Cytodyn Inc (CYDY)

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This is not phase 3. At this point if the results are as positive as Cytodyn is presenting, then we have a compelling case for conducting phase 3 or getting BTD. Suppose a drug is given to 10 cancer patients and all are cured, do we look at it as potentially being a cure and justifying further study or simply act like it’s completely meaningless and start bashing? The former.

In our case FooBar has given the trial info that there was no placebo arm. That raises a valid question how they came up with formal numbers like 300% increase in mPFS. Even Dan Adams is only saying typically 2 months while we had 6 months - which is only 200% increase. And for OS, where is 450% coming from? If Cytodyn wants to present such numbers as facts, then they have to be able to give reference in literature of the “typical” values compared to which our numbers are showing such % increase.

Goal for me is to get as much clarity as possible; give management a chance to explain details during the cc. I hope others also send questions with this mindset. If people (longs) doubt the virtue of testing CTCs based on the article of kgromax, ask management to explain. Direct to Dr Recknor if you wish.