My concern is that we have limited data on cancer at this point which makes a lucrative licensing deal or BO for cancer unlikely. Additionally, CYDY may need a couple of more months to enroll, treat, and evaluate patients to solidify enough data to submit for BTD in regards to cancer. We’ll need more funding to run during those months while also, possibly, delaying the HIV deal?

Personally, it seems unlikely we’ll have a CC this week. More likely is a PR and/or video. I can’t imagine a deal regarding cancer and/or NASH materializing this quick considering how long it took to get one going for combo. Then again, the $$$ related to both is much larger than HIV and is much more attractive. Maybe BP likes the mTNBC data based on data from that other CCR5 drug that had been tested (starts with an M?).

IF BP is looking into either the NASH and/or cancer indications for leronlimab and they think it’s promising, the company will get BO because the long term revenue potential is too high. I’m all for a BO, but I’d hope that CYDY would negotiate for shares of the stock in the purchasing company to be part of the deal. Leronlimab is hopefully going to make billions and I’d like my investment in the long run to benefit from that.