Cytodyn Inc (CYDY)

[Saltz]

That is the most critical inflection point in front of us. MY opinion that is based on the DSMC ruling at 149 patients to continue trial. I believe not enough will have changed from patient 149 to 195 to change the DSMC stance. I also got the feeling that Nader is preparing for full enrollment rather than leading SH’s to expect EUA at interim. Just my opinion.

I am going to buy more shares if the SP erodes because I believe the SC trial will deliver regardless of what the DSMC’s decision at interim. It is also within realm for an FDA EAU at interim while continuing the trial.

My biggest disappointment is the fumbling of the BLA. I also feel Nader misled SH’s by building false hope in the Sept 9 MHRA meeting insinuating strong consideration for MM EUA — that was not on the table. That IMO was a play to increase ST SP. Bad move and he paid dearly on today’s CC.