MedDevice formerly MLAB ymb
MedDevice formerly MLAB19
MedDevice formerly MLAB ymb
MedDevice formerly MLAB19 minutes ago
Dear Longs and BOD at CYDY,
I appreciate the chatter about GSK and other Big Pharma interest in Leronlimab. The interest is long over due by Big Pharma, but let us not lose site of Leronlimab's market potential. Any non-revenue company negotiates from a position of potential. We have no revenue track record. We have leverage, if there are more than one interested player. IMHO I believe we have more than one. I have been fortunate to be close enough to these type of negotiations in my past ( I was feeding market information into our negotiation team members). We had no revenue but had developed a novel medical device that had potential to treat different arrhythmias.
In CYDY's case, Leronimab has multiple indications in which we have evidence of strong potential. Market info is from (synthesis 1 2021 Seeking Alpha)
1) HIV monotherapy and combination therapy is $14 billion market size just in the U.S.
2) Conservative estimates on Long Covid are $324 billion. Just 10% of that and it is $32 billion
3) Breast cancer alone in 2019 was $21.58 billion
4) The global solid tumor market in 2018 was $121.3 billion
5) NASH by 2029 is projected to be $84.3 billion
We have so many more indications that Leronlimab has potential to address, but just look at the above indications: HIV, Long Covid, Breast cancer, Solid tumor and NASH total addressable market size and it is = $565.18 billion. Just getting 10% of that is $56 billion. THERE IS NO WAY we should ever accept $10 per share.
Remember that SK stated that Leronlimab could be like Abbvie's HUMIRA and HUMIRA earned approximately $20.7 billion last year.
I believe that Ms. Urbach and Dr. Arman and other CYDY officers on the negotiation team, will not be using historical buyout numbers, because that is extremely limiting. However, I would expect GSK and the other Pharma players to use a historical approach. Thats how these things start out and eventually both sides start to move a lot closer or a little closer. We'll know when things are announced.
I do not know if we will be in a partnership or a buyout. If it is a buyout, it better be significantly more than $10 per share. You know how some posters say "know what you own"; I say know what it's worth and CYDY is worth a ton more than $10 per share.
CYDY management put out the call for 350 million more shares by August 31. IMHO that was a calculated move to set a psuedo-deadline on discussions. If it is a buyout before August 31, the price is X times 1 billion shares or after August 31 it is X times 1.35 billion shares.
"Aim high" my fellow longs!
11
CytoDyn Inc (CYDY) Stock Research Links
Scroll down for more posts ▼
Top 10 Most Recent News Articles
A Fresh Alliance for Mental Wellness in Modeling Alright, let's shine a spotlight on a significant step in the modeling industry, a place typically less vocal about mental health. In a move that feels long overdue, Brain-Body Therapy and Mother Model Management have joined forces, marking the beginning of a collaborative effort to propel mental wellness to the forefront...
Continue Reading
Korean Spirits Jari Eyes U.S. Market Entry Some stories just have that perfect 'right time, right place' vibe, and CJ Foods' recent splash with their Korean spirits brand jari is one of them. Buckle up, because this one's about a Korean distilling sensation gearing up to hit American shores with a bang. Accolades Pave the Path Jari, the premium Korean distilled spirits...
Continue Reading
AI Without the Headache Alright folks, IREX is shaking things up, and not in the usual iterative, bit-by-bit tech progression way. StreamVLM™ has been rolled out as the world's first vision-language model (VLM) analytics engine tailored for the public safety sector—specifically, for cloud platforms. I’ve been around the block enough times to spot a significant shift...
Continue Reading
They say good things come in bizarre packages, and that's exactly the case as David Boylan's Lick the Plate zany celebration marks 15 years on air with its 2,000th episode. If you think of radio as a predictable endeavor, well, you're not tuned into Lick the Plate. A Milepost Draped in Multicolored Fabrics When you're browsing through colorful avenues of radio fame, it's...
