Cytodyn Inc (CYDY)

[Amatuer17]

I kind of agree with your assessment.

I was very positive about this stock - invested. I still think that the product is very good and can disrupt current treatments. However my enthusiasm has gone down substantially. Specially due to lack of near term catalyst.

The adjunct therapy trial is delayed so much that we are not getting any updates on numbers (one of my other biotech gave update that 200 out of 270 patients are enrolled) - which makes me think that it is less than 50%

The monotherapy which is really the money earner is not starting - 300 patients and 49 weeks after last patients enrollment

All this means that we are at least 12 months from completion of 1st trial and 18-24 months for any approval.

This means - we can see dilution without any major price appreciation.
Unless Dr P comes with a partnership - I see price drifting downward.