May. 13 at 1:00 AM
$CYDY
"How the "JV Silo" Strategy Defeats "Chicken Feed" Offers:
No "Hostile" Takeover:
By splitting into silos, too complex for one company to just "buy and bury."
Compounding Upfronts:
Instead of one
$500M upfront, CytoDyn collects three separate upfronts for the same molecule.
Retained Royalties:
Even after paying the two 5% "legacy" royalties, CytoDyn (the parent) becomes a Cash Flow Machine, collecting billions in net royalties to fund its own future R&D.
The "Undeniable" Reality: You are looking at a
$100B+ total platform.Lalezari's "quiet" strategy and the MD Anderson/City of Hope signatures are the "due diligence" that prevents a lowball offer.
They are building a case that leronlimab is the foundational biologic of the 21st century.
the MD Anderson/City of Hope signatures are the "due diligence" that prevents a lowball offer. They are building a case that leronlimab is the foundational biologic of the 21st century