Replies to post #25973 on Cytodyn Inc (CYDY)

[trding]

They just don't have the funding

Couldn’t you calculate the total cost for completion for most drugs currently in a trial, look at the current funding, and say they don’t currently have the funding?

All above costs over ~12 month including approval work would be: $41M (burn above) + 15M CMO + $5.5M royalty milestone + $30M additional trial-burn and safety

I will have to take a look myself, but I believe you might be double counting some items.

Wasn’t there also some one off milestone payments in the 41M?
Will the burn rate be as high as the trials end?
The 41M was including the cost of the current ongoing trials, why is there another 30M added?

I agree though it would be nice to see a large portion funded to remove all doubts from any naysayers. When you take a loan on a house, you must have it independently appraised to show the worth. I believe that market report for Combo was intentional. Now that Combo is almost guaranteed, we shall see what they come up with.

[Amatuer17]

Very good analysis. The co is in bad financial conditions and it is going to delay a lot of things.

For the science guys - it shows science does not run alone - to prove that science works one needs money.
CD-02 showed combo works but BLA delayed as drug cannot be manufactured - it needs money.

The mono - still not clear that a new pivotal at higher dosing will be carried