Cytodyn Inc (CYDY)

[fred198484]

Given the claim in today's PR that 11 patients out of a likely 11-13 or so had no detectable viral load after 25 weeks of therapy, the chances of the PE being outstanding seem pretty high. I suspect the PE info will be released as quickly as they can and may be well before the 10/17 meeting with the FDA. And there will be an offering immediately following that.

The big question is how big an offering will it be? I don't have a good answer for that and could see it being in the $15 million range to much larger (a scenario where they throw the old shareholders under the bus in order to once and for all get the balance sheet squared away so they can stop the constant fund raisings that have become so toxic to the share price).

I suppose the PE data could not be outstanding and the 25 week data great and that could add a whole new dimension of weird to the story. If they try to raise money before the PE data is available, then I might believe this as a possibility.

Can someone tell me what the procedure for the trial is again? When the drug or the placebo is given on day one, the patient already on a failing regimen - correct? So, the benefit from PRO 140 should be quite obvious at 7 days as well as at 25 weeks.