Cytodyn Inc (CYDY)

[Saltz]

Here’s the bottom line.

Samsung can bring down the cost of 700 mg dosage COG per patient per year to $10k-$12k. AGC is our current manufacturer for BLA and initial product supplier for Vyera. They are triple the cost. Those are the facts. We will not shift to Samsung until next year if all goes right. If Samsung was our manufacturer for the BLA this would be different - they are not, not to mention the $15M needed to get into the cue for production with Samsung.

One of the challenges with the Vyera deal is maintaining profitable margin without pricing Leronlimab out of the combo space because of the COG on 700mg. This is an expensive molecule and the doubling of the initial dosage of 350mg to 700mg doubled the COG.

Numbers don’t lie.