MSB 1.87% $1.09 mesoblast limited

Covid-19 competitor

  1. 289 Posts.
    lightbulb Created with Sketch. 93
    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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