I agree, a Tibotec deal for the early stage HIV Integrase stuff would be nice but ATC is a whole other thing and developments there will be where any major SP movement will come from.
The way the sp has been dropping lately has got me a bit depressed but my long term confidence is unabating so I think I'm going to bottom draw my AVX for a few months at which point I'm hopefull I'll be pleasantly surprised.
