You are right in that there are still many positiv

You are right in that there are still many positive catalyst to move this higher. None of like the increase to AS and I hope this is just a defensive move to posture in case things don’t work out with a license deal as soon as they would like. I will admit, I’m a little worried they plan to take HIV alone with the new video posted recently and this move. It may pay off in the long term, but it will likely be a bumpier ride than if they settle for a decent HIV deal and then take cancer alone (assuming positive results).

I also expect their burn rate to drop some, but I think $3.5M will be the lower end as NP recently stated that they expected to increase commercial grade leronlimab from $50M currently to $100M.....if this is by end of 2019, then I expect this to be $1M per month cost and their previous burn rate (before BLA ramp up) was $2.5M I think....so I expect $3.5M and maybe a little more due to cancer trials and Commercialization hire / team.

This has been a rough week and looks to end badly unless they save tomorrow and Friday with an unexpected positive PR. I know good news will be coming our way in the future and while this puts a damper on things, I still have complete confidence in the science, BOD and management (I know some people are losing patience though).

Please do your own due diligence. All my posts and comments are not to be considered investment advice.