Cytodyn Inc (CYDY)

[Saltz]

Look for a shift from HIV to the GvHD and Pestell Cancer story to raise $. Hate to say it but I wouldn’t be surprised if Paulson handles the offering(s).

Until someone w deep pockets steps up we will be bottom feeding for $ to keep the lights on. We need a major catalyst to break the cycle.

Major Catalysts:

GvHD- should have 10 more patients in less than 60 days and data out by October. This could be a real sleeper.

Mono Interim - Need enough patients on higher dosage at the 12 plus week mark to know what we have. Company knows from previous studies they will have a clear indication on the outcome at 12-16 weeks in terms of viral suppression and efficacy. Hopefully compelling enough data Q4 2018 to force BP to move.

Cancer- Pestell, Breast, Colon, and more. This hopefully will attract a whole new following.

I think it is becoming clear at this juncture the HIV players have spoken - we are not interested in more Combo solutions - we have plenty. Pro-140 has value but not enough to scare the Gilead’s - Mono is the prize. The Combo story could change in a heartbeat if one taker stands up and makes a move then the perception will become much different. Fear of loss is always the greatest motivator. Let’s hope we wake up one morning to this type of news.

While we need time to further validate the science, time is money. I’m hopeful the Cancer platform can bring in some new financial support - it is much needed right now.

AIMHO