Cytodyn Inc (CYDY)

[gestalt2]

The more I think about it, the more excited I am. BP industry is unique because they rarely develop their own drugs - they partner and buy out small biotechs that do the risky early development. They rather pay up for something that shows real potential than be cheap and by junk that ends up not working. the problem with pro140's HIV indication is that it is almost too developed - The best price we can get is selling potential - not reality. As we get further along with these HIV trials the potential becomes reality and the price will be based on actual market share and not a potential market that is bigger. The cancer indications I feel does a huge amount of showing the potential is giant. HIV is the foundation of "this drug/technology works" and the cancer indication is the "it will cost you more than just the HIV market to get this". I don't think pro140 will be in a p3 cancer trial and be owned by CYDY, As soon as we get preliminary results in a cancer trial there will be a deal done. If anyone posts a timeline based on when CYDY will be getting FDA approval for cancer expect an eye roll from me.