The canceled call and company silence continues to intrigue me. Right away I placed my bet on Nash partnership talks because it made the most sense to me. You don’t abruptly, and without explanation, cancel a call like that for day to day issues like locking in your latest round of financing or holding an emergency company meeting to figure out who won’t stop throwing paper towels into the toilet. No, there’s something bigger at play here.
One guess I keep seeing is that it’s due to the Amarex negotiations. I’m no law man, or even a law abiding citizen after two bottles of wine, but Sidley is handling that kind of thing on behalf of Cytodyn. A 90 minute prescheduled conference call wouldn’t need to be delayed when Sidley can go knock legal heads without NP and the board slowing them down. Plus that kind of business isn’t an instantaneous back and forth kind of thing. It’s a long slog of posturing and stick-in-spokes gamesmanship. No, I highly doubt this is the reason.
Others are saying that it’s due to financing. Since when did Cytodyn cease all communications for weeks because they were in the process of issuing new shares? Holding off news that could improve our bargaining position so they could lock in money at a shittier price? I’m no math man, or even a man capable of doing math outside of simple filet math™, but even my simple brain can compute the chances NP canceled the call because of financing. It’s zero.
A select few have postulated it’s because the FDA has suddenly decided that they need all the treatments they’ve turned their noses up against for the last two years. Why, they must have told Nader to stop all communications with the public so they can focus on shipping all available vials across the country and also to rent a couple hundred brinks trucks to haul back all the profits. I’m almost as optimistic as Goose. In fact, I already have my beach house lot picked out. I’ve pre-spent millions of dollars. Hell, I’ve already started planning how to contact Sidley so I can hire them to cover all the fun but illegal shit I’m going to do once I have FU money. (Park like an asshole so nobody touches your car? Oh, I’m gonna touch your car alright.) But despite that optimism in the science surrounding Leronlimab, there isn’t a chance in hell the FDA has decided to come after our vials without CYDY providing anything (more data, higher dose this, receptor occupancy that) that has been repeatedly asked of them.
Bashers are throwing out our cash position, money owed, the bond, and/or a variety of other stupid reasons they think we could go bankrupt, and thus the reason for the call cancellation. Which is horseshit and not worth any additional time on the matter besides reiterating that they’re not going bankrupt this close to commercialization with 200 million shares at their disposal. Worst case is having to sellout at a low valuation (dollars per share) if literally everything went wrong in all of their trials. When dicks start falling off from LL we may want to start worrying. Until then, we’re going to keep humping these different indications until the first one pays off.
All of this leads me to think this boils down to either a Nash partnership being hammered out, or a buyout proposal being finalized. As it drags on I can’t help but think it’s maybe more complicated than just a Nash partnership, which would give some potential credence to a buyout discussion. I found this while bouncing around the net this morning:
“Pharmasset, before it got acquired, had only 80 employees with no commercial products yet available. At first, Gilead offered $100 per share. However, Pharmasset considered it inadequate, and Pharmasset's CEO revealed to Gilead that it would deliver important information about its positive development at the American Association for the Study of Liver Diseases. If the positive product development information would be released to the market, Pharmasset's share price would surge higher, making the acquisition more expensive for Gilead. At last, the final price tag was as high as $137 per share, making the total acquisition price of $11 billion.”
Source: https://www.nasdaq.com/articles/look-back-2-s...2016-02-22
This sounds like a very plausible example of what just happened to Cytodyn. With NP just about to announce the 700mg Nash results to the world, a potential suitor may have made an initial offer that was rebuked, and then asked NP to hold off on any news while they rework the offer and sit back down at the negotiating table. Of course, this could be happening the same way for just a partnership on Nash indications. It doesn’t have to be a buyout. I just can’t shake the feeling that something more complicated is at play because we’re nearing two weeks since the call was canceled. Couldn’t they have hammered out Nash details over a few days? It would be more difficult to compute and negotiate the many future indications and long-term potential of Leronlimab. Maybe third parties have been brought in to do just that. This would also clear up why they didn't seem to present at the showcase everyone won't shut up about.
Ultimately I think it’s safe to rule out many of the reasons that have been tossed about, especially the simple ones like NP’s mother-in-law passing away, the office getting covid, and a variety of other reasons that we’d have gotten some sort of explanation for along with a rescheduled date for the call. None of the “life got in the way” reasons hold water for two weeks of follow up silence.
On the subject of having to disclose good or bad material events within four days, it sure would stand to reason that if something truly bad happened almost two weeks ago we’d have heard about it by now. They wouldn’t get to hold onto the bad news in hopes they can correct it before announcing it. On the other hand, if they’re in negotiations nothing is final and they don’t have to say a word until it is.
