Cytodyn Inc (CYDY)

[Amatuer17]

Lero has advantage in terms of trial to show early results the results can come as early as 15 July. However it will be phase 2 trial and unless the results are very strong, they will need a phase 3 trial which will take months.

Lenzi has advantages
1. They have already started phase 3 trial - even good results will give them approval
2. They have money
3. They have backing of BP who can influence the decision.

If NP comes with a minor player in distribution, then there is collaboration with BP and things will take much longer.


https://clinicaltrials.gov/ct2/show/NCT04351152?term=lenzilumab&draw=2&rank=3