Monday, May 11, 2020 12:30:31 AM
If you've not seen this CytoDyn presentation it can give you a feeling for the breadth of their market impact they are about to bear on BP.
https://content.equisolve.net/cytodyn/media/9bb625fefc4872db42ac65d15afea2ae.pdf
Pay close attention to these pages:
Page 5: See how many opportunities they're looking at pursuing. Several "unmet medical need" - meaning little to no competition for market..yet.
Page 10: Look at the bottom... it says, "$1 billion worth of leronlimab ($120,000/year/patient) first part with deferred payment plan. ~$10 billion before 2027". Think about that.....$120K/year/patient....how many patients....If you treated 10% of US HIV poz patients (140K) at that rate it would equate to almost $17 Billion gross revenue. Yes...that's a Dr. Evil "B" as in "BILLION".
Page 11: Licensing - this is cash in the door with minimal effort. It expands the drug's benefits to more patients.
Then multiple slides on the Big "C". So many people's and families lives are impacted by cancer every year. So many opportunities...
Think about how many happier people there would be in the world that wouldn't have to take the current toxic HIV meds and shorten their lives at the expense of having to maintain what quality of life they have now.
NP may have a "checkered past" as some not so savory posters - members of the "Cancel Culture" - have pointed out (petty stuff compared to many); however, I want someone at the helm who is experienced to navigate around potential traps. It's fairly evident that he understands the responsibility for his shareholders and will fight tooth and nail for them.
Nice handle - BUFF and White Rocket.
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