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Posted On: 10/21/2024 12:37:43 AM
Post# of 154755
I read your latest post over on reddit. Nice read, and you didn’t get side tracked by grandiose metaphors so, thank you..
I do want to make a few points. The two biggest companies who have the most to lose with long acting LL and the LL HIV Cure programs are ViiV and G. You incorrectly stated that G is solely focused on HAART but G also brings in considerable revenue from PrEP and has had an HIV Cure program for well over a decade.
G could still outbid ViiV (Gsk/PFE) in the end and win control of all forms of LL but the appointment of Dr Max was brilliant by ViiV (GSK/PFE) bcs the out flanked G, outflanked Merck, (Keytruda mouse study at MD Anderson). and it outflanked MDGL.
Now ViiV (Gsk/pfe) gets to steer the LL ship. They get to kick the tires. They get to see the early trial results before anyone else. I still believe a bidding war will happen and it may be going on right now with the above mentioned players and some other unknown ones. But the appointment of Dr Max just upped the asking price for CYDYto whoever ends up controlling it.
I do want to make a few points. The two biggest companies who have the most to lose with long acting LL and the LL HIV Cure programs are ViiV and G. You incorrectly stated that G is solely focused on HAART but G also brings in considerable revenue from PrEP and has had an HIV Cure program for well over a decade.
G could still outbid ViiV (Gsk/PFE) in the end and win control of all forms of LL but the appointment of Dr Max was brilliant by ViiV (GSK/PFE) bcs the out flanked G, outflanked Merck, (Keytruda mouse study at MD Anderson). and it outflanked MDGL.
Now ViiV (Gsk/pfe) gets to steer the LL ship. They get to kick the tires. They get to see the early trial results before anyone else. I still believe a bidding war will happen and it may be going on right now with the above mentioned players and some other unknown ones. But the appointment of Dr Max just upped the asking price for CYDYto whoever ends up controlling it.
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