Cytodyn Inc (CYDY)

[woodenbear]

Well said JPG. Current SP only matters for raising capital not in a BO negotiation. You are also right about the open label of mono.

However, an additional consideration to an earlier BO is competition. Their are several big players in the HIV world that desperately need to maintain market share (especially Gilead). If efficacy for combo is good and safety data for both P3 is good. Then there is real pressure for potential suitors to begin negotiations. That's best case bc CYDY has leverage. Aka bidding war

Final thought. As we have said many times the BO valuation is based mostly on the mono potential (since combo is not a game changer and other indications are so early on). I don't remember the number but there are quite a few patients that have already been on Pro140 only for extended periods of time with great effectiveness. Most well known example is Charlie Sheen, who has been on the drug as mono therapy for about two years with suppressed viral load and zero SAs. The drug definitely works for some people, which means there is value in the company even if the strict protocol of the combo trial are not statistically significant. The mono trial will give us more clarity in the breadth of that effectiveness but we already know it works very well for some.