Is Bayer in our best interests for Colorectal ?

There was a protocol written whereby Leronmilab would be teamed with Regorafenib {Bayer} for a Colorectal trial. It did not happen for reasons I am not clear about. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC10482431/ was released last year and it may give pause to that idea. A cursory reading and a scan at the black box label on Regorafenib makes clear that Bayer wins and Cyrodyn, to some degree also, but not as much as if it went solo against Colorectal. Which leave us with the question of funding the trial spoken about in the letter from Dr. Jay. A great deal of speculation about Merck being the funding source. MGK and others have done yeoman work in analyzing the Keytruda / Leronmilab murine study at MD Anderson. Of course these opinions are conjecture as is everything else on these message boards. Let me add to the mix.

Colorectal is a huge global market and an ever growing one with the entire globe digesting more and more processed and unnatural foods. The majority of Colorectal cancers are the type Dr. Jay is going after. Regorafenib is the only true show in town. Probably approved because of the desperate state of the pharmacological field. Every Pharma worth their salt has looked at Colorectal with their portfolio of treatments and has come away lacking. Probably Merck as well.

INMHO it comes down to Leronmilab combined with the least toxic of the possible candidates that have the courage to tackle the problem. Our partner has done a deep dive into the risk of going near Colorectal. Especially with an unknown tiny Biotech. They would go if they were fortified with, to borrow from Dr. Jay, "unassailable" evidence that such a partnership would work. Understand why there is buzz about Merck but there many others desperate to add or get into the Oncology field. Colorectal gets us to an income stream quicker than NASH, HIV, tNBC and they would be no objection to a weekly sub Q while Cytodyn with Dr. Sacha are finalizing another delivery system. Think we all new that 2024 was sink or swim for Cytodyn. We have the right team in place. Am certain that they have kicked back on the tires of our partner and have come to the best conclusion. Runway has been made clear of the FDA, Samsung, Amarex and much of our past detritus. Convinced there are blue skies ahead. Last chance to buy cheap shares so sit back, buckle up, order an adult beverage and enjoy the ride.

Posted May 19, 2024, 2:55 AM UTC

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