Cytodyn Inc (CYDY)

[Amatuer17]

Heard the call. Same story -

1. BLA target submission for end of month but there was hesitancy

2. 2020 revenue projection - cannot give

3. Focus has changed to Cancer - deals with China- Taiwan on back burner - so the non binding agreement expired

4. CV -2 patients dosed under emergency IND - normal IND yet to be approved

5. BTD - FDA said not enough data so not granted (proves again that too much jumping) - now 12 patients are enrolled - based on few weeks of data a meeting and then apply for BTD May be for multiple cancers - again nothing sure

6 funding - we are negotiating for some funding - will announce when happens - better control than last time when he was giving all details which never materialized

7. Up listing - cannot meet NYSE requirements so focus is Nasdaq but the price is $4 - so no hurry


My view - $4 translates into mc of $ 2 B+
This is not happening even with BTD - with this down market unless they show spectacular cancer results, this co will sit on OTC for years. So do a r/s and be done with it