well, the good news is we'll know one way or the other by year end, when trial results come out. not much need to discuss before then - it'll either be good or bad, and nothing else said will affect that. I have never claimed to know for sure. But, here we have a tangible milestone within months - it's coming. CytoDyn doesn't have such a milestone, which is why i'm concerned about that one.
I just re-loaded my short on NVDA and SMCI. I guess we'll find out who's right :)