Replies to post #198389 on Cytodyn Inc (CYDY)

[StealthGold]

You will have no choice but to wait til the next meeting because your NP will not have achieved anything you dream of now.

[Ambersavage7194]

"Too many near-term catalysts and binary events for anyone to want to wait"

Ding ding! You've nailed it. We've got NASH, which I've got more than 95% confidence in meeting primary/secondary endpoints, with subsequent BP partnership. We've got BTD which we should find out by end of next week. We've got HIV BLA coming up in March/April.

"It's going to smell like napalm one morning"

Mmmmmmm love that smell...it's success on all fronts

[HyGro]

NASH prospects look pretty weak after the 350 mg open label -- fat reduction was significantly less than leading NASH candidates. Hyping cT1 is misleading as the histological metrics of fat and fibrosis reduction are the essential metrics. LL's 16-20% fat reduction is about 50% less efficacy and the company didn't even want to report fibrosis -- bad sign.

mTNBC and NASH are both not going to get BTD -- none of their data is "breakthrough."

Filing a BLA will take until the end of Q1 '22 and by then so what.

None of these "binary" events are going to be that eventful. Just look at how little impact the mTNBC and NASH data reports had on share price -- virtually none!!!