Quote:My & other's question is: Will this company EVER get its act together, and go up? With its horrible track record, I think not. The management of this company need to all go. What's really needed is an excellent activist to force company change. I think that hasn't happened, because no one has the interest. And probably because they see this company as too difficult to turn around.
No, not a cydy shareholder, gild, after cc.
https://seekingalpha.com/article/4248182-gile...art=single
Interesting item
Quote:We want to keep being the leading company, we want to keep innovating, but the capsid data we presented at Croix was fantastic, healthy volunteers, but exposure after a single subcutaneous injection out to six months is above the required exposure to have an anti-viral effect. So that's a great backbone, if you like to use the word backbone for a long acting regimen. We believe that a long acting regimen to ultimately suit most people living with HIV, should be a small volume, non-painful subcutaneous administered at home injection every three months or less frequently.
That would be ideal. And, what sort of uptake that would have would be, time will tell if we can get there. So, what we have to do is we now have to do with the Capsid, which has all these favorable pharmacology properties for a long acting is look at its anti-viral effect. So, we'll do a study in humans infected with HIV, look at the antiviral potency. Then, we have to find the partner for it. And, it has to not be given alone because of resistance. So, could it be a TAF based partner, could it be a integrase based partner, what's the ideal partner to develop a very, very good small volume, those characteristics, subcutaneous injection.
And then of course, another exciting thing about Capsid is, if it's 24 weeks or three months plus exposure, a prep indicates particularly in people who don't want to take a medicine every day, the stigma of having to take the medicine every day. So there's another opportunity for us to explore this at least through clinical development and research in terms of what it might be suitable for, for prep as well. So that's how programs along - around long acting, but finding a partner, antiviral efficacy, phase 2 studies. That's the next steps.