Put me down for a moneyline bet on a partnership, with a buyout offer + overseas EUA parlay for shits and giggles.
Respertfully yours,
Daytime Respert
One guess I keep seeing is that it’s due to the Amarex negotiations. I’m no law man, or even a law abiding citizen after two bottles of wine, but Sidley is handling that kind of thing on behalf of Cytodyn. A 90 minute prescheduled conference call wouldn’t need to be delayed when Sidley can go knock legal heads without NP and the board slowing them down. Plus that kind of business isn’t an instantaneous back and forth kind of thing. It’s a long slog of posturing and stick-in-spokes gamesmanship. No, I highly doubt this is the reason.
Others are saying that it’s due to financing. Since when did Cytodyn cease all communications for weeks because they were in the process of issuing new shares? Holding off news that could improve our bargaining position so they could lock in money at a shittier price? I’m no math man, or even a man capable of doing math outside of simple filet math™, but even my simple brain can compute the chances NP canceled the call because of financing. It’s zero.
A select few have postulated it’s because the FDA has suddenly decided that they need all the treatments they’ve turned their noses up against for the last two years. Why, they must have told Nader to stop all communications with the public so they can focus on shipping all available vials across the country and also to rent a couple hundred brinks trucks to haul back all the profits. I’m almost as optimistic as Goose. In fact, I already have my beach house lot picked out. I’ve pre-spent millions of dollars. Hell, I’ve already started planning how to contact Sidley so I can hire them to cover all the fun but illegal shit I’m going to do once I have FU money. (Park like an asshole so nobody touches your car? Oh, I’m gonna touch your car alright.) But despite that optimism in the science surrounding Leronlimab, there isn’t a chance in hell the FDA has decided to come after our vials without CYDY providing anything (more data, higher dose this, receptor occupancy that) that has been repeatedly asked of them.
Bashers are throwing out our cash position, money owed, the bond, and/or a variety of other stupid reasons they think we could go bankrupt, and thus the reason for the call cancellation. Which is horseshit and not worth any additional time on the matter besides reiterating that they’re not going bankrupt this close to commercialization with 200 million shares at their disposal. Worst case is having to sellout at a low valuation (dollars per share) if literally everything went wrong in all of their trials. When dicks start falling off from LL we may want to start worrying. Until then, we’re going to keep humping these different indications until the first one pays off.
All of this leads me to think this boils down to either a Nash partnership being hammered out, or a buyout proposal being finalized. As it drags on I can’t help but think it’s maybe more complicated than just a Nash partnership, which would give some potential credence to a buyout discussion. I found this while bouncing around the net this morning:
“Pharmasset, before it got acquired, had only 80 employees with no commercial products yet available. At first, Gilead offered $100 per share. However, Pharmasset considered it inadequate, and Pharmasset's CEO revealed to Gilead that it would deliver important information about its positive development at the American Association for the Study of Liver Diseases. If the positive product development information would be released to the market, Pharmasset's share price would surge higher, making the acquisition more expensive for Gilead. At last, the final price tag was as high as $137 per share, making the total acquisition price of $11 billion.”
Source: https://www.nasdaq.com/articles/look-back-2-s...2016-02-22
This sounds like a very plausible example of what just happened to Cytodyn. With NP just about to announce the 700mg Nash results to the world, a potential suitor may have made an initial offer that was rebuked, and then asked NP to hold off on any news while they rework the offer and sit back down at the negotiating table. Of course, this could be happening the same way for just a partnership on Nash indications. It doesn’t have to be a buyout. I just can’t shake the feeling that something more complicated is at play because we’re nearing two weeks since the call was canceled. Couldn’t they have hammered out Nash details over a few days? It would be more difficult to compute and negotiate the many future indications and long-term potential of Leronlimab. Maybe third parties have been brought in to do just that. This would also clear up why they didn't seem to present at the showcase everyone won't shut up about.
Ultimately I think it’s safe to rule out many of the reasons that have been tossed about, especially the simple ones like NP’s mother-in-law passing away, the office getting covid, and a variety of other reasons that we’d have gotten some sort of explanation for along with a rescheduled date for the call. None of the “life got in the way” reasons hold water for two weeks of follow up silence.
On the subject of having to disclose good or bad material events within four days, it sure would stand to reason that if something truly bad happened almost two weeks ago we’d have heard about it by now. They wouldn’t get to hold onto the bad news in hopes they can correct it before announcing it. On the other hand, if they’re in negotiations nothing is final and they don’t have to say a word until it is.
Put me down for a moneyline bet on a partnership, with a buyout offer + overseas EUA parlay for shits and giggles.
Respertfully yours,
Daytime Respert
38
