FWIW I think zsmith -01’s explanation (tip O’
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Posted On: 06/07/2025 1:57:36 PM
FWIW I think zsmith -01’s explanation (tip O’ the hat!) probably best describes the short interest profile dynamics we are experiencing. That is the past, that informs the present. The present, that informs the future is hinting at non-dilutive financing in the form of a partnership. By stages and with that kind of news I believe we achieve escape velocity from current price levels.
I applaud your “what if” approach to dissecting the future of a company. With all of my investments, life, politics…literally everything on the path ahead I always ask a similar question:”what can change”. People see and react to what is known; few take the time to imagine what might change (positive or negative). Nikolai Vavilov, having witnessed famines in his lifetime, became obsessed with developing a globally sourced seed bank to conserve genetic diversity…he imagined what might happen if genetically diverse crops could avert famine. People working with him literally starved to death in the multi-year siege of Leningrad rather than eat the seeds that would have saved their life. Unfortunately he was at odds with the politically in favor views of Trofim Lysenko under Stalin. Ironically Vavilov who championed a way to avert famine, died of starvation in the gulag. Lysenko’s ideas were cross pollinated to China and were in part responsible for the greatest famine ever…15-50 million people died.
What can change with Cytodyn? This post is already too long and most here have an imagination for it so I will cut my remarks short. Published literature screams immune modulation with seismic impact on solid tumors, sepsis, MASH, some neuro-degenerative diseases etc. What can change: accelerated conditional approval. Partnership.
If what can change ends up changing any outstanding warrant holders may change tactics and put a hold on exercising until much higher levels are reached. What might change is the overhang from previous dilutive rounds of funding raises is lifted. Why step in front of a run-a-way train?
I applaud your “what if” approach to dissecting the future of a company. With all of my investments, life, politics…literally everything on the path ahead I always ask a similar question:”what can change”. People see and react to what is known; few take the time to imagine what might change (positive or negative). Nikolai Vavilov, having witnessed famines in his lifetime, became obsessed with developing a globally sourced seed bank to conserve genetic diversity…he imagined what might happen if genetically diverse crops could avert famine. People working with him literally starved to death in the multi-year siege of Leningrad rather than eat the seeds that would have saved their life. Unfortunately he was at odds with the politically in favor views of Trofim Lysenko under Stalin. Ironically Vavilov who championed a way to avert famine, died of starvation in the gulag. Lysenko’s ideas were cross pollinated to China and were in part responsible for the greatest famine ever…15-50 million people died.
What can change with Cytodyn? This post is already too long and most here have an imagination for it so I will cut my remarks short. Published literature screams immune modulation with seismic impact on solid tumors, sepsis, MASH, some neuro-degenerative diseases etc. What can change: accelerated conditional approval. Partnership.
If what can change ends up changing any outstanding warrant holders may change tactics and put a hold on exercising until much higher levels are reached. What might change is the overhang from previous dilutive rounds of funding raises is lifted. Why step in front of a run-a-way train?
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