Replies to post #127160 on Cytodyn Inc (CYDY)

[Monroe1]

If granted, leronlimab would be the first drug authorized to treat mild-to-moderate COVID-19 patients and only the second COVID-19 treatment authorized overall. Gilead Sciences’ remdesivir is currently the only authorized COVID-19 treatment, but it is only authorized for patients with low blood oxygen levels or needing oxygen therapy or more intensive-breathing support (DID, May 4).



From today's release. "Specifically, based on a potential safety signal and an unfavorable risk/benefit profile at this time, the IDMC recommends further enrollment of patients requiring high-flow oxygen or mechanical ventilation be placed on hold pending collection and analysis of further data on patients already enrolled."

Shorts here is you opportunity. Put on a spread. Short Gilead and go long CytoDyn.

[Borel Fields]

Bad DSMC news for Regeneron that RGN-COV2 can't be used on high-flow oxygen patients in the hospital.

Their non-hospitalized trial (effectively p-2 report on an integrated P-1-2-3 trial) was significant in, get this, reducing % people who had a follow-up doctor visit.

The main medical press reaction was that you had to treat 27 people to prevent one from advancing that one step - big yawn.

That calcs to saving one or two lives per thousand people injected. Maybe 5 times that for the sickest end of the spectrum in that study.

This says they can't continue up the illness chain much further to get a clinically meaningful response without generating safety signals.