Replies to post #39447 on Cytodyn Inc (CYDY)

[BlackDoggie]

Interesting comments in the video for sure. I think it's a smart move. If they're looking at splitting indications - for example, licensing off HIV/GvHD and keeping cancer for now - they could very well have the cash and revenue to build their own marketing team to sell a cancer drug that, if successful, will effectively sell itself. That would mean 100% of post-royalties owed (from previous companies) cancer revenues would be kept by CYDY... I'm ok with that.

You may or may not have been here a while back for the conversation we had about whether or not CYDY could actually build a marketing team. Others shouted it down saying it was hard and expensive. I remain unconvinced that it would be beyond the company's ability if a decent/good licensing deal were to come through on HIV or the prognostic test. Either way, going down this road presents a legitimate (YMMV...) alternative to the narrative that we need a partnership with BP, which could in turn provide leverage in negotiations. The offers aren't to their liking? Fine, they'll sell the drug themselves.

I suspect that they're close to licensing or selling the prostate test, but not quite there yet.

As a side note, if anyone has the email address for the IR rep at Edison, please let them know that the proper spelling is "mechanism," not "machinism." I'm sure that whatever CYDY is paying them, it's enough to have at least one person proofread the text overlays in an otherwise well-produced short.

[ClosetInvestor]

This is by far the best video that I’ve seen CYDY produce. Both NP and RP are prepared to answer questions and very rarely stuffer or have to think about what they’re saying. Very informative as week. NP said there are multiple offers on the table for licensing but CYDY is apparently considering going it alone. Thanks for sharing.

[Fortuno]

Thank you for sharing.

[sjacobs26]

Thanks for sharing the video.

I largely agree with BD and CI comments. While I have concerns, I think their plan is to keep cancer and future indications (pending positive results), so they would need to establish a marketing and sales team regardless. So, based on my opinions and the assumption that cancer results are positive, this challenge will exist regardless.

The concerns I have with going HIV alone is financing and timing. I’m glad they are discussing this now and not 3-6 months later as that would be extremely difficult to throw together a team in less than 6 months and expect a successful launch. If they can get good upfront payment for PCa test, this will resolve a good chunk of the financing concerns, but I don’t know how much it would cost to establish such a team. I think this would/will be easier for cancer potential with RP contacts, but a HIV launch isn’t impossible either. With leronlimab’s safety profile and much easier protocol than current treatments, IMO this will be a pretty effective marketing strategy on its own.