While I agree that longer term these may not be our competitors, they are and will be until we get approval (mono in particular) and successfully have these patients convert to leronlimab. I invested because I believe this is likely (at least to make this worth much more than current share price), however it will not be quite that easy. GILD and Viiv will not go down without a fight. IMO until we get a significant market share these are our only competitors and competition will grow in the future to include these capsid inhibitors, gene editing, etc.

I do understand what you are saying in the combining old drugs with SAEs and toxicity are not our competition.....but just wanted to add my thoughts.