Cytodyn Inc (CYDY)

[woodenbear]

hola - so I've actually been monitoring this board for a while now and hold a decent position in the company since about Nov and Dec. Initially, I thought there would be a buyout in Jan. given the P2b results. I was anticipating a price of $3-4 per share. A lot has happened in the last 6 months, and I am certainly in the same anxious with anticipation camp as the bored lawyer. I also took the recent 8k as a positive sign that the company likely has the PE results and may even be in negotiations with a partner or acquirer (of course IMO as everyone always points out). I am very confident a buyout will likely occur in the next 12 months. While part of me wants it to happen asap, another part of me thinks the longer the better for the eventual purchase price.

My question for the board is more about how a potential buyer will negotiate the purchase price. Does anyone have insight on how much consideration the valuation will likely give to uses of pro 140 other than combination therapy? As has been stated on this board before the real money is with mono but if the BTD and AA only applies to the combined indication than how will CYDY monetize the potential for mono; not to mention the potential GvH and other uses that show early signs of potential success? I seen people indicate values for CYDY ranging from $6-$16.

I guess my point is that I don't truly understand why CYDY would sell when the pipeline potential is still so strong but maybe too early to really be considered in an acquisition. Why would CYDY sell before the pipeline is more mature?