Cytodyn Inc (CYDY)

[Blueheel1]

well said Saltz. Lalezari's comments were very direct and encouraging in terms of his expectation for the S/C results. If you trust him (and I do) I don't know anyone better qualified to opine on the chances for success in COVID.

Perhaps enrollment speeds as we get more sites, as we've seen failures in some of the early drugs, and as we likely get more cases (unfortunately) with colder weather.

The fact that we've hired someone to punch the ball across the BLA goal line was also encouraging. It makes me think that NP and the BOD have learned from prior mis-steps and have made this a priority.

What is unclear to me is what happens to the SP between now and early next year. It could be choppy - and maybe the only people that make money in the interim is the traders. Since that's not my game, I'm sitting tight and will let this play out over the next 3-4 months. Thinking about it, It's actually a little bit comical that I'm considering that a "long-term" view. It used to be that "long-term" investing was measured in years and not months. Such is life in the modern world I suppose :)