Agree with you Figgs. While I never believed in
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Posted On: 04/01/2022 10:01:49 AM
Agree with you Figgs.
While I never believed in Brazil or Philippines - CD12 was the end of our Covid play- the revelation on the HIV was shocking. I knew the market was shrinking as competition heated up, and I knew the BLA was a mess, but to halt the program when we still had patients receiving the drug is beyond what I could imagine. There is a scenario where they could salvage something and perhaps get the drug approved for HIV combo way down the line, but we are broke, we are beaten, and there is no way we can go it alone.
IMO- A buyout is in order. Unless we have great NASH data in the next quarter, we really don't even need to be partnering for a long play.
While I never believed in Brazil or Philippines - CD12 was the end of our Covid play- the revelation on the HIV was shocking. I knew the market was shrinking as competition heated up, and I knew the BLA was a mess, but to halt the program when we still had patients receiving the drug is beyond what I could imagine. There is a scenario where they could salvage something and perhaps get the drug approved for HIV combo way down the line, but we are broke, we are beaten, and there is no way we can go it alone.
IMO- A buyout is in order. Unless we have great NASH data in the next quarter, we really don't even need to be partnering for a long play.
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