Cytodyn Inc (CYDY)

[LongTkt]

I have a secret big picture plan too.

I choose conservative numbers to model the future stock price so it's easily defensible. Hey, this can be a tough crowd full of diverse thinkers! And that's what I value most about ALL of you.

So, now what I really believe:

The PE will be more like 50. CYDY doesn't have anywhere near the bureaucratic overhead or research expenses of Big Pharma. They are going to run a bunch of clinical trials, sure. But they are not going to R&D new experimental drug candidates with unknown outcomes. Heck, even their corporate office looks very spartan on Google StreetView! I like the focus of CYDY on a single product with very modest window dressing. The only argument for a low PE would be that the COVID pandemic is currently viewed as a one time event.

The CYDY global market share should be more like 40%. There are a few similar products that may be used as less expensive alternatives but there will be a tradeoff of more potential side effects and longer/more expensive patient COVID recovery. I'm not at all worried about market share erosion with the model set at 10% global market share for CYDY. I just think market share will be higher.

I don't want to troll you, but I also don't want to recalculate the absolutely ridiculous share price I come up with based on my beliefs. Plus, it wouldn't be a secret anymore! LOL