I've posted a few times over the years but not much. I was sold on CYDY back in 2018/2019 for their slam dunk HIV combo opportunity. They had a successful P3 trial and were conservatively projected to have HIV revenue in 2019. Here we sit almost three years later and they seem to be further from an HIV approval than they were back in 2019. Like most, I've been able to overlook these HIV shortcomings with the help of other indications and simply putting the blame at the feet of Amarex.
Of course Covid changed the trajectory of Leronlimab forever. Another time I felt disheartened by Nader was during the CD12 readout period. I believe most everyone was shocked when we missed the PE after receiving the "continue without changes" from the DSMB. However, Nader made the results seem like a resounding success until the very end. I remember anxiously awaiting his interview with Dr. Been only to realize a short time later that we missed the mark and would have to continue with more trials. Again, the additional trials are standard fare for the Biotech industry, but there's just something about the style and messaging from Nader that makes me wonder if he can take Leronlimab to the promise land.
If the vote was today, I'd still be with the current board. However, if you can listen to their pitch and have no doubt what so ever, your conviction is stronger than mine.