Monday, June 23, 2025 2:37:09 PM
Agree
Probably a negative valuation based on where the stock is trading now, but who knows maybe the risk of a go alone in RSV (even though they guided to partnering as preference) is still the big drag
If they partner RSV then that should add confidence in the company and pipeline in general; if they can't it might be a case of ongoing skepticism since the last candidate that did anything was HCV a decade earlier. I think the odds of a partnership in RSV is high I just don't know if it will be lucrative (if HR data is good) or something very modest (focused more on 323 as the value driver)
Probably a negative valuation based on where the stock is trading now, but who knows maybe the risk of a go alone in RSV (even though they guided to partnering as preference) is still the big drag
If they partner RSV then that should add confidence in the company and pipeline in general; if they can't it might be a case of ongoing skepticism since the last candidate that did anything was HCV a decade earlier. I think the odds of a partnership in RSV is high I just don't know if it will be lucrative (if HR data is good) or something very modest (focused more on 323 as the value driver)
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