Replies to post #14556 on Cytodyn Inc (CYDY)

[pearsby09]

Results as I know it are still pending. Other indications are years away! I'll take 4 right now and run! As grip pointed out, that is 4 to 8 times ROI, and with still no completed trial or proof of confirmation. Everyone assumes a positive trial. That is not a guarantee. Even in adjunct! Especially, since they can not find 30 Guinea pigs.

[gestalt2]

I really don't have much of a guess as to the price for a BO, but i would say that CYDY knows what they have and that the current SP is not reflective of the value of pro 140. using this SP as a basis for some multiple does not make much sense, the current SP is filled with fear of dilution, prolonged time lines and trial results. The value will be determined by trial results and market share - basically the value shown in CYDY's investor presentation slides. I'm in the $10-30/share camp, but i am just estimating and the actual price will be what it is. I also feel strongly that a financial partnership is in our near future first and an outright buyout after that.

[Grip it and Sip It]

Dr. M-

At this point, it's an educated guess based on a pre-revenue company requiring at least $100MM to bring to market, including the $60M Tony mentioned to get through all the trials.

By eliminating all unknowns and speculation , the company is truly valued at $80M. That's simply the market capitalization. Regardless how strong any of us feels, and I do feel strong, the quick nickel is better than the slow dime. All the risk and financial capitalization will be on the buyer so they need enough meat on the bone to make it worthwhile. In retrospect, if CYDY was close they wouldn't sell. So it's a win/win based on market cap and what I would say is generous at 8x's value (stock price).

The science could be worth $10B per year but investors are saying "no" right now, hence a $.53 share price.

It's Neanderthal math and I admit it as I'm basing it off only a few variables but those data points are non-arguable at this point. I have close to 50k shares and got to an average price per share of $.55

Eight dollars would put a lot bread in the basket! As always, appreciate your valued input. Any time I get nervous, I read your thoughtful and well-reasoned, medically-backed posts and return to my bullish attitude!

Grip