Cytodyn Inc (CYDY)

[finesand]

bored - TNBC injection and timing is a sure thing,
also telegraphed a lot. With an IND design + approval in record time. (KUDOS RP)

Today was a much more dramatic material event in our view.
The strong support from FDA and Monotherpay pivotal trial speed up. After CD03 was concluded w/o pivotal promotion we were quite depressed.
Now FDA allows us to 'reuse' our patient population, which is extremely helpful with data and almost enrollment done.

The 100 pts 700mg safety data is also almost in the bag and good for Combo + Mono.

Icing on the cake: Probably no more offering, but pre-approval upfront payments from partnership(s) coming in.

If that's no positive expectation, I don't know what is (o8>