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KCRoyal2004

09/16/20 7:10 PM

#117206 RE: Saltz #117141

Saltz,

I agree with you, but don't you think that interim analysis in about a month for S/C, if the data is strong enough, can be an impactful influence for some type of approval?

jimmy667

09/16/20 10:37 PM

#117272 RE: Saltz #117141

This post is exactly right about the MM indication. Why give Emergency Use Authorization for MM when mild and moderate cases are not an emergency?
However I believe the MM results will bolster the S/C case and there is a chance on EUA for S/C if those results at the interim actually are a home run. (Nader said hit ball out of the court- but we know what he meant)
Share price is what it is and this set back may make it more difficult to uplist in the short term and increase the cost of Capital to run further trials. I think there is no question now about approving the 25 million shares for compensation. The best thing for management to do now is withdraw that request to bolster support from shareholders. But it maybe too late as the proxy materials have been printed and mailed. I got mine today.
Looking down the road it looks a lot better than the rough stretch just ahead.
This is the time many that got in at under a dollar will take profits and sell to those willing to wait it out. That will eventually be very good to firm up the base in the stocks valuation.
AZN was rumoured to be looking at GILD as a buyout target. That was before GILD paid too much for Immunomedics and it's drug that could be obsoleted by Leronlimab. Also Gilead maybe is backing itself into a product liability corner as bad as that which bankrupted JohnsMansville with the toxic Remdesivir.
AZN could take CytoDyn instead of Gilead and use the megabillions saved to fully develop LL in all those indications that made GILD an attractive target. AstraZeneca would then just take Gileads market share instead of acquiring it by purchase. I will buy stock in any company that buys CytoDyn but would prefer a share swap instead saving the taxable event for another or other years.
Not to worry long term. Cream always rises to the top and Leronlimab is a cream like no other.