Replies to post #38172 on Cytodyn Inc (CYDY)

[finesand]

(edit) yup, Allergan bought Tobira for up to $1.7B
in Sep 2016 and Tobira got all of Takeda's CCR5 'toys'.

So maybe if we miss a trial we get the $2.80 for our shares?
https://www.fiercebiotech.com/biotech/acquisitive-allergan-buys-micro-cap-nash-biotech-tobira-months-after-trial-miss

Allergan does not list the CCR5 'toys' really,
only one for NASH seems to be still ongoing.
At least I couldn't find it ad-hoc.

The other pdf from 2018 shows cancer applications
of these CCR5 'toys' last standing.
Looks like our Leronlimab is the last standing CCR5 HIV play?
Would need to walk the list whats left and check whether
there are new ones.

I start to understand why some folks are so negative about CCR5 antagonists, since most were failures until today.
This prejudgement combined with CYDY's nano size of a company might be enough to completely ignore it as a stock play.
May CROI help overcome this sentiment.

++++

The FDA head rolling now should have little to no impact on
little plays like CYDY? Funny how many dipped a few cents just because - even if unrelated.
Efficient markets, right (o8>