"I’ve been trying to figure out how bad this vir
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Cytodyn's revenue will not vary based on whether asymptomatic people can transmit, or what China is doing, or whether lockdowns work or not. Further, Covid will not be the long term revenue that drives the stock price (although the longhauler revenue could be a portion of that). Cytodyn needs one approval from one country -- if that approval is Covid related that will help mitigate the company's short term cash flow issues. The focus should be on getting approval - one way or another - period.
On a more pedantic note: You can't cherry pick the science. That is to say, you can't say you agree with a study that say's asymptomatic people don't spread the virus, and in the next breath say you don't believe some other part of the study or you don't trust the people that did the study. This is an ideology picking and choosing what you want to believe rather than letting the science tell you what is fact.