Cytodyn Inc (CYDY)

[Saltz]

BD, I totally understand your logic... that was my take.

That is until I heard it from people that have been inside. I can't name sources but this is somebody who gets it in a big way. I came back with much of the same response you did. Take it for what it's worth but it seems Gilead doesn't want to have to retool and would buy out Pro-140 to shelf rather than develop at these stages of the game. The reality of BP is it's all about money, not improving people's lives first.

Now on the other hand if Pro-140 nears the finish line and appears to be a genuine threat perhaps Gilead will be forced to change their tune. To read between the lines this is what I think the reality is. Gilead will not buy out Pro-140 on the timeline that CYDY is looking for - prior to approval. They will sit and wait and if somebody else can bring it to market they will pay more if they have to. Pro-140 is definitely going to be a buy-out target but maybe not by the obvious BP players.

This is obviously IMHO.