The main problem is that Nader talks too much and gives too optimistic timelines. And I don't understand some strategic decisions of the past like delaying GvHD, not raising a big chunk at once to avoid a slow bleeding etc., that offer for "loyal shareholders", prognostic test, not outlicensing certain territories...
A lot of the delay is on the FDA who insists on more and more data for a immensely efficacious and safe product for patients with very limited treatment options...
Considering all the facts, even in a worst case scenario with 1b or 2b shares, it should be worth much more than .30 or $1, although SP would suffer a lot mid-term. So, yes, from this perspective, IMO CYDY is derisked, but of course not totally derisked, if the FDA should demand further data (which at this point seems rather unlikely though). All the clinical data seem excellent too; manufacturing portion is in the hand of Samsung. Risk of a CRL after BLA submission is very low IMO.
I don't think anyone here would say that risk is 0%, but after looking at all the available information, it seems like a great investment long-term. And that is what ohm and others try to say, as far as I understand it...
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