Cytodyn Inc (CYDY)

[fred198484]

Misiu is right - I will remind you that it will be very convenient to get your IV of Ibalizumab. The company is setting up a program where the IV will come to you at home, at work or at the coffee shop, if necessary. So your dire scenario is off the mark. But it is really off the mark because by the time PRO 140 gets on the market, Ibalizumab will be an injection rather than an IV itself as they expect to have a label extension about 1 year after Ibalizumab's approval for an injection version. Now, it will be an intramuscular (IM) injection versus PRO 140's subcutaneous (SC), so you will still need a nurse to administer it. But it will only be once every two weeks compared to once a week for PRO 140. And the key thing that goes in Ibalizumab's favor here is the doctor's get paid for administering the Ibalizumab IM shot but not for PRO 140's SC shot. I don't want to be overly cynical, but which do you think the doctor might prescribe first? Also, the doctor will be happy to not have to order a tropism test with Ibalizumab, but they would before they could use PRO 140. Doctors would soon learn that most MMDR patients are CCR4 not CCR5 and thus doing this test would show the patient is ineligible for PRO 140 most of the time.

PRO 140 is a great drug but in MDR, it does not have much of a chance versus Ibalizumab.