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Posted On: 09/17/2020 12:02:56 PM
Post# of 148902
Shopcop,
May we can determine what drink would best suit him(kidding!).
You and numerous others are correct that insufficient composure/poor affect completely undermine confidence and effective messaging.
With regard to CD10, the politics of the FDA and the shifting expectations are beyond the control of Cytodyn.
The CD10 results were excellent, even if the FDA deemed them insufficient for EUA. This is IMO a very subjective decision, beyond the control of Cytodyn (witness conv. plasma and remdesivir EUA extension to m/m).
The information gained/support of leronlimab in CD10 may be sufficient for MHRA EAMS in m/m, but likely not. Going forward, those results, EIND results and CD12 interim (343 total patients I believe 64 EIND/ 84 CD10/ 195 CD12 interim) with many hundreds of safely treated HIV patients will be more persuasive than CD12 interim results alone.
Sometimes decisions are made based on one event (or trial). Often it is the preponderance of all the evidence. I, for one, invested heavily after EIND/Patterson manuscript and increased after CD10. Now just waiting for CD12.
Dr. Pourhassan, just like the investors here, needs to take a small step back and not react emotionally to the inevitable bumps in the road. All IMO.
May we can determine what drink would best suit him(kidding!).
You and numerous others are correct that insufficient composure/poor affect completely undermine confidence and effective messaging.
With regard to CD10, the politics of the FDA and the shifting expectations are beyond the control of Cytodyn.
The CD10 results were excellent, even if the FDA deemed them insufficient for EUA. This is IMO a very subjective decision, beyond the control of Cytodyn (witness conv. plasma and remdesivir EUA extension to m/m).
The information gained/support of leronlimab in CD10 may be sufficient for MHRA EAMS in m/m, but likely not. Going forward, those results, EIND results and CD12 interim (343 total patients I believe 64 EIND/ 84 CD10/ 195 CD12 interim) with many hundreds of safely treated HIV patients will be more persuasive than CD12 interim results alone.
Sometimes decisions are made based on one event (or trial). Often it is the preponderance of all the evidence. I, for one, invested heavily after EIND/Patterson manuscript and increased after CD10. Now just waiting for CD12.
Dr. Pourhassan, just like the investors here, needs to take a small step back and not react emotionally to the inevitable bumps in the road. All IMO.
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