MM retire, new CEO and Genevant/3rd party deals
While we won't see meaningful readouts from HBV trials any time soon, I speculate that more changes are coming after Genevant deal:
1. MM retires. Quite a few of people on this board predicted this during Acuitas trial a few weeks ago. With LNP handed over, we need a new CEO with proven experience in the infectious disease field.
2. 3rd party deals coming. The market is muted on this deal today. The selling on news is not too bad. If we hold up in the next few days. I speculate deals will start flow in from Genevant and 3rd parties. If an IPO is needed soon, some decent deals on file would for sure help the pitch, when "5-10 candidates" are still 2 years away.