This is the issue that is far more important to shareholders right now, rather than the efficacy of the drug. The willingness of the company to deal is is so important, and it's totally unknown to anyone except those on the inside.
There will only be a couple of viral based immunotherapies picked up. They won't necessarily be the best 2, you don't have to be. It's the 2 that do the deal.
Biovex did that first deal 2 years ago on less data than Cavatak.
If the next deal is not Viralytics, it's very bad news. If the company is not engaging, or holding out for a ridiculous amount, or indeed has no intention to sell, just capital raise into perpetuity, then Cavatak might save the world but no one will ever get to buy it or use it.
So, the question for shareholders is how do we get to find out what the CEO and the board really intend to do? Because in my opinion this company should have been sold by now.
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