Cytodyn Inc (CYDY)

[Blueheel1]

My sentiments exactly. This has been a brutal ride - more than cut in half over my 4 year investment period in a booming market.

If this asset is as great as we think, there is no way it’s been optimally managed. But I do believe the asset itself has gotten more valuable given data on new indications. Thus, the twilight zone we are in.

I’m here because of the asset itself - in spite of decisions made at the management level. But if we don’t have some positive movement by year end, I will question whether the asset can overcome management.