One more, I believe this is it. Does someone reac
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Posted On: 02/02/2019 9:01:42 AM
One more, I believe this is it. Does someone reached unmet medial need because they could not afford HAART drugs?
From this study 75% live in poverty, 18% homeless.
https://www.cdc.gov/hiv/group/poverty.html
I'm not trying to discredit the market size. My guess is the actual market, which they can not include, will be much bigger once combo is approved because once a patients has HAART failure, MDs will use leronlimab even if MDR1, because 1) it is safer than any other HAART drugs, and 2) easy adherence with once a week injection. Isn't that why Amoxicillin is so popular and is given first (especially with children) typically as first antibiotic treatment in many areas where it covers? It has less side-effects.
MD will trend toward the safest drug that works and lerlonlimab checks both boxes. That was my initial response over 2 years ago when I found cydy after seeing news about Charlie Sheen discussing his new drug with no side-effects (below) and the MDs posting over on ihub are excited I feel for this very reason. With Charlie, I have looked, I assume he was on the 350mg dose and probably dropped out of the study, since no word from him in over 2 years. It would have been nice to investigate in p2 and start the mono p3 trial at 700mg, we would have been much further along now, but slow grind of fda.
https://www.poz.com/article/charlie-sheen-say...de-effects
Charlie Sheen has updated the world on his HIV treatment, telling The Hollywood Reporter that he experiences no side effects from the experimental injectable PRO 140
Here is my biggest question though. If the market is 3 Billion per year for combo, and the market cap is 150M right now. Why has some BP not swooped in an offered some low ball number like 1x sales of combo $3B, giving them mono, cancer, gvhd, etc for free. That would be 10x+ over current share price. I feel with that mark-up at the current price, they could convince 50% of shareholders to take the offer.
1) BP does not believe the $3B combo market
2)Maybe they BP offered and CYDY declined, who knows. But if an offer was given, CYDY made a mistake by not disclosing because once a buyout offer is given, the share price usually trends toward the buyout price, day 1 after offer. They could instantly solve the share price problem and then turn the buyout offer down... a brilliant move in my opinion.
Now since cancer hits across all areas, this is a non-issue in that area.
From this study 75% live in poverty, 18% homeless.
https://www.cdc.gov/hiv/group/poverty.html
I'm not trying to discredit the market size. My guess is the actual market, which they can not include, will be much bigger once combo is approved because once a patients has HAART failure, MDs will use leronlimab even if MDR1, because 1) it is safer than any other HAART drugs, and 2) easy adherence with once a week injection. Isn't that why Amoxicillin is so popular and is given first (especially with children) typically as first antibiotic treatment in many areas where it covers? It has less side-effects.
MD will trend toward the safest drug that works and lerlonlimab checks both boxes. That was my initial response over 2 years ago when I found cydy after seeing news about Charlie Sheen discussing his new drug with no side-effects (below) and the MDs posting over on ihub are excited I feel for this very reason. With Charlie, I have looked, I assume he was on the 350mg dose and probably dropped out of the study, since no word from him in over 2 years. It would have been nice to investigate in p2 and start the mono p3 trial at 700mg, we would have been much further along now, but slow grind of fda.
https://www.poz.com/article/charlie-sheen-say...de-effects
Charlie Sheen has updated the world on his HIV treatment, telling The Hollywood Reporter that he experiences no side effects from the experimental injectable PRO 140
Here is my biggest question though. If the market is 3 Billion per year for combo, and the market cap is 150M right now. Why has some BP not swooped in an offered some low ball number like 1x sales of combo $3B, giving them mono, cancer, gvhd, etc for free. That would be 10x+ over current share price. I feel with that mark-up at the current price, they could convince 50% of shareholders to take the offer.
1) BP does not believe the $3B combo market
2)Maybe they BP offered and CYDY declined, who knows. But if an offer was given, CYDY made a mistake by not disclosing because once a buyout offer is given, the share price usually trends toward the buyout price, day 1 after offer. They could instantly solve the share price problem and then turn the buyout offer down... a brilliant move in my opinion.
Now since cancer hits across all areas, this is a non-issue in that area.
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