Bingo…I believe the focus on patients with relapsed/refractory microsatellite stable colorectal cancer will prove to be unmet need territory and an accelerated path to approval. Cross reference MGK’s recent link here to an older post on Reddit and in particular the Cytodyn slide “Three Categories of Response to Anti-PD-1/PD L1. The area under the treatment curve involving monotherapy with these agents is small compared to disease states (light blue on the slide) such as GBM, prostate, pancreatic, and CRC MSS cast as “non-responders”. The common denominator in this group involves high CCR5 expression.
The implication if it pans out is that Leronlimab is not the little engine that needs the big railroad (Merck); Leronlimab owns the winning bingo space. The Bingo payout here is huge.