I agree. Maybe they can salvage the ~30% X4 or dual tropic patients with their GS-6207 inhibitor or current drugs. I had reduced my GILD holding when I learned of CYDY and was holding a portion still thinking they may license leronlimab, but no longer think that is likely. If someone does IMO it will be a competitor as they seem to confident with their current dominating position and their new CEO is probably not even settled yet.
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