Yes they are the reason, however they are supported by the fact that Cytodyn gets slow rolled by every Country they attempt to operate in.
Unless we get a surprise deal with a BP for a partnership or a Buyout we will have a large time window with no positive catalysts.
I am planning to average down but will not do so unless this goes to a dollar or less.
The best thing NP and crew can do is sell a stake in the company or sell an indication or three to get a money infusion. They recognize that fact and are working towards something so at least it's in process.
This can be an amazing company in a couple of years, however they need to be a part of the club , they tried to buck the system and it did not work.
So, HIV or LH or both , for autonomy in the other indications.
I saw the urgency in the group in yesterday's call, so hopefully they can take the two indications with lots of data and make a deal.
Jmo