Hulk, I've been asking myself this question for 4 years now. I bought in thinking CYDY would be sold by mid 2019 off the Phase 3 HIV data, but here we are 4 years after the trial was finished, and we still haven't filed a proper BLA. In that time, we have had some exciting developments on other indications, but the HIV backstop- by our own admission- is not as promising. The market for combo is mature, and bigger companies have their own promising drugs. There may be a market for the multi drug resistant patients, but that's not a huge one. Is there any promise in monotherapy? Well we likely need a whole new trial to get there, and again, the sharks are circling there.

So why haven't we found a credible partner? Was it Nader's ridiculous expectations (three fingers)? Or was it the lack of approvable data in some of our trials? I hope it's the former, because I would love to announce good data and have a double digit buyout. I gave up on COVID approvals after CD12 while we traveled the world looking for an agency to approve, so I'm looking for NASH or TNBC to push ahead. Neither of those has any revenue potential in the near future, and we will have to dilute or partner to finance the advancement of both.

Conspiracy? Amarex dropped the ball because of incompetence, and Nader pressed them to submit before being ready. Our leadership has to be accountable for that one way or another, and I suspect that factored into the current change at the top.