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CytoDyn's Answer To COVID-19

May 06, 2020 7:07 PM ETCytoDyn Inc. (CYDY)750 Comments
Out of Ignorance profile picture
Out of Ignorance


  • CytoDyn has notched a nice group of encouraging data from its COVID EIND patients.
  • CytoDyn's leronlimab has a tripartite MOA that knocks back COVID-19 more effectively than possible with a less comprehensive approach.
  • CytoDyn is working on securing the clinical data it needs to support its answers.
  • CytoDyn has potential to produce leronlimab at scale but it needs governmental assistance to do so.
  • CEO Pourhassan's recent maneuver sparked rough patches in the eternal tug-of-war between pumpers and shorts; it was something to behold.

This article reviews CytoDyn's (OTCQB:CYDY) 5/1/2020 Next Superstock Live 58 minute promo youtube, [the YouTube] particularly as it relates to CytoDyn's evaluation of leronlimab's MOA. I will also discuss CEO Nader Pourhassan's [NP] recent stock trade which seems to have drawn such outsized attention.

This is not an overview article; those interested in more general discussion should reference my previous articles, "CytoDyn's Lofty Promise" or "CytoDyn's Big Bang". Here the focus is on CytoDyn news during May and its impact on an investment thesis in the stock. CytoDyn's EIND COVID-19 results are highly encouraging.

CytoDyn's COVID-19 EIND results are exciting but episodic.

The slides set out during the first ~8 minutes of the youtube describe the results to date of 39 patients treated with leronlimab under EIND's. The first slide addresses results (2:48/58:05) on 11 patients in New York below:

These 11 patients had significant challenges as described on the slide; they were all in risk of imminent death. Leronlimab was administered as a last ditch effort. NP states that saving the lives of four of these patients was a big deal (3:46/58:05) given their condition.

NP reported more detail on 23 California patients treated with leronlimab as shown on the slide below (4:21/58:05):

The slide is self explanatory. NP did mention that of the 11 improved severely ill patients, eight have been discharged from the hospital. (4:57/58:05).

The final group of five to bring the number treated to 39 are shown on the slide below (5:44/58:05):

The overall results from these patients have emboldened CytoDyn to seek a compassionate use designation for leronlimab per 5/4/20 press release in which CytoDyn requested a compassionate use designation for treatment of COVID-19 patients who are ineligible for participation in its two existing clinical trials. If this request is granted it will significantly expand

This article was written by

Out of Ignorance profile picture
Writing under the pseudonym "out of ignorance", I very much regard investing as a learning process. Investing failures are tuition paid. Investing successes enter the trove of lessons learned. In my Seeking Alpha articles I share my experience from decades of investing and from ~5 years of focused research on a variety of stocks, in recent years with a primary emphasis on healthcare stocks. I greatly appreciate those who take the time to share their reactions to articles, particularly those who share relevant anecdotes and experiences.

Analyst’s Disclosure: I am/we are long Cydy and GILD. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I may buy or sell shares in CytoDyn or Gilead over the next 72 hours.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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