Thanks TechGuru.
I think many people have not fully-captured, or processed, the importance of what was said during that part of the call.
I have been doing research on the global market size for both influenza and pneumonia for some time. So, I was quite excited when Dr. Patterson actually mentioned influenza by name -- because it represented the company's contemplation of that indication.
Video Link: https://youtu.be/pVhpq4kLDsE?t=2055
However, I was a bit surprised that he didn't mention pneumonia, especially because it represents a market opportunity that is approximately ten times that of influenza. But in retrospect, I think he was just trying to present a garden variety example of a common viral infection, and leronlimab's applicability.
But then he said ...
Video Link: https://youtu.be/pVhpq4kLDsE?t=2096
Dr. Patterson is an extremely articulate man who chooses his words very carefully. I have yet to hear any evidence of exaggeration or hyperbole coming from his lips. And his very intentional emphasis of the word "ADDITIONAL" leads me to believe that a massive light bulb has gone off in his head. And this light bulb has probably been powered by the many weeks he and his team have been burning the midnight oil, obsessively studying the labs from the EIND patients, as well as preparing for the drafting and publishing of his research paper.
I certainly don't want to get ahead of myself, but I submit that if you were already impressed with the existing long laundry list of potential leronlimab indications -- you might want to prepare for that list to grow even longer. And it might grow to include some indications that we never considered, and that represent very significant annual revenue.
I think many people have not fully-captured, or processed, the importance of what was said during that part of the call.
I have been doing research on the global market size for both influenza and pneumonia for some time. So, I was quite excited when Dr. Patterson actually mentioned influenza by name -- because it represented the company's contemplation of that indication.
Video Link: https://youtu.be/pVhpq4kLDsE?t=2055
We've already discussed, in the most general of terms, what an influenza indication might be worth -- knowing full well that we don't have access to critically important metrics such as opportunity size, market penetration, peak annual sales, dose size/cost, and COGS.Quote:"Yes, absolutely, there's other viral infections most notably influenza that happens every single year that also has a cytokine storm in its severe cases. So it's absolutely possible, and probable I would say, that we would be looking at leronlimab for influenza as well".
However, I was a bit surprised that he didn't mention pneumonia, especially because it represents a market opportunity that is approximately ten times that of influenza. But in retrospect, I think he was just trying to present a garden variety example of a common viral infection, and leronlimab's applicability.
But then he said ...
Video Link: https://youtu.be/pVhpq4kLDsE?t=2096
Please use the video link above that quote and listen to the inflection of the word "ADDITIONAL". Quite frankly, the delivery of this quote floored me -- especially coming from someone like him, and how he has led the company to indications that no one else could possibly see.Quote:What we've learned through COVID is going to be incredibly beneficial for CytoDyn going forward in terms of ADDITIONAL indications (his emphasis -- not mine) and because of the broad effects that we see on the immune system.
Dr. Patterson is an extremely articulate man who chooses his words very carefully. I have yet to hear any evidence of exaggeration or hyperbole coming from his lips. And his very intentional emphasis of the word "ADDITIONAL" leads me to believe that a massive light bulb has gone off in his head. And this light bulb has probably been powered by the many weeks he and his team have been burning the midnight oil, obsessively studying the labs from the EIND patients, as well as preparing for the drafting and publishing of his research paper.
I certainly don't want to get ahead of myself, but I submit that if you were already impressed with the existing long laundry list of potential leronlimab indications -- you might want to prepare for that list to grow even longer. And it might grow to include some indications that we never considered, and that represent very significant annual revenue.
14
