Another great theory and I hope we have a partner or one in
Another great theory and I hope we have a partner or one in the works. I just can’t let myself get that excited about a possible partnership. I just won’t have that type of let down swirling around in my head again. For one… the rules of Pharma has been we will partner with you when you show me an approval of your drug little biotech. We have been real close but the proverbial winning cigar… we are not smoking it just yet. I believe we will. It’s not if we will… its when we will…in my opinion.
Big Pharma across the board has literally spent a combined crazy amount in the billions of dollars on drugs they could NOT get approved even though they had great phase 2 results. They have been stung numerous times on great results that didn’t pan out. They decided a few years back not to use the fire sale approach and just to wait for the real approval first and buy the biotech out before marketing the drug. Bet on the sure thing. Makes sense for them.
Our management has speculated about BTD’s being enough to be bought out. Maybe 2 BTD’s with huge results could make that happen. It’s not an approval yet but a wise gambling CEO of a big Pharma might bite? Maybe… it’s a stretch and doesn’t fit the past formulas as a norm. But maybe?
I don’t want to keep raining on the parade about a possible buy out or partnership. The truth is we have nothing solid to go on either direction. Be careful what you lead yourself to believe is all I am saying. Don’t get yourself into one of those major blow back situations if what you want to believe isn’t actually happening or going to happen.
Just remember either way partnership or not we have a golden egg in our pocket with great potential and we may still get 2 or 3 possible approvals this year with or without a partner. Remember… it’s not if we have a good platform drug anymore. It’s when we start crossing the finish lines. Let’s hope whomever we hire as a new CEO that this is not their first rodeo. That they have been here and more.
It may sound like I am down on Leronlimab. I am not. I am super hopeful and very optimistic about our future. I believe in the science and what we have learned about this drug from the trials we have had so far. I am not giving investment advice to anyone. Do what’s comfortable for you. I know how comfortable I am. Have I said it’s all rainbows and (yellow butterflies/TechGuru) butterflies before… that’s what I am hoping the next sign is… news will definitely come when we have material events.
Having great news when we need it… material events baby!!! This much we know is mandatory. I don’t mind the wait… I don’t flip and never have. I don’t short and never will. I am here for the long run and always have been. To be long and strong. So what if we speculate and dream a little here and there. If your still here now… you have the bug that is…CYDY. I will wait until the end… keep waiting… it’s coming… it’s not if… it’s when. It’s what I keep telling myself and it sure the hell helps me. I hope it helps you too… it’s just a matter of time in my hopes and dreams.
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