Cytodyn Inc (CYDY)

[fred198484]

I 100% agree that it is not clear what is going on right now. I suppose there is a positive slant you can put on the recent developments, as some have done, but that seems like a pretty big stretch to me. I actually think the results will be good, as indicated by most of the patients staying on the drug after the trial is done, but I have to think the company is worried that the FDA will not accept the data as it might not be in line with the original protocol (i.e. - patients who took Maraviroc may have been included halfway through the test in order to find the number of patients needed to complete it in a timely fashion). Now, I can't believe the company would have taken that step without informing the FDA but it also sounds like they did not get a firm FDA sign-off on it either, thus the need for the meeting to resolve how it will all be handled.

But all of that is complete speculation as we don't have enough info to know exactly what has transpired, but we do have enough hints to speculate about what is going on. If things are going along fine and the threat to the phase III combo trial results is not significant or maybe even non-existent, the company should say something to make that clear. Otherwise, your speculation about the results possibly being bad cannot be ignored.