Report looks good. They are trying to put a good spin on the HIV protease inhibitor. No apparent progress with the HepC program with Lilly. Rumor has it that finding a protease inhibitor is extremely difficult, and some Pharma companies have already dropped out or are focusing on other targets (eg. helicase and replicase). The recent allowances for nerve growth cpds bode well. In this way they have established a niche where other companies focus on the protein factors themselves, where there are likely to be patent fights. The issues of concern for theses molecules are potency and bioavailability, but at least they look interesting.