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  4. CytoDyn Inc (CYDY) Message Board

Lets Get Real: My thought "patience" HOLD ON for t

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Post# of 155138
(Total Views: 742)
Posted On: 07/21/2020 11:04:32 AM
Posted By: DaveV-1
Lets Get Real: My thought "patience" HOLD ON for the ride up

My concern was the M/M CV19 trial was the most significant challenge and the primary outcome indicators the most difficult to demonstrate success between arms. This outcome was very good and much better than Rendesivir (RDV). Given the placebo arm on the baseline standard of care should have improved (clinical awareness of the pathogenesis of COV19 was better understood and treatment cocktails came into use) in the two months between the RDV trial and the Leronlimab (LLM) trial, the differentiation is even more significant. Going forward the secondary outcome data will very likely demonstrate greater differentiation between LLM and Placebo arms.

The Severe / Critical CV19 trial will very likely have more differentiation between arms, we know that from the data analysis and outcomes experienced by the EIND patients.

The safety data is outstanding, LLM has no adverse side effects which helps docs significantly (It is HUGE) when treating patients with many sicknesses and associated prescriptions already and are now very sick with CV19.

For CV19 once the savings in hospital and insurance costs are added to the savings of lives and reduction in human suffering LLM benefits will be very significant. CYDY needs to build this case out.

The HIV BLA will go forward and the HIV trial data was excellent. This approval should be a slam dunk.

The breast cancer (TNBC) data is looking good, and the method of action is looking spot to target several other cancer indications. This is great news for thousands of patients and it should be for investors in CYDY.

The NASDAQ uplist will change the investor profile, and the story has more than enough substance to attract smart money. Adding the Advisory Board will help spread the word and lend more credibility.

The challenges that need to be overcome:

1 - The stock proxy tomorrow, need to issue some new stock for cash to keep the trials going at full speed, to fund item #2 below and meet the operational cash requirements to enable the NASDAQ uplist.

2 - Need significantly more LLM itself, hope the White House can help here by prioritizing production of LLM in the US and pressuring S Korea and Samsung to make significantly more LLM.

We need to get folks out of the hospital quicker and with much less organ damage, and we know LLM can do this.

Congrats to CYDY and their service vendors for pushing the LLM story for CV19. Good luck to the investors that have been here for the ride all along. There is a bright light at the end of this tunnel!


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