It's not atypical for smaller biotechs to be acquired, if you are in the industry long enough, you are bound to be involved in a handful of companies that go the M&A route. I don't purport to know what the intentions are here, but suffice to say, none of us do. Will just need to see how it all plays out re: BLA, Amarex, partnerships for focused indications, M&A, etc.
What I do know is that Simes addition is a net positive imo. Continued positive moves by Cytodyn. Would be really difficult to see this any other way.