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I always thought that Cyrus was WRONG to identify MASH/NASH/mishmash as the target. Too much competition, too expensive. Whereas HIV has a huge unmet need

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Best case scenario the FDA allows us to do a monotherapy trial in patients that have not yet developed resistance. Much bigger potential market. That last time they were insistent we do a combo therapy trial I doubt that's the route they'll take. Combo therapy with 2nd or third level resistance is a much smaller market but it will allow the company to afford more trails.

Another drug may get MASH approval first but what's out there with a possible approval focuses on fat reduction by increasing metabolic activity. But fibrosis is why MASH can be life threatening and they're not doing a whole lot there. So we can beat them on what matters most. The potential market for leronlimab in MASH is massive compared to HIV. On efficacy alone doctors will choose leronlimab. If word gets out about benefits in cancer, Alzheimer's and other diseases why would a doctor choose anything else.

Why MASH rather than cancer? One year trial in MASH, two year trial in cancer. Also less competition.