Cytodyn Inc (CYDY)

[LOL83001]

Quick rant for the day: CYDY is a small biotech with little political juice, limited communications skills and a management style that is different, but has a great multi-indication product, great opportunity and crazy-tenacious CEO and BOD.

1. Financial. A great buy opportunity, still. I am here as I think this thing has a good shot at $10 in 6 mos and $20 in 12 months. Risk? Absolutely. But 25+ indications and some interesting science- worth a shot. (then again, TSLA)

2. WH knows of LL for COVID: P2 M2M study hospitals included Novant in NC. Who is the WH-COS? Meadows is human, has kids, parents, friends, partners at risk. There are WH eyes on LL. Sure the Biden crew is aware as well.

3. OWS is nearly 100% focused on VAX. Big barriers to entry for small companies; vax focus, grant resource management and regulatory requirements are prohibitive. Big Pharma gets access cause this is win at all cost thing and BP & US Gov is playing hard. They have proven their excellence in science, finance, marketing and management - these folks are far smart, tough and proven. OWS door is open to CYDY- just not on the need-to-do list today.

4. Treatment is needed no matter what. The hope for a vaccination by 12/31/20 seems far fetched and for US implementation by this time next year - meh, I have serious doubts. I just don't see how FDA is going to clear safety. I am skeptical of "accelerated science". Vax development is a huge crap shoot to begin with. Participation is huge issue: 45% vax rates for the normal flu. https://www.cdc.gov/flu/fluvaxview/coverage-1819estimates.htm I get flu, tetnus, shingles and my kids the full series, but apparently a lot of folks don't.

5. WSJ coverage- excellent! Just that it is happening! Eyes on! More reporters and editors now have validation that CYDY has potential. And real journalists now have permission to dig into this Cinderella Phase 3 S/C COVID story, to spend time on the opportunity to dig into CCR5, Rantes, cytokine MOA and maybe, just maybe, see this treatment coming out of "left field".