Cytodyn Inc (CYDY)

[Scooter McCabe]

I think CYDY is going to become one of those famous companies that in hindsight was a great company to buy.

I think some of the mismanagement has caused a number of market makers and commentators to miss out on the underlying value. Case in point that poorly written article on Seeking Alpha, of which there have been several, where it completely ignored that none of the science has been called into question nor has the FDA given CYDY the kiss of death for PRO 140.

Now for those of you hoping for a buyout I think this creates an interesting situation. If a buyout comes it will come at a point where CYDY is through its trials and the question shifts to production. At that point anyone wanting to own this company has lost critical leverage to position for a "cheap" buyout. The recent news on the cancer is a complete X factor because its promising, its first of many studies and has a major impact on the market if it pans out. I think the management issues have just blinded a lot of decision makers so they are either not making offers or seriously undervalued this company.

I don't think there will be a buyout at this point and I think we will end up with a company that gets a product to market. I think buy and hold is the way to go. I've quietly doubled on my position since the last time I posted. I think the flipping and suppressed price at this point is a God Send in terms of getting in cheap for the thrill ride to come.