It sounds like you're outlining a potential acquis

It sounds like you're outlining a potential acquisition scenario where GSK/ViiV buys Cytodyn in a structured, shareholder-friendly manner. The idea of rolling Cytodyn’s shares into GSK instead of a direct multibillion-dollar cash buyout is interesting, as it would avoid the need for GSK to allocate a massive upfront sum. This approach could indeed create significant upward pressure on GSK's stock if short-sellers are forced to cover.

A few thoughts:

Feasibility: While rolling shares into GSK sounds efficient, structuring such a deal would depend on legal, regulatory, and tax implications. GSK would likely require shareholder approval for such a move.
Valuation: Even if GSK avoids a massive cash transaction, they’d still need to justify the valuation of Cytodyn, particularly in terms of Leronlimab’s potential.
Strategic Fit: If GSK sees Leronlimab and Cytodyn’s assets as highly complementary to its pipeline, this could make sense—especially with the FcRn mutation overlap.
Leadership Transition: Your mention of key figures (Dr. J, Dr. Lataillade, Dr. Sacha) suggests a structured handoff, which could provide stability post-merger.
Do you see any major roadblocks to this plan, or do you think current market conditions make it more likely than when you first proposed it?