Decent write-up, probably one of the better, more

Decent write-up, probably one of the better, more balanced articles that’s been written over the past couple months. Not much pump, which I like, and just the right amount of facts.

One question for all: Did NP allude to this statement fringe article in the CC last week?

“The CEO stated that they have finalized a deal with a Chinese partner and are awaiting approval to release the news.”

NP said they signed an NBA with the company and that is will take some time to compete. I don’t recall him saying they finalized a deal and that announcing the deal hinged on approval (approval of what? Leronlimab in China?). I think the author interpreted the CC differently than me and I think the section below is what that interpretation is based on.

27:10 very very confident about okay second
27:14 question is when do you expect to
27:15 finalize the agreement with the Chinese
27:18 partner and whether there will be a
27:21 front payment yes we will be making a
27:25 press release about that as soon as we
27:27 have you know everybody's buying so
27:29 everybody can understand who their
27:31 company is and what they're doing how
27:34 large though with the scale they are and
27:36 all of those will be announced in a
27:38 press release and any agreement that is
27:41 finalized which will take some time

To me, NP is saying here that they signed an NBA and that the deal will be announced once all the details are hammered out, which could take time. And I don’t think details of the NBA are going to be PRed, only the finalized deal.