Cytodyn Inc (CYDY)

[HouseofCards]

It may help the current management if I don't vote but I can't vote for someone that I have no idea what their plans are. Current management seems to have gotten some things on track although they are still quite a bit away from an approval. If they get BTD for cancer or start up the trials in Brazil then I probably won't vote for the 13D. I don't know that the timeline on the BLA will be completed before the vote so I can't really include that in my consideration although if they haven't submitted everything up to that point that they were supposed to it will hurt them in getting my vote.

If those things haven't happened and the 13D puts out a solid plan for getting LL approved then they could get my vote. If they come in with some vague thoughts or ideas then I will probably not vote. Sorry, you can't get the keys to the castle if you don't bring anything of substance in the form of an actionable plan. You don't get control of the drug (at least through my voting shares) just because Nader is screwing up. If Nader is screwing up so bad then it should be relatively easy for the 13D group to blow me away with their professionalism and a solid plan. So far I've seen nothing though.