Yes , because of this capsid inhibitor from Gilead , I believe FDA did everything they could to delay our combo ..
Even with 81% efficacy they said ..
You can do even better ..do more tests with a higher doses ..
Only because at the time when Cydy finished combo phase 3 pivotal in February of 2018’ , with efficacy of 81%
FDA , you know a friend of a small biotechs said
Yes this is very good , but we feel you may do better ..
Yeh 81% when only 2 other drugs efficacy was
— Maraviroc 45% with a black box warning ..
— Ibalizumab IV treatment every 2 weeks with 43% efficacy ..
I don’t think anyone will think these drugs are a competition to Leronlimab ..
But at the time on February of 2018 , capsid inhibitor from Gilead , for the same patients as our combo was in phase 1..
Now as we know it is approved and Leronlimab is not ..
Hmmmm
But let’s look at this capsid inhibitor , look like a good drug .
No obvious sign of resistant to it , but resistant was developed in a lab , so it may happen .. ..
And now , capsid inhibitor decreasing chance for a virus to enter to the cells ..
But ,
—It doesn’t decrease severe general inflammation we see in HIV patients , because it doesn’t cure hiv ..
—So with this inflammation , heart disease , osteoporosis , stroke , and all others ..
capsid inhibitor don’t correct that ..
— do not decrease development or spread of cancers ..
—and it don't correct / or improve liver problems we see in HIV patients .
— do not correct or improve HIV dementia
And other things ..
Yep , IMO , capsid inhibitor from Gilead is good , but not even close to our Leronlimab ..which can correct all above !!!
As always imo
GLTA longs ..
Bullish