“ intended to convey a speculative positive conn
Post# of 146045
Definitely on the same page with you. The MSS CRC is going to happen, it’s only a question of when. Just when all eyes were on this study news breaks that a CRO has been lined up on the HIV inflammation study. Meanwhile I am sure Dr Jay’s phone has been lighting up regarding CRC details.
Cytodyn is now a ship leaving port for destinations where the ore is rich and mining prospects excellent. I love the pivot taking place. The HIV inflammation study will have a very broad market, not just a sub-set involving dual therapy as the previous BLA was destined for. Gilead has staked a good claim on various sub-populations for HIV. If this study pans out the addressable market will likely embrace virtually everyone with HIV. The same pivot is happening with cancer…we had fantastic results with TNBC, bumping up against breakthrough therapy designation. That said TNBC is a smaller subset of breast cancer. The pivot to MSS CRC opens the door to 85% of patients with CRC being the third most common cancer worldwide. In both cases there is almost no-one saying they have a really effective solution. We will be in sole possession of the “Spice Melange.” Both of these indications scream breakthrough therapy designation.
On first approval with some revenue coming into the treasury the Cytodyn town crier can pull out OHM’s indication list and there will be the resources to explore other indications. It will be the gift that keeps on giving.
Katangolo in a recent post summed it up well and with sage advice I plan to follow:
“ LL is like no molecule I have ever come across. Sure, there will be spikes and pullbacks but bigger spikes will follow the pullbacks for quite some time- this is a multi-disease state platform drug; that can’t be understated.
I have always told friends, “put in whatever $ you are willing to lose” which distances me from the time this has taken and price drops we have endured but I’ll be damned if I’m going to sell because it spikes. I’ll sell to make big purchases in the things we all dream about, but, knowing what I know about how LL performs by blocking CCR5, I’ll keep my money in CYDY or any acquiring company until we have 10 or more indications- and that’s only if I need it. It’ll be a money-machine then.”
Investors Hangout: https://investorshangout.com/post/view?id=671...z8jkrkQ1we
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