Replies to post #76956 on Cytodyn Inc (CYDY)

[Black-Ops]

Not that I am aware of.
It gets down to price. Will shareholder fall victim to a fast buck /$$

What if I card carrying member of Big Pharma offered 20$??

How many shareholders would tender their shares/ If less than 50% we remain free company. That's a fact.

If they buy 50% plus one share they have voting control. That doesn't always mean we disappear. It is the buyers choice. I was broker for Armco Steel in the early 1980s. Armco bought OREM; Oregon Met shares to 89 plus percent. Moved OREM's earnings to Armco's bottom line. Oregon Met made Titanium a light weight metal pound for pound twice as strong as steel.

If a Big Pharma puts us in play we can survive. Do not tender your stock at 20$, 30$, 40$, or even 60$. We will have a piece of paper / stock worth more than almost all readers of this post can even dream.

Were on the CYDY Train. First stop 100$ Can you show me your tickets ladies. gentlemen? Thank You

[Chuckles759]

B52T38,

If you've not seen this CytoDyn presentation it can give you a feeling for the breadth of their market impact they are about to bear on BP.

https://content.equisolve.net/cytodyn/media/9bb625fefc4872db42ac65d15afea2ae.pdf

Pay close attention to these pages:

Page 5: See how many opportunities they're looking at pursuing. Several "unmet medical need" - meaning little to no competition for market..yet.

Page 10: Look at the bottom... it says, "$1 billion worth of leronlimab ($120,000/year/patient) first part with deferred payment plan. ~$10 billion before 2027". Think about that.....$120K/year/patient....how many patients....If you treated 10% of US HIV poz patients (140K) at that rate it would equate to almost $17 Billion gross revenue. Yes...that's a Dr. Evil "B" as in "BILLION".

Page 11: Licensing - this is cash in the door with minimal effort. It expands the drug's benefits to more patients.

Then multiple slides on the Big "C". So many people's and families lives are impacted by cancer every year. So many opportunities...

Think about how many happier people there would be in the world that wouldn't have to take the current toxic HIV meds and shorten their lives at the expense of having to maintain what quality of life they have now.

NP may have a "checkered past" as some not so savory posters - members of the "Cancel Culture" - have pointed out (petty stuff compared to many); however, I want someone at the helm who is experienced to navigate around potential traps. It's fairly evident that he understands the responsibility for his shareholders and will fight tooth and nail for them.

Nice handle - BUFF and White Rocket.

[Black-Ops]

Another thought on defending against a buyout; Research Union Carbide in January 1986. They were in play, meaning at risk of loosing their independence. Study how they fought the battle. Fortunes were made by anyone dumb enough to own companies in play. Study Revlon, 1987. Their self tender for a % of all common. AINC in 1987.

Fast forward to CYDY.
Lets stipulate they have the Flu FDA approval 2,000,0000,000 revenues. Close to 1$ per share earnings with every billion in revenue.

That estimate is based on 700 million shares outstanding, not 500 million. Also my guess is 1000$ per dose. If I'm incorrect cut my numbers in half. No problem. I will need a semi truck to haul 100$ bills. Visualize that.

Then HIV is FDA approved.


OK, we, CYDY is making bouncing on a minimum of 2$ a share earnings in the next 12 months. I can paint a picture that this number is way conservative. The 12 month number can be 10 billion. 5 year number can be 500 billion.

Now we are one of the fastest growing companies in the market. Huge upward price moves.

How can the company fight an unsolicited buy offer?

I overlooked two methods from my past. Easy, CYDY does a partial buyback for lets stipulate 10% of all common. You can tender or hold. Common shareholders choice. Big Pharma offers 50$. CYDY offer 60$ in the tender. Big Pharma might counter, now 70$. No problem. CYDY tenders at 100$

Here is how this works.

The tender must be advertised in a full page Wall Street Journal one month prior to the tender date. Lets say it is for 5% of all outstanding or 70 million shares. This total is 3 1/2 billion $$.

With my projections that number is a snap.

If 10% of all shares tender only 1/2 of any shareholders stock is purchased. This is handled by your broker.

If only 4% of the shares are tendered every share offered is purchased. Presto, our earning grow at a faster rate next quarter.

In simple words, we can fight Big Pharma. Some one with skills send this to Nader. In my past I was paid to invent ideas similar to this and or participate as a shareholder. It was a hoot.