MGK -- I say no to Madgril, beyond say them giving
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Posted On: 08/22/2024 3:18:12 PM
MGK -- I say no to Madgril, beyond say them giving a few hundred million for exclusive life of patent on their indication, with minimum 10% royalties.
That's a small amount of upfront cash, divided into 18 years of no black box liabilities & satisfying their FDA probation period.
Also I wouldn't want their shares because a mouse study, is not enough LL efficacy, to sustain it @ $200+, given the addtl work needing to be funded by them.
Cash & a deal with certain rights, etc to us....but not an inside ownership or equity, of Cytodyn to them.
They need us, on a multiples more of us needing them.
Not to mention if Novo eventually wants to double back into the indication, via LL. Puts Madgril in serious trouble. Enhancing our overall leverage.
Like Dr. J said about the results....as either a standalone or combo therapeutic goal.
& to me, he's playing it perfectly so far in the public.
Shall see.... : )
That's a small amount of upfront cash, divided into 18 years of no black box liabilities & satisfying their FDA probation period.
Also I wouldn't want their shares because a mouse study, is not enough LL efficacy, to sustain it @ $200+, given the addtl work needing to be funded by them.
Cash & a deal with certain rights, etc to us....but not an inside ownership or equity, of Cytodyn to them.
They need us, on a multiples more of us needing them.
Not to mention if Novo eventually wants to double back into the indication, via LL. Puts Madgril in serious trouble. Enhancing our overall leverage.
Like Dr. J said about the results....as either a standalone or combo therapeutic goal.
& to me, he's playing it perfectly so far in the public.
Shall see.... : )
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