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Posted On: 05/07/2022 9:28:40 PM
Post# of 148898
Let's see how this goes.
Watching and Waiting. We Know, but it All Needs To Play Out
Feedback from the Amarex arbitration hangs and awaits dissemination.
CytoDyn will not concede to any request of Amarex regardless of how small. Negotiations are not a part of our dealings with Amarex. Amarex might plead or beg for forgiveness or for graciousness, but CytoDyn ignores all of that. We take them & theirs for every last red cent.
It is unlikely, but if Chris Recknor is unable to piece together the audited data from the HIV trial sufficiently enough to re-submit what he feels to be a successful BLA for HIV, then Amarex would be guilty of an immense crime which would be the complete destruction of our HIV trial. It is hard to calculate or estimate the depths of the work which went into this trial, but it's reaches are immense and extreme. For the patients who were successfully treated, their assuredness of receiving the drug is in question. Had the trial gotten FDA approval, how many would still be alive with Leronlimab treatment, how many would be free of HAART.
How about the financial costs of the trial. All would be for naught. Hundreds of millions of dollars just wasted. Burnt in thin air. Then, the ramifications upon CYDY share price resulting from the FDA Refusal to File, (RTF), which it slapped on the Amarex prepared BLA. The plummeting share price from $6 or $7 to the recent low of $0.25. That's a 96.5% drop in share price and to make matters worse, CytoDyn was forced to dilute and issue more shares since it needed to operate and draw cash from somewhere. At CytoDyn's height, the company had a Market Capitalization of about $5 billion. At it's low, the Market Cap of $250 million.
Had CytoDyn obtained FDA approval for LL on HIV, where would the share price have gone? How much did potential traders actually not make because there was no action? How much did long investors not make because this never happened? Surely another $10 per share or another $7 billion.
Is it too much to say that this dastardly deed of Amarex done dirt cheap, could be valued at a potential $13 billion? And let us ask why did Amarex do this? Negligence? Hardly. I believe there existed collusive efforts to ruin this BLA. How could a professional organization submit such a pitiful piece of crap on behalf of CytoDyn BoD, all its shareholders and on behalf of all the HIV patients who would have benefited. What about Amarex's own reputation? I guess they cared less. And why did they care less? What was their gain by submitting this horrid workmanship? Who was paying them?
We all know 13d was an insider's game. They parasitically came from within the company. If anyone wanted to stop the development of LL, so that it could be put into their own hands, it was 13d. A couple of big blunders, the RTF and then the Covid 19 near miss, then 13d reared its ugly head.
Anyway, the point is, Amarex committed a massive practically incalculable crime and the ramifications of it's deed are vastly far reaching and broad. We now live in the aftershocks of an earthquake or in the radiated bomb zone following the dropping of an atom bomb. They actually committed the unthinkable crime, crossing a line, that even the ruthless don't approach.
What was the outcome Amarex was hoping for with that BLA? Was it the RTF from the FDA? Did they get what they wanted? Did they expect a complete collapse of CytoDyn? Were they to participate in the feeding frenzy of CytoDyn which did not occur but, (in Amarex's minds), should have occurred following the RTF?
Sidley Austin will be digging out and parsing through these details. There will be no negotiating with Amarex. They will be suffocated and starved with more than sanctions.
//
I hate to make a prediction, but what are we waiting for when it comes to NASH 700? NASH really has nothing to do with HIV BLA. It used Symbio as CRO. We know the topline results will be revealed to a bunch of doctors getting their CMEs in June sometime I think. But the company already knows the results. To me, it's like I'm at the door bell of my friend's house. I know he is home. I rang the door bell, but no one comes to the door. I sit there and wait. Recknor has the data. CytoDyn knows the data. Recknor has been working on the audit though, maybe not the NASH 700 topline results. He had it ready though in January. It's just been sitting there on the back burner. I think it's about time for Recknor to make this announcement and really, if a partnership on NASH is to be made, I think it would be apt to disclose that partnership with the NASH 700 data. But Goosebumps was saying that LL should be combined with another drug for NASH. So who then would make the ideal partner for NASH? Madrigal, the owner of Resmetirom, a thyroid hormone receptor beta-agonist might be a potential partner. As to when they will answer the door bell regarding the NASH 700 results only, (not partnership info), well, we've been waiting since the New Year, how about next week or even Monday. The problem is though is, how do you reveal results without revealing the potential partner?
