That could explain it, but I would think the BP internal research dept. would look right past the trial design and FDA responses and see what is working with the drug. just because cytodyn is working on combo HIV, does not mean that BP can clearly see the MOA and know they can make this a mono drug or know it is a mono drug. The Covid trials and the FDA letter mean nothing to BP, they can look at the data and know this is all because of trial design and lack of clout/funding to move faster in bigger trials - which they do all the time. they are not influenced but what the FDA does, they are looking at what can happen with the drug and how they want to be involved with it. this is why most MA in the biotech are for phase 2 drugs, not fully approved phase 3 drugs. I can only imagine the window of opportunity for a buy out passed when we got to p3 in HIV. Cytodyn might be too far along. the nash and cancer indications are on target, but i would think a BP wants the whole enchilada or nothing.