Cytodyn Inc (CYDY)

[BlackDoggie]

I agree with the vast majority of this, fred, as I think that the MDR market for PRO 140 is likely limited. I think the one variable or oversight may be that, depending on how the FDA chooses to label PRO 140 for combo use, there may be a larger market population than you're currently considering. In particular, for patients who show early stage resistance to a single drug class, but are still C5 only. It's clear to me that the ideal situation would be to prevent progression to C4/5 tropism and MDR by suppressing viral load earlier in the process. That said, I may have a fundamental misunderstanding of the typical progression of the disease, and this is clearly hypothetical and based on FDA choices regarding labeling. Perhaps it's unlikely, based on the FDA's insistence on MDR candidates for the P2/3 combo trial. Simply seems to me to be a very logical best and highest use for PRO 140 in a combo application.

All of this obviously assumes strong clinical data and approval, which are of course not guaranteed although I expect nothing else.