I became aware of a potential competitor for our Covid-19 treatment recently.
The Company: Cytodyn
The drug: Leronlimab
It apparently also targets inflammation and does so in mild, moderate and severely ill patients via an injection (vs the IV route for MSB’s treatment). Apparently it’s significantly cheaper too.
Here are some links:
https://www.cytodyn.com/investors/news-events/press-releases
https://content.equisolve.net/_97987e5fbaf2acd7a37dfe459ad61a14/cytodyn/news/2020-04-
09_Severely_Ill_COVID_19_Patient_at_Leading_Southern__412.pdf
The company also did a conference call today, which you can find on their website.
I’m curious to know your thoughts (eg, how this might compare to MSB’s treatment, commercial implications, etc).
Thanks in advance.
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