Alzheimer’s is a big market, no doubt. But what
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Posted On: 07/26/2020 2:43:41 PM
Re: ClosetInvestor #45005
Alzheimer’s is a big market, no doubt. But what I’m thinking is: if Leronlimab doesn’t get approved for Covid, when the drug is clearly outperforming everything else available, or if it gets approved but this somehow doesn’t translate to huge revenue for the company (because of supply issues or because of mysteriously low demand or for whatever reason) then how can we be optimistic about any other indication?
No other indication is going to put more pressure on government and FDA than Covid. If Covid doesn’t work out for us then...
Covid not working for us doesn’t mean that the drug will be any less efficacious towards all other indications. But what it would mean is that the company isn’t able to push the drug forward (whether it be cause we’re being blocked by greater forces or because the leadership is incapable, I don’t really care why). The truth of the matter is that while progressing the drug is taking us so much time for us, BP is moving much faster, and so is science in general. Zero CTCs is impressive but there’s quite a few drugs showing similar responses in early cancer trials. So even though we are currently ahead in terms of efficacy, there’s certainly no guarantee that will be the case in 2-3 years from now. IMO that’s most definitely the timeline we’re looking at.
Leronlimab is king. But that’s half of the game. The other half is leadership. I pray that NP proves me wrong, and that I’m wrong in criticizing him.
No other indication is going to put more pressure on government and FDA than Covid. If Covid doesn’t work out for us then...
Covid not working for us doesn’t mean that the drug will be any less efficacious towards all other indications. But what it would mean is that the company isn’t able to push the drug forward (whether it be cause we’re being blocked by greater forces or because the leadership is incapable, I don’t really care why). The truth of the matter is that while progressing the drug is taking us so much time for us, BP is moving much faster, and so is science in general. Zero CTCs is impressive but there’s quite a few drugs showing similar responses in early cancer trials. So even though we are currently ahead in terms of efficacy, there’s certainly no guarantee that will be the case in 2-3 years from now. IMO that’s most definitely the timeline we’re looking at.
Leronlimab is king. But that’s half of the game. The other half is leadership. I pray that NP proves me wrong, and that I’m wrong in criticizing him.
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