I didn’t watch it either. As soon as I saw the q
Post# of 148169
It would seem impossible that he doesn’t know about Leronlimab at this point. So if we assume that to be true and think about all of his comments about mabs, the best I can infer is that he is either dismissing Leronlimab as a real option (for whatever reason, political, too small of a company, thinks all mabs are the same, etc) or he doesn’t see Leronlimab as an option until late summer or fall.
We should have severe/critical data by then. Even though we’ll have mild to moderate data next week(ish) it is a phase 2. It worries me a little that the FDA’s plan may be targeting completion of our S/C trial for any sort of approval. You could make that argument as a staunch believer in the FDA’s processes since M to M is a phase 2 and that’s not the time that the FDA likes to give approval. All of that being said, Even if that’s the FDA’s plan we can, and likely will, blow that plan up with strong data. Either they look like idiots for ignoring a success that the media is aware of. Or another country, or countries, will step up and gladly buy us out of stock. I can’t imagine the FDA, who needs a win badly, would overlook good data at this point or let another country steal a real Covid treatment option out from under us.
So I’m loaded with shares and hopeful. But I’m also frustrated with Fauci and the FDA. This late in the game and they aren’t even acknowledging the existence of Leronlimab (in my opinion).