From the 8k:
"The Company believes it currently has enough drug product and substance to complete its contemplated clinical activity and will be transitioning the aforementioned services to one, or several, of its current service providers."
I remember the back and forth posts about the technology transfer wording in the original FAQ's that CYDY posted. Or maybe it was a 10k, or something else, that kicked off the discussion. The most optimistic of the bunch claimed that they were moving the production of LL to a big pharma partner and we'd be finding out who in short order through a big announcement. That obviously didn't happen. The more pessimistic amongst us thought that it was just a wording thing. That nothing had substantially changed or we'd have heard otherwise.
An additional nugget or two was turned over by those always watching and posting, but that whole discussion dissipated over time.
I'd argue that the last sentence in the Samsung filing may have been our best indication yet that more is happening behind the scenes than we are usually allowed to see.
To be clear, I don't think this means we're getting some big announcement any second now. But I do think it bolsters the argument that even though it has taken a long time to get off hold and many of us are/were disappointed that there wasn't some more immediate announcements after the hold was lifted, that things are absolutely bubbling below the surface.
I keep having this suspicious gut feeling that the immune trial doesn't start until after something more substantial goes down. Is it the Amarex settlement we all anticipate? Is it a partner stepping in to own a piece of LL's indications? Is it a buyout (least likely at these prices, in my humble opinion)? Or is it nothing, and they'll get the trial started within a few months as anticipated?
Regardless, I was happy to see the agreement with Samsung for a few reasons. But mainly because it means Samsung feels confident that waiting a little longer will get them far more money than pushing for immediate cash. How would they know that? Through discussions with Cytodyn and a look under the covers.
Things don't necessarily look amazing on the surface right now, but it's what's underneath that matters.
And Cytodyn is a grower, not a show-er.
"The Company believes it currently has enough drug product and substance to complete its contemplated clinical activity and will be transitioning the aforementioned services to one, or several, of its current service providers."
I remember the back and forth posts about the technology transfer wording in the original FAQ's that CYDY posted. Or maybe it was a 10k, or something else, that kicked off the discussion. The most optimistic of the bunch claimed that they were moving the production of LL to a big pharma partner and we'd be finding out who in short order through a big announcement. That obviously didn't happen. The more pessimistic amongst us thought that it was just a wording thing. That nothing had substantially changed or we'd have heard otherwise.
An additional nugget or two was turned over by those always watching and posting, but that whole discussion dissipated over time.
I'd argue that the last sentence in the Samsung filing may have been our best indication yet that more is happening behind the scenes than we are usually allowed to see.
To be clear, I don't think this means we're getting some big announcement any second now. But I do think it bolsters the argument that even though it has taken a long time to get off hold and many of us are/were disappointed that there wasn't some more immediate announcements after the hold was lifted, that things are absolutely bubbling below the surface.
I keep having this suspicious gut feeling that the immune trial doesn't start until after something more substantial goes down. Is it the Amarex settlement we all anticipate? Is it a partner stepping in to own a piece of LL's indications? Is it a buyout (least likely at these prices, in my humble opinion)? Or is it nothing, and they'll get the trial started within a few months as anticipated?
Regardless, I was happy to see the agreement with Samsung for a few reasons. But mainly because it means Samsung feels confident that waiting a little longer will get them far more money than pushing for immediate cash. How would they know that? Through discussions with Cytodyn and a look under the covers.
Things don't necessarily look amazing on the surface right now, but it's what's underneath that matters.
And Cytodyn is a grower, not a show-er.
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