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Posted On: 01/07/2025 8:55:14 AM
Post# of 149086
Re: biloxiblues #149034
In a "nutshell" (once again a squirl reference) requiring a smaller cup of coffee or possibly simply some squirl broth:
1. Cautious Optimism:
CytoDyn is making significant progress in preclinical and clinical studies, especially in reversing liver fibrosis and fat deposition (steatosis) with leronlimab. These findings will be presented at the January 2025 MASH-TAG conference. However, given the competitive environment and the dominance of Big Pharma, CytoDyn is advised to approach this cautiously sharing results without over-hyping or provoking competitors.
2. Key Concerns:
*Competitor Influence: The conference is hosted by Madrigal, a competitor, and the focus seems to be on GLP-1 agonists, overshadowing other treatments like CCR5 blockade (leronlimab’s mechanism).
*Potential Sabotage: There is a sense of mistrust toward competitors and fears of sabotage, based on past experiences.
*Big Pharma's Agenda: Large pharmaceutical companies, particularly those benefiting from chronic treatments, may resist breakthroughs like a cure for HIV or fibrosis reversal, which could disrupt their revenue models.
3. Expansion:
CytoDyn is pursuing multiple research avenues, including liver fibrosis, pulmonary fibrosis, colorectal cancer, glioblastoma, Alzheimer’s disease, and HIV. These trials aim to solidify leronlimab’s efficacy across diverse conditions.
4. Strategic Restraint:
The recommendation is for CytoDyn to focus on proving its science through rigorous trials and publications rather than aggressive marketing. This low-profile approach is seen as a way to avoid unnecessary confrontation while positioning itself for potential partnerships or buyouts.
5. Breakthroughs:
There is optimism that leronlimab’s success in these trials will eventually force recognition from competitors and pave the way for transformative partnerships, possibly with companies like GSK or ViiV, which may align with CytoDyn’s vision of curing diseases rather than merely treating them.
6. Big Picture:
The author emphasizes the importance of trust, strategic alliances, and careful planning while navigating a challenging industry landscape. They envision CytoDyn eventually achieving validation and success through its innovative approach.
1. Cautious Optimism:
CytoDyn is making significant progress in preclinical and clinical studies, especially in reversing liver fibrosis and fat deposition (steatosis) with leronlimab. These findings will be presented at the January 2025 MASH-TAG conference. However, given the competitive environment and the dominance of Big Pharma, CytoDyn is advised to approach this cautiously sharing results without over-hyping or provoking competitors.
2. Key Concerns:
*Competitor Influence: The conference is hosted by Madrigal, a competitor, and the focus seems to be on GLP-1 agonists, overshadowing other treatments like CCR5 blockade (leronlimab’s mechanism).
*Potential Sabotage: There is a sense of mistrust toward competitors and fears of sabotage, based on past experiences.
*Big Pharma's Agenda: Large pharmaceutical companies, particularly those benefiting from chronic treatments, may resist breakthroughs like a cure for HIV or fibrosis reversal, which could disrupt their revenue models.
3. Expansion:
CytoDyn is pursuing multiple research avenues, including liver fibrosis, pulmonary fibrosis, colorectal cancer, glioblastoma, Alzheimer’s disease, and HIV. These trials aim to solidify leronlimab’s efficacy across diverse conditions.
4. Strategic Restraint:
The recommendation is for CytoDyn to focus on proving its science through rigorous trials and publications rather than aggressive marketing. This low-profile approach is seen as a way to avoid unnecessary confrontation while positioning itself for potential partnerships or buyouts.
5. Breakthroughs:
There is optimism that leronlimab’s success in these trials will eventually force recognition from competitors and pave the way for transformative partnerships, possibly with companies like GSK or ViiV, which may align with CytoDyn’s vision of curing diseases rather than merely treating them.
6. Big Picture:
The author emphasizes the importance of trust, strategic alliances, and careful planning while navigating a challenging industry landscape. They envision CytoDyn eventually achieving validation and success through its innovative approach.
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