Sounds eerily like cydy and its ICI tack. And I guess there are multiple others researching along the same lines as cydy. But they seem to be further behind cydy. Here is a quote from their PR.

"The program will initially target advanced breast cancer and non-small cell lung cancer (NSCLC), where PD-1/PD-L1 immunotherapies are widely used but resistance remains common. IND-enabling studies are expected to commence within six months, with a goal of initiating first-in-human studies within approximately 15 months."

Net, net, I would say that this is another good news confirmation of cydy's MoA and ICI plans than a sign of meaningful competition.