Replies to post #45972 on Cytodyn Inc (CYDY)

[lorbas95]

You must understand:two days ago, the company was on the verge of bankruptcy, mono data were real bad, and the Pestell lawsuit was going to destroy the company.

The most important quality of an ANALyst is his/her credibility, and here our good blogger sets exceptionally high standards.

[Amatuer17]

50% royalty on sales is very high - 10-20% is the actual range. Most BP will not agree to it as nothing will remain for them and they do not work on small margins.

My guess and suspicion is that the partner is some tier 3 company which does not have much marketing experience and/or does not financial strength so they are desperate to get some product under their name

[finesand]

Thanks for clarifying. Its funny how accurate your models and details are when you are bullish.....not long ago, a lot of your opinions stated as facts were all twisted around. Just a day or so ago, you said we should all be happy to get $2/share in the current situation (I know you backtracked and said this was for combo only, but your original statement was $800M buyout for $2/share).....now your model shows combo only is worth more than that.

Thank you for reviewing the model - first of all!
This makes work great, peer review in the open.

And now my backlash:
This is always the problem with non-critical longs to understand that events do make a difference.

$2/sh was called before knowing the details of the deal having 50% royalty on sales etc.
And this deal - guess what: Says value for HIV Combo is around $2 per share using a P/E of 15: FIFTEEN YEARS OF EARNINGS.
(All for HIV Combo US only)

If you made it so far in this message while being ..

The ignorant CEO (but he is still a great salesman, when he got a good partner for the deal as stated) ..
so the ignorant CEO says (see the recording):
S T A N D A R D
before the ThaiMed deal.
That is not OK (o8>
The deal is exceptional great, as PRO140 does not have ODD which has helped THERF to pay the bills.

+++

So what happens right now with the stock?

There is at least one party having a feel to destroy the stock value
and believing to have at least five days left to do so.
If they have warrants: They are even in a safe position.

Debating A17 is fun & insightful as usual, even though his reason are quite up-side-down, while it should be BP in the first place - otherwise CEO would have agreed to have a stupid deal with a soon to be BK pharma company which cannot pay this type of royalty due to too their high costs.
Sure, everything is possible.

CEO could also setup a stalking horse like bid to close the real deal.
Problem: He would need to find a better royalty rate.

Then I see hilarious new posters questioning the very questionable company.
Now isn't that funny?
Talk to me - I KNOW (o8>

So in 5-9 (1 day gone) days we surely will know.
(o8>

GL to all of us "gambling" in this one here.
Every "stock investment" is a gamble.