Replies to post #11711 on Cytodyn Inc (CYDY)

[Blane]

Ha ha. True. Rule number one: always take profit when you can. That's the rule I live by.

But yes, the data constantly places risk in new perspectives. Right now, safety is pretty much a done deal. Efficacy has demonstrated itself both in prior studies, as well as mono extension. Risk is lower than most.
Appreciate the dialogue!
Good luck.

[tonysd57]

I believe the day to day PPS to be irrelevant in this situation. The company should be bought by end of year. Their are five players in the HIV arena - Gilead, with BMS, Merck, J & J and GSK trying to make inroads.

Gilead seems the likely candidate as they rely heavily on HIV revenue and PRO-140 presents an intriguing departure from standard of care which should help with retention of customers while attracting patients on the sidelines or under care of rivals.

Further GILD has suffered recent set-backs in trials with Simtuzumab (discontinuing this monoclonal antibody study) and so-so results with Momelotinib which is the drug candidate they bought from YM Biosciences for $2.95 per share in 2013-

That's also why they recently paid $1.2 billion for access to Nimbus Apollo's early stage pipeline (NASH) - We're further along with PRO-140 than others mentioned. Valuation resides in arguing future income stream provided by science in hand- At very least, companies are often bought just so a rival can't have it-

Dr. P repeatedly stated we'll have updates on a number of fronts by end of first quarter- Four weeks isn't long to wait for critical news -