NP has made several references to Big Pharma in th
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Posted On: 06/15/2020 4:11:38 PM
NP has made several references to Big Pharma in the last couple of CCs and videos.
In the last Investor CC on 6-11-2020, he mentioned that CytoDyn was in discussion with:
Asia
Bangladesh
India
South America
China
Europe
And a recent development with a Big Pharma in the US (singular)
In today's video, he has now added the plural form of BP. I don't know if this pluralization is due to English language issues, excitement, or a statement of actual fact.
Here is the exact video clip: https://youtu.be/K3Gn9gjVvcY?t=353
In any case, my understanding is that BP interest is related solely to a potential distribution deal for the COVID indication(s) -- and nothing else. So, one or more BPs have expressed an interest, or willingness, to be involved in just the distribution aspect of the leronlimab supply chain, if it is approved.
I realize the FDA would probably look favorably at an arrangement like that, as it increases confidence that the distribution will be handled in a professional and orderly manner. I suppose it might even tip the scales a bit in terms of approval, especially of the BP in question has already lined the pockets of the FDA approval board.
If you've been following the controversy surrounding the moronic allocation of remdesivir, you can probably understand why this would be important to the FDA.
Doctors lambaste federal process for distributing Covid-19 drug remdesivir
https://www.statnews.com/2020/05/06/doctors-l...emdesivir/
US Department of Health (scroll down to the table)
https://www.phe.gov/emergency/events/COVID19/...sivir.aspx
However, even with global distribution rights, I don't exactly understand why a BP would be very interested in this kind of high-touch, low-profitability function -- especially since it's not their drug.
Yes, a BP already has a well-oiled mechanism in place, and this is effectively 'found money'. But as a counterpoint, CytoDyn's broad list of potential indications probably make them the 'enemy' in the eyes of most BP -- as leronlimab probably represents competition for at least one of their in-development or commercialized drugs.
I also find it curious that some investors are mistaking this distribution deal for a buyout offer -- or even a prelude to a buyout offer. I see no such nexus in this potential distribution agreement.
I welcome feedback on these comments.
In the last Investor CC on 6-11-2020, he mentioned that CytoDyn was in discussion with:
Asia
Bangladesh
India
South America
China
Europe
And a recent development with a Big Pharma in the US (singular)
In today's video, he has now added the plural form of BP. I don't know if this pluralization is due to English language issues, excitement, or a statement of actual fact.
Here is the exact video clip: https://youtu.be/K3Gn9gjVvcY?t=353
In any case, my understanding is that BP interest is related solely to a potential distribution deal for the COVID indication(s) -- and nothing else. So, one or more BPs have expressed an interest, or willingness, to be involved in just the distribution aspect of the leronlimab supply chain, if it is approved.
I realize the FDA would probably look favorably at an arrangement like that, as it increases confidence that the distribution will be handled in a professional and orderly manner. I suppose it might even tip the scales a bit in terms of approval, especially of the BP in question has already lined the pockets of the FDA approval board.
If you've been following the controversy surrounding the moronic allocation of remdesivir, you can probably understand why this would be important to the FDA.
Doctors lambaste federal process for distributing Covid-19 drug remdesivir
https://www.statnews.com/2020/05/06/doctors-l...emdesivir/
US Department of Health (scroll down to the table)
https://www.phe.gov/emergency/events/COVID19/...sivir.aspx
However, even with global distribution rights, I don't exactly understand why a BP would be very interested in this kind of high-touch, low-profitability function -- especially since it's not their drug.
Yes, a BP already has a well-oiled mechanism in place, and this is effectively 'found money'. But as a counterpoint, CytoDyn's broad list of potential indications probably make them the 'enemy' in the eyes of most BP -- as leronlimab probably represents competition for at least one of their in-development or commercialized drugs.
I also find it curious that some investors are mistaking this distribution deal for a buyout offer -- or even a prelude to a buyout offer. I see no such nexus in this potential distribution agreement.
I welcome feedback on these comments.
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