Good post, a few months ago I looked into other sm

Good post, a few months ago I looked into other small biotechs that had their inflection points to see just how much a sp can jump and what was different about these companies compared to cydy. The foundational financial support either from a investment firm or pharma company was a common characteristic. It is not just the money, I think it is the commitment that their investment is only returned based on the success of the drug. They don’t win unless the biotech wins. Our past fund raising has been with sources that easily de-risk and have little downside. This foundational support sends the message that this investment is in it to win it.

I also think in a way it is good we do not have this level of support yet because if we did it would have be based on a combo hiv drug only. Too much of the company would have been given up. The good thing about dr Pestell is that he made this an oncology drug. How bad would it be if the current partnership was not just foe hiv but for all indications, the company would be essentially sold for 90 million and any upside would be based on revenue only. This current situation has created many opportunities for all interested partners. This creates a complicated relationship that could work to our advantage. All of these partners are competing over each indication, raising the bar for the value of this drug. This is not a one and done situation. A buyout will need to blow out all of these deals to get any attention.