Optics: 2018 / 2024: U.S. Market Potential: HA
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U.S. Market Potential:
HAART failures:
70,000 pts with two or more drug class resistances
70,000 pts x 70% (R5-HIV strain) = 49,000 HIV pts R5 eligible
49,000 pts x $24,000
(current market pricing) = ~ $1.2 billion
Label Expansion Switch to Monotherapy Maintenance:
U.S. Market Potential
Target population (suppressed VL) = 17.5% of 1.3 million HIV+ = 227,500
227,500 pts x 70% (R5-HIV) = 159,250 pts
159,250 pts x $24,000
(current market pricing) = ~ $3.8 billion
BLA Submission for HIV Combination Therapy: 3Q 2018
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Now compare that 2018 market potential, to this 2024:
https://www.cytodyn.com/pipeline
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Alzheimer’s market alone, is a $2T growth projection, from current $1T.
Other than wanted to look back refresh/compare/appreciate for myself of April 2018 to 2024, & anyone else of same timeframe or longer --- (which sure aren't very many) --- & to really hit home for anyone, the significance of when Dr. J said 2024 will be a pivotal year.
*CEO in November 2023
*Lifting FDA’s hold March 2024
Stunning work, that all of Mgt has done with Cytodyn.
To go from hyping "$5b market potential" & "filing" a BLA.
To Leronlimab today being developed up to it's true potential of what it is:
a platform drug with no toxicity or drug interaction.
Find a pharma company who has ever had, this kind of turnaround potential --
even with or without an FDA hold period.
My 2018 vision doesn't recognize today's Cytodyn & @ times still seemed like a dream.
With funds raised, trial updates & new job openings have solidly brought me out of 2018 & into:
"yes, all things true, is really happening"
100% comfortably day to day on that.
That's extremely rare in the stock market.
Thanks to what Leronlimab is:
A rarity, that will safely help humanity.
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