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HyGro

01/20/22 8:56 PM

#201009 RE: jimmy667 #201007

LL has been available to BP for a decade -- Progenics tried to sell if for years and gave up and shelved it. CyDy bought it for pocket change and BP could have bought any time but didn't. CyDy looked for a HIV partner and could only get the worst drug company in the U.S. Vyera/PharmaBro. That means that every other BP passed. Nothing has changed since then other than Gilead's capsid inhibitor has shown it is better than LL -- 81-95% efficacy, safety=placebo and Twice a year dosing and approval expected 2/28/22 while CyDy doesn't even have the HIV clinical data, and has no hope of approval before 2023. Viiv has a CCR5 inhibitor, they don't want to do it again.

CyDy is going to be stuck with Regnum and their sales force of ZERO. It's going to be grim commercial future if CyDy can ever even file a BLA. Doesn't look promising.