Lots of interesting stuff going on with this company at the moment. The picture being painted is one of a management team that knows how to motivate people and get results. Best shape management has been in for years IMO, but the bar is pretty low so I want to see more of this.
Not sure how we're gonna go with the HSV-2 results, something tells me that there might not be an "awesome" decrease in viral shedding over the currently announced 58% - just a gut feeling - but this is still a world class result. And that could just be because of time and cohort size. What we need now is a collab on the technology with a 30m+ deal with in form of up front or at the very least milestone payments.
All just speculation, but next two weeks are going to be interesting.
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