Cytodyn Inc (CYDY)

[Borel Fields]

Before I saw the SAE data, I was 60/40 as to whether the primary endpoint would be statistically significant. Now my (internal) odds are 80/20. I feel close to certain they will be clinically significant.

My main concern was that not enough people would progress to confidently detect a reduction.

I'm among the crew that see the S/C trial as in leronlimab's wheelhouse. It's the heavyweight battle - the Trial of the Sickest - because our exclusions are so few. Sadly, many will die, but that makes a 50% reduction easier to detect.