The HIV data is technically is useable, but per Cytodyn the cost to clean it up and dress it in an Armani suit is too high, but the p-value is still valid and remains. My intention was to convey a clear indication of potential efficacy from existing trials…we have opened up a beach-head on multiple fronts with HIV, cancer and NASH. More effort in the form of larger better powered trials is clearly needed to make it actionable from a regulatory standpoint but there IS data sufficient to indicate there are solid prospects ahead and worth the investment. Some things start with a dream, which by turns evolves into well founded hope and something amazing. The Wright brothers started with wind tunnel testing various airfoils…then Kitty Hawk…a fledgling start that sparked real hope and promise. Today we can hop on a plane and get anywhere on the planet. There were several years the Wright brothers conducted sustained flight demonstrations under power and still large numbers of people refused to believe it. At some point the clutch engaged and there was no stopping it.
If I were BP I would find lots of reasons to be hopeful additional investment would pay massive dividends, based on existing trial data.