Cytodyn is dead money until it isn't (with apologies to Yogi Berra).
Covid is never going away. Patients who contract covid will remain at risk for significant illness. An effective vaccine will return hundreds of billions of economic output to the economies of the world but will not end the need for covid care.
There will remain plenty of demand for effective treatments for severe covid. For remdesivir, probably not so much.
Cytodyn would never have been able to provide the hundreds of millions of doses needed to treat the patients that vaccines can hopefully prevent.
Control of covid will allow the health care systems of the world (and Cytodyn) to allocate resources for cancer, HIV, autoimmune diseases, Stroke, TBI and cardiac care.
A tiny portion of the care for a handful of these indications, if successfully provided by Cytodyn, will elevate Cytodyn to the top of the pharmaceutical mountain.
Lamenting diminished opportunity due to successful Covid vaccines completely fails to appreciate the promise of leronlimab.
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