i could be wrong, but i'm under the impression that we aren't pursuing HIV. both because it would be expensive and time consuming to fix the botched trial data - and because the market is not nearly as attractive anymore - multiple new players with better drugs over the past few years, and a lower population with HIV over time. and if Bill Gates focuses enough, it may be gone altogether in a few years.
i believe that our market focus is NASH and cancer, per Cyrus (although that could change i suppose with a new CEO). so i was talking about the need to create data in those areas - and we don't have any real trial data (just preliminary and really small trial sample sizes) - hence the focus on starting a new NASH trial as they highlighted in the last call.
i do agree with you that our drug works in HIV, and it is a crying shame what happened with Amarex and the BLA process. My holdings would be worth a lot of money if that process had been handled correctly. oh well.
i believe that our market focus is NASH and cancer, per Cyrus (although that could change i suppose with a new CEO). so i was talking about the need to create data in those areas - and we don't have any real trial data (just preliminary and really small trial sample sizes) - hence the focus on starting a new NASH trial as they highlighted in the last call.
i do agree with you that our drug works in HIV, and it is a crying shame what happened with Amarex and the BLA process. My holdings would be worth a lot of money if that process had been handled correctly. oh well.
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