Do note that depending on a person's preconceived thoughts about current mgmt you heard 2 totally different presentations.

Pro current mgmt heard. BTD soon(well assumed since we got the sequence...no date given), Nash results coming and looking positive so far, positive cancer testimonial, COVID moving along and revenue from the Philippines.

Anti-mgmt heard "carrot switching" as HIV BLA moved once again to (who knows when??) in favor of something else. 200 million more shares of dilution.

Now if NP is sticking to the companies mission statement, it's the right move to pivot to cancer/covid because they are saving lives first, quality of life comes second, but history of not taking anything across the finish line yet is enough to cause some selling.

So that's the two sided coin we sit at. Since I can afford to lose all of my investment and not be affected (other than emotionally) I'm willing to let this soap opera play out and root for the current mgmt if for no other reason than they seem to care more about the patients than the money.