BMD's assessment on the business side is IMO just as compelling...

BMD's assessment on the business side is IMO just as compelling as the scientific analysis - which as others have stated, are extremely grateful for the sharing of this knowledge - in particular taking the time to translate scientific language into plain/mango English.

I agree that the Covid results likely would have been known months ago and have noted this in previous posts. MM is on record noting that the Covid trials will be quick and straightforward relative to the HIV trials - check out the Youtube investment webinars. As such, it would seem quite logical that the reason they have not been released is that they are bound by an NDA and waiting for the HIV trials to complete. Of course could be wrong and the analysis of the Covid data is not yet complete - that would seem extraordinary given the clinical trial ended in August last year.