these are interesting posts, I decided to do resea
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Posted On: 06/29/2023 9:58:02 AM
Re: biloxiblues #135371
these are interesting posts, I decided to do research if ex executives from BP taking jobs at small biotechs is an actual sign of something. It may not be and it has an industry wide explanation. Basically, BP has been cutting budgets for R&D, which means new young hires don't get hired or get let go before they become veterans. The experienced R&D employees keep their jobs, but likely get tired of the lack of support and growth in their departments. They get hired at small biotechs because those small start ups can't take a chance on junior people. they have one chance to get it right. Basically, BP is not supporting new drug development internally, choosing to partner or buy small biotechs instead.
However, i did find an interesting article on the MA forcast. it is a year old but interesting.
https://www.barrons.com/articles/big-pharma-m...1651844327
Basically, BP as a whole has enough cash to buy all the biotech companies that exist. The question is why are they not? It seems the small biotechs think they are worth too much and BP is waiting it out until prices get back to reality.
To apply this to Cytodyn, I have no doubt that a few BP did start the conversation with Cytodyn and got the Nader 3-4 finger stock price speech and passed on further talks. The change in management, the lack of frequent capital raises and the very clear plan forward point to Cytodyn being more access able to BP. Cytodyn very clearly stats the plan is to move forward with trials only with a partner. building a healthy productive relationship with the FDA is just as beneficial to a healthy productive relationship with a BP partner.
Unfortunatly, This means the buyout price needs to be at an acceptable level. I hope the clinical hold, the settlement with Amarex and the MD Anderson trial readout raise the stock price to a normal level. Doing the math from todays stock price to the rough numpers in our heads is way out of reality, we need to start at a corrected SP to do that math and have it make some historical model apply.
However, i did find an interesting article on the MA forcast. it is a year old but interesting.
https://www.barrons.com/articles/big-pharma-m...1651844327
Basically, BP as a whole has enough cash to buy all the biotech companies that exist. The question is why are they not? It seems the small biotechs think they are worth too much and BP is waiting it out until prices get back to reality.
To apply this to Cytodyn, I have no doubt that a few BP did start the conversation with Cytodyn and got the Nader 3-4 finger stock price speech and passed on further talks. The change in management, the lack of frequent capital raises and the very clear plan forward point to Cytodyn being more access able to BP. Cytodyn very clearly stats the plan is to move forward with trials only with a partner. building a healthy productive relationship with the FDA is just as beneficial to a healthy productive relationship with a BP partner.
Unfortunatly, This means the buyout price needs to be at an acceptable level. I hope the clinical hold, the settlement with Amarex and the MD Anderson trial readout raise the stock price to a normal level. Doing the math from todays stock price to the rough numpers in our heads is way out of reality, we need to start at a corrected SP to do that math and have it make some historical model apply.
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