Of course but the question is where will we start

Of course but the question is where will we start when moving forward with HIV. Will the long-acting virtual cure with big money potential be early-stage? What will it take to get that towards the finish line? We could refile the MDR BLA and generate revenue from that, which would be fantastic, but that won't be in the billions of dollars.

NASH and cancer need pivotal trials and it's still not clear that the next phase for each will be pivotal. One or both could be but that hasn't been specified yet as far as I know. We're like tons of other speculative investments in that we have a good amount of uncertainty and seeing through that uncertainty is where big money is made if you get it right, but the unknown always equals risk as well that needs to be priced in by the market. I'm just trying to look at how the market sees us.