Cytodyn Inc (CYDY)

[jboatswain]

Pro 140 is effective as an adjunct.
Pro 140 is not gonna pass mono.
The company that sold Pro 140 to Cytodyn is mostly correct in their assessment: that pro 140 is not gonna become mono, and that it aint worth pursuing adjunct therapy
Whatever one can say of pearsby, he is right about rebounds, etc. Rebound is not a unique problem to Pro 140; that's why we have HAART cocktail.
Selzentry trials found one thing: the resistance comes back as CXCR4 in the patients that are screened for CCR5

What is going for Pro 140 is this: less SAE. In an adjunct therapy, it will become another drug in HAART. So, not a big deal.

Look at Selzentry annual sales for the past 5 years to figure out how much Pro 140 would be bought out for. Longs here throw around multi billions per year. Yet, the company can't recruit patients for the multi B drug.

Just do your due diligence. Even JBEM is not confident about the management.