Cytodyn Inc (CYDY)

[gestalt2]

I mean this in the best possible way, but we have heard this many times from Nader. At this point Nader must show us before we believe him. As much as I want to back him up, the two major jobs of the CEO is to not mis-lead and to keep focus on the path. Nader has been lacking in both. It is easy to get excited about all of the indications but trying to do everything can cost a lot, sometimes the original goal. The great thing abut GvHD is that it was cheap and quick to get to approval. It was Berger's project and now that he is gone it is on a shelf. The Cancer indications will be a blockbuster but Oncology is a very steep expensive mountain to climb. I think Dr. Pestell has the experience and drive to take it on but we are early in a long process.

It still makes me so angry at the FDA for not allowing the protocol for the mono trial originally - this whole combo trial and the mono being investigational is on the FDA for slowing everything and costing us millions. The fact that the FDA created the BTD treatment is purely to speed up their in-efficient process. To hold it back to the point where it's benefit is practically nothing is a joke. What drug/disease do they think is more important to give BTD and make this a top priority?

I guess given the history, maybe Nader's enthusiasm is what we need the most. To be honest - if I had to listen to the FDA and their beurocracy the sailor language would be flying and I would have thrown in the towel likely.