This to me sounded like a different or re orientation for CytoDyn. It seemed to me that the previous conference calls were very much oriented to Trial x or y and approval for x or y indication. The company seems to me to have moved a bit more into focusing on building a database and a solid ability to prove and provide the documentation upfront for MOA. The arguments could be made with more precision that was beyond trial results. I would think this could be a tilt to multiple approvals on an extended schedule but in a closer time period rather than one approval and hoping that the one approval will lead to a greased path to serial other approvals.
I also heard the Philippines being put on the back burner, India being almost unmentioned, but some stronger mentions of the partner for South America and the Middle East. And with longhaulers, cancer, NASH, I see a focus on US and Europe. Let’s face it, we have a first world drug price and with Covid severe a negative critical a more limited developing world population.
I do believe that there might be a big pharma interested in one or a couple of indications as I have seen recently that some of the pharmas are working in tandem.
The time frames are frustratingly longer but may be more consistently executable because the company can show the backup documentation. I also did not hear that the FDA was wonderful or magnificent but much more an appellation that meant they are doing their job.
All IMHO.