Some Perspective
While we are cheering the fact the field of useful drugs continues to narrow down to CYDY, let's not forget that is a door closing on a solution to the crisis.
Last time I posted I cryptically alluded to this Monday something would be happening. Based upon information already out there, those looking could read the tea leaves.
*The President has been recommending a series of bad treatments, and then house hold cleaning products.
*The desire for normalcy leading to irrational behavior in the public, case in point the "Reopening Protests."
*The FDA slow walk/safety vetting process depending on how you look at it.
*Any economic recovery forecast assumes a vaccine or effective treatment for Covid 19
These are the big 4 reasons why the FDA will likely grant emergency approval. Monday is going to either directly outline a timeline for completion, or we will be given several major clues as to how many weeks are left before approval. That means instead of sometime in 2020, it will mean more along the lines of something like "August, no later than September."
The August/September finish line is the reality we are looking at, when you consider the above big 4 and what happens right at the end of September.
Black September
The Covid 19 is expected to have a major resurgence this fall. The end of September also coincides with the start of Flu season. So compromised immune systems spells disaster. Take into account the public will not react well to another total shutdown, and the economy can't afford to be throttled again. In fact even if everything was gravy tomorrow, the specter of a flare up will lead to a stagnant economy. Business owners will not rehire en masse if a shutdown remains the only answer.
Only having a treatment that turns Covid from a killer to a concerning medical situation, or outright vaccine will allow for the kind of confidence to restart society and the economy to status quo ante.
So CYDY needs to be able to mass produce Leronlimab in time for the next flare up. So that means back half of August, first week of September approval to have the treatment available in time for round 2.
That's my two cents. My due date for this baby is August 17th, bring cigars.
