>wonder what good mono data would mean to stock in February.<
In the phase-2a study (as opposed to the phase-2 study to start later), the resistance data may be more pertinent than the efficacy data per se.
The mere prospect of having the “next Sustiva” is exciting insofar as Sustiva has a virtual lock on the NNRTI portion of SoC cocktails. Of course, there are several candidates from other companies competing for this honor.