Monday, August 02, 2021 7:50:14 AM
Yes - been around and have some scars to show for it :)
We may have many things we agree on regarding Nader's means, methods and ways but also disagree on some of the cause/effect of the most significant issues we have witnessed such as the BLA botch. This is not taking any accountability and responsibility from Nader but keep in mind that the FDA is not accountable to anyone (despite what you may hear about checks and balances) and gets away with ambiguity, re-direction, stall/delay and 'just one more thing - Columbo style' means to throw anything off course. I'm not insinuating its always nefarious but am stating that these things cause havoc in the timeline and stability of a filing plan.
Lastly - I think the conundrum about needing a strong and bio-fit CEO is a key element that needs examining. Wishing upon a CEO the likes of those that run any of the big pharmas (JnJ, Glaxo, Pfizer, Merck, etc.) is unrealistic as those CEOs are rarely the ones that take a company from pre-revenue to a megaorg. In addition - I would position that many of those CEOs would not know how to street fight for survival of a pre-revenue biotech as they are skilled and trained to wage strategy and wars with very large treasure chest and apply that as one of their tools. Our CEO can do much better in some aspects but I would always be in the gray on this one and that is where we may differ.
Having seen and researched the 13D slate I can tell you unequivocally, from my standpoint, there is not a single person in that group that can do a better job. And more so, they are banded together with (what seems to be the main driving force) hatred for Nader and do not coalesce around anything positive in terms of synergistic benefits or value of combined skills. That kind of binding force can bring nothing but destruction to CytoDyn as if they ever gained power (and my bet is they will not) - they would turn in on themselves in a race towards liquidation and conversion to cash. It's like season 5 of the Money Heist ;)
We may have many things we agree on regarding Nader's means, methods and ways but also disagree on some of the cause/effect of the most significant issues we have witnessed such as the BLA botch. This is not taking any accountability and responsibility from Nader but keep in mind that the FDA is not accountable to anyone (despite what you may hear about checks and balances) and gets away with ambiguity, re-direction, stall/delay and 'just one more thing - Columbo style' means to throw anything off course. I'm not insinuating its always nefarious but am stating that these things cause havoc in the timeline and stability of a filing plan.
Lastly - I think the conundrum about needing a strong and bio-fit CEO is a key element that needs examining. Wishing upon a CEO the likes of those that run any of the big pharmas (JnJ, Glaxo, Pfizer, Merck, etc.) is unrealistic as those CEOs are rarely the ones that take a company from pre-revenue to a megaorg. In addition - I would position that many of those CEOs would not know how to street fight for survival of a pre-revenue biotech as they are skilled and trained to wage strategy and wars with very large treasure chest and apply that as one of their tools. Our CEO can do much better in some aspects but I would always be in the gray on this one and that is where we may differ.
Having seen and researched the 13D slate I can tell you unequivocally, from my standpoint, there is not a single person in that group that can do a better job. And more so, they are banded together with (what seems to be the main driving force) hatred for Nader and do not coalesce around anything positive in terms of synergistic benefits or value of combined skills. That kind of binding force can bring nothing but destruction to CytoDyn as if they ever gained power (and my bet is they will not) - they would turn in on themselves in a race towards liquidation and conversion to cash. It's like season 5 of the Money Heist ;)
Recent CYDY News
- CNS Drug Delivery Breakthroughs Unlock Significant Biotech Market Opportunities • InvestorsHub NewsWire • 05/11/2026 01:00:00 PM
- CNS Drug Delivery Breakthroughs Unlock Significant Biotech Market Opportunities • GlobeNewswire Inc. • 05/11/2026 12:30:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 04/30/2026 08:32:50 PM
- CytoDyn Announces First Patient Dosed in Expanded Access Program for Leronlimab in Triple-Negative Breast Cancer • GlobeNewswire Inc. • 04/27/2026 12:30:00 PM
- CytoDyn to Host Investor Webcast • GlobeNewswire Inc. • 04/23/2026 12:30:00 PM
- Form S-1 - General form for registration of securities under the Securities Act of 1933 • Edgar (US Regulatory) • 04/22/2026 09:21:50 PM
- CytoDyn Presents New Leronlimab Data in Metastatic Colorectal Cancer at AACR Annual Meeting 2026 • GlobeNewswire Inc. • 04/22/2026 12:30:00 PM
- CytoDyn Completes Enrollment in Phase 2 Metastatic Colorectal Cancer Study • GlobeNewswire Inc. • 04/21/2026 08:10:00 PM
- CytoDyn Presents New Leronlimab Data in Metastatic Triple-Negative Breast Cancer at AACR Annual Meeting 2026 • GlobeNewswire Inc. • 04/20/2026 12:30:00 PM
- CytoDyn to Present at the AACR Annual Meeting 2026 • GlobeNewswire Inc. • 04/14/2026 12:30:00 PM
- Form 424B3 - Prospectus [Rule 424(b)(3)] • Edgar (US Regulatory) • 04/08/2026 09:15:18 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 04/08/2026 12:30:28 PM
- Form 424B3 - Prospectus [Rule 424(b)(3)] • Edgar (US Regulatory) • 03/25/2026 09:16:10 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/24/2026 09:24:23 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/24/2026 09:23:14 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/24/2026 09:22:42 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/24/2026 09:21:33 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/24/2026 09:20:57 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/24/2026 09:20:20 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/24/2026 09:15:24 PM
- CytoDyn Presents at AACR Special Conference in Cancer Research: Brain Cancer • GlobeNewswire Inc. • 03/24/2026 12:30:00 PM
- Form 424B3 - Prospectus [Rule 424(b)(3)] • Edgar (US Regulatory) • 03/09/2026 09:15:18 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/05/2026 01:35:02 PM
- CytoDyn Closes $17.5 Million Financing to Fund Continued Development of Leronlimab • GlobeNewswire Inc. • 03/05/2026 01:30:00 PM
- CytoDyn Presents Novel CCR5 Inhibition Mechanisms and Long-Term Survival Signals for Leronlimab in Metastatic Breast Cancer at AACR Immuno-Oncology Conference • GlobeNewswire Inc. • 02/20/2026 01:30:00 PM
