Cytodyn Inc (CYDY)

[BlackDoggie]

Based on relatively recent acquisitions (Kite and Juno, anyone?) and the potential indications for Leronlimab, I don’t think the upper ranges you have listed are particularly outlandish. However, as our resident (Bored)Lawyer often wonders aloud, it’s completely fair to ask how we get there from here, in terms of market cap/share price.

Personally, I think the answer lies in breaking the funding cycle, as I laid out in my post the other day. Right now, there’s simply no compelling reason in my mind for someone to give us money on significantly better terms for simple equity or debt. That effectively locks down the share price, in my simple mind. I think (and hope) that once we break this mouse trap of a capital structure, market forces might take over to some degree and improve the valuation.

Let’s hope that they’re as close on monetizing the test (via license or sale) as Pestell insinuated during the Q&A on the September call. I’d like to get a chance to “test” my thesis. Soon.