Cytodyn Inc (CYDY)

[sjacobs26]

These are just my opinions. Maybe the milestone payments are $20M+ for BLA approval and that would be almost enough to get to revenue. I think the TO will only be offered with a higher share price if/as needed to bridge the gap and clean up the books.

There could also be other license deals for geographic regions for HIV, NASH, GvHD, etcetera. These dilution rounds of funding and even TO if it dilutes a little more will end and a license deal is the signal of these ending IMO.

While the cancer results didn't move the share price (any up-listed company likely would've moved 20%+), eventually the science will get a voice. Obviously, I can't speak for timing as I began my position at $.50 and loaded heavily in 1H 2019 when I was convinced that cancer would be successful and I thought the first patient would be injected in Q2 with results in Q3.....but while my timing wasn't optimal due to cancer delays, so far I was correct in the cancer results which is significantly more important to me and my position in the long term. I'm more than happy with the progress leronlimab and CytoDyn have made over the past 9 months other than the share price obviously.

Best of luck!