Cytodyn Inc (CYDY)

[pearsby09]

I do not believe this is disruptive therapy as it's MOA is similar to HAART's 96% efficacy SOC status. A company like GILD will have to wait 2 to 3 years to see if this is truly disruptive..i.e Mono. The price tag will be significantly muted via 3 years of dilution. As for short term, only a bidding war post adjunct FDA Approval would create a significant increase in value. That may be a double from here....1.50 perhaps. However, most BO's bring 30 to 50% premiums over cost basis..hence 1.10 to 1.25 GLTA