Replies to post #21802 on Cytodyn Inc (CYDY)

[finesand]

re TaiMed Comparison (edited)

Therefor their market size is smaller due to
- COMBO only
- 3 Drug MDR
- IM IV not approved yet
- AEs?

Comparing w/ evaluation (eval) 1 and 2,
the $2B fits in eval-2 COMBO or alternatively
it fits in eval-1 Total Value.

Great notes - thank you, especially the BLA trigger event.
In due time we will figure out.

TaiMed Comparison, owner of Ibalizumab (IZ)
Their drug (IZ) is currently approved and roughly equivalent in terms of market size as PRO-140, but actually should have smaller market size see:
IZ label requires 3 Drug MDR (later treatment, less patients) vs 2 Drug MDR for PRO-140 (earlier treatment, more patients and
even preventing some patients from transitioning into 3-class MDR).
MDR = multi-drug resistant
In 2017 they asked FDA for label extension from IV to IM for their MDR patients, but only having unaudited data.
IZ IM IV (intramuscular injection) may hence not be approved in US.

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.
TaiMed has plenty of cash
TaiMed had only 30 patients in their ph3 and no MONO objective, only COMBO