“I would surmise that those board members having
Post# of 154977
(Total Views: 699)
Posted On: 05/25/2024 3:15:03 PM
“I would surmise that those board members having an interest, or even a preference, for a BO would often be older investors who have taken far more aggressive position on a small, underfunded biotech than prudent due a formed conviction that Leronlimab is a once in a generation drug that ought to provide exceedingly uncommon investment returns as well as exceedingly uncommon health benefits to mankind.”
Succinct and to the point. I am over my ski’s at an age where it is imprudent but precisely because this is an exceedingly uncommon opportunity which also portends uncommon health benefits to mankind. The Buffet quote put out buckets not thimbles when it’s raining gold applies here. That weather report is in the future but I am confident it will appear.
Jay made a comment once about ensuring “what is also fair to Cytodyn.” My sense is they will take interim steps to get to a value inflection before a buyout happens and we probably don’t need to stew about it. There are enough lines in the water between glioblastoma, Alzheimer’s, CRC and HIV inflammatory studies to get us to that inflection. If a BO happens it likely passes through partnership first and after value inflection. Anything passing the smell test for both buyer and bought will be on the strength of very provocative data and reasonable share price. A partnership by indication with indication specific revenue split is VERY uncommon, that is why I would like to see a partnership with meat on the bone coming from a company well capitalized and with a lot of resources. MRK and JNY have market caps north of 300 billion and could get the job done without breaking a sweat. A BO scenario involving part cash part equity would allow anyone to ride their dividend wave while participating in the financial impact of a true platform molecule or home run treatment. MRK has a massively higher PE due to Keytruda.
Succinct and to the point. I am over my ski’s at an age where it is imprudent but precisely because this is an exceedingly uncommon opportunity which also portends uncommon health benefits to mankind. The Buffet quote put out buckets not thimbles when it’s raining gold applies here. That weather report is in the future but I am confident it will appear.
Jay made a comment once about ensuring “what is also fair to Cytodyn.” My sense is they will take interim steps to get to a value inflection before a buyout happens and we probably don’t need to stew about it. There are enough lines in the water between glioblastoma, Alzheimer’s, CRC and HIV inflammatory studies to get us to that inflection. If a BO happens it likely passes through partnership first and after value inflection. Anything passing the smell test for both buyer and bought will be on the strength of very provocative data and reasonable share price. A partnership by indication with indication specific revenue split is VERY uncommon, that is why I would like to see a partnership with meat on the bone coming from a company well capitalized and with a lot of resources. MRK and JNY have market caps north of 300 billion and could get the job done without breaking a sweat. A BO scenario involving part cash part equity would allow anyone to ride their dividend wave while participating in the financial impact of a true platform molecule or home run treatment. MRK has a massively higher PE due to Keytruda.
(15)
(0)