Replies to post #76845 on Cytodyn Inc (CYDY)

[Black-Ops]

great name Chuckles

I would hope some of our Bio Tech company Pros, Doctors and nurses answer your thoughtful question. I'm not a medical Pro.

In my opinion I am all for our price being less than Gilead.

Gilead's HIV revs are reported to be 16,000,000,000$$ Sixteen Billion.

With HIV; our Vyrologix / Leronlimab is by memory 80% successful. Others are 60 and 40% successful. Top management at the top two Big Pharma companies are sweating bullets.

Im happy with 12 billion. My Earning Per Share ratio would need reworked but such are the best laid plans of mice and men.

Years remaining on exclusivity?? I would like a qualified answer of our patent time history from one or two of our board experts.

[Blane]

I can answer with only a slight comparison....

When the newest Hep C meds were set to come out around 2013/14, pricing became a talking point.

It’s been a while, but some said they took the cost of Triple therapy,’ (Pegylated Interferon/Ribaviron/Boceprevir) ~60-100k at the time, and the cost of a liver transplant 200-500k, and kind of split the bull by the horns.

That’s how they came up with about $100k for the cost of treatment. Gilead even did a PR study to see what the backlash would be for their treatment, knew they would get hammered PR wise, and yet chose to price it there anyways.

https://www.google.com/amp/s/www.forbes.com/sites/johnlamattina/2016/12/08/gileads-ceo-apologetic-about-sovaldis-1000-per-pill-price-tag/amp/

(Costs of all current and past HCV treatments)
https://www.ncbi.nlm.nih.gov/books/NBK362651/table/T33/

We’re they wrong to price it there?

Taking Interferon and RIBA alone granted about a 56% chance of a cure. Adding Beceprevir or Telaprivir rose your chances to around 75%, but also tripled the side effects. Imagine having the flu, ten times as bad, for 52 weeks, long lasting side effects, and there you have old HCV treatment. Many patients who got cured with old treatment say they wish they would/could have waited. Many say the cure was worse than the disease.


https://www.statnews.com/pharmalot/2016/08/03/gilead-fires-back-report-pricing/
[“Gilead conducted extensive research with a broad group of private and public payers to determine a fair and reasonable price,” Alton wrote. He then noted that the existing treatment at the time — a combination of ribavirin and interferon — cost $94,000, and that Sovaldi provided “significant improvements over the prior standard of care, in terms of cure rates, safety, and duration of therapy.”]



When Gilead came out first with Hep c treatment, it was revolutionary. 95%+ cure rates, minimal side effects, and broad genotype coverage. It’s no wonder Sovaldi was a wonder drug. And Gilead knew it when they priced it... it was a sure, safe cure.

Now we have a drug with Cytodyn that covers HIV with zero side effects for the most part, no resistance, no toxicity, and is only a once weekly self injection. Now add on cancer risk, such as a 66% higher chance of cervical cancer with those with HIV... Now we have a drug that up-regulates the immune system to likely fight cancer before it has a chance to even start. So now you have an HIV positive person taking both an anti-HIV drug AND a cancer fighting drug at the same time.

https://www.medicalnewstoday.com/articles/323880#hiv-and-cancer-risk


I’m thinking the valuation could be double what is proposed. However, I would think that Nader would try to temper the cost with a humanitarian slant. But it’s anyone’s guess. But at least you can begin to see the full potential of what revenue Leronlimab can bring.

Just my opinion.