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  4. CytoDyn Inc (CYDY) Message Board

Good evening, good people, Long, long, long tim

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Post# of 153834
(Total Views: 1412)
Posted On: 03/14/2021 8:28:41 PM
Posted By: TSOV
Re: ClosetInvestor #82992
Good evening, good people,

Long, long, long time silent reader of this thread.
I'm an long-time investor and market participant. That's all I will say about my past experience/credentials.

I want to communicate what I believe to be one of THE most misconstrued and misunderstood market situations I've ever witnessed in public securities markets.

CYDY is today at the strongest and most secure "market" position it has been in over its entire life as a public company.

The FDA during COVID-19 and more specifically, under the interim leadership of Janet Woodcock is operating under a very simple, if not at times seemingly baffling, set of criteria: If a safe drug offers benefit relative to the health risk outcome for the patient population suffering from COVID-19 then an EUA will be granted (to paraphrase).

EVERYONE needs to realize something: for Critical COVID-19 patients, there is no other FDA approved/authorized drug other than Dexamethasone, a steroid.

Everyone really, really needs to sit back and contemplate that fact.

Critical patients constitute the most expensive and hopeLESS patient population suffering from COVID-19. THE FDA and near every single ER doctor and hospital system in America is aware of this.

Most here, understandably, tend to view LL
as first, a potential life saving drug and second, as a useful tool to battle this pandemic and third, a a theraputic that can help clear ICUs and ERs. Some view LL as doing all 3 simultaneously while others view LL as specific to any of the listed three use cases singularly.

Be aware, the FDA views the latter use case as THE MOST IMPORTANT. For them, everything else is just positive externalities. The FDA cares little HOW MANY people actually die from COVID-19. It cares even less how many lives MAY be potentially saved. The FDA cares most about the Healthcare INFRASTRUCTURE of the United States. That system is its primary focus. And, protecting that system is its primary mission.

From this perspective I hope many here can begin to refine and maybe readjust their conclusions about what CYDY and LL's 'prospects' are- near-term and long-term.

On Friday the FDA enacted an EUA for propofol-lipuro, https://www.fda.gov/media/146680/download

Have a very close read of that EUA and note which patient population the FDA is targeting with its latest emergency authorization. Imho, I do not think this is a coincidence nor do I think that EUA being issued not a week after we received the initial PR from CYDY on the CD12 trial. This Wednesday is St. Patrick's Day. The avg temps between Chicago, NYC and Boston will be 48 degrees. The FDA is well, well aware of what St. Patrick's Day and Spring Break mean for the US Healthcare INFRASTRUCTURE and its beleaguered ERs and ICUs.

Stay tuned, good people
TSOV


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