Replies to post #160707 on Cytodyn Inc (CYDY)

[Dieselpro]

The only thing lenz will treat in 2021 is more patients in another trial required by the FDA. The market knows this that's the reason HGEN is dumping. Meanwhile Leronlimab is treating actual patients in a hospital with doctors from multiple different countries requesting it.

[MelsDollars]

Actually that's incorrect DonDon. HGEN's Lenzilumab takes 3 doses to treat, so those 100,000 doses that take 12 months to make will treat 33,333 patients in 2021, not 100,000 patients. Meanwhile, Samsung can manufacture millions of doses of Leronlimab per month. Lenzilumab may prove helpful, but on a far smaller scale. Best to know what you own and manage your expectations accordingly.

In my opinion Leronlimab will render Lenzilumab irrelevant, and they won't even bother to manufacture it. That doesn't mean HGEN won't get a bunch of funding from the US government though, so at least you'll have an opportunity to time your exit strategy.

Sleep well shorts.