Cytodyn Inc (CYDY)

[z_smith]

Agreed re: COMBO 350mg.

We hit our PE in July 2018.

"CytoDyn Announces Positive Results from Completed Pivotal PRO 140 HIV Combination Trial
Jul 16, 2018 6:00am EDT"

We certainly could have received approval from the FDA and MHRA for 350mg by now.

BTW -- this is what Tony C. wanted to do.

All the 700mg work could have been done independently of the 350mg COMBO.

If that were the case, we would have some of our $87M in milestone payments and more importantly, we would have revenue and the ability to use off-label.

IMO, the decision to conflate the dosages was a significant error of risk management by NP.