If I remember correctly, this agreement with Tibotec relates to the HIV integrase program - not the ATC/NRTI.
Don't know if they could do something with the integrase, completely disconnected to ATC ?
If they can, and if the agreement turns into something more solid, it may not have such a big impact on the sp. That said, it would still be a great PR operation.
On the other hand, if the relationship is stopped, then I would expect the sp to take a dive.
Any other views ?
AVX Price at posting:
11.5¢ Sentiment: Buy Disclosure: Held
