Cytodyn Inc (CYDY)

[Saltz]

This is the very core of the valuation that has to be understood and accounted for to realistically determine a buyout price.

“So this is one thing here, the calculated market-size - let it be $1B or $1.2B is assumed to be the complete cake where you apply the market-penetration onto.

WC Wainwright thought 8-12% for Combo and of course much higher for Mono, maybe over 20%, in the first years.”

The Interim Data from the Mono Trial could absolutely be the tipping point if it is compelling enough to make Gilead and the likes nervous. The big boys are passing on Pro-140 as a Combo play for the time being. They will not pass on Mono if it appears to have a realistic shot at threatening SOC.