Cytodyn Inc (CYDY)

[HyGro]

Gilead produced a novel technology -- capsid inhibitor that prevents HIV from replicating regardless of type. It prevents it early so it is an ideal mode of action for PrEP (trials in process already). They have an injectable and an oral. They have a Twice a year dosing schedule for the ultimate in convenience. They are already in trials for an HIV mono.

That's a lot of drug technology. The HIV combo had efficacy 81-95% -- better than LL. Safety=placebo, like reportedly LL is. The oral is a single daily dose that can be taken with the HAART regimen for real convenience.

Gilead expects this will take over for HIV treatment market.

Gilead also has three different HIV cures in development too.

Looks like Gilead is getting a lot for it's HIV R&D budget. Will clearly steamroll LL.