I agree that leronlimab becomes GILD competition as soon as approved for combo, but IMO GILD will remain competition even after leronlimab is approved for mono. Even with a much better safety profile it will not be adopted wide enough to take all of eligible R5 patients to where competition no longer exists. They and other HIV drugs will remain competition (50% or greater R5 HIV market share) due to 1) uninformed 2) afraid of change 3) fear of needles 4) costs. This won’t change overnight and we don’t need to own the market (although the higher penetration the better) to make CYDY a very successful investment. Competition is healthy and for the patients sake, hopefully improvements continue until eradicated.....and we will still have cancer to fall back on.
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