USS Johnston: I would think almost any BP would be

USS Johnston: I would think almost any BP would benefit from a partnership or BO with CYDY, but the most sensible fit, given Cyrus" stated desire to combine LL with a checkpoint inhibitor in oncology would be the handful of BP that market checkpoint inhibitors, which would include GSK. However, the elephant in the checkpoint inhibitor room is clearly MRK/Keytruda. Bear in mind that while combining LL with any checkpoint inhibitor might result in FDA approvals for multiple oncology indications and might potentially support extending patent protection for the subject checkpoint inhibitors, those outcomes are magnified in the case of Keytruda because of the scale of its sales revenue.

When Humira went off over its patent cliff recently, its sales revenue fell from $20B in 2021 to $13B in 2022. Keytruda's 2022 revenue was $24B and its patent cliff is in 2028. Do the math on collecting an extra $7-8B for several more years if MRK could convince the patent office that obtaining increased efficacy by combining Keytruda with FDA disparaged LL was "unexpected."