Thanks trding for putting this together. I have l
Post# of 148179
Indirectly, something else I have thought about previously (not currently important), but what is the strategic plan for CytoDyn? Do they intend to a) license out everything or do they plan to b) commercialize themselves, or somewhere in-between where they c) sub commercialization to Syneos Health or similar company or d) get bought out before they get that far? My guess is c to maximize revenues once on a solid financial footing. I could also see d being in play in a year or two when the share price is much higher and a premium more closely aligns with valuation. IMO b makes little sense as the do not have a R&D program, other drug candidates, or expertise to even potentially acquire a pipeline program (this is the most significant loss with RP IMO).
At this point none of this matters, but hoping these questions become more valid next year once revenues begin, human cancer data is available, mono and PrEP progresses, etc.