Humanigen Inc (HGENQ)

[cowtown jay]

I see Gilead trading near 52 week lows today, while Novavax is trading near 52 week highs.

I suspect this illustrates why management did not want to give Gilead exclusive rights to use lenz. Rather, if I'm right, we'll see that lenz is the product co-exclusively licensed to Sanofi and Novavax. And hopefully, Dubovsky has helped to demonstrate that lenz improves the efficacy of azacitidine in treating, or preventing, Myelodysplastic cancers, perhaps significantly beyond what he and Pfizer demonstrated in their trials.

Of course, we know that Gilead gave up on their effort in this regard, after spending almost $5B to buy magrolimab, which failed to show improved efficacy, and in fact, resulted in increased mortality.

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