Cytodyn Inc (CYDY)

[Inoviorulez]

Not guaranteed but IMO if the phase 2b monotherapy results of PRO 140 are very good at the conference they present at with Gilead. I expect either a partnership or buyout. Again it not guaranteed but a huge possibility. You have to remember these big pharma's like to protect their major IP.

If PRO 140 gets to market it will eat into Gilead's revenue stream big time. You are talking about billions of dollars in losses. So Gilead will have to evaluate its options to either partner with them or buy CYDY out.

I will give you an example:

For instance way before Avalanche Biotech AAVL failed its phase 2 macular degeneration trial, Regeneron (REGN)had made a deal where it would pay for cost of trials and option to buy the entire program. why did Regeneron do this?

Had the AAVL macular degeneration program been successful it would have eaten into Eylea's (macular degeneration drug current standard of care) profits. So for Regeneron to protect itself it had a stake there just in case it was successful. Of course in the end it wasn't therefore Regeneron chose the option not to buy the program. Anyways Avalanche now merged with another company to become Adverum Biotechnologies.

The point remains here with CYDY. Gilead will have to do something to protect its 44% yearly HIV revenue.