Cytodyn Inc (CYDY)

[PatrickBateman]

Sounds like Ibalizumab is the better product? Thoughts?

From another board:

The question to ask yourself is where does PRO-140 stands versus Ibalizumab? Ibalizumab already has breakthrough therapy status, orphan drug status, priority review status and they are about to report the efficacy data of their phase III trial that FDA allowed to be made open label on only 30 patients. On top of it, some patients are on Ibalizumab for 7 years now. And Ibalizumab works against both tropic strains of the virus, R5 and X4, while PRO-140 does not work on the X4 strains, which represent one third of the market. With Ibalizumab no expansive test for tropic determination are required. Also, the R5 strain can mutate to the X4 strain over time.

The only advantage, for now, of PRO-140 is the once a week sucutaneous injection, versus twice a month IV for Ibalizumab, but Taimed is already developing a more convenient formulation that should be approved one year after the IV formulation. So PRO-140 has a very serious competitor that will reach the market two year before. I think it's a good thing to know.