With all due respect, it is clear NP does not play well with others ( Pestell, Patterson and experienced pharma executives, previously on BOD... all gone). I have confirmation of that observation firsthand, by the way, from a former BOD member.
What you got?? NP’s CC’s and PR’s? “Well NP said...” . Unfortunately, NP says a lot of stuff that proves to be, to say it politely, “incorrect “.
A few commentators here may have that proximity, and therefore perspective, but not many. I was originally against a buyout, but not now. That event would be dilutive in the short run, but beneficial in the long run if BP can unlock ALL that we think LL to be. I do not see a present team capable of that. I do not see any focus at CYDY and do not think an experienced counterpart would/ could think working WITH NP, as an EQUAL partner, makes sense.
Since CYDY cannot now attract institutional Capital, what rationale could be used to build a case that a BP partner would take a minority role with NP in the lead? I thinks Scooter hit it on the head. The constant pivot AWAY FROM HIV is at minimum disconcerting to possibly something more nefarious.
Based on above..no partnership seems likely. Not bashing...a reasoned case.
I am not trying to bash, but I feel compelled to add some logic in light of the nonsense I see between “conspiracy FDA theories “and “saline”. I see arguments, but no logical step by step cases built undermining these conclusions. Until real arguments are made to debunk my opinions, I plan to keep em coming.
BTW, it might be a good idea to find an alternative means to formulate an investment thesis.
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