Cytodyn Inc (CYDY)

[Martygx]

I'm new here so either I don't know anything or maybe I can see the forest without being blinded by the trees.

CYDY has value with Adjunct but not much because of the oncoming blizzard of competition. PRO140 is the better product but it's true value is Mono. I say "true value" because I don't believe Management will sell before Mono. Mabagement doesn't have much of their own $$$ invested but there are always ego and stockholders.

At Mono, CYDY should be worth between $1.5 and $2.0 Billion. Nobody knows the probabilities of Mono success but my Crystal Ball says 65% - 75%. It will likely take another $40 -$50 million to get from here to there. The skill in which that money is raised will determine the # of shares out and the resulting PPS. My guess is a bit over $200 million including the warrants.

So, you are about a year or so away from at least a 10X multiple of today's price. Seems like a great gamble to me. My concerns include seeing 60 cents again and, of course, being comfortable with the 25% -35% risk.
But, for long term players the delta between 75 cents and 60 cents is just noise and an opportunity for averaging down.

GILD has $32 Billion in cash and needs to make an acquisition. CYDY needs to be acquired. What's-his-name who is running the show for CYDY has roots in both places - so a deal does make a lot is sense. But, it won't happen for reasons that I don't want to get into. As I messaged earlier, GILD is going to make a major buy in the next couple of months.

Good luck.