Cytodyn Inc (CYDY)

[Northstar42]

I think our BOD has a challenge to satisfy SHs who are ready to sell for $5 or $6 per share and those who are not. Given that RP is the largest SH and the key driver of the business, the odds favor a decision to hold on for the long term, which I guess he would favor. That said, the value of his shares would be north of $100MM, so I could be very wrong.

While on paper CYDY acquired Prostagene, in reality RP gained effective control of CYDY and to a large extent its future. Of course, we could hear Monday that a monetizing deal has been struck for the HIV segment and/or other diagnostic test, which most likely would push the SP to a more reasonable level. To a certain extent, that would satisfy SHs who are inclined to divest shares sooner than later.

IMHO, RP, with NP support, has done an amazing job executing his plan. I think NP deserves a lot of credit and respect for how he has handled the transition to new "ownership" and RP's leadership.