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  4. CytoDyn Inc (CYDY) Message Board

This wait for the CD-12 results is exasperating, f

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Post# of 153875
(Total Views: 597)
Posted On: 02/11/2021 9:29:37 AM
Posted By: hoops
This wait for the CD-12 results is exasperating, frustrating, and anxiety-producing. Deep down, most of us believe that the results will blow away those obtained in any previous trial. Furthermore, the world needs an effective therapeutic, to quote David Faber, so that the pandemic becomes a "mere" disease, like the flu. Many tens of thousands of people die from the flu annually:

https://www.health.com/condition/cold-flu-sin...every-year

No one wants the flu. People with co-morbidities die from the flu. However, there is no panic. If you get the flu, you call your doctor and it is treated. A successful Vyrologix should be able to do the same against COVID, until vaccines can help get the pandemic under control.

Third, most of us have invested thousands, tens of thousand, or even hundreds of thousands of dollars in hopes of receiving a significant return.

However, we have to remember that COVID was dropped into the lap of Cytodyn. Like many others Cytodyn was brought to my attention when Charlie Sheen called it a miracle drug in treating his HIV. I believe this was 2014. Some 900 people, most of them with HIV, have safely taken Leronlimab (now Vyrologix). The BLA for HIV is with the FDA.

Prior to COVID, the major latest effort (As I recall.) for use of leronlimab was in treating triple negative breast cancer. (TNBC) We were provided anecdotes of remission and shrinking of tumors, including in CEO Nader's mother-in-law. TNBC is one of the more aggressive forms of breast cancer.

https://www.breastcancer.org/symptoms/diagnosis/trip_neg

If anyone cares to research leronlimab, you can see a host of other indications for inflammatory diseases. This is the drug many of us invested in. It's been barely a year, since we even had a clue about COVID.

Take COVID out of the mix of Cytodyn's initiatives, and we will have seen a great loss of resources, time, and investor/consumer aspirations. We will also see a major drop in the price per share.

It will be back to the drawing board, but Cytodyn will remain a viable, small cap biotech company. Investor hopes will be delayed and mgmt. will receive more, well-deserved criticism. As catastrophic as CD-12 failure to meet end points will be, it will not be the end of this company, as long as it can continue to raise funds and stay in the game.

OTOH, if the CD-12 2/3 trial is successful, you can only use your imagination.
My personal perspective is that I am about 30%-40% over invested in this one stock. That's what causes the "what if" doubts and sleep deprivation. If we get to $7 and above, I will probably trim my investment. It's only prudent. However, I will still have plenty of skin in the game. Just some thoughts.


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