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CytoDyn Inc CYDY
(Total Views: 623)
Posted On: 10/20/2020 8:16:25 AM
Post# of 154134
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Posted By: JLang
Re: invisioner #62110
The odds of the FDA giving any input yet are small / unlikely... This is the Data and Safety Monitoring Board / DSMB recommendation to CYDY, they're independent from both the FDA and CytoDyn.

The DSMB recommending trial continue is good: they see a signal in the LLMab arm

The DSMB recommending no expansion of recruitment total is great:
They have a strong feeling statistical significance (p=0.05) will be met with the number of participants already.

(I would go a step further and say they have already seen Stat Sig met, because halts usually take a much stricter p, say p=0.003, to justify a halt... Which I think LLMab is very close to hitting because....)

The recommendation to do another interim look at 75% enrollment is a fantastic sign:
There's no need to do that unless LLMab's p value is ALREADY CLOSE to a halt. It may be that all is needed is a few more patients / data points to cement a p value that will justify a halt, and their estimate is 75% enrollment would do the trick.

Out of all the possible outcomes to date, this is about the third best, behind:
-already meeting criteria for a halt and getting EUA,
-already meeting criteria for a halt and some form of acceleration initiated

I believe this all suggests "almost meeting criteria for a halt," soundly.

Or maybe fourth, if you count "resurrection of the dead" the #1 outcome













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