“I could conceivably envision CytoDyn serially partnering and licensing all of the individual indications to a small cadre of Big Pharma companies, and being a lean-and-mean licensing concern.”

The Vyera deal has complicated the process of moving forward with licensing deals. IMO, it’s hard to imagine more licensing deals because that would complicate the process, for example, off labeling. Who’s compensated for an off-label prescription? Would the licensing deal need cover not just an indication but a group of indications (neurological, dermatology, etc.). For example, Gilead licenses leronlimab for immunologic disorders and J&J licenses it for oncology? Confusing for sure.

Also, considering the investigations going on involving Vyera, I’m hopeful the contract with them for HIV is somehow voided. If not, I’m unsure how they’re small sales team will perform in making leronlimab a mainstream drug in the HIV community.