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IndexGuy

12/04/19 9:25 AM

#50006 RE: Amatuer17 #49992

I agree about combo. I would guess the partner isn't buying for combo but mono- which is stalled. As you said, they would have to already be in the HIV space to be interested in combo. The whole "revenue 2020" thing is about like "revenue 1H2019" to me- I just didn't believe it from the time the words left his mouth. NP indicated "the deal" is a mid-sized pharma (or did I dream that), and if that is the case, I doubt they are in HIV.

ohm20

12/04/19 10:17 AM

#50014 RE: Amatuer17 #49992

The combo sale is going to be tough


Because it's better to develop resistance to all HAART drugs and develop AIDS then get a prescription for leronlimab.