Cytodyn Inc (CYDY)

[Saltz]

BD, that is in a nutshell exactly how Nader and Pestell are looking at it. I also basically see it the same way. Small Paulson raises until the landscape changes. My only difference with your thesis is the catalyst will be the P3 Pivotal Mono Trial. As soon as FDA approves protocol it will enroll within a couple months and the writing will be on the wall. If it’s the Prostate test great, I just don’t see it compared to the leverage with BP regarding the efficacy and clean safety profile at the 700ml dosage. 90% plus Mono efficacy forces Gilead’s hand especially if another BP moves first. Bottom line is it’s going to disrupt SOC and it will only take one interested party to start a bidding war. Gilead is rolling the dice right now with their nose in the air. We shall see 1H 2019 how this plays out.