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Amatuer17

05/25/20 2:41 PM

#80155 RE: Saltz #80149

I had a lot of faith in Lero efficacy but was not sure about HIV combo impact on revenue and SP - specially when mono trial was delayed indefinitely - he does not talk about the protocol that once NP said was submitted.

Later when the cancer was added andvRP came on board I was excited and I was banking on progress on mTNBC enrollment - well after the initial great results we do not hear anything about any additional enrollment - as if they stopped the effort. Also the BTD submission (which I thought was pre-mature and proved right when FDA asked for more data) topic has gone in back burner - looking at the timeline that BTD news should have been received. I suspect we will hear tomorrow that it is rejected.

Then came CV19 - it was the lucky break and it allowed the SP to jump where it is.
NP tried a lot on this front but again went with overpromise. Surprisingly when every small co was getting some funding and collaboration, CYDY is remaining high and dry even after some of the best results.
Seems this where NP lack of credibility is impacting the company.

So he has put a very long agenda for tomorrow and let’s hope he gives some decent progress and good news.

On other side the funding part is still dicey and any logical investor will question company survival for long term with so much activity.