I too came to CYDY for the HIV. I was a GILD shareholder and became concerned about them losing their only remaining cash cow (after Hep C decline). I began my DD in January and by February was convinced HIV alone more than justified the risk/reward. The more I read on cancer, even with my non-medical background, the more positive/confident I became on cancer being successful. I am probably overly confident in us being successful in cancer based on this and our safety profile, but like you believe this will well exceed my initial HIV primary expectations. The TNBC delay is a little concerning, but likely tied to legal and restrictive trial recruiting protocol than drug success concerns. I have previously laid out the US only cancer potential and it is ridiculous compared to where the price is currently.....IMO HIV is worth 10x for combo and 25-50x for mono.....cancer will increase this exponentially.
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