Cytodyn Inc (CYDY)

[BlackDoggie]

Interesting comments in the video for sure. I think it's a smart move. If they're looking at splitting indications - for example, licensing off HIV/GvHD and keeping cancer for now - they could very well have the cash and revenue to build their own marketing team to sell a cancer drug that, if successful, will effectively sell itself. That would mean 100% of post-royalties owed (from previous companies) cancer revenues would be kept by CYDY... I'm ok with that.

You may or may not have been here a while back for the conversation we had about whether or not CYDY could actually build a marketing team. Others shouted it down saying it was hard and expensive. I remain unconvinced that it would be beyond the company's ability if a decent/good licensing deal were to come through on HIV or the prognostic test. Either way, going down this road presents a legitimate (YMMV...) alternative to the narrative that we need a partnership with BP, which could in turn provide leverage in negotiations. The offers aren't to their liking? Fine, they'll sell the drug themselves.

I suspect that they're close to licensing or selling the prostate test, but not quite there yet.

As a side note, if anyone has the email address for the IR rep at Edison, please let them know that the proper spelling is "mechanism," not "machinism." I'm sure that whatever CYDY is paying them, it's enough to have at least one person proofread the text overlays in an otherwise well-produced short.