Cytodyn Inc (CYDY)

[ClosetInvestor]

I’m not too worried about the delay in TNBC. That will come with time. We have the combo BLA going on as well and the pivotal for mono therapy so the TNBC is a bonus. Yes, NP and CYDY said soon, but hey, is the injection of the 1st patient really going to make the SP move anyways?

Dilutive financing is always a concern, especially with the manner in which CYDY is burning cash each month. That’s an unfortunate part of this company but revenues are only 9-12 months away so this will be far above .50 at that point, but maybe below .50 as well.