aidenb wrote: Nader mentioned, why they are runni
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Posted On: 03/05/2020 6:42:58 PM
aidenb wrote:
aidenb,
I think you've captured an important detail of the call. They are clearly fast-tracking as many indications as possible (including GvHD and MS) -- even though they only have $7M of Cash and Cash Equivalents.
However, please allow me to connect a few more dots.
Please scroll to 55:53 of the archived conference call recording .
Regarding uplisting, during the call Nader indicated that they had been in talks with NYSE, but that they would not pursue that goal until perhaps a debt deal is done. The key word for me was "perhaps". More importantly, he and Craig (CFO) really seemed to downplay the urgency of uplisting in the context of all of the other matters at hand.
Now, we all know that the stock price will never really take off until visibility is increased, and institutional investors and hedge funds can participate. The vast majority of those entities are precluded from trading stocks that are at this price level, and that are OTC listed.
Personally, I don't think they are very concerned about the stock price.
Please scroll to 53:32 of the archived conference call recording .
During the call, Nader said that he hoped that the company DID NOT receive buyout offers from Gilead or anybody else until the two BTD were granted -- so that the valuation of the company would be at a level that would be mind blowing.
My Conclusion:
These two exchanges really left me with the impression that the end game is not growing the company organically, with partners for all of the potential indications -- as much as it is creating an unassailable valuation argument for an anticipated buyout. I think that's the exit strategy -- and I think everyone at the company is onboard.
Just my opinion.
Quote:
Nader mentioned, why they are running on 12 cylinders... filing for BTD, doing NASH, MS and GvHD.
There was a call regarding the lack of interest from other BP, for which he clarified they are doing BTDs and other thing to bring CYDY closer to its real value.
And if the shareholders want to sell, they will be okay with that.
So, at this point, they know there are a lot of interested parties, thus bringing all potential out in case of a tender offer, and hostile takeover.
Very good CC. Loved it.
aidenb,
I think you've captured an important detail of the call. They are clearly fast-tracking as many indications as possible (including GvHD and MS) -- even though they only have $7M of Cash and Cash Equivalents.
However, please allow me to connect a few more dots.
Please scroll to 55:53 of the archived conference call recording .
Regarding uplisting, during the call Nader indicated that they had been in talks with NYSE, but that they would not pursue that goal until perhaps a debt deal is done. The key word for me was "perhaps". More importantly, he and Craig (CFO) really seemed to downplay the urgency of uplisting in the context of all of the other matters at hand.
Now, we all know that the stock price will never really take off until visibility is increased, and institutional investors and hedge funds can participate. The vast majority of those entities are precluded from trading stocks that are at this price level, and that are OTC listed.
Personally, I don't think they are very concerned about the stock price.
Please scroll to 53:32 of the archived conference call recording .
During the call, Nader said that he hoped that the company DID NOT receive buyout offers from Gilead or anybody else until the two BTD were granted -- so that the valuation of the company would be at a level that would be mind blowing.
My Conclusion:
These two exchanges really left me with the impression that the end game is not growing the company organically, with partners for all of the potential indications -- as much as it is creating an unassailable valuation argument for an anticipated buyout. I think that's the exit strategy -- and I think everyone at the company is onboard.
Just my opinion.
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