Cytodyn Inc (CYDY)

[Saltz]

Next stop will be January for a DSMC look at 75% mark.

Nader’s immediate task is to fill the gap between now and hopeful DSMC news in January w the BLA that has been collecting dust. The importance of BLA acceptance and PDUFA date is imperative. Without it CYDY will be a straight up Covid play w no backstop.

If S/C trial is advised to go full term at 75% interim the time line slips into Q2 2021.

As Latane said time and $ are the concern — but thats nothing new, Nader will raise $ meanwhile shares and diluting will increase well beyond the 10-20M shares promised when the A/S was increased from 700M to 800M.

Without Covid approval for the S/C trial this company will be backed into a financial corner. Seems longs are comfortable here as they are all but guaranteeing an approval so no worries.
It’s is however a binary event because of the BLA mess.

Looking forward to another episode this afternoon in Season 8 of the Nader show along w his cast of characters.