Cytodyn Inc (CYDY)

[fred198484]

It will depend on the label the FDA gives the drug. For combo, the label will likely be for multi-drug resistant patients. I can't see how doctors would be able to prescribe off label for that and this is the market that Ibalizumab will dominate. Since there are not many MDR patients that will qualify for the use of PRO 140 due to their tropism, it is really going to be difficult for CYDY to find enough revenues in this already small segment of patients.

Once the Mono trial is completed and the drug is approved for that, the label will be really, really important to determine how large the market will be for monotherapy. Hopefully, the FDA gives it a broad label and allows for widespread usage. It would make sense for them to do so based on what we know right now. But the label issue is going to be a big deal for monotherapy.