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Posted On: 09/05/2023 11:04:42 AM
Post# of 154012
Cytodyn HIV development program:
just to clarify as a few things have perhaps been unclear to come CYDY investors...
1) functional cure preclinical. THIS has a moat.
THIS is the most important aspect of any CYDY investment.
no other entity is making significant progress with HIV functional cure.
2) the only HIV piece that was dumped was MDR-HIV (i.e. "The BLA"
.
the reasons given made sense, regardless of BLA and data status.
3) there is no moat regarding PREP. that is an area with multiple approvals,
solid efficacy and lots more coming in the overall pipeline.
4) HIV-NASH is a very odd and complicated concept to attempt.
the FDA probably will not like the idea.
5) monotherapy is a mystery. the big trial was not a pivotal trial by design. and some data is missing. on the bright side, efficacy and of course safety seemed to be solid. and there is room in the treatment regimen to be filled by a monotherapy solution. however, the FDA likely isn't too keen on monotherapy, just because HIV has been a combo disease by nature forever. previous management barely ever mentioned it at all. current management has never mentioned it that i recall. its just plain weird.
x) functional cure is here its at. that will take quite a long time. a strong preclinical result being published perhaps in 2024 or 2025 would a big help for the share price.
just to clarify as a few things have perhaps been unclear to come CYDY investors...
1) functional cure preclinical. THIS has a moat.
THIS is the most important aspect of any CYDY investment.
no other entity is making significant progress with HIV functional cure.
2) the only HIV piece that was dumped was MDR-HIV (i.e. "The BLA"
. the reasons given made sense, regardless of BLA and data status.
3) there is no moat regarding PREP. that is an area with multiple approvals,
solid efficacy and lots more coming in the overall pipeline.
4) HIV-NASH is a very odd and complicated concept to attempt.
the FDA probably will not like the idea.
5) monotherapy is a mystery. the big trial was not a pivotal trial by design. and some data is missing. on the bright side, efficacy and of course safety seemed to be solid. and there is room in the treatment regimen to be filled by a monotherapy solution. however, the FDA likely isn't too keen on monotherapy, just because HIV has been a combo disease by nature forever. previous management barely ever mentioned it at all. current management has never mentioned it that i recall. its just plain weird.
x) functional cure is here its at. that will take quite a long time. a strong preclinical result being published perhaps in 2024 or 2025 would a big help for the share price.
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