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Posted On: 12/20/2022 5:09:44 AM
Post# of 155566
Quote:(The time line then is a couple of years... Cyrus is not going anywhere)
"1:32: 44: So what do we expect in 2023? So our largest priority is the removal of the clinical hold in HIV. This is essentially a gating step for us to be able to get back to normal operations as a company and do what biotech companies do, which is advanced therapeutics and try to bring them to market.
"1:33:10: Following the lift of the clinical hold, we expect financing to fund operations and to achieve this value inflection point that I've just alluded to. We intend on initiating a new NASH trial[/b]. We would like to commit to an investment in and advance longer-acting CCR5 molecules, as this is potentially the future of at least certainly HIV therapy, as Dr. Sacha presented. " (Just take these words alone, "Following the lift of the clinical hold, we expect financing to fund operations*".* NASH will be funded through financing, not a partnership and from there, CytoDyn will build the unequivocal data set he is after.)
"1:31: 40: So in terms of what potential time lines can look like, I think it's really important to highlight that: from a value-creation standpoint, and I've mentioned this before**, we truly do need to generate a large robust and** what I call unequivocal data set that will leave no questions left on the table, right? And that a strategic partner would find attractive and attractive enough to do a real value-accretive deal with the company. "
Cyrus' Vision and Plan:
Quote:
"17:09: And we're also still committed to HIV, but we're really looking at it more through the lens of developing longer-acting agents. And Dr. Sacha will be talking about that at the end of our discussion today.
17:21: So within oncology*, we're interested in studying what would be referred to as* immunologically colder tumors*. And Dr. Glück will present on what those -- what we mean by that later. But we think that* these are areas where more recent advancements from checkpoint inhibitors have yet to really have a large impact in those markets. And so we think that there's a unique opportunity based on the data we already have in some of these colder tumors to make an impact*.*
17:51: Within NASH*, we're particularly excited about the data that we have there, and* NASH will be our primary focus going forward*. We'll also talk a little bit about a unique opportunity to study and* look for the treatment effect of leronlimab in people living with HIV who also have NASH*. And we think that we might be in a unique position to address that population.*"
"18:22: So going forward, we're focusing on NASH, oncology and earlier-line HIV indications through longer-acting agents that inhibit CCR5*. Again, we've already generated promising clinical signals in both NASH and oncology. And within NASH, we're exploring the opportunity to study a segment of patients of those NASH patients who are also living with HIV.*
18:50: Within oncology*, we want to pursue* colorectal cancer and breast cancer specifically. Within the colorectal cancer population, we want to focus on a micro-satellite stable group*, which represents* about 85% of all diagnosed colorectal cancers*. And within* breast cancer*, we want to* focus on the hormone receptor positive HER2-negative population, which is about 70% of all diagnosed breast cancers, and the TNBC population since we have data in that space. All of these are quite large markets."
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