Cytodyn Inc (CYDY)

[pharmeng]

The market value is low for a few reasons. One being it's on OTC.

The other reason the market is likely hesitant because PRO140 only treats patients with the HIV tropism CCR5. Big pharma's past experience with CCR5 has not been a great success. Pfizer got approval for Maraviroc (Selzentry) in 2007 to treat patients with CCR5 tropism. Pfizer and now ViiV, has not been successful commercially with the drug (sales only a few hundred million) because patients need a test to determine if they would benefit from the drug, where as other HIV treatments do not require this. Also, it was not for first-line treatment.

I think the data will be fine. We will see how the potential for more convenient dosing schedule can impact the adoption if it's approved.