Exactly. This was the point I made a month or so ago on the other board, but got shouted down by certain analysts saying it would cost “between $50-150mm” while conflating that number with drug development costs in the same breath. Trding’s article is spot on, in my opinion. If you have a valuable product and some capital to get up and running, nothing about it is impossible. The one thing that worries me at all is negotiations with insurance, but I think the safety profile of the drug would be a huge pro for CytoDyn in those talks. I also wouldn’t be real surprised if the $120k price tag is a strategic move... if we give insurance a concession to $95k or whatever, maybe that’s acceptable and the “discount” looks like a big bargaining chip?
To the later discussion, distribution would almost certainly be outsourced. That’s not something I would want the company to try to tackle.
Key to all of this? Licensing the diagnostic test. I’ll also accept licensing off HIV for good money and going it alone with cancer. That’s where the real money is for the company and its shareholders.