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  4. CytoDyn Inc (CYDY) Message Board

It would really make sense to come back to reality

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Post# of 155140
(Total Views: 349)
Posted On: 12/07/2019 1:27:58 PM
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Posted By: TechGuru
Re: Cytodynamite #12157
Quote:
It would really make sense to come back to reality. We sit @30c and all of us would be very happy to see $1 in June 2020.



Cytodynamite, I have run some simulations on my model and those prices are not unreal.

The problem is, of course, what are we talking about. If CCR5 can stop cancer(s) and/or reduce tumors effectively "the next Humira" or "the next Keytruda" will be shy for a proper depiction.

By the contrary, if CCR5 is actively involved in cancer and slows down the metastasis and meaningfully helps people's overall OR in a (or few) cancers we will be talking double-digit SP.

If it works well in HIV we are talking single digit SP (my conservative Mono evaluation yields around $5.8 )

Is a model only (highly dependent market penetration and, of course available pool of patients).

As of when …. well, ask the FDA for different approval proceses. I personally think that the best value for CYDY would be to sell the different indications piece-wise to the best bidder, or simply allow itself to be bought by a very Big Pharma.

However, I would be very disappointed to see $1 in 6 months. We deserve much more only with the HIV indications and the HUGE potential in Oncology (remember potential is very often the determinant factor in the SP of a bio-tech company). It has not been factored-in into CYDY for reasons that still dumbfound me.

Back to the present: lets wait until the ever-present financing cloud is lifted, the price firms up and we up-list, then we will see real market evaluations for CYDY. But you are right : we are worth (according to the markets) $0.3, that is current reality.


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