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CytoDyn Inc CYDY
(Total Views: 677)
Posted On: 05/19/2024 6:14:37 PM
Post# of 155869
Posted By: Respert24
Re: ohm20 #143412
As always, you're correct.

(Damn you)

But in my defense, I sort of leapfrogged some of the shit in the middle between a successful trial and Merck being able to create a Caduet (lipitor and norvasc) kind of combo once Leronlimab is approved. The assumption being they're going to be invested in getting LL approved. And the problem with leaving Keytruda behind immediately is that Keytruda has been cemented as part of the treatment regimen for many conditions already.

If Merck has their head on a swivel, which we all know you need to do when you're in a vicious cock fight, they'll sign a deal that gives them the rights to Leronlimab in the US should the trial be successful. Once it is, Merck and Cytodyn try to get an accelerated approval for our boy Leron. At which point they buy us out and start looking to beat the world over the head with their brand new wonder drug.

And you might very well be correct in that they'll realize Leronlimab is pulling the weight and it's unnecessary to keep Keytruda in the mix. But Keytruda is pretty well entrenched in multiple indications already so I think that change will move at the pace of the fda. #SnailsPace













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