I'm not invested in Cytodyn anymore so no rose-col
Post# of 156281
(Total Views: 884)
Posted On: 08/17/2025 9:09:59 PM
Re: craigakess #155813
I'm not invested in Cytodyn anymore so no rose-colored glasses here. I am a potential leronlimab patient if it ever gets approved so will stay focused on the company even if I never decide to invest again.
What you're describing is a typical small clinical-stage company that will stay cash hungry as it works toward the next milestone. That's what you're invested in.
It's a real company now, it wasn't when I originally invested even though it seemed like it and looked like a bargain at a $120 million cap with pivotal trial results and the first portion of the BLA submitted. Without Covid the BLA failure would have probably eventually sunk the company under the weight of toxic financing.
I think current investors underestimate the difficulty of the reclamation project needed to get to this point. It obviously wasn't a linear progression, not the least because of what happened with Cyrus, and there's still a long road ahead that will eventually require positive trial readouts but leronlimab now has a legitimate chance.
What you're describing is a typical small clinical-stage company that will stay cash hungry as it works toward the next milestone. That's what you're invested in.
It's a real company now, it wasn't when I originally invested even though it seemed like it and looked like a bargain at a $120 million cap with pivotal trial results and the first portion of the BLA submitted. Without Covid the BLA failure would have probably eventually sunk the company under the weight of toxic financing.
I think current investors underestimate the difficulty of the reclamation project needed to get to this point. It obviously wasn't a linear progression, not the least because of what happened with Cyrus, and there's still a long road ahead that will eventually require positive trial readouts but leronlimab now has a legitimate chance.
(8)
(9)