Cytodyn Inc (CYDY)

[finesand]

I see, makes sense. So it might be about funding the big one 300 pt mono trial to really cut it and make sure progress.
Well, I would prefer following this path. Dilution will happen anyways, so far it happened sliced by slice.
It is much simpler to measure company performance w/ mono trial it seems, since more patients are eager to really want to participate. Heck, if some are not qualifying after screening, but are still CCR5 (sic) - just give them the drug on a side arm for PR reasons. I could see so many benefits here.
While this trial would be ongoing, they could slowly continue the difficult HART combo enrollment process, which will eventually be complete.
This drama shows us that there are no short cuts.
Maybe we should call Tony to discuss this, AFAIK they already thought about it .. but not yet willing to admit this is the wrong way.
A Gilead partnership funding should be feasible as well, giving them priority in a buyout process.
Maybe the latter didn't work out yet also just because of the slow pace of progress.
Conclusion, a fast track mono path is the way to go. Combo is too slow for this biz.
Sorry for being repetitive ..