We need money, credibility, and help with commercialization. Big pharma needs new drugs to feed their insatiable appetite for big gains. The same way Barry Bonds was cool with his head growing two sizes from the clear just so he could hit more home runs, big pharma is happy to cut to the front of the line with a strategic purchase rather than put in the hard work of in-house development.
Qilu, the large Chines pharma company where Brandon Rae used to work before coming back to Cytodyn, makes the most sense for a licensing deal that gives them Nash rights for the Asian market. They have the connections to know about us (Rae) and the desire to license and partner (their own words). Having a partner in the Asian markets would give us a lot of money to fund our other trials while they fund the phase 3 Nash trial we'd need for approval. Those trials are very expensive.
So there you have it. I'm slapping a Respert24 Guarantee on Qilu licensing Leronlimab for Nash in Asian countries.
I should note that as the board's court jester you shouldn't base any investment decisions on what I think. I also thought CD10 and CD12 couldn't miss. So it could be some, all, or none of what I'm predicting. But spread out everything we know right now on a table and try to find something that fits better. I doubt you can.
If you found CYDY to invest in, and this board for information/support, you're already ahead of the game. Now you just have the difficult task of waiting for those good decisions to pay off.
Presumably, you learned something about Leronlimab that caused you to invest some hard earned money. If you've been reading this board for a while you may already know how some very smart people view their investments, which should give you some additional confidence in your own decisions. If not, read through Ohm20's old posts and go down the rabbit holes you see fit from there.
While we don't know exactly why the company is silent, there are more than a few logical puzzle pieces that, together, appear to form a very striking image of a partnership or buyout. It may even be one of those visual trick pictures where it just looks wavy until you squint and cross your eyes, revealing a shirtless Nader Pourhassan drinking a mai-tai under a plam tree.
Here are a couple of those puzzle pieces:
1. The company has openly talked about partnering for cancer, and aggressively expressed interest in partnering for Nash. Nash is a huge deal. Nobody has a drug out for it and just about every drug that comes close ends up fizzling out for whatever reason. We released 350mg Nash data that hit primary and secondary endpoints in a phase 2 trial, setting up the 700mg data to outperform it and earn us a potential partner. Even if it only performs identically to 350mg we'd still hit endpoints and still be worthy partner in the eyes of big pharma.
2. In November, Brandon Rae was brought back. He was here for one reason only, licensing & partnerships. Now he's back just as positive cancer and Nash data is coming out, and just as our executives are aggressively seeking partnerships.
3. Even though it is well overdue, the company has not released the 700mg data, and coinciding with that decision, they abruptly canceled a conference call, let NP go, redesigned the board, and went completely silent.
4. We needed quite a bit of money by the end of January, both for the Amarex bond and the payments to Samsung. We didn't have the cash on hand and we did/do have the shares available to sell. But that didn't appear to happen. Or at least didn't happen until February 14th or so, when we learned they'd just posted the bond they owed.
5. The company has remained completely silent through all of this.
Even if a company has decided to limit press releases and public statements, the decision to not even respond to shareholder emails is telling. It's saying something without saying it. They can't talk. Otherwise they would, because they always have. Maybe they wouldn't host multiple conference calls or do proactive investor type promotions moving forward, but they'd answer the occasional question from shareholders, even if it's just a polite brush off because they can't share the information.
You also don't rehire a licensing and partnering expert if you aren't planning on licensing, partnering, or even working on a buyout. And if you were working on one of those things, the company making an investment absolutely would want NDA's signed and executives to stay silent until ink hits paper and lawyers sign off on the disclosure. They'd also want the company to hold off on making new information public, like 700mg Nash data, until after the deal was formed. There are articles that discuss this if you google biopharma buyout examples.
Long story short, in my humble opinion the signs point to some sort of partnership or buyout. We need money, credibility, and help with commercialization. Big pharma needs new drugs to feed their insatiable appetite for big gains. The same way Barry Bonds was cool with his head growing two sizes from the clear just so he could hit more home runs, big pharma is happy to cut to the front of the line with a strategic purchase rather than put in the hard work of in-house development.
Qilu, the large Chines pharma company where Brandon Rae used to work before coming back to Cytodyn, makes the most sense for a licensing deal that gives them Nash rights for the Asian market. They have the connections to know about us (Rae) and the desire to license and partner (their own words). Having a partner in the Asian markets would give us a lot of money to fund our other trials while they fund the phase 3 Nash trial we'd need for approval. Those trials are very expensive.
So there you have it. I'm slapping a Respert24 Guarantee on Qilu licensing Leronlimab for Nash in Asian countries.
I should note that as the board's court jester you shouldn't base any investment decisions on what I think. I also thought CD10 and CD12 couldn't miss. So it could be some, all, or none of what I'm predicting. But spread out everything we know right now on a table and try to find something that fits better. I doubt you can.
(39)
(0)Scroll down for more posts ▼
