Replies to post #21797 on Cytodyn Inc (CYDY)

[chumppunk]

z_smith- good point. I am hoping Pro 140 will be the new benchmark. Thank you for mentioning salvage patients. Whatever BP can come up with for those suffering is certainly needed. Indeed there is a current market and more to claim.
Maybe Misiu can better address your post. Thanks
Chump

[misiu143]

Z_Smith - very good post , thank you.

and yes you are right ,for Ibalizumab they did Phase 1/2 study for SC and IM injections ,
it was completed 2016 in Taiwan.

" Current available UN-AUDITED data show tremendous antiviral activity , the results provided the possibility for IM as an alternative route of IV dose "

In 2017 they asked FDA for label extension from IV to IM for their MDR patients .

So they may have IM injection approve in some near future,
well, one never know with FDA of course , they may not approve base on the study done in Taiwan and not in USA , if approve it will be for the same MDR patients they treating with IV now,

If they want approval for different patients , they will need to do new study, and we know how long its take...

they still not Pro 140 patients as you said .

[z_smith]

One other thought about the comps to TaiMed. TaiMed had a market cap of $1.2B when they were at the stage PRO-140 is now.

The differences between the companies at this stage were / are:
Positive for TaiMed:
1) TaiMed had plenty of cash
2) TaiMed had a fully fleshed-out company vs. the bare-bones outfit + outsourcing that CYDY uses
3) TaiMed was trading on legitimate exchange (Taipei)
4) TaiMed wasn't raising money in the bush-leagues (i.e. Paulson)

Negative for TaiMed:
5) TaiMed only had 30 patients in their P3 trial
6) Didn't have the number of patients to establish safety anywhere near PRO-140
7) Didn't have any public objective or initiative re: Mono

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And it should be noted that shortly after TaiMed announced filing of their BLA, the market cap rose to ~$1.6B.

TaiMed was approved by the FDA in March, 2018. Now the market cap is the current USD$2.2B.

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If CYDY can get their act together regarding funding, then there should be a lot of room to run on this stock. IMO.