Many options, a deal has not yet been achieved, so

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Posted On: 11/25/2019 1:22:19 PM

Posted By: TechGuru

Re: z_smith01 #11449

Many options, a deal has not yet been achieved, so whatever we say now might be thing of the past soon, but, just for mental exercise, my HO about your points:

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1) they don't believe the science (which seems unlikely);

Agree, unlikely

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2) they don't believe in management (which seems likely);/quote]
Disagree, I would make deal with NP any time. I think he is honest, that is all I want for somebody I make deals with.

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3) they haven't heard of CYDY (which seems unlikely);

Agree, unlikely

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4) they don't like the structure of the CAP Table (which is likely, but not a deal killer

If you are interested in investing this is something you consider, however the investment will improve it. Agree, not a deal killer

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5) CYDY hasn't reached out or courted them (likely);

NP said in the Rodeo presentation that he would sell the company for the right price and taking into account the investors. I think that simply puy thee ave not been good enough offers. BTW, it had been mentioned before that we were in talks with several companies . I don't think is a matter of quantity but quality.

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6) CYDY keeps thinking for the past 2 years that "any day now, we won't need significant capital any more and can raise at higher prices" and thus haven't seriously entertained this source of funding

Yes, I think all the time management has tough that the "end" was closer (BLA & approval) and the post was moved further by both, FDA and company mistakes.

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7) CYDY hasn't been willing to offer the Board seats that are required for this type of investment;

Not sure if anybody offered such an amount of investing so as to demand a place in the BOD but I think a good offer would have been accepted. No way of knowing fr sure.

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The VC/PE demanded a new CEO and/or CFO and CYDY wasn't willing to do this (most likely in my estimation);

This demand can only be made when one BUYS the company or performs a hostile takeover. As I understand here had not been any good BO offers.

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9) they were not confident in the timeline and budget to get to a major milestone (e.g. BLA submitted for COMBO);

One offers what one thinks CYDY is worth, f this is the case one offers for what one thinks is getting. If they offered little money, well, the answer was rightly NO.

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10) they don't believe in the market for COMBO and the other indications are too far out right now. ?????

Again, posible but then again, they are probably wrong ...

I think NP is trying to squeeze the most out of what CYDY current has and do not sell to others "on the cheap" (protecting shareholders). Licensing of indications in a piecewise matter and commercialization deals can be the best route unless BP decides to straight buy CYDY with a good offer.

Bear in mind that all the recent developments in NASH and mTNBC and other Oncology and HIV indications are adding up to the ultimate value that we investors have. The more time it passes the more value CYDY has.

I am feeling the pain as well (deep in red), but understand that if NP works out good deals ultimately we will be beneficiary of what he described "feeling arrogant about CDY". So, for the time being I am calmly waiting for news and hoping these include a good commercialization deal and the BLA submission.