Spot on and I totally agree. I don’t feel negati
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Posted On: 01/08/2025 8:21:55 AM
Spot on and I totally agree. I don’t feel negative about this at all. I agree that someone has asked them to withdraw and I think that reason is a positive reason. I also think it has to do with the two latest mouth studies for MASH.
Reminds me of the arms race with hepatitis C that I’ve mentioned before. Those 4 to 6 biotechs more than a decade ago who were racing to come out with data and therefore acquisition or first to market got really quiet as the data started to roll out. Feels similar now, and I think we see more of that as other disease states start to show more signals..
We know that the GLP-1’s are aggressively going after a MASH indication I’ll be at they won’t be able to grab the entire Market, but there seems to be a niche for them. I pause it that they will be on the guidelines and so establishing safety, efficacy, and MOA with this class of drugs, and LL is a nice way to lay the foundation if you want to be on the guidelines later yourself.
So I like the silence. Why? Because I think constructive conversations are going on possibly about partnerships or licensing and most likely with NDA‘s. So that leaves half the people out there squirming and complaining but we have a lot of irons in the fire and this is one shot on goal with the game plan that is shaping up to produce results that will catch the eye and hopefully the wallets of big Pharma.
MASH isn’t a joke. MDGL can get 5% of the market at best. Estimated $26 billion market? And I agree with you., Respert, that these presentations and posters can be lost. I have been an author and presented at conferences before and sometimes you stand there at the poster and people just keep walking by and not really pausing to look at what you are there to defend. So Melissa might have had 10 or 20 people she interacted with at her poster or presentation. Maybe it’s 50 people.
Maybe CYDY has a bigger audience with those bigger wallets. The big wallets don’t go to these conferences. It’s medical doctors and some mid-level commercial and medical folks from the Pharma industry who don’t really have the authorization to pull the trigger. They might be able to go back to home office and report what they learned but a lot of that gets lost as well. I can attest to that first hand.
And maybe those NDA’s make it so that we don’t actually see the data from the two mouse studies in January as everyone is hoping for. When these conversations are going on about partnerships, sometimes companies can go dark for months before we get the big news. Frustrating from an investors perspective, but after many years of doing this, you just have to rely on patience.
I am very Bullish about MASH and I feel very strongly that we will have a seat at the table and will be on the guidelines down the road, but what that timeline looks like I have no idea and I’m OK with that. Especially because of the multiple shots on goal we have with multiple disease states, major teaching institutions, the support from foundations and government funding that is in place or might also be coming, the experts we have helping us and the promising signals that LL is continuing to show.
It’s a lovely story, folks, and we are watching it unfold. Yeah we dealt with a bunch of nonsense over the years, including the Covid stuff, the leadership that had no business being there, and our regulatory struggles, including the two year hold, but I feel all of that is in the rearview mirror with Dr Jay at the helm.
2025 is shaping up to be a year with lots of encouraging signals. So I’m going to drive around now and look for an airport with until I find a Godfather‘s pizza (is filet mignon a new topping?) and be thankful that we have Respert Roundtable, the Dark Knight, on our side.
Reminds me of the arms race with hepatitis C that I’ve mentioned before. Those 4 to 6 biotechs more than a decade ago who were racing to come out with data and therefore acquisition or first to market got really quiet as the data started to roll out. Feels similar now, and I think we see more of that as other disease states start to show more signals..
We know that the GLP-1’s are aggressively going after a MASH indication I’ll be at they won’t be able to grab the entire Market, but there seems to be a niche for them. I pause it that they will be on the guidelines and so establishing safety, efficacy, and MOA with this class of drugs, and LL is a nice way to lay the foundation if you want to be on the guidelines later yourself.
So I like the silence. Why? Because I think constructive conversations are going on possibly about partnerships or licensing and most likely with NDA‘s. So that leaves half the people out there squirming and complaining but we have a lot of irons in the fire and this is one shot on goal with the game plan that is shaping up to produce results that will catch the eye and hopefully the wallets of big Pharma.
MASH isn’t a joke. MDGL can get 5% of the market at best. Estimated $26 billion market? And I agree with you., Respert, that these presentations and posters can be lost. I have been an author and presented at conferences before and sometimes you stand there at the poster and people just keep walking by and not really pausing to look at what you are there to defend. So Melissa might have had 10 or 20 people she interacted with at her poster or presentation. Maybe it’s 50 people.
Maybe CYDY has a bigger audience with those bigger wallets. The big wallets don’t go to these conferences. It’s medical doctors and some mid-level commercial and medical folks from the Pharma industry who don’t really have the authorization to pull the trigger. They might be able to go back to home office and report what they learned but a lot of that gets lost as well. I can attest to that first hand.
And maybe those NDA’s make it so that we don’t actually see the data from the two mouse studies in January as everyone is hoping for. When these conversations are going on about partnerships, sometimes companies can go dark for months before we get the big news. Frustrating from an investors perspective, but after many years of doing this, you just have to rely on patience.
I am very Bullish about MASH and I feel very strongly that we will have a seat at the table and will be on the guidelines down the road, but what that timeline looks like I have no idea and I’m OK with that. Especially because of the multiple shots on goal we have with multiple disease states, major teaching institutions, the support from foundations and government funding that is in place or might also be coming, the experts we have helping us and the promising signals that LL is continuing to show.
It’s a lovely story, folks, and we are watching it unfold. Yeah we dealt with a bunch of nonsense over the years, including the Covid stuff, the leadership that had no business being there, and our regulatory struggles, including the two year hold, but I feel all of that is in the rearview mirror with Dr Jay at the helm.
2025 is shaping up to be a year with lots of encouraging signals. So I’m going to drive around now and look for an airport with until I find a Godfather‘s pizza (is filet mignon a new topping?) and be thankful that we have Respert Roundtable, the Dark Knight, on our side.
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