Cytodyn Inc (CYDY)

[gestalt2]

I emailed CYDY a week ago in concern over the SP decline despite the progress in pro140, The CFO responded and i ended up having a nice conversation on the status of things. No real new info but basically Cytodyn is just as upset about the SP as we are and Micheal could only explain that there are emotional buys and sells that have nothing to do with actual events/milestones. Basically he stated that the future events coming up are not to be based on what day they occur but on them being achieved. It sounded like the "golden quarter" statement should not be the focus of our investment - the potential of pro140 is very much intact and there are many things that cytodyn simply don't have control of. mainly is the FDA, he said that there are many at the FDA who are more concerned about there jobs and that this process can take some time. Micheal also reiterated that there is nothing wrong with Cytodyn and that they are working long hours, including Anthony. I took this as things are happening and that achievements will happen when they happen. I brought up the dilution and his comment was that companies don't fail due to dilution - they fail from a lack of funding. Also that the multiples for the value of pro140 are far beyond the level of dilution to get through the trials.

I'm not worried, i think things are going to be great in the near future.