I believe it could be #1. We see it from the outs

I believe it could be #1. We see it from the outside, thinking this is for shareholders, short term. But to insiders this could be for something else entirely. Same with half-life allowing longer dosing. No implications for combo, but someone looking at this as a buyout etc, that adds great value to the overall long-term potential imo. A monthly mono treatment with leronlimab would be a killer in both HIV and PrEP