they have a very smart group of people working he

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they have a very smart group of people working here

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Yes, with the addition of RP, I've very comfortable with this group. You will see on ihub people complaining about management, but I wouldn't trade the CMO for anyone else, especially with ccr5/cancer. You will see people on ihub complaining about management, but never RP directly. They focus on NP.



Also, I'm ready for a TNBC update, but I wonder if the delay from January was strategic. They seem to be maybe waiting for a financing deal before we see TNBC results. That way even if TNBC fails, the company will survive on Combo alone. If they started in January, the success or failure of cydy might have been on TNBC success, because funds would be much harder to come by with failure.

Don't get be wrong, I'm very bullish on ccr5/cancer, 90-95% success if I had to guess, even higher than my opinion on mono success, maybe 80-85% chance. Simply because with mono, the bar is higher, even with 90% efficancy, because mono HIV is not an unmet need, there is still a chance the FDA has finds some other issue.

But with cancer, with some success, the FDA will push it through fast, much lower bar when people's lives are on the line.

Even with 90-95% chance, the smart business fail proof plan is to make sure the company would survive failure by getting Combo funding completely in order first.

Just a thought and opinions. Could be not related at all.