Sounds like with saying funding through rest of ye

Sounds like with saying funding through rest of year, milestones could be after setup to come after, NP said part 3 might be December depending on FDA decisions. But to me having that funded secured helps with negotiations.

After this first domino falls for the US HIV market, I’m expecting the others coming much faster. NP said they will partner for the other major markets and now with the US market close to being determined, they have decided on the game plan. Until that decision was made, they would have keep all options available.

Also, I’m expecting them to partner with cancer. They don’t want to pay the full way like they did with HIV, and they will not have to. The FDA requiring to go with unmet need first in HIV forced their hand to wait until you have good data in the larger market for the best deal, which has been a blessing really in mono, allowing them to meticulously fine tune mono while working with combo.

Who was in the data room?

Potential partners in cancer

TNBC trial uses carboplatin—Pfizer
MCC trial uses Regorafenib—Bayer
Dr. Patterson seemed to indicate they have data showing leronlimab will allow
Opdivo and Keytuda to work again after they stop working within 3-6 months.
So Merck and BMS

Pfizer, Merck, and BMS are already testing ccr5 drugs in their cancer trials. So Bayer would be my guess, unless the others are far enough along to know, they want in on CytoDyn’s Ccr5/Cancer patents. And with the safety data of leronlimab, it’s hard for me to see competition similarly with any Ccr5 drugs in HIV, maraviroc of course being the only one approved.