Cytodyn Inc (CYDY)

[Chuckles759]

I worked up an explanation of how many vials of Leronlimab can be produced by Samsung Biologics...but the computer ate my homework. So here's the Reader's Digest version.....

BLUF: How many vials of Leronlimab will be available to treat/sell for 2020/2021?

The reason I ask is because you can't sell what you can't deliver (most of the time).

The short answer is 1.8M patients can be treated with 7.2M vials.

Since CytoDyn doesn't get every $$$ charged to the patient I came up with a WAG that CytoDyn sells each vial for $750 to distrubtion partner.

If every vial is sold for either COVID-19 or HIV-1 sales, then:
7.2M vials * $750 = $5.4B gross revenue for CytoDyn for 2020/2021.

For 2021, this will potentially cut into projected sales for HIV-1 combo sales..but hey...this COVID-19 thing is more important. Dangit, all vials produced will be sold !!! ...maybe government will take any leftovers and put in national stockpile and thumb their nose at the rest of the world...an election is coming and vaccines are an unknown.

$5.4B gross revenue / 700M shares = $7.72 revenue per share. Tag P/E of 25 on that and you've got $193 per share by the end of 2021.

I think the talk of "trillions" is not taking into account the physical limitations of production/delivery.