I agree, but we can look at it from the perspective of a VC or BP. Their MA department is not dumb, there upper mgmt is not dumb and their development department is not dumb. They spend a huge chunk of their hours keeping aware of all emerging drugs for opportunities or what might steal their market share. They know about leronlimab, they have known about it for years and they know where it is at in development in all indications. They are also not a singular group, BP is made up of companies that are competing with each other, they watch what each is doing to see what works and what does not. There are VC firms who specialize in jumping in before BP so they can be the ones to sell to them. They can see the opportunity clearly.

I can’t understand how leronlimab got this far without a real buyout offer/ significant partnership. I can only guess that cytodyn has a huge number in there mind (rightly so) and the VC and BP are thinking they are crazy. But, it only takes one of them to jump in, they all will jump once one does. There is too much to lose and too much to gain by not paying the price soon.

Maybe we should look back to when Gilead was a small startup and see how they navigated the growth. Could be we really don’t understand this as well as common sense keeps us wondering how the entire industry is watch I guess and doing seemingly nothing.