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.
Lots of interesting stuff going on with this company at the...
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