Cytodyn Inc (CYDY)

[finesand]

Black - that would be a home run trigger, late pivotal promotion of CD03 Mono trial 700mg segment

More realistic, granting the data of the new 700mg Mono pts to be reused in the new pivotal trial IF they share same protocol would be already nice.
However, if financing stands and [more] partnership deals can be made the further we go, we shall be good.

I was 'only' frustrated based on the dire financing, having not realized the stated offers received and now being in negotiations. This changed my financing mood completely.

Overall costs spend and raised: $170M in last seven years (CC 3:25) is cheap compared to BP.
Total accum deficit on 2Q19 is $202M only.

But yes, any reasonable goodwill from the FDA to utilize the new Mono pts would be even better.

The only point I would add is one that trding made a while back. The mono patients currently being injected under the investigational protocol to provide safety data for the combo BLA are very likely to give the FDA reason and opportunity to convert to a pivotal trial, therefore that isn’t necessarily wasted funding. I’m betting that’s part of the reason we haven’t heard too much noise of a pivotal protocol.