My eyes glazed over when reading the letter to shareholders today when I hit the “notice of forward looking statements” and therefore initially missed the science section. I would urge anyone who might have missed it to read it carefully. In toto it paints a pretty clear picture of the path being forged, triangulating in on three different solid tumor types (MSS CRC, mTNBC, recurrent glioblastoma), all notoriously difficult to treat, from multiple angles attempting to affirm a new mechanism of action leading to new hope: preclinical work, published data and manuscripts in progress, CRC trial adaptation to prospectively pulse check the PD-L1 thesis in real time which surfaced under mTNBC, giving Leronlimab a chance to prove its mettle as an anti-cancer agent without the interpretive fog from immediate ICI therapy being triggered, while also allowing continuation of Leronlimab with a roll over protocol ICI option. As we are aware and now have updates there are other arrows in the quiver also being deployed for functional HIV cure along with Alzheimer’s.

The vision is crystallized, we need patient enrollment in the CRC study ramped up to allow that aspect of the story to unfold. Make some magic happen Ben Weinberg, be instrumental in affirming this paradigm shift in treatment we are on the precipice of!