Cytodyn Inc (CYDY)

[stock_jedi]

This was an extremely helpful and insightful article.

Given NP's tendency to be the salesman and that this would be CYDY's first approval, I can totally understand why the FDA would want to see the data first and gag any communications to the public. For a life-saving drug, it would be terrible to public confidence if the FDA had to "clarify" or issue a warning against a CYDY PR based on the complete data. Better for the FDA to approve all PRs now before submission.

I still think we crushed the primary endpoint and that the 42-day or 60-day mortality doesn't really apply to us but is statistically informative in order for other drugs to reach stat sig.

Personally, I'm past the "if" we met our primary endpoint and onto thinking if a buyout maybe in the works. I would prefer a partnership, but as much as I appreciate management taking us this far, I believe the other indications would be addressed much faster with a more experienced and optically pleasing company with vast manufacturing resources. Typically, such negotiations are in the works before results are released, but who knows.

All IMHO of course, but curious what other's think.