Cytodyn Inc (CYDY)

[HyGro]

The partnership fantasy -- Another NP fiction. HNP had hyped partnerships regularly over the last three years and other than Vyera, the worst U.S. drug company (paid only $5 mil upfront) and American Regent (paid nothing) they never delivered. What indication would there be? NASH 350 mg was mediocre at best (16-20% fat reduction vs. 48% for Madrigal). Nobody commits serious money for mediocre drugs. mTNBC data was so muddled that no one knows what the REAL data was. No BTD, and virtually unreadable data release -- so bad, the SEC and the DOJ expanded their investigation to cover the mTNBC communication.

Np potential partner wants to potentially partner with a bankruptcy judge. Then there is all the legal problems that could affect partner too. And the data hasn't gone through an independent peer-review. Cytodyn has a poor reputation for credibility of their data -- FDA Statement reprimanding CYDY for their CoV data, mTNBC SEC/DOJ investigation plus the absence of peer review.