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cowtown jay

06/10/23 3:04 PM

#39499 RE: dloggold #39494

I brought up the subject of a partnership because it was mentioned in the post to which I was replying. But I actually think that our CMML news could be conducive to a partnership. In fact, a partnership may even be conditional based on the trial outcomes.

In addition, I think that Humanigen could even benefit from the right partnership, as could the partner. PCI and Novavax are prime examples of mutually beneficial partnerships. I would love to have an equity stake in the CDMO that is making our drugs, giving us a greater degree of manufacturing control and CMC compliance. And we could benefit exceedingly well by expanding our patient population to asymptomatic, non-hospitalized individuals who are trying to prevent becoming infected, in countries all around the world where a potential partner has already established a network of regulatory contacts and previous approvals.

I think management is going to smoke the tires when they get into gear. Probably the thing I would most like to see, if not now, then soon, is an advanced purchase agreement for a government stockpile of lenz for covid, and long covid. If I see such news before my open sell orders are filled, I will cancel my lowest priced sell orders.

If we get a squeeze, news of an advanced purchase agreement may not yield as much retracement from the high we could see in that squeeze. Almost certainly, though, if I sold some shares at <$10, stockpile news would not allow me to re-enter in that low price.