Replies to post #18078 on Cytodyn Inc (CYDY)

[Saltz]

BD, I think it is reasonable to assume Tony and his team are thinking along these lines. To me the unknown is how serious is the dialogue regarding a GVHD partnership. Is there real interest this early in the trials? I heard rumors 6 months ago that GVHD could possibly have a partnership prior to the end of 2017. I found that odd at the time but with Dr. Berger’s comments on the last CC call it got my attention. If this was to come to fruition in a timely manner it would be game over. Your rationale and speculation is not far fetched - the tipping point may be closer than the current SP would lead investors to believe.

[gestalt2]

I agree, your hypothetical sequence of events is possible to some degree. What i found interesting is how open Dr Berger was about the status of the possible partnerships, mostly because there has been no talk ever about partnerships or talks on the HIV side. To me this could mean there are no talks (seems hard to believe) or the talks are more in the BO tone and not a partnership relationship. Any mention of BO potential i would think is very guarded for obvious reasons. Not sure why it is ok to mention possible partnerships, why is that is a much more open negotiation?