Cytodyn Inc (CYDY)

[BlackDoggie]

I don't think that TNBC data moves the needle in a vacuum. My speculation based on their latest communications - and it's just that... speculation - is that they have a plan/intent to reach some level of partnership or licensing deal for HIV/GvHD prior to TNBC data. Their language in PR's lately has been very clear lately in excluding cancer from any possible discussions or offers that may be in place. Plus, there's always still the prostate diagnostic that could be in play.

The hope would be that they're angling to clean up the balance sheet to a great degree with the HIV deal. This could solve the working capital issue and hopefully the financing issues for cancer trials, all while hopefully boosting the share price and getting significant press and analyst coverage, since analysts for whatever big boy signs on will need to know what their BP just purchased/partnered/licensed. With any luck, this would close off the idea of future raises through Paulson, theoretically shutting off a major supply of shares. With a ton of luck, the cash up front and the press could put the share price in a position for the company to uplist. That may be a stretch, but it depends to a large degree on how any potential deal may be structured, e.g. significantly more up front money for significantly less revenue share. Based on the numbers I've run, this would be a very sensible play if the company is truly confident on cancer results. If those things were to happen prior to positive results from TNBC, things could really be primed for liftoff.

Hopefully we'll hear more on Monday. And if nothing major happens? I'll just buy more shares I suppose.