Thanks for the kind words, Jake. And the insight--I hadn't realized the global market for CRC drugs is basically 2 1/2 times what the TNBC market is--$13B vs $5B. That is quite the market opportunity...
Takes me back to the early days--like, 10 months ago--when Cytodyn figured out that leronlimab boosted PDL-1 and, combined with an ICI, it stopped TNBC in its tracks. At that time I really thought--why mess around with CRC? Why not get down to business with TNBC? But all the basic science and pre-clinical and clinical work--including the association of liver mets with mCRC, and leronlimab's salutary affect on liver health--suggested mCRC as the ideal candidate to prove efficacy in solid tumors. Of course by then, Cytodyn was deep into plans with the FDA for the mCRC trial anyway. I'd say it's pretty clear the brain trust made the right call.
Haven't looked at BMS much, but I do know MRK is currently studying Sac-TMT (a TROP2 ADC) in 15 Phase 3 trials in solid tumors--mainly in varieties of NSCLC, endometrial, and breast cancers--including TNBC. With and without Keytruda and chemo. And of course they are also working with Moderna on mRNA cancer vaccines. I wonder if they are so invested in these therapies that they take a pass on leronlimab... On the other hand, you mention "easy fits," and it would be safe and easy just to add LL to any Keytruda-based standard of care for the Whole Enchilada... So I get the appeal of MRK.
I'm happy we shouldn't have too much longer to wait. April looks like the month for news from the mCRC trial. Jeez, I wonder if leronlimab will ever be in 15 Phase 3 trials concurrently... the money they are spending is obscene.
Oh--something I just caught--Merck KGaA also has an ICI, avelumab... so maybe the Euro connection remains in play. And they just started a Phase 2 mCRC trial this year with a drug from Mirror Biologics out of Delaware that purports to turn cold tumors hot (based on a single case study, mind you). Avelumab is approved for renal cell carcinoma and urothelial cancer. So it's probably a long shot and not just an easy addition to a SOC, like Keytruda.
Well Jake, keep it coming. Anything more on BMS as a potential partner?
Takes me back to the early days--like, 10 months ago--when Cytodyn figured out that leronlimab boosted PDL-1 and, combined with an ICI, it stopped TNBC in its tracks. At that time I really thought--why mess around with CRC? Why not get down to business with TNBC? But all the basic science and pre-clinical and clinical work--including the association of liver mets with mCRC, and leronlimab's salutary affect on liver health--suggested mCRC as the ideal candidate to prove efficacy in solid tumors. Of course by then, Cytodyn was deep into plans with the FDA for the mCRC trial anyway. I'd say it's pretty clear the brain trust made the right call.
Haven't looked at BMS much, but I do know MRK is currently studying Sac-TMT (a TROP2 ADC) in 15 Phase 3 trials in solid tumors--mainly in varieties of NSCLC, endometrial, and breast cancers--including TNBC. With and without Keytruda and chemo. And of course they are also working with Moderna on mRNA cancer vaccines. I wonder if they are so invested in these therapies that they take a pass on leronlimab... On the other hand, you mention "easy fits," and it would be safe and easy just to add LL to any Keytruda-based standard of care for the Whole Enchilada... So I get the appeal of MRK.
I'm happy we shouldn't have too much longer to wait. April looks like the month for news from the mCRC trial. Jeez, I wonder if leronlimab will ever be in 15 Phase 3 trials concurrently... the money they are spending is obscene.
Oh--something I just caught--Merck KGaA also has an ICI, avelumab... so maybe the Euro connection remains in play. And they just started a Phase 2 mCRC trial this year with a drug from Mirror Biologics out of Delaware that purports to turn cold tumors hot (based on a single case study, mind you). Avelumab is approved for renal cell carcinoma and urothelial cancer. So it's probably a long shot and not just an easy addition to a SOC, like Keytruda.
Well Jake, keep it coming. Anything more on BMS as a potential partner?
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