CytoDyn and Cytolin® - a Success Story
As stated earlier, CytoDyn, Inc. is a Colorado corporation with its home office in Santa Fe, NM. The Company's shares are quoted on the Pink Sheets under the symbol CYDY. CytoDyn periodically reports the financial condition and results of operations in the SEC Filings. "Cytolin®" and "CytoDyn" (as used to identify a particular class of products) are the registered trademarks of CytoDyn, Inc. The graphic logo is the registered mark of CytoDyn, Inc. Member New Mexico Biotechnology and Biomedical Association.
The founders of CytoDyn firmly believe in the need for proper, documented research into a lasting, foolproof cure for HIV/AIDS. They have committed their lives, resource and effort to this cause, not only for the sake of finding a cure, but also for putting an authentic, representable effort into a worthy cause - as a serious, profitable business venture. CytoDyn does not wish to be classified amongs the millions of 'relief funds' that use HIV/AIDS as their lifeline, catering only to the interests of their inceptors. Such organizations only addresses the emtional hysteria - the symptoms, not the root cause, of the HIV epidemic.
A genuine Pharmaceutical Research facility brought about via extraordinary ideas and effort from ordinary people, CytoDyn intends to make Cytolin® mankind's biggest breakthrough in health sciences.
Global Financing Architecture For The HIV Response
International Funding
The recent Progress report of 2009 by the UNAIDS compiled the amount of money that trickled down to AIDS relief fund. Disbursements from high-income countries stood at five time times more than it was in year 2002. If compared to year 2007, commitments to the HIV response depict a positive curve. Overall spending rose to US$ 8.7 billion in 2008, up from US$ 6.6 billion in previous year.
Organizations and other global initiatives are credited for current development trends that are clearly seen by the figures. The Global Fund to Fight AIDS, Tuberculosis and Malaria is now a major source of funding for HIV programs worldwide, bringing the value of the Global Fund’s total portfolio to more than US$ 15 billion, financing grants in 140 countries. Next on list is the World Bank; they have also supported HIV programs through their concessionary and non-concessionary loans. Their overall funding stood at US$ 3.1 billion until 21st July 2009, in addition to financing five regional projects addressing cross-border issues in Africa.
PEPFAR (president’s emergency plan for AIDS relief), initiated by George W. Bush, currently holds the status of being the world’s largest bilateral AIDS program. It was reauthorized in July 2008, allowing up to US$ 48 billion through 2013 to address HIV, TB and malaria.
The graph below clearly shows that United States of America remained the largest contributor to the global HIV response in the year 2008, accounting for more than half of the disbursements.
Domestic & Philanthropic Funding
Globally, the major sources of financing for HIV program at the end of 2008 were domestic expenditure in the affected countries (52%), direct bilateral cooperation (31%), multilateral institutions (12%) and the philanthropic sector (5%). International aid is estimated to further complement domestic resources to close the gap between the required and available resources for achieving universal access.
Private foundations such as the Bill & Melinda Gates Foundation and the William J. Clinton Foundation have also contributed significantly to the response to HIV over the past several years. The Bill & Melinda Gates Foundation is the single largest source of private development assistance for health, with annual commitments reaching nearly US$ 2 billion in both 2006 and 2007.
CYDY - Analysis with Insight
The following inference has been prepared by Mr. Steven Dart, one of the Leading Financial Analysts of the NYSE. It refelcts on the potential of CytoDyn/Cytolin®, both as a revolutionary product, and a profitable investment.
"We know that Cytolin® is completely different then the antivirals currently on the market, as this product is as an immune based therapy.
We also know that there are approximately 11.5 million shares of freely traded stock on the market under CYDY from the parent company of CytoDyn, Inc., and anywhere from 12 to 15 million restricted shares, for a total of approximately 25 million shares.
We know that as a comparison, we can look at ImClone (IMCL), a company that produced Erbitux, a cancer treatment related drug, which failed approval from the FDA at the end of 2001 and was later approved in 2004. The approval was for treatment of colon cancer.
Prior to 2001 the stock had a market cap in excess of $1 billion.
The Erbitux approval was based on trials involving 329 patients. Of these 329 patients 10.8% responded with Erbitux used by itself. This response showed a delay in tumor growth by 18 months. 22.9% of patients responded with a conjunctive treatment with Irinotecan and a growth delay of tumor by approximately 4 months.
On November 24, 2008, Eli Lilly formally acquired all NASCAQ IMCL shares for $6.5 billion or $70/share. The total number of shares was approximately 93 million.
Dendreon (DNDN), is a company the produces Provenge, a prostate cancer treatment, yet to be approved by the FDA. As of July 9, 2009, this stock closed at $23.60 with a market cap of $2.38 billion. Since 2004, the stock has traded as low as $2.61 for one week in March of 2009, which at that price would equate to a market cap of $0.26 billion and with an average trade around $6.00, the market cap equates to $0.6 billion.
These are all things that we know, so what are we missing here?
In the event that there is a correlation between these drugs and Cytolin®, then what conclusions, if any can be drawn?
Would this mean that if CYDY had a market cap of $0.6 billion, and 25 million shares were on the market, that the stock is worth $24/share?
Would this mean for those same 25 million shares, at a $2.38 billion market cap, the stock is worth $95.20/share? And, at a $6.5 billion market cap, are those 25 million shares worth $260/share?
Due to the subjective nature of the stock market absolute conclusions are difficult to draw. However, what is the downside to the stock, if it trades at $1.00, $2.00 or $5.00?
Are we still missing something?
Just for a thought provoking conversation, if as proclaimed, within the documentary, that Cytolin® is not an antiviral, and is therefore, not subjected to resistance from the actual HIV virus, and additionally, there is no other drug like it….what is the value of Cytolin® in gross revenue?
In the event the drug is approved, and a vial of Cytolin® goes for as little as $130.00, the same cost as prescription Cipro for ear drops my daughter takes, and the average patient needs, let’s say 12 vials per year and we use 25 million patients, we have gross revenue of $39 billion annually.
Most likely there would be less than half that number of patients, but the drug would probably be worth in excess of $1,200.00 per vial. You can do the math…
Even if we reduce the numbers by taking one-fourth of this number and one-half of that number, the potential may exist for this to be a $10 billion drug or a $10 billion market cap. Even at 100 million shares that’s still a $100 stock. My Call - Hoard it, no questions asked. At this stage of the equation, theres practically nothing at stake."