(Total Views: 499)
Posted On: 05/16/2025 7:31:48 PM
Post# of 155790

Imo correct.me if I am.wrong or really off base, but what puts LL in a unique position is their moa makes other therapeutics perform better by making tumors easier to detect. Thereby I would think their target market for oncology would be all large biotechs with therapies in solid tumor oncology. By showing thru trials they can enhance the effectiveness of these other therapies, it opens up the market more for cytodyn.
I am looking at it, based off the moa in relation to other therapeutics, LL acts as an enhancing additive making other therapies work more effectively. So if LL can get approval without a partner or being acquired, then they would have a access to a large marketshare of solid tumor oncology thru other therapeutics. Imo this is also a more secure business model for it too because you are not tied to one therapeutic thru a partnership or buyout, but sales.
Dont get me wrong, I look forward to our molecule saving lives, and support any pathway to get LL in the hands of patients and doctors, but from a business model standpoint, if they can go at it alone and get approval, they can position themselves very well for growth and a diverse set of revenue streams.
All Imo.
I am looking at it, based off the moa in relation to other therapeutics, LL acts as an enhancing additive making other therapies work more effectively. So if LL can get approval without a partner or being acquired, then they would have a access to a large marketshare of solid tumor oncology thru other therapeutics. Imo this is also a more secure business model for it too because you are not tied to one therapeutic thru a partnership or buyout, but sales.
Dont get me wrong, I look forward to our molecule saving lives, and support any pathway to get LL in the hands of patients and doctors, but from a business model standpoint, if they can go at it alone and get approval, they can position themselves very well for growth and a diverse set of revenue streams.
All Imo.


The fault-finder will find faults even in paradise. -Henry David Thoreau