Thursday, July 16, 2020 5:45:45 PM
I don't want to get into the medical debate about Leronlimab vs. Lenzilumab for COVID. I've seen misunderstandings about the drugs' EIND results from both sides of the fence.
For both treatments, patients get significantly better in 5 days or less; compared to 12 days for current standard of care.
Everyone agrees there is a COVID market big enough for both products and both will likely get FDA approvals very soon based on anecdotal evidence. Neither CYDY nor HGEN will be able to fully/solely supply the COVID treatment global demand to calm the cytokine storm.
When the COVID crisis is over, however; I think the two companies will have very different futures. And that warrants a separate big picture with a different financial analysis.
Let's just hope neither company is bought out at current bargain basement prices given the potential revenue from the COVID crisis.
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