GlycoMimetics is a Bigger Deal Than Most Realize

I'll get to the point. This company is a platform story, not just AML. Additionally, if both NCI and Company sponsored AML trials prove-out, the peak sales are close to $1B, not the $300M most wrongly calculate. why?

Uproleselan is designed to be a pretreat, and adjunctive - add on therapy to the current SOC of the 7+3. GLYC owns the IP to use Uproleselan along with The 7+3. Oncologists would not hesitate to switch all their patients in all lines of 'drug' therapy = this is a backbone treatment regardless of treatment modality.

Additionally, Uproleselan's benefits would likely follow thru to Multiple Myeloma - So company would basically own that space as well = Billions here to be had.

We've read just too many articles out there on this company where the writers don't really understand GLYC here, and have also made some straight-out misstatements about the company's assets, platform, potential, etc, etc.

Think of GLYC like an early state Amgen - if this hits, we are talking a paradigm shift in how we approach many cancers, and especially a change for the better in controlling tumor metastasis. Better said, this is a new class of therapy akin to how antibodies first started in the 90's to where we are at now with them. Efficacy has never been the question here but rather, "can the company mass produce such a unique chemistry in a viable commercial endeavor?" In this is the biggest risk we see with GLYC and we think the answer to that question is "Yes, GLYC can mass produce it now," especially with the deal they have with Apollomics but we cannot say for sure as this is only our opinion - it is not established fact that we know of.

Now, when the company announces multiple wins here (NCI, Co sponsored), Danny and I will suggest ways to optimize your position with options strategies we can use.

That's it for now as we are really tired of writing long-winded over-science-jargon - takes too much out of us, especially with The CALA debacle.

P.S. We may add more to this blog post as information and circumstances change here, hopefully for the better, best wishes everyone!

Scott and Danny.