He's long Gilead Sciences, and doesn't like CytoDyn.
He can't with a straight face say that pro-140 wont' take market share. It's not all about just the once a week injection. Also notice how they never mentioned anything about safety.
Pro-140 has no serious side effects or serious adverse events, where as Gilead's HIV drugs all have loads of side effects. I won't list them here because it's a long list just have to google the drugs and see all the side effects.
What I get from the author is he secretly likes GILD to buy CYDY, but you don't want to admit it. He replied to SoS even questioning a 10-20% market penetration, implying he didn't do any DD, hilarious. (Answer is HC Wainwright's 9% Combo and 20% Mono market penetration and BioVid study result of 25% Combo and 45% Mono market penetration. Model only uses 15% Combo and 20% Mono, as we always try to keep the ball low)
And yes, no word about SAEs and hence safety.
But very well pulls back on the devastating SGYP/DVAX debt issue, admitting that partnership must followup for CYDY.
SoS & I invite you to validate the statistics in the new model posted - soon we like to update the model article or better write a new one. Thank you.