Continue Reading
An Unstoppable Force in Fintech Well, if QuickFi hasn't made a name for itself in fintech, then folks, I don't know what to tell you. This year, they’ve snagged yet another prestigious Finovate Award—this time for Best SMB/SME Banking Solution. That's not their first rodeo either; it’s the fourth time they’ve walked away winners. It's almost like they're...
Continue Reading
Decoupling Oil Price and Production Response This oil market isn’t your usual rodeo. With Brent flirting with $100, it’s a seismic shift that’s not yielding new drills but redirecting capital to the existing infrastructure landscape. Ask yourself why we're not seeing the usual cavalry charge of new rigs. It’s simple: Pipeline mileage and producing wells have...
Continue Reading
Paving the Way for Seamless International Shipping Supply Maverick's got a new mantra, folks: simplicity. They're slicing through the mess of international shipping and bringing some much-needed clarity for customers in Canada, Australia, and New Zealand. It’s about time someone shook up the logistics playbook. The Nuts and Bolts of the New Shipping System Imagine being...
Continue Reading
Revolutionizing Estate Recovery Practices Here's the scoop: DCM Services (DCMS), that big shot in estate account resolution, is hooking up with AKUVO to shake up how credit unions handle estate recoveries. This alliance is a clear nod to modernizing a process stuck in the past. Let’s face it, handling decedent and probate accounts is no cakewalk, and traditional methods...
Continue Reading
They say you can never go home again, but don't tell that to Melissa Rivers. Rolling the dice on nostalgia and kicking off a new chapter, she's waltzing back to the Emmys red carpet for the first time in nearly 20 years. Alright, what's in it for investors? Not much—unless you're looking to invest in nostalgia. But there's something here about legacy, reinvention, and...
Continue Reading
A Somber Day at NYSE: Reflecting on 9/11 September 11th grips the heart of NYSE every year, but this year's 25th-anniversary powerfully reverberates through its hallowed halls. The hustle of the trading floor halts for a moment at 9:20 AM ET, paying homage to those lost in the harrowing attacks. I've seen the markets flap in the wind of countless crises, but nothing's...
Continue Reading
Top 5 Most Recently Viewed Articles
Building for the Future in Germantown If you ever needed proof that some banks are bucking trends and betting on brick-and-mortar branches, look no further than West Tennessee Bank. On July 7th, a new chapter began as they broke ground on a permanent home in Germantown, marking a solidification of their presence in Shelby County. Not every day you see a bank looking...
Continue Reading
BlackSky Secures Contract Extension for Enhanced Services BlackSky Technology Inc. (NYSE: BKSY) is pleased to announce that it has successfully obtained a one-year extension for its Electro-Optical Commercial Layer (EOCL) contract with the National Reconnaissance Office (NRO). This contract is pivotal in enabling the company to continue delivering subscription-based...
Continue Reading
Battery Materials Market Growth Prospects The battery materials market is experiencing a significant transformation as we move toward a new era of energy solutions. Fueled by the surge in electric vehicle (EV) sales and the rising need for renewable energy storage, this sector is anticipated to reach a robust valuation in the coming years. According to recent market...
Continue Reading
Investigating the Fair Market Value for DXL Shareholders The Ademi Firm is diving deep into the recent dealings of Destination XL Group Inc. (NASDAQ: DXLG) to ensure that all public shareholders are receiving equitable treatment. Questions have arisen regarding whether the shareholders of this firm are being granted a fair deal in light of their upcoming merger with...
Continue Reading
Introduction to Wi-Fi 8 At the forefront of tomorrow's wireless technology, Sercomm, a prominent provider of telecom and broadband equipment, is set to showcase its groundbreaking Wi-Fi 8 platform at the highly anticipated Network X event. This innovative technology is powered by Broadcom's state-of-the-art Wi-Fi 8 chipset and designed to significantly enhance wireless...
Continue Reading