If memory serves me right (which it fails to do more and more these days), I thought the original Vyera deal was just for an HIV approval. We have been told by the FDA that the HIV market is currently saturated with options and in its current form, LL getting an indication to suppress HIV viral load is off the table. So I don’t think Vyera/Phoenix are relevant anymore. Maybe someone else can add.

My thinking is that Dr Jay et al aren’t worried about this because they believe that LALL (long-acting LL) will have a place at the HIV table and that very well could be at the HIV cure table; at the very least PrEP and Treatment Tables. Vyera/Phoenix will have no seats at these tables.