It's hard to massage Highland cows through their thick fur, but our companies are currently researching how to repurpose those old vibrating belt machines that came out in the 60's to see if we can achieve proper levels of manipulation.
Look for a filing about that sometime in the fall.
In the meanwhile, another way to think about the non-CI companies that might want to own LL is to look at other game-changing drugs.
When Viagra came out there was a mad rush from companies hoping to jump on that bandwagon. According to chat, besides the two that came to market (Levitra and Cialis), five failed in late stage trials, and ten did the Homer Simpson into some nearby bushes.
This happens any time a game changer hits the market.
As another example, companies dug deep to figure out how to repurpose, or bring back from the dead, drugs to treat Covid when it hit. When Cytodyn shows that a CCR5 drug like Leronlimab can turn cold tumors hot, it won't just be checkpoint inhibitor companies interested in LL. They all will be. Whoever gets it will begin making a massive difference in cancer and in their bottom line the minute it's approved. But you can imagine how a CI company would be in a better position to reap the the future rewards, with combination possibilities or the influence of market position and indications/use.
So it isn't a winner take all scenario. Whoever gets LL isn't going to be the only company to benefit. There'll be a hard and fast increase in CCR5 research and drug candidates. They all want platform drugs, and they all want multi-billion dollar drugs. The race should be more wide open than many of us are predicting, and the pressure to lock up LL will impact both the timing and the size of the partnership > buyout that's ahead of us.
Look for a filing about that sometime in the fall.
In the meanwhile, another way to think about the non-CI companies that might want to own LL is to look at other game-changing drugs.
When Viagra came out there was a mad rush from companies hoping to jump on that bandwagon. According to chat, besides the two that came to market (Levitra and Cialis), five failed in late stage trials, and ten did the Homer Simpson into some nearby bushes.
This happens any time a game changer hits the market.
As another example, companies dug deep to figure out how to repurpose, or bring back from the dead, drugs to treat Covid when it hit. When Cytodyn shows that a CCR5 drug like Leronlimab can turn cold tumors hot, it won't just be checkpoint inhibitor companies interested in LL. They all will be. Whoever gets it will begin making a massive difference in cancer and in their bottom line the minute it's approved. But you can imagine how a CI company would be in a better position to reap the the future rewards, with combination possibilities or the influence of market position and indications/use.
So it isn't a winner take all scenario. Whoever gets LL isn't going to be the only company to benefit. There'll be a hard and fast increase in CCR5 research and drug candidates. They all want platform drugs, and they all want multi-billion dollar drugs. The race should be more wide open than many of us are predicting, and the pressure to lock up LL will impact both the timing and the size of the partnership > buyout that's ahead of us.
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