Cytodyn Inc (CYDY)

[fred198484]

The phase III combo trial is a multidrug resistance (MDR) trial. But Ibalizumab is a better drug than PRO 140 for this market (covers both tropisms where PRO 140 only covers one and the patient needs to take a test to show they have the CCR5 version before being able to take PRO 140) and it will reach the market well before PRO 140 does. Only about 20-30% of MDR or salvage patients have the CCR5 version of HIV. What exactly will be the market for PRO 140 if it gets an approval based on the combo trial? The label will by necessity be for salvage patients given the trial design but that market is quite small 6,000 - 7,000 patients and Ibalizumab will likely have captured most of those patients before PRO 140 gets approved. So, what is the market for PRO 140? Who would even market the drug for them to such a small market. Certainly not Gilead or Viiv.

Can you give me some insight as to why you think PRO 140 has a market waiting for it to serve? How are they going to translate the combo approval into revenues given the labeling restriction and the fact the market is not only small but will already be being served by another, better drug?

Mono is where CYDY will make its money in my opinion.