Cytodyn Inc (CYDY)

[lorbas95]

I'm not calling for Nader to be replaced. But if he can't get BLA submitted and a deal done by year-end or beginning of next year, I doubt that he will have much support left (at least that's my impression from public and private exchanges on both boards).

With GvHD, they have postponed a very low-hanging fruit last year to advance cancer. Well, TNBC interim results still far away. True, this might have been mostly on the lame duck Pestell (though this remains to be seen in the course of the lawsuit), but seriously: after several weeks/months delay with no first patient injection, it should have occured to Nader and the BOD to check on what their CMO is (not) doing much sooner... IMO.

I'm not really happy with the strategic performance of the company recently either: e.g. Mulholland's offer to 'loyal shareholders' tanked the SP. And btw, what about the prognostic test that was our best shot for non-dilutive financing as we were told (I have to assume it's a dead end).

Stability data delay is on the company. They should have prepared data for all doses.

And if a 3rd line cancer drug like Copiktra can get $15m up-front for Japan, it can't be impossible to win an interested party there for licensing leronlimab for $25-30m.

Still hoping for that 90m deal coming to fruition soon.