Cytodyn Inc (CYDY)

[Saltz]

Complete different story from 2016.

Nader was green and testing the FDA waters for guidance in terms of best pathway to advance what was looking more like a mono indication than a combo indication. He was Hell bent on going straight for the Holy Grail HIV jugular - the unspeakable MONO solution. FDA says not so fast Combo first. Gilead put their nose in the air along with the rest of BP and we were black balled. Little CYDY and Nader, the arrogant Cowboy.

Fast forward and the Science has been completely derisked in the HIV Combo space and Mono is simply a time and $ barrier. The mTNBC story is mounting, Nash, and countless CCR5 indications are more reality than fiction. Despite Naders shortcomings (which I have been critical of) the disruption of SOC possibilities is compelling to say the least.

Validation and confirmation was what the market was looking for. Vyera was not the partner I hoped for but quite possibly the perfect match - two companies extremely hungry and capable of making their mark. Now another licensing deal is quite possible in the short term. Add it all up and the pathway to an organic uplist is in the cards.

So, finally here we stand on the precipice of major milestones that will be revealed in 2020 and define the future of CYDY.

It’s time to buckle up and for all us Longs to keep our heads.