First of all Leronlimab is for last stage Covid-19 respiratory failure. It’s huge because it may be the answer to saving the very sick. It is on the other hand not a vaccine. Monetizing is going to be tricky given the limited long term demand as the Covid -19 curve is going to flatten. Also COGS for Leronlimab at largest scale is still expensive.
Don’t get me wrong I am very excited about what I see going on with saving these very sick people, however our long term play is HIV and Cancer.
This is going to give us incredible exposure and hopefully a big lift in SP. We need to take advantage of this opportunity and nail down a significant partner and licensing deal to get to the goal line with the meat which is HIV and Cancer.