Cytodyn Inc (CYDY)

[Borel Fields]

Maybe a guess, but I'd say an educated one.

Try this for an S/C mental image: assume progression in M/M means an SAE; in S/C it means death. We are targeting cutting progression in half in either case.

On the S/C, yes only have a binomial. But we do have a somewhat larger sample size and, I'm guessing, a lot higher progression frequency (deaths in S/C) than the 21.4% SAE rate in M/M. Combining those, I'm thinking 50-75% more data points.

Difference of binomials, 120 pats,
Deaths (C=30%,L=15%)==> p=.035
Deaths (C=40%,L=20%)==> p-.012
Deaths (C=50%,L=25%)==> p-.003