Cytodyn Inc (CYDY)

[Saltz]

Delayed enrollment is what sent the SP into the toilet. The word is out that enrollment is no longer an issue consequently the pathway to data, BTD, BLA and approval is clearing.

Most that follow the science of Pro-140 are very confident on the efficacy and safety. IMO this is all about the data from this point forward. Tony C is experienced with the turf that must be negotiated to find a suitor and cut a deal - that is his primary function and without his expertise I would be concerned.

Having been in this four years and been through disappointment in delays and a SP that made me puke it appears we are coming down the home stretch and the only thing that can stop Pro-140 is negative data. I got in because of the science, many here got in because of the science, Tony C came out of retirement because of the science, Dr. Berger and many others at the company are in it for the science. They know a whole lot more than I do about the science as many here on this board. Everything including Mono will soon be on a time clock as enrollment is completed. This is going to get very interesting with a hopeful up-list late this year or early 2018.

I loaded up with shares and warrants on three occasions and purchased on the open market. I'm betting the science is going to be worth at least a Billion $ and possibly a whole lot more if we wait for Mono and GVHD. I simply can't see Pro-140 being worthless. Projecting value is all about how far CYDY takes Pro-140 and GVHD down the approval path. The other half of the equation is what BP is willing to pay. My sources tell me Gilead would like to see Pro-140 go away and they will not move unless forced to. It will be interesting to see how long it will take in the de-risking process before a bidder will step up. It will only take one for Tony C to engage in the fun he is salvating over.