Great post. My opinion, at this point, is that

Great post.

My opinion, at this point, is that CYDY appears to be posturing to license as many indications as possible. HIV in the U.S. is already licensed, there’s an NBA for U.S. licensing for COVID, NP has mentioned international talks for COVID licensing, and potential licensing for cancer and Nash. Cancer and Nash are huge markets alone, which even a 50% share of profits would make CYDY extremely valuable. When you factor in HIV, GvHD and other, yet to be tested indications (MS, Alzheimer’s, etc.), licensing deals could be the path forward. CYDY can use cash from warrant conversions and cash from licensing deals to fund phase 2/3 trials to prove efficacy and then sign more licensing deals. I believe that is the plan for the multiple phase 2 that NP said will be initiated by the end of this year.

This path will avoid a lower BO offer and still bring in large profits for all those invested, while keeping the cost to the company low in terms of smaller, more easy to manage phase 2s. Leronlimab is safe and that’s a massive benefit moving forward.