Cytodyn Inc (CYDY)

[Borel Fields]

Quite the IL-6 reductions in the NEJM details.

We've been educated that leronlimab has more pathways to help COVID patients than simply reducing IL-6. That said, it will be hard for Kevzara (Sanofi/Regeneron) or Actemra (Roche), which only promise IL-6 reduction, to match leronlimab's results on that factor.

Per the detailed backup data in the NEJM, five of the six kidney transplant patients injected with leronlimab presented with high IL-6. On day 3, the patient with the highest presenting IL-6 saw it drop by 92%. Three patients saw reductions between 65% and 80%. The patient with the lowest (still-elevated) presenting IL-6 saw it reduced by 55% and was not intubated.

Kevzara's trial results are due "imminently" per Sanofi, Actemra trials are underway, and we know about the leronlimab trials.

There will be plenty of patients still to treat when results from all three are in.