Waiting for NASH, BLA filing etc. feels like waiting for Godot. I keep wondering if the foot-dragging, lack of panic on share price trends etc. is related to buy-out. Buy-out entity takes over BLA filing, grabs NASH baton etc. I have mentioned here higher probability of buy-out vs partnership based on challenges of market breakout by indication unless it is a geographic division…statistically it leans buy-out. I also wonder if any entity in discussions is waiting for Amarex or other matters to be dispositioned before formal ink can dry. I don’t know what is happening, just that we hit end points for HIV and NASH even if we don’t know 700mg results and current share price is a complete joke and divorced from value. A drug for NASH, cancer and longhaulers is priceless.
In a surprise theater move, I suspect Godot does show up…anyone who spots Godot please post as I will want to check the share price post-haste.