Aloha from Hawaii
As I sit back and enjoy a Kona Coffee this morning and look at this awesome view. I couldn’t help but let my thoughts drift over to CYDY. Yes, it’s hard not to think of CYDY.
There are a ton of things happening and as usual I would recommend reading Cytomight’s posts where a list is provided.
I want to point out a couple of things that we should be aware of:
- The release of CLOVER data will be THEEEE most significant event in this company’s history! And as we heard Dr. JL state: there will be at least another chapter added to the medical text books about the CCR5 molecule
- May 31, 2026 was the end of CYDY’s 2026 FY. But September/October or even November is when we usually get some investor conference call or Investor letter. Part of the reasoning for this is the annual proxy vote comes up. The board members are voted on, compensation is voted on and authorization of more shares has been voted on.
If I were a betting man and I am a betting man; I would hope Dr. JL shares CLOVER data before ESMO in Madrid. The more the merrier!!
But, back to our 10K for fiscal 2026:
CYDY’s FY2026 ended 5/31/26 but the good news is that the 10-K is not late. I checked the SEC rules and CytoDyn’s latest filings.
CytoDyn is classified as a non-accelerated filer (and smaller reporting company). Its February 28, 2026 10-Q confirms that status.
For a non-accelerated filer, the SEC gives the company 90 days to file its 10-K.
That puts the 10K due 8/29.
However, August 29 is a Saturday, and SEC rules move a weekend deadline to the next business day. Therefore, I calculate CytoDyn’s actual 10-K deadline as:
Monday 8/31/26
One thing I think will be particularly interesting in this 10-K: the Subsequent Events section. Because the report covers May 31 but will likely be filed in August, it can give us a window into important financing, trial, warrant/share issuance, debt, and other developments occurring after May 31 and before the filing. Given everything happening around CYDY right now, I will be looking at this section!!
It’s off to the beach and a catamaran cruise!
ALOHA 🍹🍹🍹🍹