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Posted On: 03/08/2024 12:18:15 PM
Post# of 148870
Re: USS JOHNSTON #141696
FNG here. Hi USS- happy to share.
1). I have not come across anything with near the potential as LL and I have been searching. The apparent dearth of SAE’s is nothing to ignore. Great for patients and a great selling point when that comes.
I will say- I think there is a teaching moment here. Some people post that that there are Zero Adverse Events associated w LL and that is simply not true. AE’s come in mild, moderate and severe and this can be describe as symptoms with no or mild interference w social events and activities (moderate), greater than mild interference and the inability to carry forth with life activities (severe). There is also life-threatening and death. The point is that LL does have adverse events, but looking at the adverse events versus placebo in the various trials in which LL has been studied - it performs extremely well in this category.
2)Fully onboard with Ohm and his list. The literature supports CCR5 playing a role in the diseases on his list. What Ohm has done is dug even deeper into the downstream effects of blocking CCR5 and allowed him to compile his list which has then given us ability to dream with confidence.
3)Many in upper management/execs were not aware when I discussed CCR5- only that maraviroc did this and had liver issues. I know heads of Science and Medical Affairs were aware, I also know folks in marketing who were supposed to be up to speed on competitive products were aware. Investor relations and competitive intelligence were aware.
Thanks for the welcome to you and other Longs.
1). I have not come across anything with near the potential as LL and I have been searching. The apparent dearth of SAE’s is nothing to ignore. Great for patients and a great selling point when that comes.
I will say- I think there is a teaching moment here. Some people post that that there are Zero Adverse Events associated w LL and that is simply not true. AE’s come in mild, moderate and severe and this can be describe as symptoms with no or mild interference w social events and activities (moderate), greater than mild interference and the inability to carry forth with life activities (severe). There is also life-threatening and death. The point is that LL does have adverse events, but looking at the adverse events versus placebo in the various trials in which LL has been studied - it performs extremely well in this category.
2)Fully onboard with Ohm and his list. The literature supports CCR5 playing a role in the diseases on his list. What Ohm has done is dug even deeper into the downstream effects of blocking CCR5 and allowed him to compile his list which has then given us ability to dream with confidence.
3)Many in upper management/execs were not aware when I discussed CCR5- only that maraviroc did this and had liver issues. I know heads of Science and Medical Affairs were aware, I also know folks in marketing who were supposed to be up to speed on competitive products were aware. Investor relations and competitive intelligence were aware.
Thanks for the welcome to you and other Longs.
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