Cytodyn Inc (CYDY)

[Blueheel1]

NP mis-managed the company badly, but this is a fundamentally different company now. Methodical, sober and going quietly about their business, adding more and more impressive members to the advisory team, etc. And Cyrus seems very impressive. Credibility is being restored and it’s becoming clear that the last overhangs (clinical hold and BLA) will be removed soon. At that point revenue becomes imminent and this stock will soar.

I don’t buy into the GSK rumors and don’t think we’re in partnership discussions (yet). But one of those will come when we have the hold lifted. Until then, I will sit back and enjoy the show. It will be a bloodbath for those trying to short - their gravy days are over :)