"Signal Intelligence" we are "code breakers" What is going to happen with CYDY?

Dear Code-Breakers, I have enjoyed the movie Midway (2019) and there is a scene that is parallel to what( we as outsiders) are trying to do to "break the code" and determine what is going to happen with CYDY. - In the movie, Admiral Nimtz (Woody Harrelson) visits Station HYPO (Intelligence office) the Intelligence Commander Joseph Rochefort explains how they use clues to determine where the Japanese will attack. It all sounds so similar to all of our speculation with trying to determine if CYDY is going Partner/Buyout/Go it at alone. The enemy is the bashers (of course) and they are trying to send out their own FUD codes to disrupt the clues. The link below is a 3:46 clip of that exact scene. It's fun and enjoyable.

Link: https://www.youtube.com/watch?v=s4nzhMCtTwM

I am not an insider, but like the rest of us Longs, we are trying our best to break the code and figure out where this is headed. My experience has helped me understand what should be happening; and when NP was in charge my experience did not help much. But when Cyrus came in to clean things up, things started to move in the expected direction. At present, I have even more confidence that we are headed where we should be headed.

My expectations have always been a partnership, with a strong potential of a buyout. CYDY at this point in time does not have the infrastructure to support a long term partnership strategy, but they can support a partnership on a short term basis. So how I am deciphering the present situation is a preclinical trial is at play with NASH to further solidify a partner in that space. I recommend reading MGK's latest post and he explains all of this. https://www.reddit.com/r/LeronLimab_Times/comments/15jomg7/a_couple_of_ideal_scenarios/

CYDY has strong language surrounding this "They were advised to pursue a preclinical trial to secure a partner in NASH" Who advised them? Who is the potential partner? In my eyes, if you have NDAs with various potential partners and one of those partners has started to step to the front of the line (Merck) and they suggest a "preclinical trial", I am going figure out a way, to get that done, to their specifications. Maybe it wasn't Merck. Maybe Dr. Kivlighn (who worked for Merck for 15 years) but for me Merck is in the lead.

We have heard a lot about a 3rd party AI partner, then in separate news source (Jan 2022): Absci Corporation (Nasdaq: ABSI), the drug and target discovery company harnessing deep learning AI and synthetic biology to expand the therapeutic potential of proteins, today announced that it has entered into a research collaboration with Merck (known as MSD outside the United States and Canada), using Absci’s AI-powered Integrated Drug Creation™ Platform.

Maybe Merck is using AI to help them determine if LL is what we think it is. Maybe, LL can actually treat a lot of indications. AI certainly can determine all of the disease states that involve CCR5.

I have read that a biochemists at Merck back in 2020 was evaluating LL in the lab and said LL is for real.

We know that LL/Keytruda is being study at MD Anderson. Merck makes Keytruda. We just read an article ( Thank you doit4dale). https://www.fiercebiotech.com/biotech/seagan-puts-16b-merck-partnered-adc-back-burner

The article does not reference CYDY or LL, but for the Longs this article illustrates a failed attempt by Merck and Seagen to utilize a drug (LV) for breast cancer.

"Seagen said Thursday that ladiratuzumab vedotin, or LV, is being deprioritized. Merck confirmed in an email Thursday afternoon that the company is in the process of discontinuing the program.
"LV has been shown to be clinically active with a tolerable safety profile, however, the emerging treatment landscape with newer therapeutics introduces a higher efficacy threshold," Is this a reference to LL?

We know that Merck /and MSD (European version of Merck) has interests in HIV, they received two FDA approvals for combo drugs in 2018. for more info about the HIV market read: https://www.fortunebusinessinsights.com/industry-reports/hiv-aids-drugs-market-101115

To continue with HIV, there is NO DOUBT in my mind that the data and safety for the HIV MDR studies is intact. IMHO, there will not be a separate safety study performed before a BLA submission for HIV MDR. What will happen is the FDA and CYDY have agreed to do a post market approval study that will take place after the BLA is submitted and LL receives approval for LL to treat HIV-MDR. How do I know this? My experience with post market approvals. It is done a lot more than most people are aware. It was done before the whole world with the vaccines. https://www.fda.gov/drugs/drug-approvals-and-databases/postmarket-requirements-and-commitments#:~:text=The%20phrase%20postmarket%20requirements%20and,%2C%20efficacy%2C%20or%20optimal%20use.

From the FDA: The phrase postmarket requirements and commitments refers to studies and clinical trials that sponsors conduct after approval to gather additional information about a product's safety, efficacy, or optimal use.

Notice the use of safety in the above paragraph. Post market approvals allow the FDA and the sponsor to continue the surveillance of the drug in HIV-MDR in a real world setting after FDA approval.

In a nutshell, my experience has told me that CYDY not only needs a partner, but they must get a partner. The partner is a BP player and it is pointing strongly at Merck. Why would Merck partner with CYDY? First and foremost; LL is easily going to be bigger than HUMIRA and Keytruda. But Merck wants to prove it (to themselves) that LL is what we LONGS know it to be. IMO, AI software is still early and some executives are not 100% on board with it yet. But, the AI software has definitely grown Merck's confidence that LL could be the real deal. But there is a long history of promising drugs and those drugs showed promise in early trials and for whatever reason failed on the last phase of trials. Because of that history, I believe Merck will partner with CYDY first; and do 1 to maybe 3 trials. This way Merck gets closer the the data and has their fingerprints on those trials. If all goes according to expectation; Merck pulls the trigger on a buyout. Essentially, Merck did the partnership deal with Seagen and paid out $1 billion to work with them and discovered the drug was not up to par. In CYDY's case, Merck will be benefitting from LL receiving FDA approval in HIV MDR and explore LL in Oncology and possibly NASH. They can partner with CYDY until they have the evidence they need to pull the trigger on a buyout.

I want to THANK the many many different posters that I have had the privilege to read. Most everyone has their eyes on Merck; so I have not said anything new to most long time longs. But if you are relatively new; the Longs on this board, ST and other boards have provided clues, information, articles, opinions that I have utilized in this post. We are outsiders, we have each other and we can try to be the best "code-breakers" . Have fun watching the youtube clip of the intelligence scene and have a great week!

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