MHRA meeting today, I'm glad we have our boy Mahbo
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Posted On: 10/26/2020 3:50:10 PM
MHRA meeting today, I'm glad we have our boy Mahboob "The BLA Kid" Rahman in the room, wheelin and dealin. Let's hope we get some good feedback this week. Who knows, maybe we can submit our MHRA HIV BLA by the end of November, if not sooner. Follow that with a US BLA submission a month later, that's a strong finish to the year.
I know people are concerned about future capital raises and the fact that we may not receive FDA approval for COVID until March/April, and it's frustrating.
I will first say I think the idea of having a toolbox full of therapies and vaccines available should be embraced. Who knows what tool LL will end up being, but it is highly likely that it will play an important role in beating this virus. It's likely something cool too, like pliers or a wrench. The idea that 1 thing will take this virus down is foolish, look at HIV.
For the next year plus, vaccines and therapeutics will be on short supply. SOC will continue to slowly improve, and the number of cases MAY go down. But I believe there will still be global complications with COVID.
We have 300,000 dose paid for and soon to be delivered.
Global population is 7.8 billion, with a B.
By 6/2020 there will still be a global (with a g) market for our drug, and that includes the US IMO. Imagine a world where all the doctors start learning about Leronlimab?
If we make as little as $250 a dose, thats $75 million. My estimation would be that we sell more doses globally and likely for a higher average price. If there is an FDA approved therapeutic that reduces mortality by 40-50%, do you think hospitals in the US will say "No thanks, I don't want any of that on reserve in my building."?
I think we walk out of COVID making more than $100 million, and I think that is very conservative (including timelines). It might not start with a B, but that is game changing for CYDY.
The path there doesn't look fun at the moment, but I see the COVID play paying off when the dust settles. Maybe we aren't a super mega ultra COVID blockbuster, but I still see room to make a lot of money.
Long and strong.
I know people are concerned about future capital raises and the fact that we may not receive FDA approval for COVID until March/April, and it's frustrating.
I will first say I think the idea of having a toolbox full of therapies and vaccines available should be embraced. Who knows what tool LL will end up being, but it is highly likely that it will play an important role in beating this virus. It's likely something cool too, like pliers or a wrench. The idea that 1 thing will take this virus down is foolish, look at HIV.
For the next year plus, vaccines and therapeutics will be on short supply. SOC will continue to slowly improve, and the number of cases MAY go down. But I believe there will still be global complications with COVID.
We have 300,000 dose paid for and soon to be delivered.
Global population is 7.8 billion, with a B.
By 6/2020 there will still be a global (with a g) market for our drug, and that includes the US IMO. Imagine a world where all the doctors start learning about Leronlimab?
If we make as little as $250 a dose, thats $75 million. My estimation would be that we sell more doses globally and likely for a higher average price. If there is an FDA approved therapeutic that reduces mortality by 40-50%, do you think hospitals in the US will say "No thanks, I don't want any of that on reserve in my building."?
I think we walk out of COVID making more than $100 million, and I think that is very conservative (including timelines). It might not start with a B, but that is game changing for CYDY.
The path there doesn't look fun at the moment, but I see the COVID play paying off when the dust settles. Maybe we aren't a super mega ultra COVID blockbuster, but I still see room to make a lot of money.
Long and strong.
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