Replies to post #41786 on Cytodyn Inc (CYDY)

[gestalt2]

Why do you think revenue will not happen for years from combo? If there was only the combo indication and no mono, GvHD or cancer at all this is still a roughly billion dollar annual market. When they start selling the drug, they generate revenue.

[misiu143]

Amatuer , I believe that you underestimate our combo...

In USA only it is estimate that in 2020 will be over 260,000 patients with MDR2 , it means about 180,000 will be CCR5 positive.
And about 25,000 MDR3 patients , so about 17,000 CCR5 positive.

Right now for MDR2 we have only Maraviroc
and for MDR3 Maraviroc and IV Ibalizumab.

-Maraviroc efficacy is 45% after 48 weeks
-Ibalizumab efficacy is 43% after 24 weeks
-Leronlimab efficacy is 81% with 350 mg after 24 weeks , most probably will be higher with 525 mg .

As a physician I will put all mine MDR2 , CCR5 positive patients on Leronlimab , so they will not progress to MDR3.
Patients with MDR3 are usually very sick already ..

Another thing Dr NP said recently , that as soon as we be approved in USA they be asking for approval in Europe , and Europe is twice as big.

So some might be surprise with our combo.
When mono will be approved some patients I believe will go only on mono , but until than we just need to educate our physicians...

And as always IMO.

[ohm20]

Keep shorting, what little you have left after all your bad trades will end up as a negative balance in your trading account. All your attempts at stock manipulation will come to naught when you have no money to trade with.

[LaundryMoney]

You make valid points on tempering expectations. I think if they can license the prostrate cancer test, and the tender offer succeeds in getting the needed capital for the rest of the year(28 million), they could keep the combo HIV indication in house and not license. Like u said we'd only get a small percentage that way. We already would owe the previous cydy owners a license % of what we sell. I believe it was mentioned at the shareholder meeting that some major financial was urging them not to work with Gilead (assuming licensing here...don't actually know for sure...nor was the financial mentioned). Looking back at gileads chart(max timeline on Google finance) it took several years to make double digits. I could see the same wait here as current trials have been moving along slower than anticipated. Then again each biotech is it's own story and I've given up trying to figure out the sanity of some investors. (Multi billion dollar canibus valuations with barely any revenue?) Who knows. I do think HIV efficacy endpoints derisks the company a bit for the FDA approval. If they don't accept the application, then I'm calling out big pharma corruption, because lesser drugs with more side effects have already been approved. Something's fishy if leronlimab gets denied.