Cytodyn Inc (CYDY)

[dlcullum]

Has anyone read the following post comparing Ibalizumab to Pro-140:

http://www.stockhouse.com/companies/bullboard/t.th/theratechnologies-inc?postid=24706782

The conclusions are a concern - basically claiming that, because of HIV tropism, Pro-140 will only be effective on perhaps 50% of patients (typically newly-infected patients), whereas Ibalizumab will be effective on up to 92% of patients.

Of course, the saving grace for Pro-140 (currently) is SC administration; as far as I know, Ibalizumab has not yet started its trial for SC administration and will likely be approved for infusion (or perhaps IV) administration. As long as Pro-140 remains SC and Ibalizumab IV, then 50% of the HIV market is sufficient (i.e., only those patient for whom Pro-140 does not work will use Ibalizumab); if Ibalizumab is approved for SC administration, however, more HIV patients may be willing to use that drug because of its wider applicability.

Anyone have any thoughts? Any thoughts on the chance/timing of Ibalizumab for SC administration?