ohm: Your comment to Respert that MRK should just buy out
ohm: Your comment to Respert that MRK should just buy out CYDY, get LL approved, and move on from Keytruda is exactly what I have been thinking while diving into the LL/Keytuda CRC clinical trial conjecture and discussion on the board these last few days. Given your assessments that the LL/K combo would be neither synergistic nor capable of extending Keyrtuda's looming 4 year patent cliff, why wouldn't MRK just adopt the Green Bay Packers successful strategy of drafting Aaron Rodgers and then developing him for 3 years while Brett Favre moves through the twilight of his HOF career? MRK doesn't need to extend Keytruda when it can buy at an even better drug with plenty of patent life at a reasonable discount to replace Keytruda by the time the cliff is reached.
Notwithstanding the above, I have seen nothing to support the notion that MRK is pursuing a BO of CYDY. And even the prospect of a MRK/CYDY partnership for oncology indications would be conjectural at best. But it is mind-boggling to me that given Keytruda's patent cliff situation and MRK's many recent clinical trial failures to find a combo drug to extend the patent, that MRK has not become aggressive in pursuing LL in one way or another. Given the LL/Keytruda mouse study, it seems inconceivable that MRK would not be aware of the role of CCR5 in facilitating metastasis in so many lethal conditions and LL's singular ability to block CCR5 from doing such damage.
As you and others have pointed out, NIH funding, if it becomes available, may be the best pathway for CYDY to commercialize LL. But while that pathway has the potential to eventually generate a very high sp, it will also involve far greater risks for ultimate LL approval and the sp than a BO at a reasonable discount against potential value.
If MRK management ever wakes up and acts accordingly, I would welcome the shareholder debate over these alternative pathways.
8
CytoDyn Inc (CYDY) Stock Research Links
Scroll down for more posts ▼
Top 10 Most Recent News Articles
A Metamorphosis in Shenzhen You ever hear about a place that rockets from obscurity to global significance in the blink of an eye? Well, Shenzhen, China is that place. Forty years ago, it was just a quaint fishing village. Fast forward a few decades, and you've got yourself an international powerhouse—a testament to China's rapid development strategy. Shenzhen is now...
Continue Reading
Beating Breakdown Blues: Preventative Maintenance Insights You ever look under the hood and wonder what's ticking away? Cars ain't just about turning keys and hitting gas—there's a beating heart under all that metal and rubber. That's what HelloNation's serving us here, with David Mantz and his kid, David Mantz Jr., lifting the lid on preventative maintenance. These...
Continue Reading
Data Breach Hits See's Candies Hard Amidst Ransomware Attack Alright, folks, here's a not-so-sweet tale to kick off your day — See's Candies has found itself in a bit of a pickle. A ransomware attack, the nasty kind that makes you double-check your locks and your passwords, has reportedly exposed the personal data of its customers and employees. We're talking names,...
Continue Reading
Oven Culture: Beyond Simple Baking When it comes to the kitchen, we're always promised more than we get. You know the spiel: the heart of the home, a place for traditions. But honestly? Most ovens are about as exciting as watching paint dry. Often too cramped, uneven, and a pain in the backside to preheat. But then, out of the burning blue, Midea comes along with their...
Continue Reading
Hisense's Vision: An AI Utopia for Home Take this in: Hisense is cooking something bold at IFA 2026. They're pushing the envelope by integrating AI into our daily grind, promising to change the way we interact with the spaces that matter most. No more just dreaming about futuristic homes—these guys seem dead set on making them our everyday reality. Connected...
Continue Reading
UGREEN's Big AI Leap In the bustling scene of home tech evolution, UGREEN's throwing its hat in the ring with its latest offerings. They've just rolled out the UGREEN HomeAgent series, aiming to redefine what we think of when it comes to smart living. UGREEN, usually known for its tech gadgets, is diving headfirst into the smart home pool. These local AI hubs blend tech...
Continue Reading
IFA 2026: A New Frontier for Desktop Printing You've seen your fair share of printers over the years, but when a company like Morpho steps onto the scene with a gadget that echoes innovation, it makes you perk up those market-ears. We're talking the big unveil of their desktop UV printer at the IFA 2026 in Berlin. Morpho's contraption isn't just spewing out ink; it's...
Continue Reading
Media Heavyweights Converge in Shenzhen Picture this: Over 400 media moguls from the Asia-Pacific region, huddled together in Shenzhen under that blazing September sun. What for? They're on a mission, inspecting China's shifting landscape, hunting down fresh growth avenues in the Guangdong-Hong Kong-Macao Greater Bay Area. It kicks off within the walls of the Asia-Pacific...
Continue Reading
Sizing Up South Chicagoland Homes: What Really Gets Inspected In the world of real estate transactions, home inspections stand like grizzled veterans, proudly scrutinizing every nook and cranny before the ink dries on a property deed. Here in South Chicagoland, where the echoes of every frigid winter and sweltering summer linger, the process becomes a lifeline for buyers...
Continue Reading
What's Steering the Supplement Ship? Well, if you're paying any attention to the supplement space, you might've noticed something curious: folks are ditching complicated concoctions for good old fashioned simplicity. PureHealth Research, out of Manassas, is throwing the limelight on this trend, where people are handing in their multi-ingredient cocktail for a single...
Continue Reading
Top 5 Most Recently Viewed Articles
BofA Securities Reaffirms Confidence in CrowdStrike Holdings BofA Securities has reaffirmed its positive outlook for CrowdStrike Holdings (NASDAQ: CRWD) by keeping a Buy rating and establishing a price target of $365.00. The firm highlighted several strategic initiatives that CrowdStrike has implemented to fuel growth, including the innovative Falcon Flex program and new...
Continue Reading
GEMMABio Secures Significant Seed Funding In a bold move to transform the landscape of gene therapy, GEMMA Biotherapeutics, also known as GEMMABio, has recently secured an impressive $34 million in seed funding. This significant investment comes at a time when many sectors are facing challenges, indicating a strong belief in the company’s vision and potential....
Continue Reading
Enrollment Completed in the Phase 3 ENHANCE Trial TG Therapeutics, Inc. (NASDAQ: TGTX) recently announced a significant milestone with the completion of patient enrollment in the randomized segment of the Phase 3 ENHANCE trial. This groundbreaking trial is set to examine a newly streamlined dosing schedule for IV BRIUMVI (ublituximab-xiiy), an innovative treatment for...
Continue Reading
MiBA and AON: A Collaborative Approach to Cancer Care MiBA (Meaningful Insights Biotech Analytics) is on a mission to revolutionize oncology care by fostering data-driven, value-based practices. Their recent partnership with the American Oncology Network (AON) marks a significant step in that direction, merging innovative technology with real-world data segmentation to...
Continue Reading
Nasa Awards Launch Service for INCUS Mission Nasa has chosen Firefly Aerospace Inc. to provide the launch services for their latest mission, the Investigation of Convective Updrafts (INCUS). This innovative mission aims to deepen our understanding of the conditions that lead to tropical convective storms. Specifically, it will investigate why, when, and where these storms...
Continue Reading