Cytodyn Inc (CYDY)

[Saltz]

Good synopsis Borel, I would add in the Q&A potion of the webinar Dr. Yang was asked how effective he felt Leronlimab was. Below is his response in his exact words as I recorded and transcribed his answer.

“If I had to guess, so it’s really hard to know because these patients are getting multiple interventions, some of them also getting plasma, some of them are getting HCQ, some are getting IL-6 blockers, but if I had to guess I would say roughly half to two thirds are, look like to me they may be responding, but again a formally controlled clinical study is going to be needed and that is in the works right now.”

Obviously Dr. Yang has to choose his words carefully and not jump to conclusions based on anecdotal information. My take is he believes Leronlimab is the only option especially in late stage Covid-19.

Another tell was he spent less than 20% of his time on Remedsivir, which he said is not the magic bullet and a drug called Selinexor which he is also responsible for conducting a trial. The remaining 80% and the meat of his presentation focused on highlighting Leronlimab and the early results that are very encouraging.

IMO we are in good hands with Dr. Yang running our clinical trials at UCLA. He is articulate and grounded.