Your observations are off the chart of reality in my opinion. We are not a candidate for a buy out.
As for other observations that I heard. I just finished the call. I am disappointed that Mahboob is no longer with us. I knew it was a big step backwards for him to come to little ol’ Cytodyn when he came and I had hoped that he would stay long enough to possibly replace Nader as CEO. My assumption is he was head hunted by another Pharma and the offer was too good to pass up. He has I am sure a big networking group who knows what his accomplishments are. I wish him good luck. We will miss his experience but will get bye without him. Nobody is irreplaceable.
It looks like they have it covered with another company coming in to help finish the BLA and they had Amerex working with Mahboob and his 2-3 people he had come to Cytodyn with him. ( Wonder if they went too?) Either way. Amerex probably benefitted from Mahboob enough to complete the formatting of the BLA. It may be the only needed items left are the completion of the receptor occupancy testing from the two companies they have hired to help that. Maybe Mahboob left because his job was complete on why he was hired?
Either way it looks like the BLA will probably be held to a RO testing completion as the delay or maybe still on schedule for late June or early July like we were told before. Either way we move on.
As for Covid it has two different takes for me. One is... we might get an EUA but it will take the extention of the CD-12 trial to 70 people like we were told it would take to achieve a p value in mortality
to get a updated p value. Did you hear that stat of 17.6% mortality in the 55 people in the extention? That seems to be on the table still for EUA. If not then another trial it will take. That was 3 different trial options thrown out there for another trial. If we had revenue we could do all 3. We sure do need some revenue.
The second most likely scenario for quick revenue and possible EUA is another country will be our first EUA. Time will tell on this. It seems closer every PR.
As for cancer having a BTD pre-meeting in the near future. I am happy to hear that but it doesn’t sound like it will happen soon and if it does. That would be a huge deal. Look forward to hearing about that possibility.
It was nice to hear the updates on LH and Dr. Recknor was a pleasure to hear speak to symptoms and how his personal experience was overcome with help from Leronlimab. His outlook for the LH trial was encouraging also. This will be the biggest treating group in Covid for us so hearing positive things are great.
Nash was still ongoing and not an issue with abundant information. Time will tell.
Over all I would say Nader was a little guarded and rightly so with all the armchair quarterbacking questions he was asked about what if...
We didn’t get any great news but we are not dropping the ball in any area and all is stable and it appears they have many many coals in the fire all over the world in seeking sales. This will happen and I believe soon. The Devastation in many countries shows all the need. Part of the puzzle they all seek is a critical ICU drug that will relieve some pressure on the ICU’s in all countries. That’s us...