You are right - the CCR5 receptor is old news, and the new wave of HIV drugs designed on novel targets will assume centre stage.
Avexa has nothing new - its potential is limited to being used in combination with other drugs, and there is a high risk of replacement altogether. Merck and Pfizer to name but two of an emerging stampede of candidates.
Might be time to seriously think about rotating out of AVX, and taking a heavier position in a blockbuster like IMI.
AVX Price at posting:
0.0¢ Sentiment: Sell Disclosure: Not Held
