Fatty thing was my worry, we already have the phas
Post# of 148330
He just told us we have both, fatty + fibrosis, and according to NP's earlier indications, it is $1B milestone + $100m upfront, a he doesn't settle for less.
Also, the mono seems to be paused as CTC was near zero, and now we know it is zero.
The company is shifting strategy towards, BTD and licencing NASH.
From a project perspective, the HIV project is delivered to the customer, FDA. With the available resources (low cash) the above two have the best IRR/NPV.
*Once the upfront payment of NASH is received they can start on mono as well.
And I believe he is right, once this breaks out, it will multiple very fast.