Cytodyn Inc (CYDY)

[Blueheel1]

i guess this is the new proactive video program. personally, i'm going to really miss christine corrado....

i'm most curious to know how long this suit against amarex will delay the BLA. i've never seen a fast lawsuit - and to the extent both sides dig in, it could last a long time. question is - is the BLA held up until we force them to give us the data? i sure hope not.


Brazil remains a big focus too - but i think the market for COVID therapeutics will shrink rapidly. Once kids are vaccinated in developed countries, it will diminish greatly. And Merck's therapeutic is big - and likely only the first of many therapeutics coming from big pharma in pill form which can be shipped in the millions. Adding all of it up, and there will be a lot less people getting really sick with COVID. In a couple of years, it may be exceedingly rare - and this is likely why all of the therapeutic companies sold off so much after the Merck news.

let's get some good news about the Brazil enrollment - with this Amarex nonsense, that seems to be the only shot on goal we have at this point. the fact that we haven't heard anything makes me wonder about the speed of enrollment - hopefully i'm wrong, and we'll get an update tomorrow saying that its going incredibly well.