Thanks so much for the reporting on the meeting, I
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What is interesting is that if there is some sort of talks with Gilead, and some major bank suggested they pass on it, I would think any bank would offer a loan to keep going on their own. That is how the bank makes money. And, if Gilead is told that they are not interested in what ever there offer is - Gilead just does not go away. I would think they would go to plan B,C, D etc... until they exhaust all options. Gilead is in a situation where this is not an opportunity, it is a move to protect a huge amount of their revenue. We have not heard what the offer might be, but I would think that Gilead would soon let the investors know in order to pressure the BOD to re-consider.
Also, given that there are now 6-7 sources of cash, only months away from FDA approval, huge past trial results and huge potential indications and revenue starting in a few months - yet some bone head is selling stock? What the hell is it going to take? Other companies do not have anywhere close to a product like this and the cost to jump in is a fraction of just one indication's potential revenue? If this drug was only a GvHD drug, no HIV or cancer, It is still way cheap. I would love for someone to chime in and explain why they sold here.