I think you're right, sosjtb. We've already had enough lenz tossed into a dumpster, 300K vials, as I recall.
I think only one of what I expect are two mergers are ready to be executed now, and that would be with Baudax. PCI Pharma may have to wait, if they want to be assured of a Nasdaq listing (and that's assuming that they are being considered at all).
I think we are in the middle of controlled chaos. We've seen it before, in several different aspects: the reduction in headcount, the inability to execute a planned strategic alternative, the lack of cash, delisting, board resignations. All stuff from an old playbook.
If we continue true to form, we should be announcing a recall of our loaned shares. That was important in the old playbook, but it will be even MORE IMPORTANT in the new PAYbook.
The old playbook allowed us to survive.
The new PAYbook will allow us to succeed.
We still need to complete the transition. Previously, we had promising drugs, but no approvals. Now, those drugs have been tested and proven in clinical trials, but we are still awaiting approvals. I don't really know how the aGvHD trial is going. I've contacted them, but have not had a response. However, I think we are a little late with seeing interim results. CMML looks fantastic, from what we have seen. Seeing more would be better, but I don't think it is necessary to be awarded a tentative approval. The covid results are unmatched, but to ensure Pfizer's revenue, we may have to hope that MHRA will finally make an independent approval decision, separate from the FDA. I think the EU would be accommodating, but I don't know if Cenexi will provide the infrastructure for us, or if we need/want them to. I just have a feeling that we are least prepared, for where we could be most wanted.
The biggest change has been covid. And that is a real game-changer, not even dreamed of in the old playbook. That could eliminate our need for a major new investor. If this little company can get into the end zone, we could be looking at $15B or more in revenue. WOW!!!
AI
