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Posted On: 07/29/2020 11:59:20 AM
Post# of 154036
Re: thriftycents #45660
I am not aware of any other MAB that is as well positioned, and with as strong of a Mechanism of Action of Leronlimab.
To be honest, I have no idea what people are worried about. Leronlimab (IMO) is going to work very well.
The only uncertainty in my mind is whether we get EUA or a Phase 3 for M2M. I am preparing myself mentally for both. I will be dissapointed with a phase 3, but its not the end of the world.
Here's why: Our results should get a fair amount of attention, which should serve to accelerate enrollment in both trials. And, on that note, I believe that the S/C trial is a shoe in for approval, both because of the population it treats, but also because it is a phase 3 trial. With strong data there, the FDA will not have a choice but to approve us.
So, in my mind best case scenario is EUA, worst case scenario is we have to wait a couple of months longer. There are other options in between, that combined with the possibility of EUA, makes the 2 month wait an unlikely option.
If we have stellar data, and the worst case occurs, I will be freeing up a mountain of cash to increase my position.
To be honest, I have no idea what people are worried about. Leronlimab (IMO) is going to work very well.
The only uncertainty in my mind is whether we get EUA or a Phase 3 for M2M. I am preparing myself mentally for both. I will be dissapointed with a phase 3, but its not the end of the world.
Here's why: Our results should get a fair amount of attention, which should serve to accelerate enrollment in both trials. And, on that note, I believe that the S/C trial is a shoe in for approval, both because of the population it treats, but also because it is a phase 3 trial. With strong data there, the FDA will not have a choice but to approve us.
So, in my mind best case scenario is EUA, worst case scenario is we have to wait a couple of months longer. There are other options in between, that combined with the possibility of EUA, makes the 2 month wait an unlikely option.
If we have stellar data, and the worst case occurs, I will be freeing up a mountain of cash to increase my position.
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