Replies to post #195453 on Cytodyn Inc (CYDY)

[StealthGold]

Note the change in tone from seeking BTD for NASH to seeking FTD for NASH. Even NP (probably at Sidley's nudging) said that they will no longer seek BTD for NASH - why? The data is not there.

Forward you say? What has been accomplished in the past 2yrs? What tangible change/result/approval has been achieved in the past 2 years?
What BTD/FTD/EUA has been achieved the past 2 years?

Forward you say?

This idiot NP needs to be removed at the next annual meeting - maybe NP minions need to see 25% MORE dilution with no tangible approvals by the next meeting to wake up and kick him to the curb; if the SEC and DOJ does not do it first.

[tmac20]

It's the "up to" in this PR that concerns me. It's like those big sales where they say "up to 80% off the entire store" and when you get there, there is nothing that is 80% off, just a bunch of crap that is marked down 10%. IMO this is a deceptive PR that they are covering their a$$ by using the words "up to". What does that even mean when they use "up to" Did one person have 45% and the rest had little or no reduction? Too confusing. They don't need to do these type of PRs - just PR the results when you get them. Less is more in these instances. It just seems to me that NP is fixated on trying to impact the PPS by doing all these PRs.

It does say that they think they will have full results in mid December. Let's see if this comes to fruition. That's only a couple weeks from now. I think everything will be clearer in a couple weeks when they release the full results.

[HyGro]

Perhaps you should actually look at the other NASH candidates for their NASH and Fibrosis results. The LL results reported by Dr. Recknor and NP are "as good as 45%" (only the best patient) and 25% average fat reduction (all patients). The 8% fibrosis is weak -- may not be significantly different than placebo or zero.

Other drug candidates have averages of 50% and 65% (2 doses) and 48% in later stage trials. So LL is performing HALF as well as these other candidates if the final results are similar. Clearly not a "breakthrough" and if would raise the question if doing a Phase 3 trial is worth the money.

Competitors are a year ahead, much better metrics. We'll see how the 700 mg does, but it very unlikely to double the efficacy. Now that the company has "interim" data, the company doesn't seem to talk about BTD for NASH anymore.

[3X Charm]

Always “tricky or ambiguous “ language with Nader. “Up to” could mean one patient had great success and others did not. Never a straight clear message. Naders stock in trade is to mislead.