Why CYDY held the CC yesterday…..There have been a few
Why CYDY held the CC yesterday…..There have been a few posts questioning the reasoning for the CC yesterday, I believe there were three reasons (not in order of importance):
1.) Transparency: Nader sees transparency as a core value (personally and for the company). He knew there was significant shareholder anticipation of the trial results, he had some information and he felt obligated to be transparent. A larger company wouldn’t feel the need to be as transparent (for better or worse depending on your perspective).
2.) Financing: I believe they see the financing deal as big or bigger than the trial results and they wanted to explain in more detail how important that was to the company. As someone who has had to manage multi-year budgets – having a little money in the bank provides significant breathing room and allows management to focus on “the real work”. My perspective is that this is a bigger deal than the market or shareholders are giving it credit.
3.) Shareholder Meeting CC Redo: The shareholder meeting audio was a disaster and they knew they had to hold a Q/A within 2 – 3 weeks to be relevant. A larger company wouldn’t have had the audio issues – or the need to redo the Q/A.
We can ruminate on the wisdom of holding the call, although I believe management thought they owed shareholders a Q/A session, they had good news on financing, and could telegraph positive results on the CD10 trial. The nature and flavor of the call is a result of CYDY being a small biotech with the management it has (again, for better or worse – depending on your perspective).
My conclusion as a long is to hold (I have exceeded my normal investment allotment to a single stock) – by all measures we have good things coming soon. While I understand much of the frustrations of the FDA trial/approval process, management stumbles, short attacks, MM manipulation, etc. etc. – we have no control or influence (or very little) on those items and I choose not to get worked up about them.
4
CytoDyn Inc (CYDY) Stock Research Links
Scroll down for more posts ▼
Top 10 Most Recent News Articles
Pharmacy Certification Made Easy When ScriptSafe rolled out its certification service for pharmacies, it felt like the industry's straitjacket was finally coming off. We’re talking about a process that traditionally took months, cost a small fortune, and made pharmacies fill out forms like they were honing a doctoral thesis. But now, you've got ScriptSafe offering a...
Continue Reading
Tech Giants and Pioneers Rejoice Strap in, because TerraMaster just waved the green flag on their brand-new 725 Series Xeon Rackmount NAS, and it's high time the data storage world got a shake-up. Picture this: we're in the throes of an AI boom, and companies have data needs that gobble up yesterday's solutions with the hunger of a black hole. Well, enter TerraMaster's...
Continue Reading
Changing the AI Game in Enterprise At the heart of Tel Aviv-Yafo, ABnet Communication Ltd. is spitting fire, and this ain't your average tech chatter. They're drilling right down to the marrow, stressing just how much Anthropic—kingpin of advanced AI for enterprises—is shaking up the corporate shell game. Today’s conversation leans heavily into autonomous AI, and...
Continue Reading
Unifying Molecular Diagnostics for Better Cancer Care In the chaos of today’s healthcare, Aranscia is aiming to rewrite the book on how we handle cancer diagnostics by teaming up with Northside Hospital Cancer Institute. Now, instead of fumbling through disconnected systems, they plan to glue the pieces together with a blend of their own and borrowed tech. This...
Continue Reading
AI's New Role in Wealth Management Just when you think you've seen it all, along comes a partnership that shakes things up. Beemo Automation is teaming up with Choreo, a heavyweight in the tax-focused registered investment adviser world, to infuse some AI prowess where it matters. Choreographing their moves, they're looking to build something that's not just functional...
Continue Reading
A Fresh Start for Young Careers with CareerPath You remember the time in life when we thought just having a degree meant something? Well, the game’s changed, and now it’s a twisted jungle where young folks struggle to find their footing. Partners International, a name I’m no stranger to—known for their human capital wizardry—seems to have noticed this chaotic...
Continue Reading
A Fresh Chapter for Half Moon Cay Mark it down, folks—Holland America Line is shaking things up over at RelaxAway, Half Moon Cay. The cruise line, known for its deep roots in premium cruising, is pouring resources into its private island playground to celebrate its 30th anniversary in 2027. And the timing couldn't be more calculated, what with peak cruise season around...
Continue Reading
A New Twist on Protein Beverages Today, Matchi Global LLC is rolling out something new and bold: canned protein matcha lattes. It's not just another protein shake disguised in green robes. Oh no, this is a straight-up attempt to mesh pure ceremonial-grade matcha with a full 20 grams of complete filtered milk protein. And they’re delivering it all without any of those...
Continue Reading
Remember the days when the FBI felt like a mythical fortress of surveillance and high-tech wizardry? Today, we're seeing one of its key veterans, Marcus Thomas, take a different path—a path that's as gritty and necessary as any Wall Street hustle. He's jumping onto the board of Re-fined, a Denver nonprofit aiming to give survivors of sexual exploitation and human...
Continue Reading
Converging Minds at the Chicago Gun Violence Expo In a city known for its resilience amid diverse challenges, the National Gun Violence Prevention Expo is stepping into the spotlight. With all eyes on Chicago from September 24 to 26, this isn't just another event—it’s a clarion call for action. Uniting Influential Voices When you've got former NFL stars like Matt...
Continue Reading
Top 5 Most Recently Viewed Articles
Earnings Overview AutoNation Incorporated (AN), a prominent player in the automotive retail sector, faced a challenging third quarter but emerged with notable achievements amidst operational obstacles. The company reported total revenue of $6.6 billion, which reflects a 4% decrease from the previous year. Despite these headwinds, AutoNation saw an increase in its new...
Continue Reading
Delay in Launch of Blue Origin's New Glenn Rocket Blue Origin has recently announced a postponement of its New Glenn rocket's inaugural launch, initially set to occur at Cape Canaveral Space Force Station. The cause of this delay stems from a few anomalies discovered during the countdown. Mission Aspirations This mission is crucial for Blue Origin as it seeks to position...
Continue Reading
BC Real Estate Association Advocates for Housing Solutions In a notable call to action, the BC Real Estate Association (BCREA) has put forth a request to the upcoming Canadian government regarding the vital need for increased housing solutions across the nation. The association is advocating for the repurposing of the Housing Accelerator Fund (HAF) to specifically address...
Continue Reading
Bye Aerospace and Electro.Aero Forge Strategic Partnership In a significant step towards advancing the electric aviation sector, Bye Aerospace has partnered with Electro.Aero to craft innovative fast-charging solutions for the eFlyer fleet. The collaboration, announced during a prominent aviation event, focuses on revolutionizing the pilot training aircraft market by...
Continue Reading
Senators Challenge Crypto Deal Ethics Senators Elizabeth Warren and Elissa Slotkin have taken a bold step by demanding a thorough investigation into the activities surrounding former Trump administration officials David Sacks and Steve Witkoff. These officials are being scrutinized for potential conflicts of interest linked to their roles in World Liberty Financial, a...
Continue Reading
