Cytodyn Inc (CYDY)

[pearsby09]

We have a management team that should have set extremely conservative time lines due to past misses. Therefor to attempt a level of credibility they hopefully set a time frame of enrollment to be met or surpassed. The relaxed entry criteria should add to the expeditious enrollment process. PRO 140 has been advocated due to a some what pristine Efficacy/Safety profile..i.e. to avoid the so called toxic nature of the existing HAART alternatives. The back log of candidates that now can enter due to the new criteria should be a slam dunk, especially with all the delays. We are looking for 10 or so patients in an unmet disease state with complications set forth by existing therapies..ONLY 10! With all of the reasons above, DEC.1st should be the anticipated time line. Another miss will invalidate the HAART deficiency's. I hope we do not even MEET the time lines, let alone another delay per the above rationale for BEATING the time lines.

BEAT the Timelines...Huge credibility and pps move
MEET the timelines...Some what neutral
MISS the new timelines (even by a couple of weeks) Credibility gone (4 times over)...pps plummets and Big Pharma watching it waste away to prices that CYDY may have to conform and concede to, especially with only ONE Suitor.
Keep in mind, Obviously, a BO is all they have.