Cytodyn Inc (CYDY)

[Saltz]

Great move by Nader to clear up any confusion as to what the strategy is for 2017. My take is this isn't going to move until Adjunct Primary endpoint is completed. At that juncture BTD approval would be instrumental in expediting the BLA process and significantly moving the SP.

It seems that the FDA is doing everything they can to expedite the approval process of Pro-140 -the data just needs to continue to support efficacy and safety. IMO the Adjunct Combo is a slam dunk. With all of the players in the same room at CROI it would be huge if the Adjunct Primary Endpoint was breaking news to turn some heads. That may be wishful thinking but not impossible.

There is a reason why the Shiek owns 9M shares- Gilead will have to pony up at some point. My guess is they may well make there move when they see that the Adjunct Combo pathway is a done deal. I don't think they want to wait and pay the Mono price tag. Nader gets it- Complete enrollment in both P3's and let the main event begin. I'd not sleep well going in and out of this stock. The flippers and shorts are going to get burned at some point. Can't wait for the day this opens huge- Ka-Ching. Makes me tremble just thinking about it. Our day is coming my friends!