Beyond the PR today: inferences of note: Outsid
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Posted On: 05/13/2025 12:03:12 PM
Beyond the PR today: inferences of note:
Outside the big reveal that OHM20 is actually the man behind the AI curtain, I glean two important sub-texts:
1) While we are technically talking about mTNBC, we are actually speaking about a raft of different solid tumors. Validate the mechanism of action and you kick open the oncologic treatment door to a wide range of other solid tumors. FDA can and should be looking at it that way and the mechanism (along with paradigm shifting results) will give them license to pull the trigger on accelerated approval. The CRC trial has been amended to affirm it.
2) This is not a move to steal BP cheese, they feel threatened and you get shunned, it is a “better together” overture. Cytodyn is now the Belle of the Ball and should have numerous suitors.
The moves on the dance floor with the big’s on the checkpoint inhibitor market are a prelude to the future. With the right partner you control your destiny. Alexander the Great saw it this way: “Remember upon the conduct of each depends the fate of all.” Victory leans into the collective strength of all the players, not just the hoplites but the chariots, horses, and archers. A CCR5 blocker, checkpoint inhibitor, perhaps in the case of tNBC an initial carpet bombing with carboplatin and you win the war.
Outside the big reveal that OHM20 is actually the man behind the AI curtain, I glean two important sub-texts:
1) While we are technically talking about mTNBC, we are actually speaking about a raft of different solid tumors. Validate the mechanism of action and you kick open the oncologic treatment door to a wide range of other solid tumors. FDA can and should be looking at it that way and the mechanism (along with paradigm shifting results) will give them license to pull the trigger on accelerated approval. The CRC trial has been amended to affirm it.
2) This is not a move to steal BP cheese, they feel threatened and you get shunned, it is a “better together” overture. Cytodyn is now the Belle of the Ball and should have numerous suitors.
The moves on the dance floor with the big’s on the checkpoint inhibitor market are a prelude to the future. With the right partner you control your destiny. Alexander the Great saw it this way: “Remember upon the conduct of each depends the fate of all.” Victory leans into the collective strength of all the players, not just the hoplites but the chariots, horses, and archers. A CCR5 blocker, checkpoint inhibitor, perhaps in the case of tNBC an initial carpet bombing with carboplatin and you win the war.
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