i'd like to know if we are able to proceed with the BLA, or do we need the data from Amarex? if we can't proceed without the data, i assume we'll have to wait out this legal process?

bigger picture, how much damage has been done to the HIV trial results. the whole issue if backdating, etc. sounds pretty serious. will we have to re-do trial data?

of course, Brazil is key - how is the enrollment going. I'm very excited about Brazil, but i think it's quite possible that COVID isn't the goldmine we hoped. Lots of news stories about people getting out of the hospital quickly on Regeneron's MAB - and these are delta variant folks who are very sick. and then a story today about how vaccines greatly diminish LH. and of course Merck's drug (and others on the way i'm sure) chip away at the population that needs LL.

to be clear, i'm thrilled that we're making so much progress against COVID collectively. But it makes me think the market will shrink a ton by next year - and thus, look at the other indications. HIV was the other one that should've been on the goal line. Maybe cancer gets a BTD - sure would be nice.