Yep. This is quite an interesting turn of events.

Yep. This is quite an interesting turn of events.

I seem to recall that AGC was basically making a more raw version of LL, versus Samsung who was making the primetime, commercial grade LL. That AGC was either too small or not suited for making retail Leron. But that's just a foggy memory that may or may not be even close to reality. A fuck-ton has transpired with this little investment of ours and it's hard to keep it all straight.

Someone mentioned that ACG invested $50 million to created more capacity for manufacturing, so if that's true maybe they're more prepared to shoulder the load.

But it makes more sense that a partner pharma company would be in play.

Why?

Because the technology was transferred. AGC already has the ability to make LL. They don't need the recipe or a Nader-In-The-Break-Room-Cooking-Fish-In-The-Microwave style demo of how to make Leron. First you unwrap the fish and let it sit out on the counter to come to room temperature. While that's happening you sprinkle your spice blend on the fish. Here I'm using fenugreek, cumin, and paprika mainly. After 20 minute, you can tell by the smell, place your fish on a plate and place near the outer part of the spinning tray because the outside cook faster than the inside. These are facts. I don't just say these things to say things. People always say to me, 'Nader how do you get fish so good from microwave' and I always tell them I use the potato setting for the perfect cook and also outside of the tray. Always outside of the tray.

I also can't imagine any random manufacturer would be eager to jump in bed with Cytodyn when they can do a tiny bit of research into the company and see that the last manufacturer is still owed quite a bit of money. We'd be looking at manufacturing partner options equivalent to those dusty used car lots with 8 sad cars and a sign that says "No credit, No problem".

So no, I think AGC isn't going to be manufacturing LL at scale for what seems to be rather immediate needs if you take the FAQ and Lalezari PR comments at face value.

This seems like the job of a shiny new partner company like GSK (who does manufacture mabs), and who has their majority ownership in a company like Viiv, who upon a quick google search presented 32 abstracts (alone or with partners) at the 2022 Interantional AIDS Conference. One would think there'd be a place for adding LL somewhere in the mix when you're researching that deeply into patient types and treatment regimens.

Just spitballing when it comes to GSK, but the idea that Cytodyn transferred their manufacturing technology to a new company appears to be a very real thing. And a very intriguing thing at that. Whether it's a partnership or a buyout, it helps strengthen the case that one or the other is in play. That Cytodyn wasn't sitting on their hands this whole time. Exciting times. Again. Finally. Hopefully.