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Posted On: 11/14/2024 9:27:34 AM
Post# of 148863
It would be of interest to see the protocol for the HIV inflammation study; there is little doubt CRP will be one of the end-point tests…costing $12-$16. I get there are costs with the CRO and other labs etc but still suspect the study on balance would not be that expensive and has high odds of providing a strong beach-head for Leronlimab in the immune dysfunction and inflammatory landscape, further supporting the company boilerplate “a biotechnology company developing leronlimab, a CCR5 antagonist with the potential for multiple therapeutic indications”. Limiting focus briefly to HIV, it is also not like trying to elbow your way into or past the multiple ART treatment options, Leronlimab could be indicated for all HiV patients regardless of ART…unless of course there is an HIV cure…another beach-head who’s shores we are knocking on.
I agree with the market moving arguments that lead back to Alzheimer’s and MSS CRC. Still, I come back to the fact that CRC trial and HIV inflammation are the top two company goals and suspect the latter net cost is lower than most people think and would emphasize the many treatment tentacles of the drug. It may be the case the funds are there to underwrite both and that is the plan being executed.
Regardless, my sense is we are going to see data on many fronts that reveal the larger battle plan underway and they do involve glioblastoma and Alzheimer’s also. I think Cytodyn is setting the table for BP partnership and at some point acquisition. The salivation from the aroma’s coming from results out of the kitchen with each result will provide incentive enough to acquire a stake in this Michelin star drug.
What’s cooking Jay?
I agree with the market moving arguments that lead back to Alzheimer’s and MSS CRC. Still, I come back to the fact that CRC trial and HIV inflammation are the top two company goals and suspect the latter net cost is lower than most people think and would emphasize the many treatment tentacles of the drug. It may be the case the funds are there to underwrite both and that is the plan being executed.
Regardless, my sense is we are going to see data on many fronts that reveal the larger battle plan underway and they do involve glioblastoma and Alzheimer’s also. I think Cytodyn is setting the table for BP partnership and at some point acquisition. The salivation from the aroma’s coming from results out of the kitchen with each result will provide incentive enough to acquire a stake in this Michelin star drug.
What’s cooking Jay?
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