wth positive part3: there is a path forward
i think the drug works and the company is a mess. the finances may be too much to overcome, however....
they still ave 3 potential catalysts to save them.
1) amarex legalities
> the lawsuit was dropped, but arbitrators have wide ranging full powers to award all types of damages to whatever extent they choose, more or less. i personally don;t think anything excessive will be determined. but perhaps 10s of millions, which would be a big deal. imo the maximum award possible is perhaps $50m. Or... nothing. but i feel like amarex seems to have some culpability.
2) MD anderson preclinical mouse study leronlimab-keytruda
> unsure what's up with this. MD anderson keeps things quiet. i think they initiated. Arman said so via email inquiry. if they initiated, they are often pretty quick about things based on my research. tbh, publication of results is something that i feel could happen at any time. but again... did they initiate and who knows how long it will take to potentially wrap it up and to publish results. if results are very good and get published, that is a big deal
3) OHSU preclinical monkey studies, particularly HIV fucntional cure
> they are doing long acting agent studies, but there is a TON of competition there and many approved products already and several more coming.
> functional cure is a different story. the competitive science there is struggling. if there are good results from OHSU, then cytodyn would likely be in the lead. results may not come until 2026 though. hard to say. the grant is through 2025 and university labs prioritize self-preservation via grants and they are normally in no hurry and want to stick to the grant schedules. i'm thinking study completion 2025 and publication 2026. who knows?
> good preclinical results for hiv functional would be a BIG deal
4) the next trial:
> i don't see any significant catalyst coming from a trial for several years. all 3 catalysts above will occur or fizzle prior to any results being available from the "next trial" - if there ever is a next trial
