Good day. Hope everybody is Florida is safe. U
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Posted On: 09/01/2019 3:29:05 PM
Good day. Hope everybody is Florida is safe.
Upfront I would like to say I invested in CYDY on basis of the combination potential of Leronlimab. My DD and decision-making didn’t account for Mono, Oncology, Prep and other indications simply because I had the belief that either CYDY was going to be BO or, commercializing the combo, would rapidly increase the SP.
After several months today I firmly believe that the best path to put the drug into the market would be either a BO or partnership.
The reason is simple: we have competition breathing down our necks, so to speak. In the very competitive HIV market delay means losing it. More true when one is competing with BP with much larger resources than us.
The ideal partner would be GILD, their 3y CAGR revenue growth was -12% largely due to HIV drugs sales decrease, its “claim to fame” has been to upgrade its top-selling medication with TAF and Descovy replacing Truvada (with fewer side effects.).
Long-active injection drugs with fewer side effects is the future of HIV.
This is exactly what Leronlimab is.
GILD does not have (as far as I know) a two drug combo that can compete with the new challenges from GSK (through ViiV & Pfizer switching TAF-containing regimen to 2-drug dolutegravir/lamivudine), and, aside from developing its TAF-based line of products, (Descovy) may not have a good pipeline in HIV.
CYDY will fit GILD like a glove, not only giving them a two drug-regime but, giving GILD the lead in Monotherapy. With GSK in the toes of GILD I really don’t understand why they are not looking seriously at CYDY.
Any thoughts ???
Upfront I would like to say I invested in CYDY on basis of the combination potential of Leronlimab. My DD and decision-making didn’t account for Mono, Oncology, Prep and other indications simply because I had the belief that either CYDY was going to be BO or, commercializing the combo, would rapidly increase the SP.
After several months today I firmly believe that the best path to put the drug into the market would be either a BO or partnership.
The reason is simple: we have competition breathing down our necks, so to speak. In the very competitive HIV market delay means losing it. More true when one is competing with BP with much larger resources than us.
The ideal partner would be GILD, their 3y CAGR revenue growth was -12% largely due to HIV drugs sales decrease, its “claim to fame” has been to upgrade its top-selling medication with TAF and Descovy replacing Truvada (with fewer side effects.).
Long-active injection drugs with fewer side effects is the future of HIV.
This is exactly what Leronlimab is.
GILD does not have (as far as I know) a two drug combo that can compete with the new challenges from GSK (through ViiV & Pfizer switching TAF-containing regimen to 2-drug dolutegravir/lamivudine), and, aside from developing its TAF-based line of products, (Descovy) may not have a good pipeline in HIV.
CYDY will fit GILD like a glove, not only giving them a two drug-regime but, giving GILD the lead in Monotherapy. With GSK in the toes of GILD I really don’t understand why they are not looking seriously at CYDY.
Any thoughts ???
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