Cytodyn Inc (CYDY)

[BlackDoggie]

Regarding the timing of the interim data being 4-6 weeks instead of the 2-3 that it is assumed would be needed to lock, scrub, and present, it has always been my assumption that they want to be able to provide a positive update on final enrollment at the same time as the interim data or very near to it. Locking in a time frame for expected full top line results (more concrete than the 6-8 weeks given on the CC) would, in my opinion, generate a lot of momentum if presented in lockstep with good interim data on 80% of the trial population. Who's going to sell on the (expected) pop from (expected) positive interim data if they know that final data is expected 2-3 weeks later? That's pretty good short-proofing if they chose that time to R/S and uplist, as well.

Had they locked the data immediately after the FDA talk, they would potentially, even likely, had a gap of several weeks with interim data out but no news on enrollment or complete data. Just because they COULD lock it on 10/12 doesn't mean they WOULD. On the other hand, if they locked the data and had it in hand, they'd likely be obligated to release it publicly regardless of where they sat on enrolling the last 10.