I'm betting he's already factoring in (roughly) the amount of vials he believes Samsung can realistically provide should we knock on their door with a few cases of Cytodyn coffee mugs and a couple bags of cash. During many a conference call back in the early Covid days he would typically give us the actual number of vials on hand/order and the potential "up to" number we could get if we needed it. There's probably a certain amount of wiggle room he already knows about. Or at least has been told could be possible without Uncle Sam getting involved.

That's probably the main reason.

But if it's not that then it's probably just the merch store doing better than expected business. Branded coffee mugs, obviously. NP and SK bobbleheads. "Don't Blink" fridge magnets. Charity calendars of hunky Cytodyn employees posing in the lab. CCR5 keychains. Pronunciation flash cards for Cytodyn employees.

That sort of thing.

I'd like to add that I'm once again grateful for the opportunity to provide the kind of hard-hitting analysis that nobody else here seems willing, or perhaps capable, of delivering on such a consistent basis. I am fully aware that I should be charging for this, perhaps offering a subscription service. But I keep thinking about the early days when I began investing. It was very difficult to find information that was truly relevant to my investment choices. I had to ride busses to corporate headquarters located all across this great land so I could see their merch stores in person. It was a different time.

The big question now is what are you going to do with this information?