Hey Caspex,
Sorry, are you thinking its the ace up their sleeve?
That would provide for HIV finals / demonstration of process to appease BP and or COVID results to drive SP into AGM/ Options right?
Fall back CR in Dec / end of cash Runway
I wonder what they need to do to demonstrate to BP, they appear to have the audience, what's the process. I liked when Becker said words to effect "and of course Gilead"
Cant get that GILD statement re appetite for mid single digit billions deals out of my head. Clearly these guys have been talking to some degree.
I feel like we are in the valley discussed in that decade old article written on BIT, done it, just need to sell it and to do so they are saying they need to detail why its working... how do they do that?
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