Cytodyn Inc (CYDY)

[Saltz]

No I don’t have inside info. What I can tell you is the obvious.

Much is riding on BTD. If it were to be given a green light by the FDA out of the gate in the coming weeks it will change this investment forever. Most likely the FDA will request more data on more patients, so we will IMO be in yet another holding pattern. If Leronlimab continues to perform it will not be long with another 20 patients being enrolled over the next two months. We will have the verdict soon enough.

I do think that both the Clinical and Manufacturing pieces of the BLA will be filed by the end of March.

For now the shorts are going to bash as hard as they can at Naders lack of progress when in fact great progress is being made.

It would be wise to ask some pointed questions on the Thursday call if you are Long and see it differently. I have planted a few seeds with the company in terms of issues of importance for the call.

Clarity in regards to managements top priorities.

#1 Flawless filing of the BLA.

#2 mNTNBC BTD.

#3 Licensing Deal.

IMO all will be achieved sooner or later - preferably sooner. Until then the Shorts will continue to bash and the SP will continue sideways.