Cytodyn Inc (CYDY)

[TheBioTechG]

Ibalizumab doesn't yet compete with PRO 140 because the phase III trial that Ibalizumab is in is for patients that have experienced treatment failure to at least 1 HIV medicine from each of the 3 main drug classes. This means that patients have to have been on HART therapy first, built resistance to those drugs, and then they can do Ibalizumab. This is a VERY tiny market in comparison to the monotherapy/combination therapy ($10+ billion market) that PRO 140 is targeting (which a patient can start immediately without having had treatment failure). Ibalizumab is in phase I for that same market as PRO 140 is in phase III for.

It really isn't a competition to PRO 140. Now if CytoDyn experiences more regulatory/trial delays, TaiMed may be able to make up SOME ground. However, it is unlikely that delays will be to the point where they TaiMed can catch CytoDyn in the phase III trials for the larger market.