THE CYDY BIG PICTURE!!
IF someone "new" reviewed ALL the data we have today, and ALL the possible indications that this miracle molecule could address, and ALL the testing on humans to date along with the results, and the incredible safety record, would they invest aggresively?
- COVID is transient. However what we have learnt is not. It will definitely help in treating many immuno related illnesses. I can't wait for this thesis to get further verification, just look at OHM's list. Absolutely amazing.
- COVID is transient, but will continue morphing. Long haulers are now a huge potential. Undoing the damage in these patients is potentially a very real opportunity. We should have helpful data from the recently approved phase 2 protocol. This potential is not factored in to anyone's valuation for sure.
- COVID was not the reason we all invested in Cytodyn. It became a unexpected opportunity for major revenues in the short term along with major recognition. We still have good results with safety on our side but have not yet found the commercial path forward. FDA has offered an extension testing path. Possibility of a "conditional EUA" was floated by NP? Canada may offer their road map. A "path forward" to generating sales will come!
- CANCER MOA is understood and proven in human tests. Safety is again unmatched. Thank goodness for the ability to test for drug efficacy via computerized blood biopsy's very quickly. Inability for people to travel for Covid reasons has impacted the time line along with resources. With the vaccines opening up travel, I suspect we will see an acceleration of the sign ups and treatments. The basket trial results should give us a huge boost and in my opinion a very high priced buyout option.
- HIV was the initial target and the drug really is the "best in the world" by far for this awful disease. Entrenched BP will be a challenge for sure. Will have to see how best to maximize the potential for CYDY, though we first need the BLA step to be completed. There will be more road blocks for sure. Slowly we will get this to the market and then we will have to see.
IF someone "new" reviewed ALL the data we have today, and ALL the possible indications that this miracle molecule could address, and ALL the testing on humans to date along with the results, and the incredible safety record, would they invest aggresively?
- COVID is transient. However what we have learnt is not. It will definitely help in treating many immuno related illnesses. I can't wait for this thesis to get further verification, just look at OHM's list. Absolutely amazing.
- COVID is transient, but will continue morphing. Long haulers are now a huge potential. Undoing the damage in these patients is potentially a very real opportunity. We should have helpful data from the recently approved phase 2 protocol. This potential is not factored in to anyone's valuation for sure.
- COVID was not the reason we all invested in Cytodyn. It became a unexpected opportunity for major revenues in the short term along with major recognition. We still have good results with safety on our side but have not yet found the commercial path forward. FDA has offered an extension testing path. Possibility of a "conditional EUA" was floated by NP? Canada may offer their road map. A "path forward" to generating sales will come!
- CANCER MOA is understood and proven in human tests. Safety is again unmatched. Thank goodness for the ability to test for drug efficacy via computerized blood biopsy's very quickly. Inability for people to travel for Covid reasons has impacted the time line along with resources. With the vaccines opening up travel, I suspect we will see an acceleration of the sign ups and treatments. The basket trial results should give us a huge boost and in my opinion a very high priced buyout option.
- HIV was the initial target and the drug really is the "best in the world" by far for this awful disease. Entrenched BP will be a challenge for sure. Will have to see how best to maximize the potential for CYDY, though we first need the BLA step to be completed. There will be more road blocks for sure. Slowly we will get this to the market and then we will have to see.
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