Cytodyn Inc (CYDY)

[BlackDoggie]

I did some quick DD on cenicriviroc the other day. The short story is that they never went past PII for HIV, and that was back in 2013. It was hitting best responder rates of around 70%. Moderate drop out rates due to adherence... you need the pill daily. Same old story, and doesn't pose any real threat to HIV at this point. Even if they did develop it further for HIV, leronlimab will beat it to the line. Then CVC will have to try to take market share against an extremely safe, once-a-week drug that in tests to date has also shown better efficacy. That's a tough sell. Probably why Takeda hasn't advanced that one further for HIV.

They've since focused on NASH for CVC, since CCR2 is expected to play some role in NASH therapy as well and CVC is a combined CCR2/5 inhibitor. I personally think that this is one reason CYDY hasn't gone fully down the NASH path yet - CCR5 may not be a magic bullet for that one. Worth pursuing down the road when money isn't an issue? Sure! Might be the safest, most effective CCR5 inhibitor out there, so it could have a place in a cocktail of drugs for NASH if current thinking is correct.

The paper you posted for TAK-220 is from 2005. Neither TAK-220 nor TAK-779 are listed in Takeda's current pipeline, nor is there a single clinical trial listed on clinicaltrials.gov. I'm not too worried about either of them, but can't hurt to learn more.