some thoughts, page-8

PHE, I agree with you that, based on what we were told, "Tibotec are at this stage purely interested in licensing the HIV integrase program".

That said, considering all the energy, resources and time AVX has spent over the last few years to find a commercial partner / big pharma for its ATC jewel, wouldn't it make sense that they attempt to combine the 2 ? or at least, having some discussions / thoughts about it ?

If ATC is that good, considering that J&J/Tibotec are in this space, they should be able to find some space for ATC in their portfolio, no ?

Or is it just wishful thinking ?