After digesting everything that's occurred since the first
After digesting everything that's occurred since the first pr Friday this is where I'm at. It seems to me the best potential short-term catalyst is the Philippines. So can we have a discussion about this because there's clearly gonna be plenty of time to discuss HIV, cancer, NASH, US FDA etc...
I say the Philippines because for my own sanity I'm just going to put Canada and the UK in the same basket as the US FDA (regardless of any IO or accelerated rolling review talk). And Brazil seems to have popped up out of nowhere recently so I'm not putting stock into that.
What is it that is/would preventing the Philippines from approving/buying our vials in say the next month? This is the question I'm looking for the answer to. We seem to have a legitimate presence there. If the answer is simply that the Philippines is going to wait for US FDA approval then I'll take that answer. Whatever the answer is I'd truly like to understand (this is a pandemic afterall, right?)
From the 1/29/21 press release: "[Cytodyn] is working with Chiral Pharma Corp. in the Philippines to register Vyrologix™ under a licensed physician’s request for Compassionate Special Permit (CSP) to treat COVID-19 patients with leronlimab for a fee." Nader commented "We are very pleased to initiate sales of Vyrologix™ in the Philippines as soon as we have CSP approved for patients."
Have we heard anything about this CSP in the Been interview or today's call? I'm going to listen to one later this evening and the other tomorrow. This seems to be the only potential short-term catalyst for the company and I'm trying to figure out whether this is something to hold out any hope for. Because to me this seems to be what we should be putting some energy towards and can elevate the company, management, and shareholders while we wait for the other stuff. Thanks
GLTA
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