Cytodyn Inc (CYDY)

[Saltz]

The irrational exuberance has settled down. The momentum investing that pushed the Covid sector and CYDY from $5-$10 in a few days has wisened up.

Now investors are sifting through the players to try and find a drug they can logically bet on getting approved. Nader talking about what he is doing and what he’s going to do will no longer move the SP.

Applying for emergency approval w the FDA, UK, and EU is great however the needle will not move until an approval is granted. Uplisting to the Nasdaq will have to actually happen to move the SP.

The smoke and mirrors show is over for the sector as a whole and Nader is certainly no exception.

As a CYDY Long my take is simple. What are the CYDY catalysts over the next two months and what is the likelihood of them coming to fruition.

The number one catalysts I will bet on is the interim S/C Trial results. That’s what put Leronlimab on the map because we have something special w patients that deteriorate to the critical stage. So realistically we enroll 195 patients in the next couple of weeks. Then all 195 patients have to hit 28 days. Then organize data. Looks to me like middle of October at best for interim.

Question to ask yourself is what will prop up the SP between now and then. Best chance for a catalyst is the uplist to the Nasdaq but that is now in jeopardy w the SP. The request for emergency approval for M/M is a long shot IMO.

So when Dolphin says we may retest 2.78 it’s not just the charts it’s the reality of the near term catalyst pipeline that also points to downward pressure.

Very confident in our S/C Trial even if the FDA says complete it after reviewing interim data. I am convinced that the FDA is not going to do Nader any favors as we will have to earn it all on our own - where are the BP’s that Nader talked about that we’re waiting on the M/M topline report? A BP partnership for Covid is the one play that would solve all problems - increased SP, Uplist, horsepower and validation. That is another long shot until S/C interim results.

AIMHO.