Cytodyn Inc (CYDY)

[Latane]

Hi Saltz,

The only material change for me is the clear promotion of MABs in fighting COVID. We are arguably leading the inflammation stage treatment option in that regard. RLF-100 being the other. Trump’s prior connections to Eli Lilly and Regeneron make them unsurprising winners in the anti-viral stage arena. I also suspect NP knows something. CYDY can see the SAEs and may be able to see blood counts (I have heard it argued both ways). I am leaning to believe we have very good results. But Trump alluded that the FDA is playing politics before the election, and I believe they likely will. I will be pleasantly surprised if they give us a decision before Nov. 3rd. NP saying we should here “within the next 10 days,” and Trump saying approvals are coming for other Therapeutics makes me believe our results may be too good to ignore or delay. We’ll see.

Of course all of this is speculation. But I learned in aircraft accident analysis that words and body language speak volumes. The mosaic of coincidences are also telling.

So to sum it up, I have enough to hang in there with for the results now. P.S. I would not be surprised at all to see the President or Chris Christie go south with this disease ( even Pence isn’t looking so great these days).If that happens I believe they will definitely get Leron to help. And if that is the case we will be front and center in this battle. I also suspect we are going to get a few more nuggets of good news and more PR before the DSMC rules...THE NEXT 10 DAYS ARE GOING TO BE VERY INTERESTING.