![]() Then the company will say 13-D broke the rules, and should they choose to follow the rules in the future they can apply again next year. “Your honor I broke the rules but I’m looking out for shareholders best interests now, not my own” will be the argument of the 13-D group. This one looks like an easy call for those investors that want to put on their lawyers hat. CYDY appears to be in a commanding position because of course they are the incumbent but because they also got the 13-D group to admit they didn’t follow the rules and misled investors. There is a key hearing on October 6th that will determine whether or not the company has to accept the ballot of the 13-D proxy group. CytoDyn has been under pressure due to a group of disgruntled investors called the 13-D that want to displace management and of course the shorts tolling the InvestorsHub message board. There are still a lot of risks with these two names. There are two biotechs that seem to be able to treat the entire spectrum of disease so this paired trade of CYDY and TOMDF is a good investment thesis if you believe the vaccination only strategy is flawed and that therapeutics will play an important role in getting out of the pandemic. This point was clearly for shock value because who in their right mind would be having sexual intercourse while they have COVID-19. It’s not a good idea to take Molnupiravir if you are pregnant or a man having sexual intercourse. Many people got to see that Merck’s drug has a serious issue of mutagenicity. The article got over 35K hits at the time of writing, and was the top contributor article for 2 days running. Other antivirals like Pfizer’s oral antiviral are designing the same sort of clinical trial of exclusion. Many failed to read the fine print that the drug was for unvaccinated people which happens to be a shrinking demographic and people with at least one underlying condition. It’s not for the masses, but that is precisely what investors assumed when the news broke. The key points that were uncovered is that Molnupiravir is for a very limited population of patients. Likewise vaccine stocks like Moderna (NASDAQ: MRNA), Pfizer (NYSE: PFE), BioNTech (NASDAQ: BNTX), Johnson & Johnson (NYSE: JNJ), Vir Technology (NYSE: VIR), and Novamax (NASDAQ:NVAX) are expected to rebound. Merck (NYSE: MRK) is expected to be under pressure Monday as the euphoria starts to wear off and reporters start to dig and ask questions. It also became clearer that both leronlimab and Tollovir might really have a better solution than a vaccine for the entire spectrum of disease. Over the weekend it’s become clear that Molnupiravir is no savior let alone a magic bullet and the road to approval is still a rocky one given the campaign to continue vaccinations. ![]() The sell off in both CYDY and TOMDF was probably attributable to the investor rationalization that now a magic bullet exists to treat COVID-19 early it was therefore time to trim Covid therapeutics because they won’t be necessary. In the article it broke down the mechanism of action of Molnupiravir which was the top headline on Friday which almost single handedly moved the market higher. in a recent article there were a lot of comments about leronlimab and Tollovir. (OTCMKTS: CYDY) might be looking at a pretty good week ahead of them. Todos Medical (OTCMKTS: TOMDF) and CytoDyn Inc.
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