Cytodyn Inc (CYDY)

[Saltz]

I like the Google analogy. Pro-140 is disruptive and a couple steps away so we are just another Biotech play in the grind of the P3 process too many. Early adopters are the visionaries that make big $'s if they get it right.

Pro-140 is a calculated risk that has ALL major catalysts in play. With every catalyst that is cleared the risk will diminish. The unknown is will Pro-140 run the table on these catalysts or will we hit a wall at some point in the process. The Billion $ question is at what point will BP be convinced enough to take Pro-140 out. My belief is we have to make it to overwhelmingly positive interim data in reference to P3 Mono Trial-that is for a major return...10 bagger plus. Anything sooner is substantially less. Mono is what BP is really interested in. As Pears said a successful Adjunct P3 is the first bridge that must be crossed. The good news is the P3 Mono is in full tilt recruiting so they are being conducted simultaneously. My focus is on the data on both P3's which will tell us if Pro-140 is an unmarketable toothbrush or a Google. The data to this point heavilly favors a Google scenario.