I don't know, their pipeline listed is looking a little small to me, see below. One phase 3, but prep. To me, leronlimab monotherapy would be a very attractive option to them to compete with longer dosing of injections if they were convinced mono would succeed. The one great item, is the investigatory mono trial has been going several years now with over 500 patients, so they have a great set of data to look at, and that data laid the foundation the pivotal trial to build upon. Once we get the pivotal trial with PE and SEs set, they should have a good idea about the probability of a successful p3 pivotal mono trial. I suspect that is what the potential partner is waiting on (and BLA submission)
https://www.gilead.com/science-and-medicine/pipeline