You are probably right. However, this leads me to
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Posted On: 04/29/2020 5:58:11 PM
Re: Bored Lawyer #30794
You are probably right. However, this leads me to two extensions to the speculation:
- aside from Fauci’s choice for a monoclonal antibody company, Gilead (that may have had a strained relationship with NP) may prefer a shotgun marriage with us. Cheaper and blocks a big disruptor looming on the HIV scene? Not sure how our HIV (USA)current distributor arrangement could affect this scenario.
- alternately if a antiviral combined with a monoclonal antibody has the FDA blessing, perhaps Cytodyn does a deal with a another BP antiviral company? Gets some major funds and continues on all the other indications they are pursuing.
Timing could be short on such deals. Hoping for the best trial results to kick some teeth into BP. In the meantime, NP will keep stimulating the market. We definitely have gotten to the next level.
GLT ALL in the next 4-5 weeks!
- aside from Fauci’s choice for a monoclonal antibody company, Gilead (that may have had a strained relationship with NP) may prefer a shotgun marriage with us. Cheaper and blocks a big disruptor looming on the HIV scene? Not sure how our HIV (USA)current distributor arrangement could affect this scenario.
- alternately if a antiviral combined with a monoclonal antibody has the FDA blessing, perhaps Cytodyn does a deal with a another BP antiviral company? Gets some major funds and continues on all the other indications they are pursuing.
Timing could be short on such deals. Hoping for the best trial results to kick some teeth into BP. In the meantime, NP will keep stimulating the market. We definitely have gotten to the next level.
GLT ALL in the next 4-5 weeks!
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