Dr. J and the Team have been keeping their cards close to the vest. This started before he came on board when we were handcuffed with the FDA hold. We had proactiv videos, YouTube interviews, etc; it all looked like a circus roadshow.
The powers that be didn’t like this for obvious reasons and the pendulum swung back viciously, giving us almost no communication during the Hold. CA Comes in and tells us the pendulum is swinging back and the team tells us we will be pleased with their new approach to communication with shareholders. So we then get quarterly calls and press releases.
Jay comes in with his quarterly letter to shareholders. Not much in terms of conference calls, and Q&A session sessions that we were used to for years. Basically we are told you can submit questions, but nothing’s really ever answered, and there are no direct communications with shareholders outside of the shareholder letters and press releases.
This is frustrating to many out there, but I’m OK with it because I think they have an endgame in mind. Our new PR firm seems to me to be brilliantly, rolling things out in a cadence that leads to the endgame and those with diamond hands, a steel gut and patience can manage this without the fret that other shareholders are experiencing right now.
The approach I see the company taking is - give us a few hints at the direction they are going and they don’t tell us when they begin the studies or the endeavors that they are hinting at but instead let the results happen first, and then inform us. They did this with glioblastoma, they did this with the mash trials, they did this with SMC labs., and they’re doing this with the work that Max, Richard, and Melissa are doing.
Do we think they are not working? Absolutely not. We’re getting breadcrumbs about what they are doing and we are, like I’ve said for a while, putting pieces of a puzzle together. Collecting the breadcrumbs. The real problem, which is actually a gift, are the NDA’s, which are in place. We’ve been told since the times of Scott Kelly that multiple NDA’s are in place. And subsequent levels of leadership have also told us NDA’s are in place.
I believe we are in a silent period now because of those NDA’s. If the suppositions above that I am positing are true, the company can’t say anything to begin with and their m.o. has them with a results first, then inform (shareholders) later, approach.
So back to the question about what is actually going on right now. This has me thinking that the trials with Trodelvy and Keytruda are underway if not finished. Glioblastoma as well. The same possibilities strongly lead me to believe this is the case with fibromyalgia, Alzheimer’s, pulmonary fibrosis possibly HIV and inflammation although my gut says this has been shelved, CRC & mTNBC. Jonah is working hard on an HIV cure and we are getting strong clues that BMGF is involved in probably making moves behind the scenes.
So yes, this is frustrating from a shareholder perspective (or is it?) because we want to know what’s going on and we would like to share price to go up. Come back to the concept of the NDA‘s, which hamstrings the company from telling us anything but allows them to be sitting at a table negotiating with all of the big Pharma, who are salivating over the very real possibility that, through a negotiation, they can get access to controlling and developing this molecule for the indications they are interested in. Hopefully one company wins it all and doesn’t piecemeal the indications but we don’t lose at all if for example, BMFG gets HIV and someone else gets fibrosis, etc.
These negotiations take time. We have a lot of evidence that negotiations are going on right now. Silence is certainly a big clue. So Jay drops a few press releases to keep us happy and let us know what they have been working on and shareholder letters give us clues as to what they actually are working on.
It’s an honor for me to be a part of this group of people; these Internet sleuths, made up of lawyers, researchers, lay people who are investors, doctors, engineers, and beyond. Collectively, we put our pieces out there for each other to digest and synthesize a story that’s becoming more beautiful each day. It helps filling the gaps of the silence we sit with.
But that silence is leading us to what I believe will be the promised land. Patience leads to Patients.
All IMHO and certainly not financial advice. Just hope.
GLTAL
The powers that be didn’t like this for obvious reasons and the pendulum swung back viciously, giving us almost no communication during the Hold. CA Comes in and tells us the pendulum is swinging back and the team tells us we will be pleased with their new approach to communication with shareholders. So we then get quarterly calls and press releases.
Jay comes in with his quarterly letter to shareholders. Not much in terms of conference calls, and Q&A session sessions that we were used to for years. Basically we are told you can submit questions, but nothing’s really ever answered, and there are no direct communications with shareholders outside of the shareholder letters and press releases.
This is frustrating to many out there, but I’m OK with it because I think they have an endgame in mind. Our new PR firm seems to me to be brilliantly, rolling things out in a cadence that leads to the endgame and those with diamond hands, a steel gut and patience can manage this without the fret that other shareholders are experiencing right now.
The approach I see the company taking is - give us a few hints at the direction they are going and they don’t tell us when they begin the studies or the endeavors that they are hinting at but instead let the results happen first, and then inform us. They did this with glioblastoma, they did this with the mash trials, they did this with SMC labs., and they’re doing this with the work that Max, Richard, and Melissa are doing.
Do we think they are not working? Absolutely not. We’re getting breadcrumbs about what they are doing and we are, like I’ve said for a while, putting pieces of a puzzle together. Collecting the breadcrumbs. The real problem, which is actually a gift, are the NDA’s, which are in place. We’ve been told since the times of Scott Kelly that multiple NDA’s are in place. And subsequent levels of leadership have also told us NDA’s are in place.
I believe we are in a silent period now because of those NDA’s. If the suppositions above that I am positing are true, the company can’t say anything to begin with and their m.o. has them with a results first, then inform (shareholders) later, approach.
So back to the question about what is actually going on right now. This has me thinking that the trials with Trodelvy and Keytruda are underway if not finished. Glioblastoma as well. The same possibilities strongly lead me to believe this is the case with fibromyalgia, Alzheimer’s, pulmonary fibrosis possibly HIV and inflammation although my gut says this has been shelved, CRC & mTNBC. Jonah is working hard on an HIV cure and we are getting strong clues that BMGF is involved in probably making moves behind the scenes.
So yes, this is frustrating from a shareholder perspective (or is it?) because we want to know what’s going on and we would like to share price to go up. Come back to the concept of the NDA‘s, which hamstrings the company from telling us anything but allows them to be sitting at a table negotiating with all of the big Pharma, who are salivating over the very real possibility that, through a negotiation, they can get access to controlling and developing this molecule for the indications they are interested in. Hopefully one company wins it all and doesn’t piecemeal the indications but we don’t lose at all if for example, BMFG gets HIV and someone else gets fibrosis, etc.
These negotiations take time. We have a lot of evidence that negotiations are going on right now. Silence is certainly a big clue. So Jay drops a few press releases to keep us happy and let us know what they have been working on and shareholder letters give us clues as to what they actually are working on.
It’s an honor for me to be a part of this group of people; these Internet sleuths, made up of lawyers, researchers, lay people who are investors, doctors, engineers, and beyond. Collectively, we put our pieces out there for each other to digest and synthesize a story that’s becoming more beautiful each day. It helps filling the gaps of the silence we sit with.
But that silence is leading us to what I believe will be the promised land. Patience leads to Patients.
All IMHO and certainly not financial advice. Just hope.
GLTAL
40
