Avir is a bad example, but PFE, GILD, Shionogi, etc. all have covid antivirals in development so clearly there is perceived need and path forward. Shionogi's phase 3 in Asia that was successful read out last year in a seropositive population too, albeit largely nucleocapsid negative (but seropositive to spike bc of vaccination). Luly mentioned that this japanese poopulation was like 10% nucleocapsid positive and 90% seropositive overall