My analysis indicates 50 to 60% of ICU patients are excluded by Cytodyn's respiratory criteria, too distressed.
That's really bad for Cytodyn. The calculation means Cytodyn's mortality in the placebo arm will be FAR BELOW the required 35% mortality to have the trial hit statistical significance. Leronlimab has the same efficacy than ... saline. That is ... placebo. Considering all the expectations that have been piled up on the stock for COVID and their financial distress, I infer that they are about to crash.
The details you were looking for are right there: Full thread
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