Well, up until today one of the biggest risks was that the whole thing could be a dog and pony show. No real products, or products rescued from the "trash heap". Much of that risk was reduced today and look what you get. They have three main drugs, all with completely different target markets. All could be first in class or best in class. Throw in a whole host of investigational compounds from the Polymedix purchase and you get lots and lots of reward for your risk.