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Posted On: 02/02/2019 11:44:44 PM
Post# of 154874
This is also my opinion ..
BP knows HAART very well, our Combo market size $3B minimum, IMHO more towards $8B (See the new footnote in CYDY's presentation reflecting new data).
With given penetration, around $500M Combo earnings might not be good enough for BP as an incentive alone - while monotherapy could kill their whole HAART program.
My thesis is, the closer we go to monotherapy pivotal IND (days or weeks) .. they must act,
since PRO 140 could simply sweep BP's HAART patient population away.
BP knows HAART very well, our Combo market size $3B minimum, IMHO more towards $8B (See the new footnote in CYDY's presentation reflecting new data).
With given penetration, around $500M Combo earnings might not be good enough for BP as an incentive alone - while monotherapy could kill their whole HAART program.
My thesis is, the closer we go to monotherapy pivotal IND (days or weeks) .. they must act,
since PRO 140 could simply sweep BP's HAART patient population away.
Quote:
HIV BPs wants leronlimab to go away. They could lose revenue with mono approval, lose lose situation for them.
BPs not in HIV was not interested joining the HIV market.
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