Replies to post #38173 on Cytodyn Inc (CYDY)

[Bored Lawyer]

I believe this is very well said and is a key piece to understanding just HOW a company with CYDY's potential could find itself in the position it's in today (i.e., trading at $0.50 on the OTC).

For a time, "everyone" in biotech seemed to believe that CCR5 antagonists were, for the most part, a dead end.

While that was going on, CYDY bought Pro 140 from Progenix for a song and started developing it. In the interim since, it turned out Pro 140/leronlimab works in HIV and is safe, and science has uncovered more and more potential implications for CCR5 (GvHD, cancer, NASH, others...)

It took an INCREDIBLY unique set of facts, circumstances, and history for a company with this kind of potential to be where it is today.

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.

[BlackDoggie]

Ah, good call. Upon reading this, I checked Allergan's pipeline as well. Nothing about HIV at all. Pretty sure the other two TAK CCR5's are dead in the water. For ease of reference for others:

https://allergan-web-cdn-prod.azureedge.net/actavis/actavis/media/allergan-pdf-documents/rd/advancing-the-pipeline-q3-18.pdf

Also, I agree with BL that I think that you're right about this statement quoted below:

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.

At this point though, I think that those who need to know (BP), know, so I doubt CROI will do much for us now. It may help the marketing/uptake side by getting the data in front of KOL's though. It's just that by the time the HIV results got good enough to get anyone's attention, the die was already cast re: the capital structure, cancer pathway, etc. And here we sit, until we strike a deal for HIV at a minimum. I think when we all deconstruct this with the best information we can have after it's all said and done, we'll find that truth may be stranger than fiction in terms of how this all shaped up the way that it did.

It'll be interesting to see what happens re: the FDA resignation. I doubt it'll impact things too much from our end. Inappropriate BP connections or not, Gottlieb seemed to have an agenda to get important drugs to the market more quickly, and that's a good thing. Our Commander in Chief liked Gottlieb - and that strategic direction - quite a bit, so I doubt we'll see any sort of a reversal in strategy with whomever is next appointed.

And I actually laughed out loud at the mention of efficient markets as discussed on an OTC board for a stock that's in a capital structure trap. The "efficient markets" are great - they're the whole reason I play on the OTC!