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CytoDyn Inc CYDY
(Total Views: 533)
Posted On: 01/18/2020 2:48:09 AM
Post# of 153864
Posted By: ohm20
Re: Cytodynamite #15366
Anything directly competitive with leronlimab in cancer treatments will probably end up losing out. Tyme's drug however is only partially competitive. It's MOA more likely will compete against chemotherapy with the benefit of not being as toxic. However deeper due diligence would have to be done in other competitors trying to occupy that space. If SM-88 surpasses those other drugs, it's a winner. It could even take the place of chemotherapy in combination with leronlimab.

Looking at their trial in advanced pancreatic cancer an additional 6.4 months of survival doesn't seem like much but it being an advanced form it's not spectacular but it's not bad. 0 SAEs is very positive.

Extremely good chance of FDA approval. I haven't looked at the financials. I think the share price has more momentum behind it. Without deep due diligence I would guess at least $10-$12 by end of year.

A caution, if leronlimab proves to kill off main tumors on it's own without chemotherapy then SM-88 and quite a few other drugs will be left in the dustbin of history. Also CYDY could have at least five times the ROI of Tyme by year's end. It would however be nice as a way of diversification.














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