Replies to post #86719 on Cytodyn Inc (CYDY)

[Chuckles759]

I do recall him making that offhand comment about $100/share.

Those numbers are astounding.

Pre-dilution: 700M shares @ $100 = $70B

Post-dilution: 800M shares @ 100 = $80B

How do you raise that amount of cash? Those prospective companies don't have that cash. GILD would almost have to mortgage their entire company with $96B MC.

...edit...
Ouch...make GILD $94B...they're taking a little hit today
...edit...

[Blane]

Very pointed Scooter. Interesting times indeed.

[IndexGuy]

I just can't see a buyout happening now for reasons previously discussed. The time for that was when we were limping along just finishing the P3 HIV combo trial with mono in the wings. Since then we have had too many game changers, and the cancer and NASH trials will need further proof to get anyone to pay what they are worth. We aren't about to take a discount on those indications. Licensing deals, sure, but an outright buyout just seems like we going to be too far apart for now.

[studhoss]

Here's my question regarding that hypothetical, triple-digit buyout offer. Seven hundred million shares X one hundred dollars equals $70 Billion. Who has that kind of free-cash pocket change laying around? Ans: Nobody.

In any event, I, personally, hope there's no viable buy-out offer. I think Dr. Nadir has it in him to take this company into the major leagues. Maybe in a few years CYDY will be the one offering to buy companies out.

Full disclosure, me and Will Rogers only know what we read in the papers.

[tikotiko]

A buyout is certainly a possibility and I will not complain if it happens. However, I hope it does not happen for awhile. It would be best for us that it occurs when the stock price is much higher (say $20) and after uplisting, virus tríal results HIV/cancer news, Mexico, etc.
Exciting times ahead!

[HighGrowth70]

All moves are pretty garden variety set-up defenses against a Hostile Bid.
- accelerated vesting
- golden parachutes
- authorization to sell an additional 100M in debt.

Likely Bids have been made; or will be soon. Management has certainly rebuffed.

Now, Management's delusions about $XXX digit share prices are pretty comical at this point. Those dreams become more acceptable if CYDY hits the PII Trial endpoints for NASH and mTNBC. Until then, it's fun to dream...

[gimmeshelter]

In a couple years CYDY can buyout Gilead, if they want to pick up some inferior HIV/Covid products that Leronlimab will make obsolete.

[Venture_Cap]

AZN... that’s my bet. They’ll wait for July results though as they should.