Thanks, 3Putt, for posting that. It's an optimisti
Post# of 155321
UpWithStock's idea--simply put--is that there is a deal in place, contingent upon leronlimab's ability to prove, in the mCRC trial, it's ability to increase PD1 expression on tumors. This kind of a structured deal answers a lot of questions... Like, Tyler Block joining the gang in Europe to actually put his legal expertise to work. The acquiring company or partner must be European, of course, and they have a checkpoint inhibitor. The deal will happen all of a sudden, when the numbers come together. It all makes a lot of sense. And it also explains the radio silence. Well worth the read.
Amazing how Creatv MicroTech has become critical to all this. As will be getting these trials enrolled quickly. This is where the FDA's insistence on the first five subjects getting 350ml is just pure shit. Leronlimab has proved it's safety record, damn it! And those first five could easily not survive the trial... though they would probably be able to get 700ml later on, when there is proof, if they are alive. But it's just another delay. For shareholders too. Fuckin bureaucrats!
There's another aspect about this scenario that intrigues me--this kind of a deal, based on proof, should insure that we get paid what we are worth. Creatv MicroTech will give us hard numbers we can negotiate with. And the acquiring company/partner can also plug in the numbers--like, how many more cancer patients can we now treat with this leronlimab-ICI combination? And what will that do for our bottom line? And if any of their shareholders get pissy about forking over the BIG BUCKS for a penny-stock company--which some will--the numbers should shut them up.
I'm suddenly a lot more relaxed. In terms of Ohm's biotech timelines, I'd say not weeks, not years... But months.
Well, I'll leave it up to the minds of science and the practitioners of medicine on this board to do some educated speculation on how many months we might expect to wait--if indeed this scenario actually plays out. How long do you think it will take them to get actionable numbers on PD1 expression? Does the fact that it's not a blinded trial help speed things along in terms of access to data?
I understand that the silence and the waiting are difficult. Especially for the long-longs, the pre-covid longs. But we are close. And I suspect this silence will turn out to be nothing less than golden.

