Cytodyn Inc (CYDY)

[HyGro]

Sorry, so far LL has failed virtually every trial. Other than the HIV Phase 3s (evidently, hasn't been peer reviewed), there is no indication that met an endpoint -- mTNBC hasn't, NASH certainly is not with its open-label data.

BTDs happen because of "breakthrough" clinical data results -- that's what BP wants. BTD helps accelerate approvals which is valuable, but the trial data is what gets BP to look at a biotech. LL doesn't have anything that will attract a BP BizDev. HIV is going to lose out to Gilead's capsid inhibitors (got BTD while LL was rejected). It has as good as or better than efficacy, safety=placebo, Twice a year dosing vs. 52 times for LL. It is expected to be 2/28/22, likely before Cytodyn even files. Vyera will get crushed by Gilead with this drug. It also is in advanced trials for HIV mono and PrEP. Gilead expects this drug to take over the market. LL has nothing to show it is better.