No mole, mole, mole, or moules that I'm aware of. But while many think the silence out of management is due to incompetence I'm of the opinion that they're doing what they said they'd do. Which is to prepare us for getting the hold lifted and Leronlimab back in action. When Tanya (or the Mig, or whoever said it) says that they anticipate positive developments in the coming few months I believe them. I don't think they're idiots, and the job is pretty straight forward. The fda says to jump, they ask how high, the fda responds with a laundry list of items to prepare before the jump, they prepare everything, the fda asks for more, they do that, the fda asks for more, the fda runs out of things to ask, and the final items are submitted with an ETA to the jump of...(checks full sized Paula Poundstone calendar on wall)... roughly now. At least by all reasonable guestimations.
I think it's fair to assume that the last request from the fda was a surprise, based on Cyrus' explanation at the time. I think it's also fair to assume that if Cytodyn now feels like that was the last step, that it very well should be. Could be wrong though, and it wouldn't be the first time. Cytodyn's obstacles are always of the unexpected and unbelievable variety.
I'm gearing up for a release of the hold "soon", followed up relatively quickly by some sort of partnership announcement that's been on ice until this hold is lifted. Though the theory that a buyout is waiting on the hold lift could be true too. I just have a hard time believing the amount it based on the massive discrepancy between LL's true value and Cytodyn's current value. Most of us are relatively small potatoes. Fingerlings, if you will. But would the large potatoes be ok with a buyout in the low dollar range? The growth hormone russets? I don't know what they're in for and at what price by now, but I'd like to think they'd want to get, at worst, nearing $10. This is a flat out guess, by the way. A gut feeling. Maybe someone who loves to dive into the minutiae like MGK would like to see if they can uncover what the cost basis might be for some of the whales involved.
Honestly, the only way I can see someone justifying a $15+ billion dollar buyout would be a Merck, who might be able to see the hold lifted, then announce killer Keytruda + Leronlimab results and a buyout based on all the new cancer market potential that awaits the combo. Otherwise, how does a non-private company justify it?
And sure, maybe a company like Boehringer Ingelheim could swoop in and pay a healthy amount because they're not beholden to shareholders, but that seems unlikely. All of LL/Cytodyn's connections are with publicly traded companies like GSK, Gilead, Merck, etc.
I think a partnership is where it's at. Some up front money to get us rolling, followed by milestones along the way to final approval, and a full buyout once that happens.
And if I'm wrong and there's a low buyout I guess I'll just have to take my hundreds of thousands in ones so I can Scrooge McDuck it without hurting myself. I was planning on the pile being hundreds, but as Jesus once said in, I think the book of Job, a massive piles of ones in the bush is worth more than a pile of, wait, that's not right. It's gotta be your bush. Shit, I can't remember. I'll be fine, is all I'm saying.
I think it's fair to assume that the last request from the fda was a surprise, based on Cyrus' explanation at the time. I think it's also fair to assume that if Cytodyn now feels like that was the last step, that it very well should be. Could be wrong though, and it wouldn't be the first time. Cytodyn's obstacles are always of the unexpected and unbelievable variety.
I'm gearing up for a release of the hold "soon", followed up relatively quickly by some sort of partnership announcement that's been on ice until this hold is lifted. Though the theory that a buyout is waiting on the hold lift could be true too. I just have a hard time believing the amount it based on the massive discrepancy between LL's true value and Cytodyn's current value. Most of us are relatively small potatoes. Fingerlings, if you will. But would the large potatoes be ok with a buyout in the low dollar range? The growth hormone russets? I don't know what they're in for and at what price by now, but I'd like to think they'd want to get, at worst, nearing $10. This is a flat out guess, by the way. A gut feeling. Maybe someone who loves to dive into the minutiae like MGK would like to see if they can uncover what the cost basis might be for some of the whales involved.
Honestly, the only way I can see someone justifying a $15+ billion dollar buyout would be a Merck, who might be able to see the hold lifted, then announce killer Keytruda + Leronlimab results and a buyout based on all the new cancer market potential that awaits the combo. Otherwise, how does a non-private company justify it?
And sure, maybe a company like Boehringer Ingelheim could swoop in and pay a healthy amount because they're not beholden to shareholders, but that seems unlikely. All of LL/Cytodyn's connections are with publicly traded companies like GSK, Gilead, Merck, etc.
I think a partnership is where it's at. Some up front money to get us rolling, followed by milestones along the way to final approval, and a full buyout once that happens.
And if I'm wrong and there's a low buyout I guess I'll just have to take my hundreds of thousands in ones so I can Scrooge McDuck it without hurting myself. I was planning on the pile being hundreds, but as Jesus once said in, I think the book of Job, a massive piles of ones in the bush is worth more than a pile of, wait, that's not right. It's gotta be your bush. Shit, I can't remember. I'll be fine, is all I'm saying.
21
1
