MERCK = CYDY's oncology partner? What follows

MERCK = CYDY's oncology partner?

What follows is pure speculation; I have no information other than what is publicly available...
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First, a relevant excerpt from a published interview with CYDY's Cyrus Arman re: Merck's Keytruda drug:

Along with NASH, CytoDyn will focus primarily on oncology. Here, the company will target colorectal cancer and hormone receptor-positive, HER2-negative breast cancer.

These are both areas where checkpoint inhibitors have failed to show efficacy when added to a standard-of-care backbone, Arman said, adding that leronlimab has shown positive signals in both.

“From a mechanistic standpoint, we believe we could get a synergistic effect with a checkpoint inhibitor ,” he said.

Leronlimab is currently being trialed in combination with Keytruda (pembrolizumab) in a breast cancer xenograft model in partnership with MD Anderson Cancer Center.

Arman said CytoDyn expects to observe an enhanced anti-tumor effect from the combination and identify immunological biomarkers.

In terms of future partnerships, Arman isn’t concerned that CytoDyn’s history will have a negative effect.

“I think that most companies are data-first,” he said. “If we come and we show the data that we have…I think they’ll see, here's an organization that has transformed from what it used to be.”
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Now check this out:

https://www.columbian.com/news/2022/jan/07/va...-for-merck

Some thoughts:

ABSCI (which Merck has invested $610 million into), is located in Vancouver, Washington. CYDY's offices are located in... you guessed it... Vancouver, Washington. ABSCI is literally a 20 minute drive from CYDY's offices (per Waze and Google Maps).

Perhaps Merck made the CYDY/ABSCI intro, maybe even paid for the A.I. partnership btwn CYDY/ABSCI. Remember, per Antonio on the conference call, the A.I. partnership is to help develop long-acting Leron, which would benefit Merck as well (if they are indeed partnered with CYDY).

Maybe the reason we haven't heard the (overdue) MD Anderson Keytruda/Leron study results is because Merck is waiting for the FDA hold to be lifted on Leron. After hold lift, the study results get a splashy P.R. along with a Merck/CYDY partnership announcement + ABSCI/CYDY partnership announcement.

Merck probably doesn't want to announce a partnership with a drug that's on hold; bad optics. FDA lifts the Leron hold and the floodgates begin to open (HIV, NASH, ONCOLOGY etc.).

KNOW WHAT YOU OWN:

https://health.economictimes.indiatimes.com/n...a/99937783

https://www.globenewswire.com/news-release/20...-2030.html

And what's HIV cure worth - not just in terms of drug sales and lives saved, but also in terms of how that burnishes the CYDY/LERON "brand"? The miracle drug that cures HIV and countless other diseases.

Perhaps NIH has alerted FDA regarding Leron's potential role in HIV cure, hence the FDA's renewed interest in Leron/HIV? More here:

https://www.fda.gov/science-research/advancin...il-charter

https://pharmafile.com/news/nih-grant-researc...-cure-hiv/

FIVE studies going on @NIH re: Leronlimab:

https://reporter.nih.gov/search/ysXzT4Chxkiz7...g/projects


I remain... #BULLISH

P.S. Current favorite song: https://www.youtube.com/watch?v=b0cAWgTPiwM