What about we go alone for cancer in US? Especiall
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What about we go alone for cancer in US? Especially if Breaktrough Therapy is granted. Worth to build an own salesforce for that, using income from HIV.
I've been advocating either going alone or that as a more realistic choice since I first bought stock.
Commercialization partner in HIV as a springboard for going alone in other indications maximizes shareholder value. Multiple large indications and a superior drug means the revenue will easily support our own sales force. A high demand means we can run a very tight ship for far less money than most pharmas.
I'm assuming the BOD and CEO want to grow the company and research or better yet buy out other drugs for development. To do this, revenue must be maximized and a sales force in place can handle future drugs.
The one thing to consider (and big pharma will find out) is that leronlimab will occupy wide swathes of the drug landscape and it's better to research drugs that are complementary to it or occupy a space that it does not cover. Trying to go head to head will most likely be a mistake.