Yeah, by friend, I think you mean CEO. He sent around the pdf of that Cox article last night.
Amazing that anyone listens to either of them anymore.
The article was an obvious attempt to officially shift the company's "laser like focus" from Flucide to herpecide.
But the question is: If herpecide is such an obvious and brilliant opportunity, why didn't the numerous consultants and crack management team make herpecide the initial priority? Ask yourself, what has changed? The simpler testing time and process has not changed. The less stringent manufacturing requirements for a topical vs. injectable have not changed. The market size for a herpes treatment has not changed. So why now?
Answer: Because scale up of Flucide is a bust. They have not even verified that they can do their self proclaimed next step of 500g. After years of struggling to cobble together 200g to get BASi started and they are stuck. Sure, more lab techs and phds but thas all to the benefit of Diwan's pocket.
As predicted, the company has now officially transitioned to the new flavor of the month. Not that herpecide wasn't in their pipeline, but it is now 100% what we will hear about moving forward. Just add HIV, Rabies, MERS, Ebola, Dengue…. BTW, notice how PHE and MERS is just completely silent? The company said PHE already had the materials, so it isn't a manufacturing issue. They also claimed it was an issue of PHE resources and Ebola was the priority. But what is the excuse now? Anyone else see a pattern of claiming interest by a foreign entity only to have it NEVER materialize and never be discussed again?
As soon as they feel too much pressure (or dropping SP) because of lack of progress, they trot out a new bright shiny object to distract from the reality of what is happening.
Them re-engaging with Cox is desperate and transparent.
I know, I know, time will tell. Funny, people say that, and time keeps saying the same thing.
2 more years before anything is through Tox (according to the company) As I have been saying, it won't happen.
