Cytodyn Inc (CYDY)

[Borel Fields]

Regeneron: Great news for some patients, very small societal impact.

The clinical outcome - at least one subsequent visit to an MD - was reduced from 6.5% to 2.8% - that is, 37 people out of 1,000 treated won't have that next visit.

Great for them, but, in the big picture, that probably means 1 or 2 fewer deaths per 1,000 treated.

Even projecting use in only their sickest cohort, it's hard to WAG a savings of 5-10 lives per 1,000 treated. How many doses are available?

The "trial of the sickest" (CD-12) will show vastly higher lives saved per (very limited) available dose.