Cytodyn Inc (CYDY)

[stockorus]

It comes down to whether LL works or not. What has Nader done to screw up Philippines if their FDA does not give EUA? I don't see anything handed to him in a silver platter. The regulatory process is not as simple as we wish. We can fault Nader for amping our expectations; but that's about it.

What I would be more nervous about is whether there is not a surge in CSP requests because hospitals there have decided LL does not work on critical patients. No way to confirm that either. They may be giving CSPs too generally, who knows?

Longs who think LL does something good in covid will have to stick with that position and hope that upcoming trials and refined data analysis will soon establish efficacy and applicable indications with greater certainty.