You state some good arguments for Regeneron and I

You state some good arguments for Regeneron and I like that pick. I also think they have been in discussions with ViiV and Gilead (both pretty obvious), but ultimately wouldn’t / couldn’t match the royalty due to cannibalization of current products. I don’t think Syneos is the license partner and simply the connection noted in the recent slides due as they are the fallback plan.

Please do your own due diligence. All my posts and comments are not to be considered investment advice.