Replies to post #28766 on Humanigen Inc (fka HGENQ)

[cowtown jay]

Thanks, Fress! It's been awhile since I've had a response that was so affirmative, especially on a topic like projected revenue, where my opinion is so diverse from the projected revenue picture painted by our ultra-conservative management team, and analysts that are unwilling to challenge management's projection based on a common sense observation of the developing patient population. Even CYDY, with a much smaller patient population for their product, has announced an agreement to supply the Philippines with up to 200K doses, and also disclosed that Samsung has produced 1.2M vials of their product, as I recall.

We've already re-traced all of the share price appreciation we experienced with the announcement of our topline results. It's possible that we will see an announcement to the effect that we have applied for an EUA, when we see the full data readout of our Phase III. Positive data should cause another price spike, especially with a concurrent announcement that we have applied for the EUA. But I will sell a number of shares again, in line with the revised analysts' recommendations, if I don't see an announcement of being in receipt of purchase orders for significantly more than 100k vials, contingent upon FDA's approval of an EUA.

I appreciate the fact that management doesn't want to overstate expectations. But we've hired a new CMO, with fresh FDA experience in applying for EUA approval of a Covid therapeutic, to bolster our chances of success. And by this time, Durrant has undoubtedly been involved with allocating supply to prospective customers, and has an excellent basis for increasing his revenue projection, if we get an EUA. The only way we avoid retracement of a price spike is with more realistic revenue guidance.

We have a number of manufacturing agreements in place, and we know how much capacity is available to manufacture lenzilumab. So I would also like to know how much product we are currently capable of manufacturing. There is no reason to shy-away from making that quantity known.