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CytoDyn Inc CYDY
(Total Views: 519)
Posted On: 06/22/2021 11:56:27 AM
Post# of 153908
Posted By: Hulk767
i've taken a break from the boards for the past week or so - so if i missed something that clarifies my points below, my apologies.

i thought it was a bizarre call. NP seemed very agitated right off the bat. maybe because of the decimation of the share price over the past year. but very much on edge. i get it as i'm sure he's catching heat for the SP, but it was really apparent thoughout.

it's almost as if Phillipines never occurred - any reference to it was just categorically dismissed. am i the only one who finds that bizarre? did something happen there? is management prohibited from making any statement at all? it's been a pretty long time since the 28 patients were treated.

there seemed to be a generally de-emphasis on COVID S/C in favor of long-haulers, at least that seemed to be the tone - right from the beginning of the call. maybe that's fine - and we figured out that long-haulers is our niche. but from the get-go, the focus was on long-haulers - with references to brazil and india only offered when questioned (other than saying the 1st patient would be dosed by the end of July).

i guess the BLA update was positive - end of year. it is what it is.

the other updates seemed generally good - NASH and cancer.

There is obviously not enough revenue now or on the near-term horizon to mention - that seemed clear.

anyway - i'm trying to stay positive, but i think we're looking at 2022 before we have anything positive that may move the SP.




















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