Cytodyn Inc (CYDY)

[Borel Fields]

Bad DSMC news for Regeneron that RGN-COV2 can't be used on high-flow oxygen patients in the hospital.

Their non-hospitalized trial (effectively p-2 report on an integrated P-1-2-3 trial) was significant in, get this, reducing % people who had a follow-up doctor visit.

The main medical press reaction was that you had to treat 27 people to prevent one from advancing that one step - big yawn.

That calcs to saving one or two lives per thousand people injected. Maybe 5 times that for the sickest end of the spectrum in that study.

This says they can't continue up the illness chain much further to get a clinically meaningful response without generating safety signals.