Cytodyn Inc (CYDY)

[fred198484]

The PR about the combo trial was a bit alarming, in my opinion. How is it that the company needs to go to the FDA now to discuss the situation and that the trial will remain open "until CytoDyn holds a teleconference meeting with the FDA to discuss patient enrollment and analysis of data from the trial." Should not there have been an agreed upon protocol with the FDA already? What does this statement mean? If you are comforted by it, you may be missing something big. To me, it sounds like the data might not be that good and they may need to increase the number of patients studied to get the results they are looking/hoping for. Given the trial's construction (small size) and depending on the results, it might be hard to prove PRO 140 was useful in a statistically significant manner required by the FDA.

Moreover, I have to believe they will need mono results before anyone puts up any significant amount of money to buy the company. Combo is likely not going to generate much in terms of revenue for the company anyway. No large pharma company is going to buy CYDY for combo.

While you may not like my take on things, you probably should give it some serious thought. If you seriously think the company will be bought for $800-$900 million in February, you are taking a huge risk.