Like I said they have an ATM and probably tapped it a bit. I am not sure if they will go it alone which would require more capital than the ATM but I wouldn't bet on that necessarily as my guess is they are getting partnership discussions with partners wanting to take a closer look at their data. Its probably in the best interest of patients if they do partner (or completely sell out).
If the data are anywhere near as good as it seems your talk 300-400K for a couple thousand patients per year with the possibility to expand it to other MD kids! Which is worth a few billion in my book. Now discount that back to if you think they'll need another trial and if the data will hold up.
I am not a trader and I would sense it will have a lot more volatility before its done with.
