1st look in is/was a non event, just safety related, 2nd look in around Oct/Nov is when it can be stopped.
The pps does not mean anything until then, we know it's safe and lots of secrets in pphm land, such as Abvie, MSK,AZ that nobody knew anything about and 20+ other ones we haven't heard about.
There is a reason for avid being ready and the mass hiring the last year and a reason and a reason MSK and AZ are on board, they know the data