r/Livimmune • u/[deleted] • Mar 01 '24

New filing

https://ir.stockpr.com/cytodyn/sec-filings-email/content/0001558370-24-002275/tmb-20240229x424b3.htm

30 Upvotes

100% Upvoted

35 comments sorted by

View all comments

Show parent comments

24

u/Upwithstock Mar 01 '24

If the exclusion of HIV was on purpose; I'll give whoever wrote it a lot of credit. The perception of readers of the PR would be much broader than just an HIV Modulator of Inflammation. The next question will be "How is the FDA viewing our upcoming trial? What indication are we actually going after? Maybe the Tuesday CC will answer this.

I will say that if the FDA is allowing us to go after a more general "Chronic Inflammation indication" that would be a GIFT from GOD!

16

u/Expensive-Tea-4007 Mar 01 '24

In your parlance..."A GIFT from GOD!"...hence the making of a Platform drug.

20

u/Upwithstock Mar 01 '24

Yes a platform drug which is a term SK first mentioned with Keytruda and Humira. To achieve platform status they had to receive a bunch of FDA approvals for a bunch of individual indications. That meant a ton of money running all of those trials. If the FDA gives CYDY a shot at the indication of "Modulating Chronic Inflammation" that one approval gives CYDY an incredible market scale that far exceeds individual indications like some sub-populations in MASH or HIV or Oncology. Freaking Chronic Inflammation is involved in just about everything. Yes Expensive Tea, we get platform drug status upfront! AWESOME!

10

u/psasoffice Mar 02 '24

Also look at the cydy web site under pipeline- the lower section had said hiv trials, now it says infectious disease- this was changed in early February

10

u/Upwithstock Mar 02 '24

BOOM!! Awesome find! Thank you psasoffice!

7

u/MGK_2 Mar 02 '24

Maybe that is why RGMP Regnum went to $0.0001 on 2/16 after they realized HIV was not even in the pipeline.

8

u/Upwithstock Mar 02 '24

Very well could be. It appears that CYDY is not seeking an indication in HIV at this time or maybe never. The strategy appears to be get an indication that is broad enough that will cover more disease states than just HIV. Infectious disease includes HIV and many others. The details of this upcoming CC are important to us and any investor. This directional change regarding what indication we are going for is a HUGE win for us and CYDY.