(Total Views: 426)
Posted On: 04/03/2020 2:14:53 PM
Post# of 153908
Don't love the news -- or its effect on the SP.
At the same time, the 5-day delay may allow for a slightly better story to be told:
- Condition of the 10 patients
- Enrollment in the two trials
- Possible early results in the two trials (doubtful and probably not allowed by FDA)
- Better understanding of product availability (Samsung & ACG)
- Time to develop a non-evasive response to product pricing
- Possible update on BLA submission
Also allows for more interview prep for NP.
However, this outwardly looks like a misstep that CytoDyn does not need in terms of externally applied downward pressure (MM, Short, etc.)
At the same time, the 5-day delay may allow for a slightly better story to be told:
- Condition of the 10 patients
- Enrollment in the two trials
- Possible early results in the two trials (doubtful and probably not allowed by FDA)
- Better understanding of product availability (Samsung & ACG)
- Time to develop a non-evasive response to product pricing
- Possible update on BLA submission
Also allows for more interview prep for NP.
However, this outwardly looks like a misstep that CytoDyn does not need in terms of externally applied downward pressure (MM, Short, etc.)
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