Cytodyn Inc (CYDY)

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My reading:

This is a placebo-controlled study albeit small (55 patients, randomly selected). Call it a small phase 2 type. But the key point is that Dr. Yang is still saying that LL seems to be doing right for Long Covid patients. That likely means the LL arm is doing better than placebo. But when they look at the immune markers, the data is showing something unexpected, that the improvement in the LL patients correlates with an improvement in immune receptors/functions, whereas the same effect is not seen in placebo patients. So they are guessing: Long Covid is suppressing immune system for some people (and their struggles are consequence of imbalanced immune system) and LL is somehow is allowing a restabilization of CCR5 expression which in turn gets the immune system back in form.

Complex. But positive data from the trial that LL is helping.

"Patients who improved were those who started with low CCR5 on their T cells, suggesting their immune system was less active than normal, and levels of CCR5 actually increased in people who improved. This leads to the new hypothesis that long COVID in some persons is related to the immune system being suppressed and not hyperactive, and that while blocking its activity, the antibody can stabilize CCR5 expression on the cell surface leading to upregulation of other immune receptors or functions."