sherlock: Thank you for your great work digging out info and data that is highly pertinent to the most critically important issue affecting the future of CYDY, its shareholders, and future LL patients --- the results (preliminary, interim, and final) and perceived therapeutic impact of the CRC phase 2 clinical trial.
The planned TNBC trial will also be very important when it occurs, but the 2026 and beyond global market for CRC drugs is, according to Gemini, well over twice the size of the TNBC market (approximately $13B to $5B). I fully agree with your assumption that if LL meets the relatively modest (based on what we think we know) ORR and ICI mediated survival rates you have postulated, let alone if LL performs significantly more efficaciously, the impact should absolutely be unprecedented (or "paradigm shifting" if you live on a houseboat near "open waters"
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As I conceded to Ken, Tecentric's revocation of approval for TNBC and lack of approval for CRC are sticking points that would appear to work against a Roche BO, which is too bad. I also believe the trip to Munich last May must have related to a European regulatory or BP connection, but the ICIs owned by GSK and Astra Zeneca are in the same boat as Tecentric. That leaves MRK (Keytruda) and BMS (Optivo) as seemingly the best fits (ICIs approved for CRC) and most viable BO options, which will be fine, but everything first depends on the CRC data and results.
The planned TNBC trial will also be very important when it occurs, but the 2026 and beyond global market for CRC drugs is, according to Gemini, well over twice the size of the TNBC market (approximately $13B to $5B). I fully agree with your assumption that if LL meets the relatively modest (based on what we think we know) ORR and ICI mediated survival rates you have postulated, let alone if LL performs significantly more efficaciously, the impact should absolutely be unprecedented (or "paradigm shifting" if you live on a houseboat near "open waters"
. As I conceded to Ken, Tecentric's revocation of approval for TNBC and lack of approval for CRC are sticking points that would appear to work against a Roche BO, which is too bad. I also believe the trip to Munich last May must have related to a European regulatory or BP connection, but the ICIs owned by GSK and Astra Zeneca are in the same boat as Tecentric. That leaves MRK (Keytruda) and BMS (Optivo) as seemingly the best fits (ICIs approved for CRC) and most viable BO options, which will be fine, but everything first depends on the CRC data and results.
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