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  4. CytoDyn Inc (CYDY) Message Board

I concur, as mentioned in my "connect the dots pos

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Post# of 154722
(Total Views: 417)
Posted On: 03/06/2020 10:12:01 AM
Posted By: blafarm
Re: CDiddy #20344
I concur, as mentioned in my "connect the dots post":

https://investorshangout.com/post/view?id=5694984

I think the end-game is to gather up as many BTDs as possible in order to support the highest valuation number. You wouldn't want to leave the value of any validated indication on the table if you were negotiating a buyout.

I have read grumblings here and elsewhere regarding CYDY doing too many things at once -- and never finishing anything. I understand that frustration. However, I think the reason for this scattershot approach has now become clear and evident.

I think this a race against time for NP. I think he would like to avoid having to field a buyout offer before the value of the molecule has been fully exposed. And, I think he is concerned that shareholder's might possibly accept an offer that is too low.

The approach of fighting too many battles at one time has inherent risk. Many have done so and ultimately lost the war at hand. However, this drama (BLA, BTDs (plural), Basket Trial, X-US Deals/Product Sales, Financing, COVID-19) may play-out faster than slower. And I tend to agree with NP that gathering up all ye roses before a buyout offer probably makes the most sense -- even though investors are frustrated with this approach.

Just my opinion,


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