Wednesday, July 07, 2021 9:04:08 AM
As for Nader, sorry I have experience only of a year and few months. I look at management not by whether Philippines approved LL but whether they got things to the doorsteps there. Not by what ANVISA does next but whether we got the papers to their desk. Not by trial results but whether we got trials underway and completed as planned. If it doesn’t go according to our expectations and it can be pinpointed as our management’s incompetence, then I will question more along those lines. I am not competent to judge if they have already messed the trial design, but no one else either is complaining now on that front. I can’t put it all on Nader if later ANVISA asks for changes, or Covid landscape changes etc. For now, going by the info I have, management has done its job very well in Brazil. Beyond here and to the end results, there are many variables at play that are management independent.
I also don’t blame management for FDA putting out a crippling letter like out of shorts’ fantasies against an OTC company and its inestimable negative impact wherever Cytodyn is trying to make its case. Management completed cd10, cd12, LH ph 2, and have in each case made the best possible case for LL. We are still afloat in our Covid goals and all credit to Nader and his team for that. NASH enrollment initial phase is complete, tnbc also(?). Management got that done for us and are moving to the next steps that may obtain results this year. And a timeline is given for BLA and they got the first step (dose justification report) done there as well. They are doing their job in full earnest as far as I can tell. NOW matters now. I can’t be looking to pull them down based on what they failed years back, not good risk vs reward approach for me given what (the potential goals this year) I am looking at presently. IMO they have grown from past mistakes and are doing things in good manner now.
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