I spoke with two of the principals of the 13D group late this spring (prior to the FDA letter) as it became clear to me that CD12 had failed and that Cytodyn/Amarex had failed to marshal the trial appropriately and then compounded that by the uneven rollout of the data. IMO this poor/rushed reporting of the data doomed the chances of EUA (last data released was the most impactful, 82% mortality reduction at 14 days in critical intubated or ECMO patients).

I am frustrated with Cyotdoyn’s leadership, but many obstacles appear to have been but placed before them whereas others have been presented a smooth and gilded path.

Like the serpent’s whisper, the 13D organizers promised that they would easily prevail and quickly
realize that potential of Leronlimab, where the current board has not. After much listening, I came to appreciate that I was being told more what I wanted to hear than what was likely to be true.

Lots of firepower on many levels in the 13D group, but it seems that they have over-estimated themselves while simultaneously underestimating the difficulty of the process they have undertaken.

I believe they will now pay a hefty price for these miscalculations.

I’ll stick with the science, as that is the only part of this process which is not opaque to me.

Success for Leronlimab and Cytodyn investors remains delayed not denied.