Cytodyn Inc (CYDY)

[finesand]

Finally listened to CYDY @ NobleCon15

- NP's talk training bears fruits, KUDOS NP - Great Job
- RP's talk is perfect as always
- NP could have emphasized on HIV-1 Mono a tiny bit more,
he actually skipped it almost.
- Presentation almost flawless, best ever of them!

And the good parts were in the Q&A ..

GILD had there chance, but CYDY also admitted of having made some communication mistakes. Now committed to cure them, at least it sounds like it.

Some value also in the 'fridge', mumbled about some $200M sales value sitting in the cold for around 2020 at least.
This also implies, they have enough material for all trials.

1) One more little thought about how RP communicates TNBC.
He emphasizes Ashkenazi Jewish women and African American women to be the target population. This may help with funding.
I remember no other than Melanie A. Thompson, M.D., nitpicking about the HIV-1 trial population no including (enough) African American.

2) Again, RP explained how the FDA has opened the bridge from TNBC to Cancer treatment in general. This is quite dramatic.

What can I say, maybe we do the whole BB trip or now - just a few percent from here. But a possible February/March turnaround.
Strategically I believe the current funding of ~ $25M must be completed first before we can move to the next resistance of 75-80c.

http://noble.mediasite.com/mediasite/Play/a0825b461dca4ea48bdc6566b6137a611d