Those are some valid points Fortuno. I think we were discussing last week how the lero price for HIV in this initial deal would impact sales across all indications. Sure that seems easy, but when inking multiple deals across multiple indications with vastly different price points, it gets complicated.....and you could easily screw yourself out of fair value future deals for other indications because the initial deal price tag was based on a low price. Sure they could accept a deal for HIV based on $36k, $50k, or even $60k, but those price tags are much less than current cancer treatments at $100k+. Maybe they can justify $100k for MDR2+ combo HIV, but would be difficult to compete at that price point for mono or PrEP IMO. I'm not sure what price is expected for NASH or our other indications, but the lowest price point creates complications across the other indications.
I would think the FDA and insurance/Medicare conversations have been involved for some time now and would help provide some clarity on this.
I don't know what the right answer is or if this is even the question at hand, but I would prefer to be a little more patient and allow management and the BOD to make the best decision for the future of CYDY. A 'pause' seems like a prudent thing to do if it involves the longer term future of the company. I remember NP saying a few months ago that these next few months will be critical to the future of the company.....and I don't believe that bankruptcy was what he was referring to. GLTU!
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