I don’t believe in removing Dr. Kelly. I believe that Dr. Kelly has moved the company into different paths that we will all benefit from. I believe that without Dr. Kelly we would of stayed as an HIV biotech only company. That’s what some shareholders wanted and that was the game plan of the 13D group. Which was to pull back and only finish the BLA. I believe Dr. Kelly is the mover behind the scene’s that allowed Cytodyn to explore more options and those options in NASH and Cancer and possibly Covid. These indications would of never been realized at this junction in time without his direction. Could he of made some better decisions and financed us better when share price was up with less dilution? Yeah maybe… 20/20 hindsight is tough to accept sometimes. Nobody shouted sell shares now when we were over $5/share or more.
To me… having more indications trialed in phase 2 or better is just smart. We have many more chances with approvals with more indications trialed. We all believe that Combo HIV will file the BLA this year and seek an approval. The value of this indication has been diminished to almost a minimal revenue once approved (was 8-11 billion now just 30 million). If we had only this one HIV indication as our only future revenue who knows how we would of progressed financially. I am guessing very slowly. But in trialing other indications and learning how effective NASH and Cancer treatment is with Leronlimab. This was the right direction in my opinion. Our current value does not show our potential in these indications and it is something us as investors just can’t understand.
The most important value of trialing these indications all at the beginning of our first approval is to save what amounts to invaluable time. Once we do get our first approval the clock starts on length of time we have patent rights. What if… we had a HIV approval and still had to wait 2 years or more to get to the point we are right now with our other indications? The value of two years of possible sales of these major valued indications is greatly reduced. This is all assuming we have both of these indications approved in our future but we will reap the benefits of not losing this time. To me that is huge.
So when I look at who was driving the bus and was the bus driver of Cytodyn in starting these other indications we have progressed. I don’t see Nader as the driver of the bus. I see Nader only giving approval of what Dr. Kelly business sense said to do in trialing the indications that were most life saving and also highest valued in revenue. This could be the golden egg when we look back in 3-5 years. Thinking that Nader chose on his own to initiate the extra trials is just not real. Dr. Kelly is way more important than we have given him credit for. He has brought us untold opportunities that we would not of recognized had we not explored those options.
I will give you this though… he waited to long to be part of the BOD as chairman in removal of Nader. Nader lost his effectiveness over the last year he was here and Dr. Kelly stood by him when he should of been looking for a new CEO. I just wanted to add that I was a big fan of Nader for his ability to get the investors excited and invest more. I don’t regret what I have invested at all and I have Nader to thank for being invested in Cytodyn. I am glad he is gone now and the only fault I can find in Dr. Kelly is him being too devoted to Nader but the bus driver in all these trials undoubtedly was Dr. Kelly and his institutional knowledge of Leronlimab and or Cytodyn is unrivaled inside the company or any new such person who might replace him as such a valuable asset to Cytodyn and us as investors. Why do you think the board didn’t fire him when they fired/resigned Nader? Because of Dr. Kelly’s knowledge of where we are and where our future is… is very important. Dr. Kelly has been the driver of the bus the past few years and always sitting in the back seat and not taking any credit for our companies direction. We owe him our future in my thoughts. The big money will come from NASH and Cancer and he made that happen much quicker and we wouldn’t be at this point in time without him is what I believe. Ask yourself if you would still be invested if the market value was only 30 million annually and we didn’t know any other possibilities of Leronlimab? Would you still feel the potential? That’s the value of Dr. Kelly to us.
To me… having more indications trialed in phase 2 or better is just smart. We have many more chances with approvals with more indications trialed. We all believe that Combo HIV will file the BLA this year and seek an approval. The value of this indication has been diminished to almost a minimal revenue once approved (was 8-11 billion now just 30 million). If we had only this one HIV indication as our only future revenue who knows how we would of progressed financially. I am guessing very slowly. But in trialing other indications and learning how effective NASH and Cancer treatment is with Leronlimab. This was the right direction in my opinion. Our current value does not show our potential in these indications and it is something us as investors just can’t understand.
The most important value of trialing these indications all at the beginning of our first approval is to save what amounts to invaluable time. Once we do get our first approval the clock starts on length of time we have patent rights. What if… we had a HIV approval and still had to wait 2 years or more to get to the point we are right now with our other indications? The value of two years of possible sales of these major valued indications is greatly reduced. This is all assuming we have both of these indications approved in our future but we will reap the benefits of not losing this time. To me that is huge.
So when I look at who was driving the bus and was the bus driver of Cytodyn in starting these other indications we have progressed. I don’t see Nader as the driver of the bus. I see Nader only giving approval of what Dr. Kelly business sense said to do in trialing the indications that were most life saving and also highest valued in revenue. This could be the golden egg when we look back in 3-5 years. Thinking that Nader chose on his own to initiate the extra trials is just not real. Dr. Kelly is way more important than we have given him credit for. He has brought us untold opportunities that we would not of recognized had we not explored those options.
I will give you this though… he waited to long to be part of the BOD as chairman in removal of Nader. Nader lost his effectiveness over the last year he was here and Dr. Kelly stood by him when he should of been looking for a new CEO. I just wanted to add that I was a big fan of Nader for his ability to get the investors excited and invest more. I don’t regret what I have invested at all and I have Nader to thank for being invested in Cytodyn. I am glad he is gone now and the only fault I can find in Dr. Kelly is him being too devoted to Nader but the bus driver in all these trials undoubtedly was Dr. Kelly and his institutional knowledge of Leronlimab and or Cytodyn is unrivaled inside the company or any new such person who might replace him as such a valuable asset to Cytodyn and us as investors. Why do you think the board didn’t fire him when they fired/resigned Nader? Because of Dr. Kelly’s knowledge of where we are and where our future is… is very important. Dr. Kelly has been the driver of the bus the past few years and always sitting in the back seat and not taking any credit for our companies direction. We owe him our future in my thoughts. The big money will come from NASH and Cancer and he made that happen much quicker and we wouldn’t be at this point in time without him is what I believe. Ask yourself if you would still be invested if the market value was only 30 million annually and we didn’t know any other possibilities of Leronlimab? Would you still feel the potential? That’s the value of Dr. Kelly to us.
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