Not directed at you (as you seem to agree), but for the sake of open communication IMO the primary reasons we are floating at the current share price all revolving around financing. Whether that is the concern about getting HIV to the finish line, commercialization, advancing other indications, paying off convertible notes, payments due to Samsung, etc.....all $$ related. The first license deal resolved at least the commercialization piece of this and as you stated (& also my suspicion) that secured financing tied to this. Whether this be a line of credit, higher share price followed by TO, etc. is TBD, but IMO it will get done.
My only remaining concerns are commercialization and finances. Those will resolve combo HIV and simply based on that we are worth 15x+ current share price based on my conservative math. If clinical cancer, large animal NASH, and/or Dr. Sachs HOV PrEP/cure results come back positive things get really exciting!!
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