Investors Hangout Stock Message Boards Logo
  • Home
  • Mailbox
  • Boards
  • Favorites
  • Whats Hot!
  • Login - Join Now!
CytoDyn Inc CYDY
(Total Views: 447)
Posted On: 01/18/2020 3:23:38 PM
Post# of 153962
Posted By: sjacobs26
Re: ClosetInvestor #15404
I appreciate the efforts to bring NK here for constructive conversation. Without knowing a lot about their MOA to compare it to leronlimab I did try to explain what I believe is different and beneficial to leronlimab compared to NKs drugs. I looked at their clinical trial page and they have several secondary endpoints listed. I am not sure if any of them are measurable and acceptable secondary endpoints recognized by the FDA for approval. I do know that CTC is though.

While we can disagree or have different expectations for leronlimab approval for cancer I believe most of us will agree that the two most important things for CYDY right now are 1) BLA filing for combo HIV approval and 2) verify and prove CCR5 / leronlimab MOA in cancer. If these two happen, to me it won’t necessarily matter when mTNBC, MBC or any cancer gets approval as the share price is significantly undervalued and leronlimab will likely be used off-label for some/many types of metastatic cancers. Then the question for me is does Vyera get commercialization rights for off-label use? Do we ink another license agreement for cancer? Does CYDY outsource it to someone like Syneos?













(4)
(0)






Please do your own due diligence. All my posts and comments are not to be considered investment advice.



  • New Post - Investors HangoutNew Post

  • Public Reply - Investors HangoutPublic Reply

  • Private Reply - Investors HangoutPrivate Reply

  • Board - Investors HangoutBoard

  • More - Investors HangoutMore

  • Keep Post - Investors HangoutKeep Post
  • Report Post - Investors HangoutReport Post
  • Home - Investors HangoutHome
  • Mailbox - Investors HangoutMailbox
  • Boards - Investors HangoutBoards
  • Favorites - Investors HangoutFavorites
  • Whats Hot! - Investors HangoutWhats Hot!
  • Settings - Investors HangoutSettings
  • Login - Investors HangoutLogin
  • Live Site - Investors HangoutLive Site