Cytodyn Inc (CYDY)

[ClosetInvestor]

“So FDA worked VERY hard to delay our approval for 3 1/2 years now , until Gilead is ready.”

Have you ever considered that Gilead may have reached out to CYDY for an HIV partnership and NP turned that opportunity away for Vyera? I think that’s a real possibility because the leronlimab combo trial was so successful. But going with Vyera didn’t provide the benefit that a partnership with Gilead would’ve offered. Instead, with Vyera, we’re not 3 years behind the combo HIV market and Gilead has caught up. Sure, the company would’ve only got 20% of the cut, but leronlimab would’ve been on the market for combo in 2019/2020, mono would be on track for approval, and that 20% could be funding more trials.