I agree with you & and am comfortably overweight with CYDY and have been steadily adding to my position over the past few months. With HIV only this is worth many multiples from where we currently trading. If cancer works $10B will only be a fraction of CYDYs future MC.
This is the exact right take when it comes to CYDY. I hope that CYDY is an amazing home run story but that isn't why I own the stock. This company is significantly undervalued at sub-150 million. Is it worth more than a billion. We will see, but I agree it's worth significantly more than $150 million and that is why I hold a significant position.