Finally finished cc. Were several reasons to be en
Post# of 155052
(Total Views: 558)
Posted On: 03/25/2021 5:52:59 PM
Finally finished cc. Were several reasons to be encouraged. Mostly, it was my impression that they now have a plan & a much better handle on what needs to be done & how to go about it.
I believe that getting to $100 will be relatively easy, given what I heard on the call.
Getting to $10 will be much more difficult, imo. I say this because as much as saving 25k on a cc is prudent now, it speaks to the $'s we have to advance our lofty ambitions. Money cures a lot of ails. ( TM said something similar- uplist) Now any kind of EUA, even if it is written with crayon, checks a lot of boxes. We need revenue.
This brings me to what caught my attention the most during cc. Synergy was mentioned twice & SK jumped all over the " partner to help with cost of trials" question. Something to suggest that we are in serious talks that could lead to something.
Personally, I have long felt that this was the most sure path to $30 plus,given the intrigue (at the very least plus safety profile) BP would raise money off that even if they never sold a dose. I also believe that it would lower the high.
This has been discussed previously. Most wanted the whole ball of wax when they thought CD 12 was a slam dunk. Just wondering how many would choose to derisk now vs rolling dice.
Side note- I feel that if we had done the combo trial with remdesivir spring 2020, we would be selling product now.
Not much chatter now & wanted to revisit this. Would you settle for winner or "let it ride"?
I believe that getting to $100 will be relatively easy, given what I heard on the call.
Getting to $10 will be much more difficult, imo. I say this because as much as saving 25k on a cc is prudent now, it speaks to the $'s we have to advance our lofty ambitions. Money cures a lot of ails. ( TM said something similar- uplist) Now any kind of EUA, even if it is written with crayon, checks a lot of boxes. We need revenue.
This brings me to what caught my attention the most during cc. Synergy was mentioned twice & SK jumped all over the " partner to help with cost of trials" question. Something to suggest that we are in serious talks that could lead to something.
Personally, I have long felt that this was the most sure path to $30 plus,given the intrigue (at the very least plus safety profile) BP would raise money off that even if they never sold a dose. I also believe that it would lower the high.
This has been discussed previously. Most wanted the whole ball of wax when they thought CD 12 was a slam dunk. Just wondering how many would choose to derisk now vs rolling dice.
Side note- I feel that if we had done the combo trial with remdesivir spring 2020, we would be selling product now.
Not much chatter now & wanted to revisit this. Would you settle for winner or "let it ride"?
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