I'm tempering my expectations, but it is possible
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Posted On: 09/06/2019 10:48:09 AM
I'm tempering my expectations, but it is possible that the long awaited and elusive deal could be announced next week.
I don't think Dr. Rae's presence changes much in this aspect as NP should be well versed and involved in any formidable discussions that would be publicly announced. While it would be nice to hear from Dr. Rae as he may provide some additional details and insight of these discussion, I don't view his lack of presence as not having a binding term sheet. He seems to prefer to keep a low profile as he doesn't even has his picture on the CytoDyn website. At the same time, Dr. Sacha and Dr. Patterson appearances limit my hopes this will be primarily license/BP focused. I hope the 'not disappointed' comment isn't about CytoDyn and IncellDX merging......like Fortuno mentioned, I'll gladly give up 10 shares of CYDY for 1 of REGN, but I don't think NPs 'merger' comment involves a large pharma being close at this point. I can't think of any reason for Dr. Patterson being on the call unless he is going to discuss Receptor Occupancy Test revenues and provide updates, which they already said won't be much initially (so likely no impact on the share price).
So we know of a few talks of license deal that likely include upfront cash......Gilead, Regeneron and NanoString. Pending the terms, I would not be disappointed with any license deal from these or other mid-to-large pharma.
Reading the tea leaves, there have been some things that have been different....hoping this means this meeting is different also.
1) NP missing a presentation (he lives for leronlimab and IMO would never miss the opportunity to present unless it was of significant importance).
2) Webcasting an annual meeting....I am not aware of them doing this previously.
3) They haven't posted the Syneos Health commercialization plan....maybe combo results, FDA discussions and this commercialization plan was enough to get Gilead to make a serious offer?
I don't think Dr. Rae's presence changes much in this aspect as NP should be well versed and involved in any formidable discussions that would be publicly announced. While it would be nice to hear from Dr. Rae as he may provide some additional details and insight of these discussion, I don't view his lack of presence as not having a binding term sheet. He seems to prefer to keep a low profile as he doesn't even has his picture on the CytoDyn website. At the same time, Dr. Sacha and Dr. Patterson appearances limit my hopes this will be primarily license/BP focused. I hope the 'not disappointed' comment isn't about CytoDyn and IncellDX merging......like Fortuno mentioned, I'll gladly give up 10 shares of CYDY for 1 of REGN, but I don't think NPs 'merger' comment involves a large pharma being close at this point. I can't think of any reason for Dr. Patterson being on the call unless he is going to discuss Receptor Occupancy Test revenues and provide updates, which they already said won't be much initially (so likely no impact on the share price).
So we know of a few talks of license deal that likely include upfront cash......Gilead, Regeneron and NanoString. Pending the terms, I would not be disappointed with any license deal from these or other mid-to-large pharma.
Reading the tea leaves, there have been some things that have been different....hoping this means this meeting is different also.
1) NP missing a presentation (he lives for leronlimab and IMO would never miss the opportunity to present unless it was of significant importance).
2) Webcasting an annual meeting....I am not aware of them doing this previously.
3) They haven't posted the Syneos Health commercialization plan....maybe combo results, FDA discussions and this commercialization plan was enough to get Gilead to make a serious offer?
(2)
(0)CytoDyn Inc (CYDY) Stock Research Links
Please do your own due diligence. All my posts and comments are not to be considered investment advice.
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