Keytruda (pembrolizumab) is probably the best-known checkpoint inhibitor, blocking PD-1 like the two other mabs from Merck you looked into. Keytruda is considered treatment for 17 types of tumors and brought Merck a cool $25 billion in sales in 2023. But it will be losing its patent soon -- maybe 2028? And Merck is clearly looking for the next Keytruda. You can't blame them for targeting the same protein. But my understanding (i.e., it's what Ohm says) is that Leronlimab can do anything Keytruda can do, and much much more.

Cytodyn longs could have a party game where we guess the total annual market value for the Ohm indications. Might it reach a trillion? I bet it would. And our share price is what again?