Cytodyn Inc (CYDY)

[Amatuer17]

Why lack of HIV indications - the BP has sufficient drugs on market and adding new ones - they do not want to cannibalize their own drugs that are so established.

Also CYDY is struggling so badly that mono therapy is at least 3-4 years away from approval (P2 and then large P3 and another confirmatory P3 and BLA + 10 months for approval)

So Pro-140 is not a threat to them for 3-4 years - they can wait or ignore and can buy the company after 2 years for tiny premium when it is derisked.

My hope to come out of red is gVHD 10 patient interim and possible collaboration

In the meantime we will see continuous dilution.