You may remember that the use case for combination

You may remember that the use case for combination therapy is going to be (most likely) for MDR3 patients, maybe MDR2, based on the trial protocols. While that limits the patient population, it will be an easy addition to sell to physicians and insurance for patients who are failing use of key components of HAART due to resistance, and thus are unable to control viral loads. I agree that it won't find a home as a pure add-on to HAART for patients who are effectively managing viral load - that's where mono will make a mark once leronlimab becomes known as safe and effective through combo use.

But what do I know - I didn't think that this deal would really move the share price! Now I'm sitting here a tick away from seeing green in my account for the first time in about a year.