I had a talk with my 6yo son yesterday in which he
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We were speaking about how his teacher just announced that she's leaving his school. After asking his about his feelings on the matter and applying some crunchy parenting techniques, satisfying the requirements set forth in law by Do What Your Wife Would Do First So You Don't Catch Shit vs The State of New Jersey, I then asked if he thought his new teacher would be a man or a woman. I wanted him to bet on it and make a game out of it.
He thought for a moment and said, "a girl, because all of the teachers at my school are girls so she probably will be too."
He's probably going to be right. The evidence is all there for him to make that decision. All the teachers are women at his school. They don't seem to hire men, or maybe men don't even teach, or like a classic Seinfeld episode the school is owned by a man but he hires only his busty daughters to work there.
Regardless, all signs point to a woman as his next teacher. Busty or otherwise.
Which brings me to my point about Recknor and the chances he's still with Cytodyn.
Here's what we know to be true.
1. He was removed from the "About Us" section of the website along with Nitya Ray.
2. It was announced a few days ago that Ray and the company agreed to an immediate resignation.
3. Numerous people emailed Recknor to see if he was still with the company and nobody seems to have gotten a response as of this morning, which gave him a full day back from holiday on Monday to respond to at least one of what must have been many, many emails on the matter.
4. We have an R&D heavy virtual event scheduled with multiple speakers that came out of the blue recently, and is lacking our director of R&D Chris Recknor.
Now, there could be explanations for all of these things. Like 1) They want to streamline who is on the About Us page, 2) Ray's departure was a singular event that has nothing to do with Recknor, 3) He took yesterday off to turn a long weekend into a really long weekend, and 4) The design of the call appears to be set up to allow our scientific board members a chance to shine.
Not that Recknor's a chump, but if you're comparing resumes and the company wants to earn credibility for itself and for Leronlimab within the scientific community, maybe letting these other folks face the public is your best bet.
My kid, who you'll remember as the genius from above, would tell you Recknor's probably gone though.
Is that a bad thing for our investment if he is?
Probably not.
We have the same propensity to apply much larger meaning to these things than they might deserve, like most of us do with every conference call announcement. The CYDY train seems to be well on its way to its first major destination, even if a few people hop off at short stops along the way. But it's never a good thing to lose smart, engaged employees if you don't have to.
What we don't know, besides whether or not he's actually gone yet, is why he (might have) left. There honestly could be a lot of reasons that have nothing to do with LL's short or long term possibilities. He's also not the only smart and engaged guy around. See the recent-ish additions of Cyrus and scientific board members as an example.
I'd miss him though. I felt like my blood pressure dropped back into the normal range just by listening to him speak. My high cholesterol, on the other hand, remains impenetrable.
#TwoFilets
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