I agree. It's just market sentiment. We're much further along with much less risk than 12mths ago yet SP is languishing.
Everything I've read lately is about countries spending more on HIV care and HIV rates are increasing, or higher than previously thought. Unfortunate for those people, but shows that the market for ATC isn't diminishing...
Still risky, but will be the best HIV drug when (if?) it makes it to commercialisation. That's a big market.
Top up time.
AVX Price at posting:
0.0¢ Sentiment: Buy Disclosure: Held
