Thursday, December 27, 2018 3:07:40 PM
Yes something is amiss. When all is added up it does not equate. You may be correct in that the gap in value is quite large between Nader and BP. I also believe Gilead specifically has a hard time swallowing or believing Leronlimab is a Mono solution. First of all they don’t want a Mono solution they want to stay with their Combo cocktail. I think it is more about the bigger the market and potential disruption the stronger the resistance. Gilead really wants to squash Leronlimab like a bug so hence the road we are on having to further prove and validate the science. Either we are not assessing the value and strength of Leronlimab clearly or it’s the landscape of a blockbuster drug in development. I’m thinking it’s the later.
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