All great points. The HIV distribution agreement is for 50%
I would guess that 50% is a worse case cost basis. If You Know Nader it will be less. Selling Leronlimab will be like selling ice in Texas. You don't need a sales force only a distribution crew / team. Where ever that storage facility is located there will be numerous UPS and Fed Ex trucks.
If we sell 2 billion in the first month after FDA Approval and we enter a distribution agreement for 50% ; I will not complain. We make a lousy 1 billion Net Net that month.
We buy 4 million doses that month. We are entering a world where no man has gone before. Month 2 could be 2 billion $$ net net. That's 2$ a share. 100 PE Ratio that's 200$ a share.
Post FDA, we explode
All shareholders need to paint their own Big Picture. Prepare mentally. The war between opposing shareholders will continue. Not one word from the shorts can move me. They are wasting their time. Prepare.