NanoViricides Inc. (NNVC)

[r2g2]

It is true that the decision to take Ebolacide forward may have set Flucide development back a few months, but the choice is one that I support, based on a lot of factors that have been gone over here ad nauseum. The 'low hanging fruit' principle is operative here, and the pros outstrip the cons by a wide margin.

I think the major reason Zincfinger dumped his stock and switched from bull to bear, aside from the usual interminable delays, was the choice by NNVC management to focus on Ebolacide. He saw that as trading a near sure thing (Flucide development) for a high risk gamble on Ebolacide. I agree -- it is still the case that more people get killed by influenza than by Ebola, and the right thing to do would have been to concentrate on Flucide. NNVC has too many pots on the stove for such a small company, and is taking a bit risk on Ebolacide.

I don't know who your friend Zincfinger is but I understand his or her point- which is the opposing argument to not go forward with E2. There are clearly 2 sides and yes, there is some risk and some strain on resources, but all of these have been taken into consideration and a decision has been made. There is no turning back at this point, so I guess we have to buckle up and take the ride or not. Your choice.

Now, moving forward, the next bottlenecks are manpower and getting all facilities up and working at maximum potential. One officer of the company stated to me that people have been putting in something like 70 hours a week, across the board. They have just hired some more Ph.Ds and are trying to recruit still more, but the supply is limited. There is no question that as Flucide is shown to work and production moves forward, the need for an even larger facility and more people will become the issue. That is why Dr Bordniuk is talking about building an expansive plant with a training facility or working arrangement with an established university.

The NNVC pipeline has to have a faucet on it because they can't do everything at once. So the 'too many pots' point is true- they can't take an all-at-once approach- projects are going to have to get into a queue and the order that projects take will depend on shifting world and market conditions and all kinds of factors. That seems to be evident. Ebola jumped to the front of the line for a lot of reasons, not the least of which was humanitarian, but also included the potential impact for putting the platform into orbit and generating income.

There are going to be problems, but having such a rich pipeline is a problem a lot of companies would love to have. In the meantime, money is not the biggest challenge- they are well funded for now.