I have been holding off on my opinion from the proactive
I have been holding off on my opinion from the proactive update last week. I am somewhat depressed at this current turn of events. I don’t think it was optimistic to assume we would get BTD, the program was created for this very situation. I don’t blame Cytodyn for this, I blame the FDA for not lifting a finger to help. They know there is huge benefit to society to have leronlimab available to doctors, there is no doubt. At this point getting that to happen is pushed back no matter what indication you look at. I worry that the HIV bla is the shortest path right now and we might get more road blocks after the bla is filed. I hate that Nader said we are now sending the Nash data to thousands, that sounds like they are cold calling and desperate. I thought we were much further along with real partners.
As for Covid, there is no reason to stop gathering data from trials even if we are in the endemic. It might seem like we missed the boat but the wealth of education for what this drug can do and how it works is invaluable. Also, long Covid will be the headline after the spikes diminish. We are the only drug in this and we are hitting the ground running. The news that treated patients in our trials not only recovered but don’t have long haulers hopefully will be noticed.
I am most angry at Amarex, if they had not been so incompetent, we would be revenue generating and fda approved entering all these indications. There would be no Fife funding, there would be no slow enrollments and there would be no need for partners in Nash and cancer. The damage done by them is huge. I hope soon we will see the full force from Sidley to pull every cent we can from them in the most public way. All other small biotechs need this lack of service in the CRO industry. I do blame Cytodyn for sticking with them and telling us the whole time things are getting straitened out, but I know vendors at the time can lead you to believe sticking with them is the most reasonable path. If investors really know what was going on we possible would not have Cytodyn as an investment at all.
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