While we are all wondering what is going on with t
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Posted On: 05/25/2022 8:28:14 PM
While we are all wondering what is going on with the business end of things, our little molecule got a little more valuable through some independent research.
From an article by Sarah Knapton in the Telegraph entitled:
Memory Loss in Older Age Could Be Reversed By HIV Drug
"Memory loss in older age could be restored using a readily available HIV drug, scientists hope, as they plan to begin human trials.
Researchers at the University of California have discovered a key gene that prunes needless memories, and found that switching it off boosts recall.
Crucially, the gene also encodes the receptor which HIV needs to enter cells, and a drug called maraviroc is already available to silence its effect.
The findings suggest that the drug may be a simple way to strengthen human memory in middle age and a possible early intervention for dementia."
The research was done on mice, so there is that caveat... But the work seems to jive with the results from the long-haulers trial, where leronlimab helped with brain fog. The doctor behind the research, Alcino Silva, is a Prof of Neurobiology and Psychiatry at UCLA. Maybe Dr Otto Yang ought to give him a call and talk about a better CCR5 antagonist he knows a little something about...
(Hey Goosepumps, you can now add a few billion more people with dementia to your calculations for the potential addressable market for leronlimab).
* * * *
At this point I'm fine with the silence of the Company--if they really are making progress on the business end of things, and restoring credibility with the FDA and the scientific and business community.
I'd be happy with incremental progress, moving us towards a stable stock price in the lower/middle single digits sometime in the fall/winter, uplisted to the NASDAQ, and ready to make a major move upward next year. When we will not only have excellent data but credibility and financing through well-thought out partnerships. Ideally, multiple partnerships, based on discrete indications. (With a game-plan for which indications the Co is going to reserve for itself). In other words, a rational plan for developing such a promising asset...
And of course by the fall/winter we will be much much closer to an approval for HIV, with a BLA in the works, which de-risks everything.
Seems like biotechs always take much longer for things to mature and develop. And credibility and reputation usually don't change overnight. I'm fine with that. Even with good NASH and/or cancer data I don't think we'll suddenly jump this summer. Or we'll spike up a buck or two and settle lower.
But I am expecting great things in the fall/winter/spring timeline... The end of the beginning, so to speak. And the beginning of a sustainable upward run.
All IMHO of course. Except the dementia study. Which is not opinion.
From an article by Sarah Knapton in the Telegraph entitled:
Memory Loss in Older Age Could Be Reversed By HIV Drug
"Memory loss in older age could be restored using a readily available HIV drug, scientists hope, as they plan to begin human trials.
Researchers at the University of California have discovered a key gene that prunes needless memories, and found that switching it off boosts recall.
Crucially, the gene also encodes the receptor which HIV needs to enter cells, and a drug called maraviroc is already available to silence its effect.
The findings suggest that the drug may be a simple way to strengthen human memory in middle age and a possible early intervention for dementia."
The research was done on mice, so there is that caveat... But the work seems to jive with the results from the long-haulers trial, where leronlimab helped with brain fog. The doctor behind the research, Alcino Silva, is a Prof of Neurobiology and Psychiatry at UCLA. Maybe Dr Otto Yang ought to give him a call and talk about a better CCR5 antagonist he knows a little something about...
(Hey Goosepumps, you can now add a few billion more people with dementia to your calculations for the potential addressable market for leronlimab).
* * * *
At this point I'm fine with the silence of the Company--if they really are making progress on the business end of things, and restoring credibility with the FDA and the scientific and business community.
I'd be happy with incremental progress, moving us towards a stable stock price in the lower/middle single digits sometime in the fall/winter, uplisted to the NASDAQ, and ready to make a major move upward next year. When we will not only have excellent data but credibility and financing through well-thought out partnerships. Ideally, multiple partnerships, based on discrete indications. (With a game-plan for which indications the Co is going to reserve for itself). In other words, a rational plan for developing such a promising asset...
And of course by the fall/winter we will be much much closer to an approval for HIV, with a BLA in the works, which de-risks everything.
Seems like biotechs always take much longer for things to mature and develop. And credibility and reputation usually don't change overnight. I'm fine with that. Even with good NASH and/or cancer data I don't think we'll suddenly jump this summer. Or we'll spike up a buck or two and settle lower.
But I am expecting great things in the fall/winter/spring timeline... The end of the beginning, so to speak. And the beginning of a sustainable upward run.
All IMHO of course. Except the dementia study. Which is not opinion.
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