Replies to post #35493 on Cytodyn Inc (CYDY)

[BlackDoggie]

I should mention that this route would also constitute an unfortunate delay for patients in some indications. BP should consider that when being obstinate on partnership terms for a revenue stream that is essentially being handed to them with no effort on their part.

[finesand]

black - they must partner at least with a distributor

there is no other way around it, can't build a sales force.
and if they really go all alone - I am out.

However, the later they partner, the less risk in their investment -> less profit dilution.
I guess that is clear and it is always some sort of dilution, whether it be via common shares, debt or giving them a share of profits (royalties). I mentioned that to trding lately.

No doubt that they find a partner doing the sales, at least when approved.

As NP said and did - they try to go baby steps trying to reach a better spot on the market. Not yet.

At 600M OS we would be still at an excellent spot of course, see the model.