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Posted On: 04/10/2019 8:57:55 PM
Post# of 151078
With commercialization, I'm not concerned as we are 8 months away. The market cap is allowing BP to sit back and wait or give low ball offers now. My guess, the cancer results will be good, someone will step in to commercialize cancer and take HIV also. Besides that, they should have the mono pivotal trial approved and started soon. Companies with HIV drugs not interested in combo, will be interested in mono.
NP made a valid point, his team has progressed pro 140 where everyone else stopped. He feels confident they can succeed in commercialization also. I do agree, they seem to be pushing farther than maraviroc which a quick tropical test in development (the downfall of MVC I feel), now looking at density. Also to increase overlap in mono was a great idea, they seem to have a lot of smart people solving this problem, where others failed. Leronlimab has some big selling points, one of the reasons I've invested so long. I've looked at a couple example companies people post when mentioning commercialization failing going on your own, I've yet to see a truly comparable example. Leronlimab isn't a vaccine. Leronlimab isn't IZ where patients need a IV. Leronlimab isn't maraviroc with a long list of toxic effects. Again not that I think this will happen, just saying, not the end of the world.
Also definitively with Pro 140, they have advanced beyond the first team.
Fine said a month ago, " Thompson is - if I may say so, a bit 'pissed' that progress has been lagging in her view with this drug."
I've been saving this response, I guess it fits here....
But Thompson was the first team
https://www.ncbi.nlm.nih.gov/pubmed/20377413
Guess who was on the team that shelved pro-140? Thompson
and who brought it back? NP
Guess who didn't try to dose above 350mg in early development (phase 1 or 2)? Thompson (somehow fine was blaming NP)
and who did? Team cydy
I'm like this new team developing leronlimab; the old team (with Thompson) fumbled the ball. I feel she should be thankful of the new team instead of upset.
NP made a valid point, his team has progressed pro 140 where everyone else stopped. He feels confident they can succeed in commercialization also. I do agree, they seem to be pushing farther than maraviroc which a quick tropical test in development (the downfall of MVC I feel), now looking at density. Also to increase overlap in mono was a great idea, they seem to have a lot of smart people solving this problem, where others failed. Leronlimab has some big selling points, one of the reasons I've invested so long. I've looked at a couple example companies people post when mentioning commercialization failing going on your own, I've yet to see a truly comparable example. Leronlimab isn't a vaccine. Leronlimab isn't IZ where patients need a IV. Leronlimab isn't maraviroc with a long list of toxic effects. Again not that I think this will happen, just saying, not the end of the world.
Also definitively with Pro 140, they have advanced beyond the first team.
Fine said a month ago, " Thompson is - if I may say so, a bit 'pissed' that progress has been lagging in her view with this drug."
I've been saving this response, I guess it fits here....
But Thompson was the first team
https://www.ncbi.nlm.nih.gov/pubmed/20377413
Guess who was on the team that shelved pro-140? Thompson
and who brought it back? NP
Guess who didn't try to dose above 350mg in early development (phase 1 or 2)? Thompson (somehow fine was blaming NP)
and who did? Team cydy
I'm like this new team developing leronlimab; the old team (with Thompson) fumbled the ball. I feel she should be thankful of the new team instead of upset.
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