From the Files of Being Up Too Early: Would an
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Posted On: 01/08/2025 7:27:06 AM
From the Files of Being Up Too Early:
Would an abstract about a small mouse study released at the MASH-TAG Conference really create some sort of huge impact or even a bidding war? Because it appears that someone wanted Cytodyn to back out and it doesn't make a whole lot of sense to back out unless you're getting something significant out of the move.
Ultimately, I don't think the abstract being shared at the conference would make a difference in the short term. Whether that means creating excitement from companies that were unaware before or companies that were aware but not all that serious about it. And Cytodyn isn't exactly looking long term on Mash. They're ready now to make a deal.
Additionally, I've been to many medical conferences and it's far easier to be lost in the mix than it is to be noticed by the masses. Typically these conferences have many sessions happening simultaneously across multiple days, and if you're there as an attendee for the duration you have to pick and choose what holds the most value for your time. You may skip out on entire days because you've seen the one or two things you value highly, and you've earned enough CEU credits in the process that there's no reason to not get back to your practice early. Arriving a day or two late or leaving a day or two early is extremely common at these things. In other words, there could be 1,500 attendees but there could be under 10 that actually see and absorb your data if it gets lost in the mix.
Which leads me to think that what we're dealing with is an escalation of talks based on the latest two mouse studies. If there's positive results in the GLP1 mice we've blown the doors open to not just GLP1 companies like Novo or Lilly, but to anyone already kicking the tires for other indications and aware of how massive the GLP1 market is. Who wouldn't want a piece of that somehow?
Long story short, I am optimistic that someone got very serious very quickly, and they've asked Cytodyn to forego what would be an unnecessary abstract presentation at this time to focus on a Mash partnership in some regard. The results of which propel LL much further along the path than an abstract would, and it's all hands on deck to get this done.
It's also hard to discount the possibility that Jay's strategically executed "many shots on goal" approach is about to ratchet up the cost of a partnership if someone doesn't move now before yet another platform signal reaches the scientific community and big pharma at large.
So I do think it would be a company already working hard on Mash, but don't discount a company interested in other indications seeing a chance to become a Mash player as well. Beginning that first big relationship any way you can gets you in the catbird seat for acquisition later if you play your cards right.
#JustSpitballinAgain
Would an abstract about a small mouse study released at the MASH-TAG Conference really create some sort of huge impact or even a bidding war? Because it appears that someone wanted Cytodyn to back out and it doesn't make a whole lot of sense to back out unless you're getting something significant out of the move.
Ultimately, I don't think the abstract being shared at the conference would make a difference in the short term. Whether that means creating excitement from companies that were unaware before or companies that were aware but not all that serious about it. And Cytodyn isn't exactly looking long term on Mash. They're ready now to make a deal.
Additionally, I've been to many medical conferences and it's far easier to be lost in the mix than it is to be noticed by the masses. Typically these conferences have many sessions happening simultaneously across multiple days, and if you're there as an attendee for the duration you have to pick and choose what holds the most value for your time. You may skip out on entire days because you've seen the one or two things you value highly, and you've earned enough CEU credits in the process that there's no reason to not get back to your practice early. Arriving a day or two late or leaving a day or two early is extremely common at these things. In other words, there could be 1,500 attendees but there could be under 10 that actually see and absorb your data if it gets lost in the mix.
Which leads me to think that what we're dealing with is an escalation of talks based on the latest two mouse studies. If there's positive results in the GLP1 mice we've blown the doors open to not just GLP1 companies like Novo or Lilly, but to anyone already kicking the tires for other indications and aware of how massive the GLP1 market is. Who wouldn't want a piece of that somehow?
Long story short, I am optimistic that someone got very serious very quickly, and they've asked Cytodyn to forego what would be an unnecessary abstract presentation at this time to focus on a Mash partnership in some regard. The results of which propel LL much further along the path than an abstract would, and it's all hands on deck to get this done.
It's also hard to discount the possibility that Jay's strategically executed "many shots on goal" approach is about to ratchet up the cost of a partnership if someone doesn't move now before yet another platform signal reaches the scientific community and big pharma at large.
So I do think it would be a company already working hard on Mash, but don't discount a company interested in other indications seeing a chance to become a Mash player as well. Beginning that first big relationship any way you can gets you in the catbird seat for acquisition later if you play your cards right.
#JustSpitballinAgain
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