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CytoDyn Inc CYDY
(Total Views: 656)
Posted On: 09/16/2020 11:10:49 PM
Post# of 153874
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Posted By: ClosetInvestor
Re: vicr #56421
“Dr. Patterson hinted several times that his difference of opinion with Cytodyn is he would focus on few indications rather than try to address so many at the same time.”

When did Dr. BP say this? I do agree with his rationale. Trials are expensive and they can take years to complete, which creates a large, constant burn of cash that companies like CYDY have trouble meeting without revenue and without further dilution.

I’m assuming Dr. BP wants CYDY to focus on cancer as that had the potential to be a multi-billion indication. I would like to see more funding and time pumped into cancer than any other indication. Fill the trials quickly by opening more sites, determine the best dose, and get larger phase 2/3 trials going (maybe with a partner).

But how can CYDY do that when NP has 10 new trials planned to start by the end of the year (this will likely not happen)? They may have the cash to start the trials but I don’t believe they’ll be able to sustain them for long. So, a year from now, we’ll have X number of trials going, still waiting on cancer results because of slow enrollment, and slowly enrolling the other trials as well. Doesn’t make sense and Dr. BP apparently called them out on it.













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