Watching and Waiting. We Know, but it All Needs To Play Out
Feedback from the Amarex arbitration hangs and awaits dissemination.
CytoDyn will not concede to any request of Amarex regardless of how small. Negotiations are not a part of our dealings with Amarex. Amarex might plead or beg for forgiveness or for graciousness, but CytoDyn ignores all of that. We take them & theirs for every last red cent.
It is unlikely, but if Chris Recknor is unable to piece together the audited data from the HIV trial sufficiently enough to re-submit what he feels to be a successful BLA for HIV, then Amarex would be guilty of an immense crime which would be the complete destruction of our HIV trial. It is hard to calculate or estimate the depths of the work which went into this trial, but it's reaches are immense and extreme. For the patients who were successfully treated, their assuredness of receiving the drug is in question. Had the trial gotten FDA approval, how many would still be alive with Leronlimab treatment, how many would be free of HAART.
How about the financial costs of the trial. All would be for naught. Hundreds of millions of dollars just wasted. Burnt in thin air. Then, the ramifications upon CYDY share price resulting from the FDA Refusal to File, (RTF), which it slapped on the Amarex prepared BLA. The plummeting share price from $6 or $7 to the recent low of $0.25. That's a 96.5% drop in share price and to make matters worse, CytoDyn was forced to dilute and issue more shares since it needed to operate and draw cash from somewhere. At CytoDyn's height, the company had a Market Capitalization of about $5 billion. At it's low, the Market Cap of $250 million.
Had CytoDyn obtained FDA approval for LL on HIV, where would the share price have gone? How much did potential traders actually not make because there was no action? How much did long investors not make because this never happened? Surely another $10 per share or another $7 billion.
Is it too much to say that this dastardly deed of Amarex done dirt cheap, could be valued at a potential $13 billion? And let us ask why did Amarex do this? Negligence? Hardly. I believe there existed collusive efforts to ruin this BLA. How could a professional organization submit such a pitiful piece of crap on behalf of CytoDyn BoD, all its shareholders and on behalf of all the HIV patients who would have benefited. What about Amarex's own reputation? I guess they cared less. And why did they care less? What was their gain by submitting this horrid workmanship? Who was paying them?
We all know 13d was an insider's game. They parasitically came from within the company. If anyone wanted to stop the development of LL, so that it could be put into their own hands, it was 13d. A couple of big blunders, the RTF and then the Covid 19 near miss, then 13d reared its ugly head.
Anyway, the point is, Amarex committed a massive practically incalculable crime and the ramifications of it's deed are vastly far reaching and broad. We now live in the aftershocks of an earthquake or in the radiated bomb zone following the dropping of an atom bomb. They actually committed the unthinkable crime, crossing a line, that even the ruthless don't approach.
What was the outcome Amarex was hoping for with that BLA? Was it the RTF from the FDA? Did they get what they wanted? Did they expect a complete collapse of CytoDyn? Were they to participate in the feeding frenzy of CytoDyn which did not occur but, (in Amarex's minds), should have occurred following the RTF?
Sidley Austin will be digging out and parsing through these details. There will be no negotiating with Amarex. They will be suffocated and starved with more than sanctions.
//
I hate to make a prediction, but what are we waiting for when it comes to NASH 700? NASH really has nothing to do with HIV BLA. It used Symbio as CRO. We know the topline results will be revealed to a bunch of doctors getting their CMEs in June sometime I think. But the company already knows the results. To me, it's like I'm at the door bell of my friend's house. I know he is home. I rang the door bell, but no one comes to the door. I sit there and wait. Recknor has the data. CytoDyn knows the data. Recknor has been working on the audit though, maybe not the NASH 700 topline results. He had it ready though in January. It's just been sitting there on the back burner. I think it's about time for Recknor to make this announcement and really, if a partnership on NASH is to be made, I think it would be apt to disclose that partnership with the NASH 700 data. But Goosebumps was saying that LL should be combined with another drug for NASH. So who then would make the ideal partner for NASH? Madrigal, the owner of Resmetirom, a thyroid hormone receptor beta-agonist might be a potential partner. As to when they will answer the door bell regarding the NASH 700 results only, (not partnership info), well, we've been waiting since the New Year, how about next week or even Monday. The problem is though is, how do you reveal results without revealing the potential partner?
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