Cytodyn Inc (CYDY)

[Saltz]

Misiu,
You know the science very well. The dosage for the HIV Combo BLA is very confusing. It would seem as you say the increase to 700mg presents a longer road but would seem to elicit a Mono approval. We will never know why Nader decided to pursue the 700mg rather than insist on 325mg dosage.

At this point one has to ask themselves how much patience is wise when we are still looking for our first approval. This is a very precise process and Nader continues to fumble the football at the goal line. I know you like him. I don’t dislike him. I just don’t believe he has the intelligence to delegate and understand what it takes to get the job done at this level.

I will say it again the pressure is on w the upcoming SC Interim. IMO the pressure will be turned up further when the DSMC advises to complete enrollment and finish the trial. Raising $ on future promises is not going to be enough to attract high risk investment forever.

GLTU and all Longs.