I tend to agree with you, I think mgmt is chasing Gvhd and Mono to try and create as much value as possible. I do remember that Progenics sold off pro 140 mostly because of the time and money required to get it anywhere. Nader did state that progenices commented that they would not have sold it given how far cytodyn has developed pro 140 in the time and investment made. The great thing that the value even as just adjunct is way more than the current valuation so there is still a compelling opportunity here.
My confidence is somewhat shaken by appointment of an orthopedic doctor to the board. If he was appointed because he's an investor, then why not one of us ? Makes just as much sense to me.