Replies to post #223150 on Biotech Values

[DewDiligence]

NKTR/GILD—…they said HIV but the slide seems to allude to other possibilities.

Slides #27-28 (from your link) are about HIV, specifically, even though the term, virology is used. The postulated MoA is “unmasking” the HIV virus from its hideout in CD4+ T cells. (HBV does not hide out in T cells.)

Thanks for the slides.