It may be that things play out in a middle ground
Post# of 153903
(Total Views: 571)
Posted On: 01/21/2022 5:22:15 PM
It may be that things play out in a middle ground scenario, between the doom and gloom and the pie in the sky. It’s obvious that we are not going to run out of money, as we can sell shares, even if we may not like the terms we will get given the SP. So the doom and gloom bankruptcy will not come to pass . But I also don’t think the reason they are silent is because there is some huge partnership or buyout offer about to be announced. No one would be happier than me if that were the case, but I’m skeptical of that scenario.
The middle ground scenario would be that cancer and Nash are going to take longer than we had hoped as we have to run more traditional trials gather more patients and collect and organize more data, with BTD potentially not happening. Covid is the real head scratcher, and I’m shocked that they have not enrolled a ton of patients in Brazil by now - I think they probably owe us an update on that relatively soon. And then there is the BLA submission. I am hopeful that still happens in Q1, and if so I suppose we would see revenue from HIV later this year early next year?
in other words, things will play out in a positive fashion, but on a slower time frame. That still means this will be a great investment, but not as near term potentially. HIV May be our closest shot on goal, which I would be fine with as long as we can execute the BLA submission.
The middle ground scenario would be that cancer and Nash are going to take longer than we had hoped as we have to run more traditional trials gather more patients and collect and organize more data, with BTD potentially not happening. Covid is the real head scratcher, and I’m shocked that they have not enrolled a ton of patients in Brazil by now - I think they probably owe us an update on that relatively soon. And then there is the BLA submission. I am hopeful that still happens in Q1, and if so I suppose we would see revenue from HIV later this year early next year?
in other words, things will play out in a positive fashion, but on a slower time frame. That still means this will be a great investment, but not as near term potentially. HIV May be our closest shot on goal, which I would be fine with as long as we can execute the BLA submission.
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