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Posted On: 06/21/2021 6:11:05 PM
Post# of 148900
I am extremely happy with the LH’ers results. Not that I expect it but even possible to have a BTD. I won’t hold my breath but it just sounds good. We will see what FDA guidance we get.
My overall view of that web call was that it was all positive and things might have been delayed some but still rolling along quite well. HIV BLA predicted to be completed by October. PADUFA date maybe late 1st quarter of 2022.
Prep HIV was spoken by Dr. Kelly as being of serious importance and he sounded excited about the possibilities. Nader had previously mentioned a market of 180,000 at $20,000 a year = 3.6 Billion in market value. Who knows if Dr. Sasha with his new 3 million dollar grant for the monkey study is able to condense Leronlimabs formula to stretch it out to a shot every 3 months. It would seem that would dominate market share if not be the only player for prep.
I can’t say I am excited about a possible BP partner. I fear being bought out. I see the future as very bright and fear that if we were bought out it would cut our revenue to pennies on the dollar in potential. As a partne in half not for just one indication but all indications. Like Ohm said earlier. They won’t want just one indication they would want to represent us in all 65+ indications. It will drastically reduce our investment in my opinion. Or kill it if we are bought out.
If we have the same results we just had in LH’ers phase 2 in a phase 3 trial we will not be denied. A partner becomes not needed. The proof is in the results and excellent results like today speaks volumes to the FDA. Another trial with more patients and the lid is off and we are most likely getting the BTD in our phase 3. Numbers of patients and P-value is everything. Let’s hope this works out this way. I hate to let the potential of this drug be swept away from the average investors like you and I. The little investors need a bone thrown their way once in awhile and this was our bone. Let’s not let big Pharma steal this away from us.
My overall view of that web call was that it was all positive and things might have been delayed some but still rolling along quite well. HIV BLA predicted to be completed by October. PADUFA date maybe late 1st quarter of 2022.
Prep HIV was spoken by Dr. Kelly as being of serious importance and he sounded excited about the possibilities. Nader had previously mentioned a market of 180,000 at $20,000 a year = 3.6 Billion in market value. Who knows if Dr. Sasha with his new 3 million dollar grant for the monkey study is able to condense Leronlimabs formula to stretch it out to a shot every 3 months. It would seem that would dominate market share if not be the only player for prep.
I can’t say I am excited about a possible BP partner. I fear being bought out. I see the future as very bright and fear that if we were bought out it would cut our revenue to pennies on the dollar in potential. As a partne in half not for just one indication but all indications. Like Ohm said earlier. They won’t want just one indication they would want to represent us in all 65+ indications. It will drastically reduce our investment in my opinion. Or kill it if we are bought out.
If we have the same results we just had in LH’ers phase 2 in a phase 3 trial we will not be denied. A partner becomes not needed. The proof is in the results and excellent results like today speaks volumes to the FDA. Another trial with more patients and the lid is off and we are most likely getting the BTD in our phase 3. Numbers of patients and P-value is everything. Let’s hope this works out this way. I hate to let the potential of this drug be swept away from the average investors like you and I. The little investors need a bone thrown their way once in awhile and this was our bone. Let’s not let big Pharma steal this away from us.
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