Great Post Respert24 I agree that long-acting
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Posted On: 03/06/2025 6:59:54 AM
Great Post Respert24
I agree that long-acting Leronlimab wouldn’t necessarily be a deal-killer for licensing—it actually adds future value. If anything, pharma companies will want to lock in now before it becomes even more expensive. The comparison to the Immunomedics buyout at $21 billion makes sense if key indications (like oncology and fibrosis) show strong clinical validation.
The Bill & Melinda Gates Foundation getting involved for HIV and possibly Alzheimer’s is an interesting angle. If that plays out, it could accelerate progress in those areas without CytoDyn having to give up too much equity early.
If a big player like Merck, Gilead, or GSK jumps in for fibrosis or Mash, that sets the stage for an eventual full acquisition. The question is how much leverage CytoDyn can maintain before they get an offer they can’t refuse.
What’s your take on timeline? If a licensing deal is “very soon,” when do you think we see the first concrete buyout offers—2025, 2026?
I agree that long-acting Leronlimab wouldn’t necessarily be a deal-killer for licensing—it actually adds future value. If anything, pharma companies will want to lock in now before it becomes even more expensive. The comparison to the Immunomedics buyout at $21 billion makes sense if key indications (like oncology and fibrosis) show strong clinical validation.
The Bill & Melinda Gates Foundation getting involved for HIV and possibly Alzheimer’s is an interesting angle. If that plays out, it could accelerate progress in those areas without CytoDyn having to give up too much equity early.
If a big player like Merck, Gilead, or GSK jumps in for fibrosis or Mash, that sets the stage for an eventual full acquisition. The question is how much leverage CytoDyn can maintain before they get an offer they can’t refuse.
What’s your take on timeline? If a licensing deal is “very soon,” when do you think we see the first concrete buyout offers—2025, 2026?
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