I'll add that a few of the major reasons we see drug

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I'll add that a few of the major reasons we see drug treatments change over time, to increase effectiveness and/or limit side effects, are buoyed by the fact that many drugs are not as effective or safe as they eventually can be. Or the administration pathway utilized (inhalation vs tablet) may have a positive benefit on disease if someone could figure out how to do it differently. Inhaled insulin is a white whale example that has been worked on for many years.

When considering Leronlimab, we have as good of a safety profile as you could ask for. It doesn't appear that there's a way to significantly improve it. The effectiveness could almost certainly be improved with different dosing schedules and patient experience improved with different routes of administration. But that can all be done with Leronlimab throughout its patent life, extended patent life, and generic life. We've seen at least two newer ways to treat blood pressure since Ace Inhibitors came out (ARBS and another that escapes me. There could be another one or two by now) that improved efficacy, safety, or both. But I guarantee you that if you have a first line blood pressure drug it's almost certainly Lisinopril, an Ace Inhibitor.

We can see many examples of why it isn't just mechanism of action (CCR5 inhibition) that makes a drug a drug. It can be a small or large molecule, vary in side effects as a result, have a shitty binding affinity, never make it to market because a company shelves it to focus on yet another cholesterol drug.

Once Leronlimab, as safe as it is, comes to market for all or many of its possible indications, there just simply won't be that much room for improvement. Eventually you get me-too options but by then we're Kleenex, Viagra, or Respert24. In the meanwhile we extend our patent life with each new indication and then later with Vyrologix CR (continued release), Vyrologix Respimat Inhaler (soft mist), and Vyrologix Gummies.

Claritin for Allergies was gigantic until it ran out of patent life. So what did they do? They came out with Clarinex. Surprise! It's just the active metabolite of Claritin but now it's different and here come additional years of patent life. But with Leronlimab you aren't going to be able to do that. Or I'm unaware of how that would be possible. We block CCR5 with amazing efficiency and safety. You're not going higher in the chain of command like you can with an ARBs/ACEIs (They work "together" but one after the other in controlling blood pressure) or lower like you'd be doing just targeting IL-6 or something like a rank amateur.

It's the real deal and will remain the real deal for a long, long time. Of course there will be competition, but in terms of patent life for a billion dollar drug we have plenty of runway.

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