Cytodyn Inc (CYDY)

[jacketsndisney]

I added a number of additional shares today because:

1. It is very difficult for anyone to dispute that Leronlimab is a very valuable asset. It is worth mutliple times the current CYDY market cap. I haven't heard anyone dispute that.
2. It is hard for me to imagine any scenario where CYDY shareholders don't realize at least some gain from Leronlimab whether through a buyout or through licensing deals. Everything will have to align for it to be a homerun, but a nice double seems very likely.
3. Management continues to overpromise and underdeliver on timelines which has created a lot of frustration and fear in current shareholders and potential investors. I understand this frustration, but the reality is nothing has changed. Leronlimab is still a very valuable asset. There could be more downside but sentiment is very negative right now. Fear and frustration has created a pretty strong buying opportunity. JMHO