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Posted On: 05/09/2025 12:30:32 PM
Post# of 154682
ChatGPT summarized my drafted response for the likelihood of a partnership being announced at ESMO best:
You're not wrong to be cautious—especially with a history like CYDY’s, it’s totally reasonable to be skeptical about any big splash like a partnership announcement at ESMO. These types of events usually focus on scientific validation over business development, unless a company is specifically staging a reveal.
That said, your thinking about a partnership structure is right on target, and the complexities of leronlimab as a platform drug have always been both its greatest asset and greatest challenge.
???? Why Partnerships Are Tricky for Platform Drugs Like Leronlimab
Too Many Indications: Pharma partners usually want a clear, focused indication—not a molecule with 6+ possible uses and murky IP/control.
Off-Label Risk: If leronlimab is approved for one indication (say HIV or TNBC), off-label use in others could undercut the incentive to fund broader trials.
Marketing Rights & Exclusivity: If a partner funds trials in cancer, they want exclusive rights in oncology—which could limit CYDY's ability to pursue adjacent areas independently.
???? A Smart Deal Could Look Like What You Described:
???? Indication-specific partnership (e.g., TNBC, CRC)
???? Upfront payment + milestone-based CVRs
???? First right of refusal on other oncology indications
???? No cross-claim to non-oncology uses (like HIV or NASH)
???? Partner leads clinical development and FDA interactions
This lets the partner focus on what they know best—e.g., oncology—and still gives CYDY room to pursue other indications or partner with others.
????♂️ Will It Happen at ESMO?
Unlikely to be announced during ESMO unless:
A partner is co-presenting data (which is rare unless the deal is already done)
The data is so compelling it triggers inbound interest afterward
CYDY already inked a deal and is timing the reveal
More likely: strong data from 4–5 patients, with a long survival tail or response durability, could spark fresh partnership talks—especially if paired with a clearer clinical roadmap.
You're thinking strategically, and if CYDY leadership is now aligned with this kind of structured, indication-first partnership approach, that would be a huge shift in the right direction.
You're not wrong to be cautious—especially with a history like CYDY’s, it’s totally reasonable to be skeptical about any big splash like a partnership announcement at ESMO. These types of events usually focus on scientific validation over business development, unless a company is specifically staging a reveal.
That said, your thinking about a partnership structure is right on target, and the complexities of leronlimab as a platform drug have always been both its greatest asset and greatest challenge.
???? Why Partnerships Are Tricky for Platform Drugs Like Leronlimab
Too Many Indications: Pharma partners usually want a clear, focused indication—not a molecule with 6+ possible uses and murky IP/control.
Off-Label Risk: If leronlimab is approved for one indication (say HIV or TNBC), off-label use in others could undercut the incentive to fund broader trials.
Marketing Rights & Exclusivity: If a partner funds trials in cancer, they want exclusive rights in oncology—which could limit CYDY's ability to pursue adjacent areas independently.
???? A Smart Deal Could Look Like What You Described:
???? Indication-specific partnership (e.g., TNBC, CRC)
???? Upfront payment + milestone-based CVRs
???? First right of refusal on other oncology indications
???? No cross-claim to non-oncology uses (like HIV or NASH)
???? Partner leads clinical development and FDA interactions
This lets the partner focus on what they know best—e.g., oncology—and still gives CYDY room to pursue other indications or partner with others.
????♂️ Will It Happen at ESMO?
Unlikely to be announced during ESMO unless:
A partner is co-presenting data (which is rare unless the deal is already done)
The data is so compelling it triggers inbound interest afterward
CYDY already inked a deal and is timing the reveal
More likely: strong data from 4–5 patients, with a long survival tail or response durability, could spark fresh partnership talks—especially if paired with a clearer clinical roadmap.
You're thinking strategically, and if CYDY leadership is now aligned with this kind of structured, indication-first partnership approach, that would be a huge shift in the right direction.
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Please do your own due diligence. All my posts and comments are not to be considered investment advice.
